Tax Compliance · Personal & Corporate

SARS obligations — handled on time, every time

From ITR12 personal returns to ITR14 corporate tax, provisional tax, VAT, and PAYE — we manage your full SARS compliance calendar so deadlines never sneak up on you.

Tax types we cover
ITR12 · Personal ITR14 · Corporate Provisional Tax VAT201 EMP201 · PAYE Tax Clearance Trusts · IT3 SARS Objections Registered Tax Practitioner
What we cover

Every tax obligation — one firm

We are registered SARS tax practitioners. Every return we file carries our registration, our professional indemnity, and our accountability — not a template generator.

Personal

Individual Income Tax (ITR12)

Annual return for salaried employees, sole proprietors, freelancers, and investors with rental or capital gains income.

  • Salary, commission & allowances
  • Investment income & dividends
  • Rental income schedules
  • Capital gains calculations
  • Medical, RA, and travel deductions
Corporate

Company Income Tax (ITR14)

Annual corporate return for private companies, including reconciliation to AFS and full SARS eFiling submission.

  • Taxable income reconciliation
  • Prepaid tax and payments
  • SBC concessions where applicable
  • Assessed losses carried forward
  • Connected to your AFS sign-off
Ongoing

Provisional Tax

Two estimates per year (August and February) based on your actual results — no over- or under-payment surprises.

  • First and second provisional estimates
  • Third payment (top-up) planning
  • Penalty avoidance modelling
  • Linked to your bookkeeping data
Monthly/Bi-monthly

VAT (VAT201)

Monthly or bi-monthly VAT returns filed accurately and on time — including output/input reconciliation and refund tracking.

  • VAT201 preparation & eFiling
  • Output and input tax reconciliation
  • VAT refund follow-up
  • Vendor registration & de-registration
SARS

Tax Clearance & Compliance Status

Good standing certificates for tenders, property transfers, and emigration — applied for and tracked until issued.

  • Tax clearance (SARS PIN)
  • Foreign investment compliance
  • Tender and BEE requirements
  • Outstanding returns resolved first
Advisory

SARS Correspondence & Objections

When SARS raises a query, issues an assessment, or flags a return — we respond, object, and resolve on your behalf.

  • Request for relevant material (RFI)
  • Audit and verification responses
  • Objections (NOO) and appeals (NOA)
  • Payment arrangement applications
Our SARS experience

We know how SARS works — and how to navigate it

SARS has become significantly more automated, more data-driven, and less forgiving of errors than even five years ago. Third-party data from banks, employers, and retirement funds pre-populates returns — discrepancies trigger auto-assessments and audits.

As a registered SARS tax practitioner practice, we represent you formally. We have eFiling agent access, can file on your behalf, and can engage SARS directly when issues arise — without you needing to queue, call, or attend a branch.

eFiling access & agent representation

We file directly on your SARS eFiling profile as your registered tax practitioner — no need for you to navigate eFiling yourself.

Auto-assessment review

We review every SARS auto-assessment before acceptance — pre-populated data is often incomplete or incorrect.

Audit and verification management

Requests for supporting documents compiled and submitted within SARS deadlines — with complete audit trails.

Penalty remission applications

Outstanding returns and penalties from prior years can often be reduced or waived — we handle the application and negotiation.

Compliance calendar

Know your key SARS deadlines

South African tax deadlines are fixed — missing them triggers automatic penalties. We track every deadline across all clients so nothing is filed late.

Return Who it applies to Frequency Key deadline
VAT201 VAT-registered vendors Monthly / bi-monthly 25th of following month
EMP201 (PAYE) Registered employers Monthly 7th of following month
Provisional Tax (1st) Non-salary income earners Bi-annual 31 August
Provisional Tax (2nd) Non-salary income earners Bi-annual 28 February
ITR12 (Individual) All individuals with income Annual October (non-provisional)
ITR14 (Company) All registered companies Annual 12 months after year-end
EMP501 (Annual recon) Registered employers Annual 31 May
How it works

Tax compliance, without the stress

1
Tax profile review

We map your full tax obligation set — returns, registrations, and any outstanding SARS items.

2
eFiling setup

We get agent access to your SARS eFiling profile and confirm all registrations are in order.

3
Deadline tracking

We load your compliance calendar and reach out before each deadline — no last-minute scrambles.

4
File & confirm

Returns filed, receipts archived, and confirmation sent to you. Done.

Common questions

Tax compliance — answered

Do I need a tax practitioner if my affairs are straightforward?
Technically no — but straightforward affairs become complicated faster than expected. Investment accounts, rental income, a side business, or a company interest all add complexity that auto-assessments routinely mishandle. Having a practitioner review every return before acceptance costs far less than fixing an error after the fact.
What is provisional tax and do I need to pay it?
Provisional tax applies if you earn income that isn't subject to PAYE — rental, freelance, business income, or significant investment returns. You pay twice a year based on estimated annual taxable income. We calculate the correct estimate to avoid both over-payment and the 20% penalty SARS charges for under-estimation.
Can you sort out old outstanding tax returns?
Yes. Outstanding returns are one of the most common issues we deal with. We compile the relevant records, file the returns, and often apply for penalty remission at the same time. SARS is generally more cooperative when returns are filed voluntarily, even late.
What does "SARS registered tax practitioner" actually mean?
A registered tax practitioner holds a recognised professional designation (ours is through SAIPA), is registered with SARS as a tax practitioner, and complies with SARS' annual CPD requirements. It means we can formally represent you in SARS correspondence and are bound by a professional code of conduct.
How does SARS get information about my income?
More than most people realise. Banks, employers, medical schemes, and retirement fund administrators all submit data directly to SARS. Your auto-assessment is built from this third-party data. If any of it is incorrect, inaccurate, or incomplete, your return will be too — unless someone reviews it.
What happens if SARS audits me?
We handle it. An audit is a request for supporting documents for a specific return. We compile the pack, respond within the SARS deadline, and track the outcome. If SARS issues an additional assessment we disagree with, we object formally on your behalf.

SARS shouldn't be keeping you up at night

Book a free consultation and we'll review your current tax position, identify any outstanding obligations, and walk you through what a clean compliance calendar looks like.

Book your free consultation