Process - Medical Credits

Medical Credits are given to Employee's for valid medical expenses incurred outside the payroll.  

Supporting Documents

These could include medical aid contributions, medical aid shortfalls, doctor's visit expenses and other medical expenses supported by a dispensary note and receipt/s from the chemist.  Medical expenses should be processed within 3 months of the expense being incurred.  Employees are therefore required to submit medical expense claims in good time to have them processed, especially for transactions towards the end of the tax year.  The receipts should be retained for possible enquiry by ZIMRA auditors. 

Medical credits must be supported by valid invoices and/ or receipts from:

- Registered Clinics

- Medical Aid membership

- Hospitals

- Pharmacies for prescription drugs

The employee should submit the supporting documents which should then be kept on file for ZIMRA audit.

Processing

For further information on how to process a medical expense.

The medical expense will come through on the employee's 'Payslip Input' screen and will also be reflected on the Employee FDS Forecast Tax Display Report.

Note: some Payslip formats do not show the Medical Expenses Transaction code since they are neither an Earning nor Deduction.

For further information on how to process a medical aid contribution.