How to change your accountant: A step-by-step guide
Has your South African SME outgrown its accountant? Our step-by-step guide covers the 7 signs it's time to switch, the official SARS & CIPC handover, and how to choose your new partner.
About: iProtect is a digital trust accounting service that helps businesses and individuals manage their finances. We offer a range of services including accounting, tax, and financial planning. We are based in Claremont, Claremont and serve Durban, Cape Town, Johannesburg.
Split quote between only AFS & tax and/or bookkeeper as well. Only has investments (shares & unit trusts), during / year no selling or buying, only interest & dividends. And only 4 shares & about 6 unit trusts.
I need advice and help with investments and help with a trust.
I want to deregister a trust at SARS, I have the masters office confirmation that the trust has been terminated. The trust bank account has been closed and have all resolutions that the trust has seized operations. Have the financial statements up until and require a 'last and final' financial statement for the trust. The last payment was a local dividend and transferred to the beneficiary.
I recently received a large amount of money and I need to make a large transfer and I need assistance with book keeping and working with Sars. I need help setting up a trust and a declaration of funds. I am not very clued up when it comes to this but I've been told I need a CA urgently. This is rather urgent. Looking forward to hearing from you. Warm Regards.
My late father died in And left the house so my mom who died last year. We just need to know what to do tax wise as the house has been sold. It was my mom one and only house.
1-Letter from Accountant confirming non-vested interest of Trustees. -Latest 2 years' Financial Statements - signed and dated. - Management Accounts (signed and dated), not older than 2 months, if Financial Statements are older than 6 months. -Letter from Accountant confirming whether the Trust is trading/ non-trading and Solvent with no Liabilities.
A trust i own had two properties. I sold one and live in one. Bad sequence of events happened. I moved to the cape. Got a new accountant. She emigrated to england and left me in the hands of her employer. I left him because the service was bad. The next accountant died of covid. The next one got brain cancer and i must get a new accountant. Sars wants me to pay almost in tax for revenue they claim i got from rent. Two townhouses with a big bond cannot earn enough to pay so much tax. I need help!
I process all the debit and credit transactions on my own accounting management software. I also provide the information with regard to beneficiaries detail. I submit all the info as requested (ledgers, balance sheet, et al) to an accounting firm to facilitate preparation of tax returns. Attached please find an overview of the reports that can be generated and portion of a recent Balance Sheet