To qualify for a personal tax refund from the South African Revenue Service (SARS), you generally need to meet the following criteria:

Taxable Income

You must have submitted a tax return for the relevant tax year, indicating taxable income. If your total taxable income is below a certain threshold, you might not need to pay tax.

Overpayment of Tax

You qualify for a refund if you’ve paid more tax than you owe. This can happen due to excessive PAYE (Pay As You Earn) deductions by employer

* Using your personal transport for business/ Work.

* Having a disabled member in your medical aid.

* Earning commission and claiming for tax directive

Compliance

You must be in good standing with SARS, meaning all required tax returns must be submitted and any outstanding issues resolved.

Correct Documentation

Ensure you have the necessary documentation, such as tax certificates (IRP5/IT3) from your employer and any other income sources.

* Medical aid certificate

* Travelling Logbook

* Retirement certificate.

* IRP5

If you meet these criteria, you can file your tax return and, if applicable, request a refund from SARS.