Worked out in advance, not guessed at in February.
A provisional tax estimate made in a hurry is either an underpayment that attracts a penalty or an overpayment that sits with SARS until assessment. Neither is necessary. Modelling the position through the year turns the payment into a known number and gives the larger decisions somewhere to be tested first.
Both compulsory IRP6 periods are worked off actual year-to-date figures rather than a prior-year default, with a view on the optional third top-up where it avoids interest. You know the payment ahead of the deadline, not on it.
ITR14 for the company and ITR12 for the owners, prepared so they reconcile with each other and with the financial statements. Supporting schedules are kept ready in case of verification.
Periodic VAT returns, monthly EMP201 declarations and the interim and annual EMP501 reconciliations, plus dividends tax on declarations. Registration handled where a threshold or a change in the business triggers it.
Disposals, group reorganisations and asset transfers are modelled before they happen, including what relief may be available and what the timing does to the outcome.
Verification requests, additional assessments, objections and appeals — prepared with the supporting evidence attached and tracked through to resolution, rather than left open on eFiling.
Where returns or income have gone undeclared, the VDP route regularises the position on defined terms. We assess whether you qualify and prepare the application.
Income tax, VAT, PAYE and customs registrations, tax clearance and compliance status, and keeping the eFiling profile organised so nothing sits unread.
We pull your filing history and compliance status from SARS and reconcile it against the accounting records to establish what is outstanding and what is exposed.
Outstanding returns, unresolved assessments and registration gaps are dealt with first, so planning is built on a settled base.
The current year is modelled and revisited each quarter, so provisional payments track reality and there are no year-end surprises.
Returns are filed on time and verification requests are answered with the supporting documentation already assembled.
It is the most common way engagements start. Bringing the filing history up to date is the first phase of the work, and doing it deliberately is usually better than continuing to leave it.
We can make sure the position is accurate, that everything you are entitled to has been claimed, and that decisions are timed sensibly. What we will not do is take positions that would not survive a SARS verification.
Yes. As registered tax practitioners we handle the correspondence, verification requests and disputes on your behalf.
Yes, and we prefer to. The company and the owners are one planning problem, and splitting them across two firms is how the two positions stop reconciling.
A 30-minute call with the lead partner — whether tax planning is the right starting point, and what an engagement would look like. No charge.
