NCR compliance reporting: a practical guide
Forms 39 and 40, annual financial statements, Regulation 68 assurance preparation and the records needed to support each return.
Read NCR guide
Insights & insights
Useful guidance for the work behind compliance.
Straightforward articles, checklists, current SARS updates, official CIPC guides and useful links for South African business owners and organisations.
SARS
Official tax updates
Latest notices, media releases and filing guidance.
CIPC
Company guidance
Annual returns, beneficial ownership and statutory updates.
NCR
Credit-provider news
Latest NCR notices and credit-regulation updates.
QB
QuickBooks
Cloud bookkeeping and management reporting support.
Xero
Xero & Pastel
Additional accounting platforms used for client support.
Latest insight
Articles written around common client questions.
Practical explanations of business, tax and company compliance topics—without turning every answer into a textbook.
Beneficial ownership and annual returns: why both matter
A practical explanation of the two filings, the information needed and the risks of leaving them outstanding.
Read articleWhat to prepare before your year-end financial statements
A simple list of records and schedules that reduce delays, unanswered questions and year-end adjustments.
View checklistOfficial updates
Latest SARS updates.
The newest official SARS update is highlighted below, with recent notices, filing updates, alerts and media releases listed alongside it.
Official SARS Latest News
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Media release
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Read the official update ↗Recent updates
Loading… Checking feed…Practical checklists
Keep the recurring work visible.
Exact deadlines depend on your tax types, filing method, financial year-end and public holidays.
Accounting
Reconcile banks and cards, capture invoices and bills, review debtors, creditors and cash flow.
Payroll
Approve payroll inputs, process payslips, review PAYE, UIF and SDL, and retain supporting records.
Tax
Prepare VAT, provisional tax, income tax and employer returns according to the applicable cycle.
Company compliance
Update beneficial ownership, submit CIPC annual returns and prepare year-end financial information.
Software we use
Reliable tools for accounting, reporting and audit work.
We work across established desktop and cloud platforms, allowing us to support clients without forcing every business into the same system.
qb
QuickBooks
QB
QuickBooks Online
Cloud bookkeeping, bank feeds, invoicing, reconciliations, management reporting and collaborative client access.
sage
50 Pastel
Pastel
Sage Pastel
Desktop accounting for transaction processing, inventory, customer and supplier ledgers, VAT and detailed reporting.
xero
Xero
Xero
Cloud accounting, automated bank feeds, invoicing, reconciliations and up-to-date financial visibility.
Audit software
Audit
Audit & working papers
Structured audit files, lead schedules, working-paper documentation, review notes and financial-statement support.
Product names are used only to identify the platforms with which we work. All trademarks remain the property of their respective owners.
CIPC resources
Step-by-step guides for common CIPC filings.
Direct access to official CIPC guidance for company registration, annual compliance, ownership records, director changes and financial reporting.
Ownership
Optimised beneficial ownership filing
Guidance for selecting the entity category, confirming ownership information and completing the online beneficial ownership process.
Annual compliance
Calculate and file annual returns
How to identify outstanding periods, enter turnover, calculate the fee and complete the annual-return filing process.
Registration
Register a new private company
Steps covering the company name, enterprise information, addresses, directors, authorised shares and payment.
Directors
Director appointments and resignations
The automated process for changing the company’s directors and recording appointments or resignations.
Close corporations
Close corporation membership changes
A guide to CK2 member amendments where membership interests or member details need to be updated.
Company details
Company and close corporation address changes
How to update registered, business, postal or location details held on the CIPC record.
Company details
Change a financial year-end
The CIPC process for amending the recorded financial year-end of a company or close corporation.
Financial reporting
File annual financial statements through iXBRL
An instruction manual for entities required to submit annual financial statements using CIPC’s electronic reporting platform.
Source: Companies and Intellectual Property Commission step-by-step guide library.
External guides may be replaced or updated by CIPC. Check the full CIPC guide page when a direct document link no longer opens.
Official platforms
Go directly to the source.
These links open the official South African platforms used for registrations, submissions and guidance.
Tax
SARS
SARS
Income tax, VAT, PAYE, eFiling, tax compliance status and official notices.
Visit SARS ↗Companies
CIPC
CIPC
Company registrations, annual returns, beneficial ownership and statutory records.
Visit CIPC ↗Employment
Labour
Department of Employment & Labour
UIF, COIDA and employment compliance information.
Visit Labour ↗Professional
SAICA
SAICA
Professional standards, technical resources and accounting updates.
Visit SAICA ↗Credit regulation
NCR
NCR Latest News
Official National Credit Regulator announcements, consumer-credit updates, enforcement notices, market reports and industry information.
View NCR latest news ↗Need help applying an update to your business?
We assist with accounting, SARS, VAT, payroll, CIPC, financial statements and compliance catch-up work.