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your client agnes ( 5 6 ) has asked you to assist FILLING HER TAX RETURNS FOR THE 2 0 2 4 - 2 0

your client agnes (56) has asked you to assist FILLING HER TAX RETURNS FOR THE 2024-2025 TAX YEAR and provided you with the following information : Salary :ANnnual income R400000,Pension income R200000, Voluntary purchased annuity original value R1000000 for 5 years , annual income of voluntary purchased annuity R230000, Local interest R100000, Contributions to pension fund (own ) R60000, Medical aid contributions (employer) R36000, Agnes sold unit trusts to the value of R120000, during the same tax year .The taxable gain for sale of the unit trusts amounted R44000.Agnes is a widow and has no other depandants .

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