The 60-second version
South Africa exit needs IRP5 certificate, SARS compliance status, and visa cancel. I export UIF and pension fund statements, close ZAR account, wire to NRE, and map India–SA DTAA relief.
IRP5 and tax compliance status before closing ZAR account
South Africa taxes residents on worldwide income — I obtain final IRP5 from employer and confirm SARS has no outstanding returns before departure.
Critical skills or general work visa cancel through employer; retain DHA exit stamp for India ITR overlap year.
Retirement annuity and pension fund statements export — needed for Form 67 and future withdrawal tax.
Southern Africa: Mauritius guide.
South Africa lanes after departure
| Item | South Africa | India |
|---|---|---|
| PAYE salary | IRP5 issued | Residency tax from return date |
| RA / pension | Fund statement | Taxable if withdrawn same FY |
| ZAR bank | Close | Wire to NRE |
| Capital gains | CGT on disposal | Form 67 + DTAA Article 13 |
| Rental in ZA | Continues | Schedule FA + ITR |
South Africa exit sequence
Final settlement
Employer letter with tax and leave breakup.
SARS compliance
Tax compliance status or clearance letter.
Visa cancel
DHA clearance via sponsor.
UIF / RA export
Download fund statements PDF.
Wire + RNOR
ZAR to NRE; Form 67 if same-FY tax.
Exit flow
South Africa export kit
- IRP5.
- SARS letter.
- UIF PDF.
- Visa cancel.
- SWIFT receipt.
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Emigration tax
Large RA withdrawal may trigger SA exit charge — plan before transfer.
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Partial-year ZA income?
Yes if ZA-source in departure year.
RNOR on ZA salary?
Foreign salary may be exempt in RNOR years if conditions met.
Keep ZA property?
Schedule FA + rental in India ITR.
RA withdrawal?
SA tax on lump-sum — Form 67 for credit.
Remote for ZA client?
India taxes from residency date after return.
India–SA DTAA?
Article 15 employment + Article 13 capital gains relief.
Your country's rules are the starting point, not the finish line.
Tax exits, pension continuity, banking notifications — the India side has its own rules too. Get both sides clear.