Keeping Our Clients
Tax Compliant

The enthusiasm that we have for the work that we do, guided by our conviction to do what is ethical and what is right in our profession; Our commitment to take service delivery to higher levels; Our pledge to find solutions to problems; and Our passion to work smarter and take full advantage of technology. This is our driving energy.

It's about our clients

Our service to individuals, trusts and companies is based on building personal relationships with our clients, with a customer-focused approach in accordance with their specific tax compliance requirements.

We offer

A  comprehensive range of personalised tax compliance services to individuals, trusts and companies.

Services to firms with their own tax compliance departments to streamline their tax compliance processes.

General financial management services.

Tax compliance services

For individuals, trusts and companies: The complete spectrum recurring tax compliance services and additional specialised tax compliance services, when required.

Tax compliance department support

For firms with their own tax compliance departments: Streamlining tax compliance processes and GreatSoft cloud-based CRM and CDM practice management software support.

General financial management services

For Businesses: Financial management and support services.

Tax compliance services

Non-provisional taxpayer

R3 200* minimum fee/year
  • eFiling registration maintenance
  • SARS registered details maintenance via eFiling
  • Calculation: Final annual income tax liability
  • Completion and submission: Annual income tax return
  • Review: Income tax assessment / SARS statement of account
  • Submit: Supporting documents to SARS
  • Apply: Annual tax clearance certificate - Good Standing
  • Statement of Assets and Liabilities (Individuals) - if required by SARS

Provisional taxpayer

basic and no business income
R3,450* minimum fee/year
  • eFiling registration maintenance
  • SARS registered details maintenance via eFiling
  • Calculation: Final annual income tax liability
  • Completion and submission: Annual income tax return
  • Review: Income tax assessment / SARS statement of account
  • Submit: Supporting documents to SARS
  • Apply: Annual tax clearance certificate - Good Standing
  • Statement of Assets and Liabilities (Individuals) - if required by SARS
  • Calculation: Provisional Tax liability
  • Completion and submission: IRP6 forms

Provisional taxpayer

complex and/or business income
R4,800* minimum fee/year
  • eFiling registration maintenance
  • SARS registered details maintenance via eFiling
  • Calculation: Final annual income tax liability
  • Completion and submission: Annual income tax return
  • Review: Income tax assessment / SARS statement of account
  • Submit: Supporting documents to SARS
  • Apply: Annual tax clearance certificate - Good Standing
  • Statement of Assets and Liabilities (Individuals) - if required by SARS
  • Calculation: Provisional Tax liability
  • Completion and submission: IRP6 forms

VAT vendor

excl. monthly accounting
R7,200* minimum fee/year
  • eFiling registration maintenance
  • SARS registered details maintenance via eFiling
  • Calculation: VAT liability
  • Completion and submission: VAT201 forms (Value added tax vendor declaration)
  • Review: VAT assessment and statement of account
  • Submit: Supporting documents to SARS
  • VAT payment arrangement via eFiling
  • Apply: Annual tax clearance certificate - Good Standing

Employer

R15,000* minimum fee/year
  • eFiling registration maintenance
  • SARS registered details maintenance via eFiling
  • Calculation: Monthly PAYE/UIF/SDL liability (incl. Full payroll function, calculation of net salaries, payslips and third party payments)
  • Payment arrangements to SARS, staff and third parties
  • Completion and submission: EMP201 forms (12 returns p.a.) (Employees tax returns)
  • Completion and submission: EMP501 forms (2 returns p.a.) (Employees tax reconciliation)
  • Completion and submission: Monthly UIF declarations (Unemployment Insurance Fund)
  • Completion and submission: Annual COID declaration (Compensation for Occupational Injuries and Disease)

Have a question or need help? Get in touch with us today by requesting your appointment.

Additional specialised tax compliance services

Tax compliance department support

  • Assess current tax compliance processes in terms of inefficiencies and risks factors.
  • Implement new tax compliance processes to streamline services and address risk factors.
  • Compilation of tax compliance user guides.
  • Tax compliance training for members of staff.
  • Assess current tax compliance software utilisation.
  • Project management and liaison between business and the software supplier when implementing GreatSoft tax compliance software.
  • Assistance with the customisation and optimal utilisation of GreatSoft tax compliance software.
  • Digitize client forms (incl. Cloud Document Management Webforms)

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