Tax returns and tax planning

Filing a return is the easy part. Filing it correctly, claiming everything you're entitled to, and not triggering a verification you didn't need — that's the part worth paying for.

We handle income tax and provisional tax for individuals, companies, trusts and sole proprietors, and we do the planning before year end rather than the regretting after it.

Who this is for

• Individuals with more than a single salary — rental income, investments, a side business, travel allowances or commission
• Provisional taxpayers, who file twice a year and get penalised for underestimating
• Companies and close corporations filing an ITR14
• Trusts, which face increasingly detailed SARS reporting requirements
• Anyone who's had a return queried, adjusted or auto-assessed incorrectly

What's included

• Individual income tax returns (ITR12)
• Company and close corporation returns (ITR14)
• Trust returns (ITT12)
• Provisional tax returns (IRP6), first and second period
• Review of auto-assessments before you accept one
• Tax planning ahead of your year end, while it can still change the outcome
• Registration for income tax where you're not yet registered

What it costs

Price on request

Priced per return, by complexity. A single-salary individual return is straightforward and priced accordingly. A trust with multiple income sources isn't, and we'll tell you that upfront.

Getting started

1. Send us your documents — IRP5s, tax certificates, rental records, logbook
2. We prepare and review, then flag anything that needs a decision from you
3. You approve, we file, and you get a copy of everything submitted

Common questions

SARS auto-assessed me. Should I just accept it? Not without checking. Auto-assessments work from third-party data, which means they routinely miss deductions SARS has no way of knowing about — medical costs you paid privately, home office expenses, retirement contributions outside your employer. Accepting a wrong assessment is still your responsibility.

I've missed several years of returns. What now? We bring you up to date. Outstanding returns attract administrative penalties every month they stay outstanding, so the cost of doing nothing compounds. This is common and fixable.

What records do I need to keep? SARS requires you to retain supporting documents for five years from submission. We'll tell you exactly what matters for your situation.

Get your tax sorted →