The SARS medical expense claim documents checklist
A practical checklist of which documents SARS needs for a medical expense claim, from your scheme's tax certificate to the bank statement that proves you paid.
For accounting and tax practices
Client slips in. Defensible schedules out.
Your clients hand you the shoebox. SecureSlip reads the receipts, invoices and bank statements with private AI on machines in South Africa, and turns them into a SARS-ready medical claim pack or a VAT-split expense ledger. You check the flagged lines. A person signs off every deliverable.
Documents never reach a third-party AI service or leave South Africa.
We prepare supporting documents, not tax advice.
Cheque account · July
12 Jul · Dr M Naidoo-1,240.00
19 Jul · Builders Warehouse-2,687.14
03 Aug · Debit order-899.00
Medical schedule
Verified (locked)Dr M Naidoo · specialist consult · Code 4034
R 1,240.00
Tied to the 12 Jul debit on the statement.
Expense ledger
repairsBuilders Warehouse · 19 JulVAT 350.50R 2,687.14
Categorised by a rule table, not a guess. Exported as CSV and XLSX.
Two streams, one pipeline
Every workspace year is Medical or Ledger. You choose per year.
The same engine reads the paperwork either way. The stream decides what comes out the other end. A medical slip that lands in a ledger year is flagged and routed, never quietly claimed.
SARS code 4034
Medical claim pack
The medical bills your client paid and never sent to their scheme are invisible to SARS. We find them, match each one to a bank debit, and build the claim: an itemised schedule, labelled source documents, annotated bank statements and a cover letter, every file under SARS's 5 MB limit.
The medical streamBookkeeping input
Expense ledger
A year of business slips and supplier invoices becomes a categorised ledger with the VAT split out per line. A fixed rule table assigns each category. A line that matches no rule says so instead of guessing. Download it as CSV or XLSX and post it into your bookkeeping.
The ledger streamBuilt for practices
The AI reads. Your practice stays in charge.
A workspace per client, a review screen built for volume, and an audit trail under every action. The AI never does the sums, and it shows its doubt instead of hiding it. You decide what goes out under your name.
How a practice runs SecureSlipVerify and lock
Work the flagged rows in one keyboard-driven screen. Click a field, click the value on the document, and the row locks. Locked rows survive re-runs.
Tied to the bank
Each amount is matched to a debit on the client's statement where one exists. A line that matches nothing is flagged, not hidden.
You control release
On a practice workspace, nothing reaches the client until you release it. Hand a colleague read, review or release rights on one workspace, time-limited and audited.
One real, SARS-verified case
One box of receipts became a claim SARS accepted.
155Documents sorted
68Line items on the schedule
R177,459.64Verified Code 4034 claim
None of it appeared on any medical scheme certificate. It was found by matching invoices and till slips against bank statements, month by month, for a full tax year. Almost nobody has time to do that by hand. One real case, and every year is different, so treat it as an example rather than a promise.
Doing your own?
You do not need a practice to use SecureSlip.
A self-managed workspace gives you the same pipeline with plain-language questions instead of accounting screens. Upload what you have, answer the handful of items that need a human, and download your pack. Start with the free estimator to see whether a medical claim is worth it for your year.
- 01
Send your documents
Receipts, invoices, your medical scheme tax certificates and bank statements for the tax year.
- 02
We read and match
Private, local AI classifies every document and matches it to the payment on your bank statement.
- 03
You answer what's flagged
Only unclear or low-confidence items come to you, as plain questions. The rest is already checked.
- 04
You get your pack
A numbered, submission-ready schedule and cover letter, every file under 5 MB, ready to file.
From the blog
All articles The medical tax credit, in plain English.
The medical expenses tax credit threshold: why most people miss it
A year of medical receipts never adds itself up. See how the same out-of-pocket spend clears SARS's 7.5% medical expenses tax credit threshold differently, depending on what you earn.
What is the disability medical tax credit?
If you, your spouse, or a dependant has a SARS-confirmed disability, the medical tax credit formula changes in your favour. Many people who qualify never claim it.
Bring us one client’s shoebox.
The fastest way to judge SecureSlip is a real year of paperwork. Tell us about your practice and we will set up a workspace. Individuals: the free estimator gives you a first number in a minute or two.