Tax Compliance · Personal & Corporate

SARS obligations — handled on time, every time

ITR12, ITR14, provisional tax, VAT, PAYE. We manage your full SARS compliance calendar. No deadline surprises, no last-minute scrambles.

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Tax types we cover

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. We're 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 your annual financial statements 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-payment, no under-estimation penalties.

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, using figures straight out of your monthly bookkeeping. Includes 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. We apply, follow up, and track 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 it 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, file on your behalf, and engage SARS directly when issues arise. You don't need to queue, call, or attend a branch.

eFiling access & agent representation

We file directly on your SARS eFiling profile as your registered tax practitioner. You don't need 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 the 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

Tax profile review

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

eFiling setup

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

Deadline tracking

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

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.