Is there a special form for a life assurance organisation to use?
Yes. Life Assurance Organizations should complete a Form IT04 in respect of Life Assurance Funds only. I am a pensioner and entitled to claim a refund for overpayment, which form should I use? A Form IT05 is to be completed by a pensioner and any other person taxed under the Pay As You Earn whose main source of income is from salaries or wages, pensions, dividends, bank interest and other income from which tax has been deducted at source, in excess of their correct liability. Remember, when submitting your claim you must attach withholding tax certificates to verify taxes deducted at source. Please note, however, that if you also earn income from other sources, such as rental or you have a business on the “side”, you should instead use a Form IT01. Is there any other form that I may need to use? Yes. Once you are required to file an income tax return using Forms IT01, IT02, IT03 or IT04 you should also complete a Form IT07. This is a declaration of estimated income and tax payable. Thi
