Every July, we send you your medical tax certificate to submit with your income tax return.
SARS requires the Scheme to provide you with the total contributions paid in the current tax period, the total value of claims not covered by the Scheme and confirmation of the beneficiaries on your membership.
This is the two-page medical tax certificate we provide you with each year. In the past, we also sent a separate attachment with the details of your claims - the tax summary.
The tax summary 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 are seldom used by members which, when emailed to the member, increases the risk of this private information being accessible to others.
However, you will always be able to request the tax summary from the call centre by sending an email to: service@discovery.co.za.