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.
Good evening, I apologize for reaching out at this late hour. My name is Shaun, and I run a company called OEM . I am currently behind on my VAT submission and need to bring it up to date as soon as possible since I require my tax clearance certificate. I encountered a setback with a client that led to significant financial loss, which caused me to fall behind. Could you please assist me, and what would the charges be?
Personal Financial Needs: Personal bookkeeping budgeting and financial planning to ensure a sustainable financial future. Tax planning and filing to optimize my obligations efficiently. Creating a structured financial plan to systematically clear debts, achieve financial freedom, and establish long-term financial stability. Developing a comprehensive strategy for savings and investments to grow wealth and secure my future.
I am reaching out to seek your advice on refinancing my investment properties. I am the sole owner of MULOPO ASSET MANAGEMENT (PTY) LTD, a company specializing in real estate investment, and I currently own four properties in Pretoria, all of which were purchased in cash. My goal is to refinance these properties to unlock equity and acquire additional investments. I would like to understand the best practices to optimize my finances and maximize my chances of securing a favorable refinancing deal. Could you guide me on the necessary documents to prepare, key financial indicators to monitor, and the best accounting and tax strategies to successfully complete this process? I would be happy to schedule a meeting to discuss this in more detail.
OK So I have a company in Blantyre and a smaller company in South Africa. We are based but use our South Africa business to export goods from SA to . We are registered with SARS as an importer and exporter we are registered for VAT etc. We do not have staff in SA and remotely run the exports from . We have a truck that comes to SA to collect goods roughly every 2 months. Our SA company issues invoices to our company who remit the payments to SA. So I need some one who can process our VAT returns, claim back input VAT on export of goods in SA and make sure we are compliant with our taxes etc. We make few transactions, about 5 or six input bills and the same corresponding outputs per month. So we are quite small. This year the T/O may reach ZAR2 million. Can you assist me?
Full monthly payroll processing (currently 16 employees, with occasional additions) Monthly submission of employees’ tax returns (EMP) to SARS Bi-annual employees’ tax reconciliations and submissions (EMP) Monthly UIF declarations and returns Annual Compensation Fund (COIDA) return Loading and processing of payroll payments via electronic banking Issuing of IRP5s to employees Handling all SARS-related correspondence and compliance matters pertaining to employee taxes Resolution of outstanding historical payroll and SARS submission issues (we have prior payments made but not submitted on eFiling)
Morning, Received auto assessment from SARS, registered a dispute because they did not include my Medical Aid ( I am registered on my Partners GEMS medical aid as dependant but I pay the monthly contributions as she cannot contribute), obtained an Affidavit etc, SARS requested uploading of documents, which I have but struggling to upload documents. Tax Practitioner to access my tax return Regards
We are a small company, we started our activity in . We provide a cloud server to a client who pays us 8 thousand rands per month. We rent the cloud server from a provider in South Africa and provide it to a company in Mozambique, Maputo.We do not have any other businesses yet in south africa,We wanted the accounting service. 1 year has passed and we are concerned about the continuity of the companyHow much would it cost us? We believe this is an annual service.We want you Help.Tank you
I have been auto assessed for FY25 but want to despute/submit my returns as i believe the refund i will be getting is not correct. I was on maternity leave from June - October and received 75% of my salary during this time (i believe that this is not indicated in the auto assessment documents) and i have medical expenses of over R20 that i paid out of pocket. I require help with filling.
It appears on the Sars mobile app that I was not selected for an auto assessment this year as was the case for approximately the past 5 years. I turned 65 in Feb 25, retired June and moved from Benoni to De Kelders in March . Nothing changed on my income which is generareted out of a living annuity and a Ra which I take a monthly drawdown from. I continue to contribute to 2 R/As and pay my portion of the medical aid contribution which was the agreement from my deceased husband's employer. They contribute 60% and I pay 40%. I have tax certificates for everything. My husband passed away Nov so I am not sure why I am not being auto assessed this year.
I am buying an investment property for short term rental as a foreign shareholder and director of a ZA pty company. Need monthly accounting services for VAT registration, VAT back, including on the purchase price of the property, and management accounts, as well as tax preparation (IT 14 income tax returnb, ITA 34 assessment, Tax clearance certificate, SARS audit etc) and annual financial statements. I also need company secretary services for annual returns, payment of CIPC fees, beneficial owner submission