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ELIGIBILITY FOR A TAX REFUND

Not everyone qualifies for a tax refund.

In order to obtain a tax refund, you must first qualify to claim medical credits for disability expenses (including remedial schooling).

 

We can help you determine your eligibility and overcome the administrative burdens and complexities that accompany the claims processes.

Key Factors Affecting Your Eligibility

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DIAGNOSIS

The tax definition of disability is not the same as the medical definition, and yours must meet the legislated requirements.

 

The permanence and severity of the disability will also need to be factored in.

 

For more about the tax definition of a disability, click here.

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INCOME TAX LEVEL

If you do not pay income tax (or pay a very small amount), you will not be eligible for a tax refund even if your disability expenses are high.

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GENERAL TAX POSITION

Your general tax position includes factors such as (but not limited to):

  • Income earned

  • Actual tax paid

  • Tax liabilities

  • Tax compliance status

  • Disability expenses paid

Paperwork

The paperwork required to claim the medical credit (such as the ITR-DD form) can be burdensome. However, it is absolutely vital that these documents meet the necessary criteria. We will guide you through the process in order to maximise your benefit.

Incorrectly completed paperwork will likely result in claim rejection.

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