Income-tax returns
We prepare income-tax information from the final accounting records and supporting tax computation.
- Company income tax
- Trust income tax
- Individual and sole-proprietor returns
- Assessed-loss and allowance schedules
Tax & SARS compliance
Tax compliance that is prepared, supported and followed through.
Practical support with registrations, returns, reconciliations, SARS requests and disputes—based on records that can be explained.
Income tax
Company, trust and individual returns
VAT
Returns, reconciliations and supporting schedules
Provisional tax
Estimates and payment planning
SARS matters
Verifications, objections and compliance follow-up
What we do
Tax work should agree with the accounting records.
The strongest tax submission is one supported by reconciled accounts, complete schedules and an explanation of unusual items.
VAT compliance
VAT returns are prepared from reconciled sales, purchases and supporting tax invoices rather than from bank movement alone.
- VAT201 preparation
- Input and output VAT reconciliations
- Registration and deregistration support
- Verification supporting packs
Provisional tax
Estimated taxable income is reviewed during the year so that provisional-tax submissions reflect the available financial information.
- First and second provisional returns
- Taxable-income estimates
- Cash-flow planning
- Top-up calculations where applicable
SARS registrations and profile maintenance
We assist with tax-type registrations, representative details and practical eFiling profile matters.
- Income-tax registration
- VAT and employer tax applications
- Registered representative updates
- Tax-type and eFiling follow-up
SARS verifications and audits
A structured response pack is prepared to link the submitted return to the accounting records and source documents.
- Document request review
- Reconciliation schedules
- Source-document indexing
- Response and follow-up
Objections, appeals and corrections
Where an assessment appears incorrect, we review the facts, supporting records and available dispute process.
- Request for reasons
- Notice of objection
- Supporting grounds and schedules
- Penalty-remission requests where appropriate
Why it matters
Tax numbers should be traceable.
A tax return is easier to defend when every material amount can be traced to a ledger, schedule, contract or source document.
We focus on reconciling the accounting and tax position before submission and identifying information that management still needs to provide.
✓Tax returns agree with final accounts
✓VAT reconciles to sales and purchases
✓Private and non-deductible costs identified
✓Fixed-asset and allowance schedules maintained
✓Prior assessments and losses reviewed
✓SARS correspondence tracked to completion
01
Confirm the tax position
→
02
Review accounting support
→
03
Prepare calculations
→
04
Resolve differences
→
05
Submit and monitor
→
06
Close the matter
Our process
From initial review to completed reporting.
The exact scope is agreed after reviewing the entity, records, reporting period and outstanding requirements.
Confirm the tax position
We identify registered tax types, periods due, current assessments and outstanding SARS requests.
Review accounting support
The trial balance, ledgers, statements and tax schedules are checked for completeness.
Prepare calculations
Taxable income, VAT or provisional-tax information is calculated and reconciled.
Resolve differences
Unusual items, missing documents and prior-year differences are addressed before filing.
Submit and monitor
Returns or responses are submitted through the applicable SARS channel and monitored.
Close the matter
Assessments, statements and follow-up actions are reviewed and retained with the submission file.
Information required
Documents normally requested.
The final request list depends on the assignment and the condition of the current records.
•SARS eFiling access or practitioner transfer
•Tax registration details
•Trial balance and general ledger
•Annual financial statements
•Bank statements and reconciliations
•VAT transaction reports
•Sales and purchase invoices
•Payroll and EMP201 information
•Fixed-asset register
•Loan and finance agreements
•Prior assessments and tax returns
•SARS letters and verification requests
Common issues
Common tax and SARS problems.
Identifying these matters early helps define the records, corrections and follow-up work required.
Returns submitted from incomplete records
The tax return is filed before year-end adjustments and reconciliations are complete.
VAT does not reconcile
VAT returns, sales reports, purchase records and the general ledger show different balances.
SARS requests are answered piecemeal
Documents are submitted without a clear index or reconciliation to the return.
Prior assessments are ignored
Assessed losses, penalties, credits and outstanding debt are not considered in the current position.
Business and private costs are mixed
Personal expenditure has not been separated from deductible business expenditure.
Deadlines are not monitored
Returns, payments or dispute steps are missed because there is no compliance calendar.
Useful resources
Official SARS resources.
Current forms, guides and submission procedures should always be confirmed on the official SARS website.
SARS
SARS Businesses and Employers
SARS
SARS
Value-Added Tax
SARS
SARS
Provisional Tax
SARS
SARS
SARS eFiling
SARS
Tax and SARS timing at a glance.
Exact dates depend on the tax type and filing profile. Use this as a planning prompt and confirm current deadlines on SARS.
Monthly
VAT / PAYEPrepare and reconcile regular tax submissions where registered.Periodic
Provisional taxPlan estimate reviews during the year where applicable.Annual
Income taxWork from the final financial records and tax computation.As needed
SARS queriesRespond promptly to verifications, penalties and assessments.Need help with an outstanding return or SARS request?
Send the tax type, reporting period, latest assessment or SARS letter and available accounting records so that we can assess the next steps.