Insights

Notes from
the practice.

Plain-English writing on tax, compliance and the operational side of running an owner-led business in South Africa. One signal per piece, never noise.

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The library

Recent notes.

Tax

The dispatch · monthly

One email a month.
Worth opening.

A brief from the lead partner — what changed at SARS this month, one practice note, one decision-trigger to watch. Unsubscribe in one click.

Notes fromthe practice.

Recent notes.

Refunds Are Not Profit: What a Big SARS Refund Actually Means

SARS Filing Season Is Open: Why You Should Not Rush

The Tax Pack SOP: One Folder, Six Items, Gather Once

Filing Season Opens Monday: Why August Is the Sane Window

The Director's Loan Account: Why Your Drawings Aren't a Salary

SARS Auto-Assessments Are Landing: A Proposal, Not a Verdict

The IRP5 Handover SOP: Stop Answering the Same Question 20 Times

Second Half, Fresh Start: Set a Six-Month Number and a Thirty-Day Number

DEADLINE: COIDA Return of Earnings Closes Today

The Half-Year Close SOP: Lock June Properly, Thank Yourself in December

Recap: The Payroll Gauntlet and How to Never Repeat It

Half the Year Is Gone: Pull the Number Before You Trust the Feeling

One Week to the COIDA ROE Deadline: Your Action Plan

The Mid-Year Stocktake SOP: Count Now, Not in December

Do the Maths on a Junior Hire Before You Talk Yourself Out of It

One email a month.Worth opening.

Notes from
the practice.

One email a month.
Worth opening.