For a fixed monthly fee, we will take care of all your accounting, taxation, business law and company secretarial work. The arrangement is structured to suit each specific client, but the objective is always the same to relieve you of as much of the accounting, payroll and tax functions as is operationally possible and to provide up to date management accounts. You have an entire professional team of registered accountants, tax practitioners and commercial lawyers at your disposal at a fraction of the cost. Not only are you doing less, but it will also cost you less.

Note that the services below can be covered by a negotiated fixed monthly retainer fee and all the comprehensive services will be provided at no extra cost. The services below can also be provided separately, or once-off basis, depending on the needs of the individual or company.

Our monthly retainer fee is the most popular with our clients. A dedicated registered accountant and tax practitioner will be assigned to the client.

Accounting and Bookkeeping Services

Bookkeeping and Accounting Services

• Dedicated registered accountant and tax practitioner will be assigned to the client
• Unlimited email and telephone support
• Cloud-based accounting (Sage Pastel Partner, WaveApps, Xero, QuickBooks, SageOne, etc)
• Posting all bank statements and completing the monthly bank reconciliations
• Posting purchase invoices expenses and cash transactions.
• Credit card transactions and reconciliations
• Processing of all transactions
• Monthly management accounts
• Debtors and creditors reconciliations
• Monthly financial reports and analysis
• Preparing & submission of annual financial statements
• Preparing annual budget
• Independent Review Engagements
• Accounting Officer Engagements

• Maintenance of fixed asset registers
• VAT calculations
• Submissions f all SARS tax returns

Excel templates

• Financial Statements compile financial statements based on IFRS for SMEs
• Fixed Assets Register Calculate Wear and Tear / Depreciation
• Templates for SARS Supplementary Declarations
• Accounting excel templates

Management accounting

• Financial Statement Preparation and Accounting Officers Report
• Budget preparation and reporting
• Cash-flow forecasting and reporting
• Monthly financial reporting (Sales Analysis, Product costings, Inventory/Stock costings, Annual Leave, Sales Forecasts)
• IT14 SD supplementary declaration (Income Tax Reconciliation, PAYE Reconciliation, VAT Reconciliation, Customs Duty Reconciliation)
• Expense analysis
• Business modeling

Tax Services

We have a dedicated tax team that specializes in advising clients on a wide range of taxes regarding all aspects of these taxes including compliance and reporting, dispute resolution, and tax planning and implementation.

Payroll services and Employee tax services

• Processing monthly transactions and employees payslips
• Submitting monthly EMP201 (PAYE, UIF & SDL) returns to SARS
• Submitting Bi-Annual and Annual EMP501 PAYE reconciliations to SARS
• Generating IRP5 tax certificates for directors and employees
• Submit monthly declarations to the Department of Labour
• Submitting Bargaining Council returns
• Salary restructuring
• Cloud-based payroll processing (Pastel Payroll, SimplePay, SageOne, etc)
• Tax opinions

VAT (Value Added Tax Services) – Indirect Tax

We work with our clients to develop indirect tax strategies that align with their business strategies and we help clients structure governance around the indirect tax function. Other services offered include:

• VAT registration, Tax opinions, Indirect tax compliance reviews, Import / export views
• VAT cash management reviews, Year-end computations, and tax return preparation.

Company Income Tax Services

• Completing and submitting VAT returns
• Dividend calculations, distribution schedules, and submitting dividend withholding tax returns
• Provisional company income tax returns (interim & final)
• Annual corporate income tax returns
• Supplementary (IT14SD) reconciliations and returns
• SARS debt management (negotiation, compromises, deferrals, and settlements)
• SARS audit preparation (we help to ensure that everything required for the audit is in order, including books and supporting paperwork).
• SARS objections and appeals (we structure any applicable objections or appeals and present them to SARS and the tax court).
• SARS voluntary disclosure program submissions
• Review and checking of your income tax assessment
• Attending to all correspondence and queries with SARS
• Advising and implementation of the correct business structures
• Advising on and planning tax-saving strategies in advance
• General consultation advises on all tax and related aspects
• Registration for income tax with SARS
• Registration for PAYE with SARS
• Registration for VAT with SARS
• Application of tax clearance certificate (good standing/tender)
• Advising you on the tax allowances available (small business corporations, tax allowances for the process of new and existing manufacturing, acquisition, use of and construction of new and existing buildings, special development zones, research and development, and other special tax allowances)
• Tax opinions

Individual Tax Services (Personal Income Tax Services)

We provide the following individual tax services

• Completion and submission of annual personal income tax returns (IT12)
• Submission of tax returns for foreign employment income
• Registration for income tax and provisional tax
• Provisional tax returns completion and submission (IRP6)
• Tax advice and planning (including Capital Gains Tax)
• Liaise with SARS regarding queries (including objections to assessments)
• Personal Income Tax planning
• Residence-based taxation issues
• Estate planning
• Capital Gains Tax
• Checking income tax assessments
• Dealing with SARS queries
• Making payments arrangements for SARS debt
• Tax clearance certificates
• Foreign investment allowance tax clearance certificates
• Good standing tax clearance certificates

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
• Offshore businesses
• Trusts restructuring
• International taxation advice

Company Secretarial and Compliance Services

We provide company secretarial services including CIPC transactions, Statutory Compliance, Business Risk Assessments, and all company governance related matters. We promote good corporate governance and ensure that clients are updated with any changes in the legislation. Our services include:

• Submission of CIPC Annual returns
• Registering of Intellectual Property Rights (trade marks, patents, designs and copyright)
• Directors amendments (adding or removal of directors)
• Name change for a company

• Registration of new companies
• COIDA Registration, Annual returns submissions, and COIDA letter of good standing
• Share Certificates
• Minute Taking (Training), Preparation of directors resolutions
• Shareholders agreements, directors Loan agreements and repayment schedules
• Contracts of employment

• Statutory compliance services, Maintenance of statutory records and relevant registers
• Liaison with the chairman on employees share schemes
• Transfer and allotment of shares, and all related documentation.
• Drafting of Memorandum of Incorporation
• Change of company year-end, and change of registered offices
• Deregistration of companies
• Annual General Meetings/General Meetings notices and minutes
• Drafting of relevant internal governance policies
• Drafting and Review of Delegation of Authority matrix aligned to the shareholders agreement and MoI
• Board Governance and Statutory Compliance Gap Analyses
• Providing the directors of the company collectively and individually with guidance as to their duties, responsibilities and powers

Legal Services

SA Tax Guide Legal Division provides corporate and commercial legal services to a diverse range of businesses. We offer the same competencies and quality of service that one might expect from a stand-alone legal firm. Our legal services complement the firms accounting, tax, audit and other advisory services. This means that transactions can be structured and managed from start to finish by us. Our services include:

• Corporate structures and restructuring
• Contract negotiation and drafting
• Legal risk analysis and forensic audits
• Alternative dispute resolution and commercial mediation
• Contract management and support
• Intellectual Property and Trademark registration
• Legal reviews and opinions
• Business valuations and analysis

Contact Us:

If you would like more information on any service or have any questions on any of our services, please do not hesitate to contact us directly. We will be happy to assist you in any way we can.

Cape Town Office

4th Floor Thibault Square
Office No. 428
161 Bree Street
Cape Town
8000

Tel: 021 813 6219

Email: nyasha@sataxguide.co.za

Cell: 084 969 0510

Johannesburg Office

354 Rivonia Boulevard
Lillipark Office Park
Rivonia
Johannesburg
2128

Email: nyasha@sataxguide.co.za

Cell: 084 969 0510

Tel: 021 813 6219