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Phoenix Disability Tax logo DO I QUALIFY?

South Africa's Leading Disability Tax Claim Specialists

Bipolar Disorder, ADHD, Depression and much more — we can help you claim your rebate from SARS. Call us to find out if you qualify!

Happy couple after successful tax claim
SARS
ITR-DD Specialists
100%
South African Owned
Real Client Results
SA
Nationwide Service

Our clients are real people.

Families with disabled members often face the financial responsibility of caring for their disabled loved ones, which includes medical support, rehabilitation, and specialized equipment. The costs of therapies, medications, and home adjustments can accumulate. Also, dealing with emotional strain is an extra challenge for these families.

That is why we invest significant time in comprehending the distinct circumstances of each client to ensure we can secure all entitled claims for them. We commit to provide comprehensive support to our clients throughout every stage of the process.

Contact Us Today
Happy clients celebrating a successful claim

5-Star Rated

By Real Families

Tax Preparation Services

At Phoenix Disability Tax, our commitment is to assist you in claiming what you legally deserve. Our team of experts specialises in navigating the intricate realm of disability taxes rebates from SARS.

Every case is distinct, and we meticulously gather detailed information about your income, disability, and medical expenses in order to ensure none of your eligible medical tax credits are overlooked.

We work together to collect, organize, and provide supporting documents for the most discerning of SARS audits. That is why we guarantee a swift turnaround time for your claims processes.

SARS Compliance
Step 1: Assessment
1

Assessment

We comprehensively evaluate your condition and medical expenses.

Step 2: Preparation
2

Preparation

We compile your ITR-DD and documents for strict audit readiness.

Step 3: Submission
3

Submission

Swift submission directly to SARS on your behalf.

Disability Tax Calculator

Estimate your SARS Additional Medical Tax Credit using the official formula.

Disability Criteria

SARS Compliance

SARS defines disability as a moderate to severe limitation in daily activities, including mental, sensory, physical, or communication impairments. Disability status is determined by the impact on activities like walking, speaking, and memory.

  • The condition must be permanent, likely to last over a year, and verified by a healthcare practitioner using SARS documentation (ITR-DD form).
  • Must be a Tax payer or dependent on a Tax payer (Spouse or qualifying child).
  • Must have a Disability confirmed by an authorised Medical practitioner.
  • Must have medical expenses and/or disability related expenses.
Overcoming challenges with Phoenix Disability Tax
  • Physical: Conditions that impact mobility or physical appearance (e.g., amputees, spinal-cord injuries, cerebral palsy).
  • Mental: Diagnosed by a mental health practitioner indicating impairment impacting daily functioning like learning and communication.
  • Visual: Visual acuity in the better eye of less than 6/18.
  • Hearing: Impairment affecting verbal communication.
  • Intellectual: Moderate to severe impairment in intellectual functioning.

Frequently Asked Questions

Everything you need to know before starting your claim

Who qualifies for a SARS disability tax rebate?
Anyone who is a registered taxpayer (or a dependent of one) with a permanent disability — physical, mental, visual, hearing, or intellectual — that has been confirmed by an authorised medical practitioner using the SARS ITR-DD form. The condition must be moderate to severe and likely to last more than a year.
What is the ITR-DD form?
The ITR-DD is the official SARS Confirmation of Diagnosis of Disability form. It must be completed by a registered medical practitioner and is required to claim the additional medical expenses tax credit. Getting this form completed correctly is critical — even small errors can lead to rejection.
How far back can I claim?
SARS generally allows claims to be submitted or amended for the past three tax years, depending on your specific situation. Contact us to assess your individual case — many of our clients are surprised by how much they can recover.
Does mental health (ADHD, Bipolar, Depression) qualify?
Yes — mental health conditions including Bipolar Disorder, ADHD, Major Depression and others can qualify if diagnosed by a registered mental health practitioner and they meet SARS's criteria for moderate to severe limitation of daily functioning. This is one of our most common claim categories.
How long does the claim process take?
Once we have your complete documentation, we move quickly. SARS processing times vary, but we ensure your submission is audit-ready from day one — which significantly reduces back-and-forth and speeds up payouts.
What if SARS audits or rejects my claim?
We prepare every claim to withstand the most discerning SARS audits — that's the difference between us and a generic tax service. If you're already facing a rejection or audit, we can help review your case and respond appropriately.

Still have questions?

Talk to a Specialist

Specialist Tax Guides

Expert knowledge to maximize your refunds. Secure, local, and compliant.

The Complete Disability Tax Guide 2025/2026 book cover

The Complete Disability Tax Guide (2025/2026)

By Michelle Evler-Scott, Founder of Phoenix Disability Tax

This book was written for people who did everything right — and still lost out. Learn what the ITR-DD form is actually for, what SARS requirements really mean, and how to protect your claim before it is submitted.

Written for real people, real families, and real lives — with clarity, empathy, and experience.

R249
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