Medical tax certificates vs tax summary

Tax season is around the corner. Every July, we provide you with your two-page medical tax certificate in order to submit with your income tax return. The Scheme is required by SARS to provide you with the total contributions paid in the current tax period, the total value of claims not covered by the Scheme and the confirmation of the beneficiaries on your membership.

In the past, we also sent a separate attachment with the details of your claims - the tax summary. This is not a SARS requirement, but rather a supporting document for members who needed the detail to reconcile their medical expenses or to respond to SARS queries.

POPIA has required us to reconsider the content and form of all communication we distribute to our membership with the aim of reducing the risk of your personal information falling into the wrong hands. Tax summaries are large files full of personal information which when emailed to the membership increases the risk.

As of July 2022, we will only be sending you your tax certificate. However, you will always be able to request the tax summary from the Call Centre by calling 0860 123 077, by email to tfgmedicalaidscheme@tfg.co.za

The easiest and most secure way to obtain your tax certificate or tax summary is to download it from the member log in area on the Scheme website, www.tfgmedicalaidscheme.co.za Or access it in the Discovery App.