Completing the Templates

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You might want to go back to ensure that any prerequisites have been completed.

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Please follow the instructions as detailed below and mark as complete when done.

Instructions

Once you have received your documents from Lumina, please complete them as detailed below.

For the document named ‘Letter.docx’:

• Replace the fields highlighted in yellow with your own information
• Add the name of the institutions issuing your statements to the bullet list.
• Note that the fields highlighted in green will need to be updated for each application. The “Request Ref No” field will be provided in a later step (by SARS)
• Save the document.

For the document named ‘Assets and Liabilities.xlsx’:

• Fill in your assets and liabilities for the previous 3 tax years as is provided by the example.
• Note that you do not need to provide any proof of these assets to SARS.
• Save the document.

Mark as Complete