Dear Mrs Brock

 

Your 2022/2023 tax certificates are now available through your secure Allan Gray Online account. To view and download your latest and historic tax certificates, log in to your secure online account at www.allangray.co.za and navigate to ‘Statements & documents’ >> ‘Tax certificates’.

 

Attached is the IT3(b) tax certificate for your account AGUT1234 for the tax year ending 28 February 2023.

 

Use your ID number starting with 9408 to open your tax certificate.

You can use your tax certificate to complete your SARS income tax return when the tax filing season start in July 2023. Where information is pre-populated in your tax return, please check that it matches your tax certificate.

 

We are sending you this tax certificate because there were dividends, interest or other income on the investment between 1 March 2022 and 28 February 2023.

 

To assist you with your SARS tax return, we have put together the answers to some frequently asked questions click here to read our FAQ.

 

Yours sincerely
Allan Gray Client Services

We continuously strive to enhance the security of your personal information 
As part of our ongoing efforts to achieve this, we now provide all your important investment documents securely via an Allan Gray Online (AGO) account, at any time. You can also use your AGO account to keep your personal details updated and safely transact without the need for forms.