Get ready for tax season 2023!

Every July, we send you your medical tax certificate to submit with your income tax return.

SARS requires the Society to provide you with the total contributions paid in the current tax period, the total value of claims not covered by the Society and confirmation of the beneficiaries on your membership.

This is the two-page medical tax certificate we provide you with each year. In the past, we also sent a separate attachment with the details of your claims - the tax summary.

The tax summary is not a SARS requirement, but rather a supporting document for members who needed the detail to reconcile their medical expenses or to respond to SARS queries.

POPIA has required us to reconsider the content and form of all communication we distribute to our membership with the aim of reducing the risk of your personal information falling into the wrong hands.

Tax summaries are large files full of personal information which are seldom used by members which, when emailed to the member, increases the risk. We will only send you your tax certificate from now on as a result.

However, the easiest and secure way to obtain your tax summary is to access it on the Society website by logging into www.bemas.co.za using your secure login details. Information can be found under FIND A DOCUMENT > TAX CERTIFICATE or by calling our call centre on 0860 002 107 |or send an email to: service@discovery.co.za