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Medical aid tax credits explained

Guide · ~3 min read · Updated July 2026 · 2026/2027 tax year

If you pay for a medical scheme, SARS gives you a fixed monthly tax credit for it. Not a deduction that shaves a bit off your taxable income, a credit that comes straight off the tax you owe, rand for rand.

The 2026/2027 amounts

WhoCredit per month
Main memberR376
First dependantR376
Each additional dependantR254

The amounts are the same whatever you earn. Someone on R400,000 and someone on R2,000,000 get exactly the same credit for the same family.

A worked example

Take a family of four on one medical scheme: you, your spouse, and two children.

How you get it

If your employer runs your medical scheme off your payslip, the credit is usually built into your monthly PAYE already, so your take-home is a little higher. If you pay the scheme yourself, you claim the credit when you file your income-tax return, and it reduces the tax you owe or grows your refund.

The extra credit for big medical bills

There's a second, less-known credit: the additional medical expenses tax credit. It helps with out-of-pocket costs the scheme didn't cover, and with scheme contributions above a set multiple of the credit above. The rules differ for people 65 and older, and for taxpayers with a disability, who get a more generous version. If you had large medical costs in a year, it's worth checking whether you qualify.

Related guides

Educational only, and the credit amounts change each tax year, so confirm the current figures with SARS. For advice on your situation, speak to a registered tax practitioner or financial adviser.