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A Diversified Financial Services Group
www.sataxguide.co.za
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Our Tax Services
Individual Tax Services
We provide the following individual tax services
Completion and submission of annual personal income tax returns (IT12)
Registration for income tax and provisional tax
Provisional tax returns completion and submission (IRP6)
Tax advice and planning (incl. Capital Gains Tax)
Liaise with SARS regarding queries (incl. objections to assessments)
Personal Income Tax planning
Residence-based taxation issues
Estate planning Capital Gains Tax
Checking income tax assessments
Dealing with SARS queries
Employees Tax
We advise on improvement of PAYE management processes by identifying cost saving and planning
opportunities. We help clients with:
Registration as an employer for Employees Tax
Advice on the duties of an employer in relation to SARS
Remuneration structuring
Compliance testing tools and audits
Applications for tax directives
Objections and appeal
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Indirect Tax
We have a dedicated tax team that specialize in advising clients on a wide range of indirect taxes regarding all
aspects of these taxes including compliance and reporting, dispute resolution and tax planning and
implementation. We work with our clients to develop indirect tax strategies that align with their business
strategies and we help clients to structure governance around the indirect tax function. Other services offered
include:
Tax opinions
Indirect tax compliance reviews
Import / export views
VAT automation
VAT cash management reviews
VAT restructuring
Year-end computation and tax return preparation
Tax Consulting
Our tax specialists are experienced in advising clients on the tax consequences of their arrangements, in
comprehensive tax planning and the implementation of the plan. Among other things, we advise clients on the
following:
Business disposals
Business valuations
Depreciation allowances
Disposal of businesses
Group restructuring
Mergers and acquisitions
Dividends tax
Share incentive schemes
Shareholder and owner issues
Transfer pricing
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Our Accounting Services
Bookkeeping
Monthly or more frequent collection of documentation from your premises
Capturing of documentation
Cash Book processing and Bank Reconciliations
Petty Cash Reconciliations
Debtors reconciliations and Statements
Creditors reconciliations and remittances
Inventory/Stock Control and Reconciliation Maintenance of fixed asset registers
VAT calculations
e-Filing payments to SARS
Management Accounts emailed or delivered
Cash Flow Statements
Income Statement
Balance Sheet
Trial Balance
Management accounting
Financial Statement Preparation and Accounting Officers Report
Budget preparation and reporting
Cash-flow forecasting and reporting
Other Ad-hoc monthly financial reporting (Sales Analysis, Product costings, Inventory/Stock costings,
Annual Leave, Sales Forecasts)
IT14 SD supplementary declaration (Income Tax Reconciliation, PAYE Reconciliation, VAT Reconciliatio
Customs Duty Reconciliation)
Expense analysis
Business modeling
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Excel templates
Financial Statements compile financial statements based on IFRS for SMEs
Fixed Assets Register - Calculate Wear and Tear / Depreciation
Accounting excel templates
Computer support
Electronic Documentation Scanning and archiving
Printer, Scanner, Tablet or Smartphone installation
Setup Anti-Virus
Install and setup 3rd party programs
Wireless, ADSL and router setup
Backup and restore of data
Offsite backing up solutions
Hardware problems
Software problems
Install and maintain networks
Remove Viruses, Ad-ware, Spy-ware and pop-ups
Internet and Email setup
Help stop Spam
Cloud storage solutions
Company Registrations & Returns
Shelf Companies
Registering a new company
Memorandum of Incorporation and advising directors of their obligations as per Companies Act and
relevant legislation
Adding or removing directors
Change company name
CIPO annual company returns
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