Services offered to individuals and trusts to ensure compliance

Annual income tax compliance

Annual income tax compliance

 

  • Registration as a taxpayer (where required)

  • Provisional tax returns (if applicable)

  • Annual tax returns including uploading of source documentation

  • Reconciliation of tax assessment

  • Attending to any general query from SARS

Production of annual financial statements

Production of annual financial statements

Production of annual financial statements

 

Ad hoc services

Ad hoc services

  • Section 7C compliance for individuals - donations tax submission to SARS

  • Application for tax clearance certificates

  • Attending to more complicated tax queries and requests, eg audit queries

  • Objections to assessments/registrations as a taxpayer

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Compliance services

We compile annual financial statements for trusts and compile, submit and manage tax returns for both individuals, trusts and deceased estates so you always meet your obligations and avoid the risks and potential financial consequences of non-compliance.

Useful documents

Below are helpful documents for you to have on hand for your tax compliance and financial accounting.

Tax guide 2023/24

Tax guide 2023/24

 
What you need to know to prepare for the 2023 tax-filing season.
 
 
Download tax guide
Tax directory 2023/24

Tax directory 2023/24

Tax directory for the tax year 2023/2024.

Download tax directory
Understanding emigration

Understanding emigration

We've broken down the financial implications of emmigrating to help you understand the process. 

Download brochure
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