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.
I need help with the accounting for a number of properties i have and rent. Some are in my personal name and some are in my Trust. There are a number of cross payments where I pay for the Trust or the Trust pays for me, so I have to keep track of a loan account. I'm looking for an appropriate software package (or bookkeeper) where I can process transactions and at the end of the year pull a P&L report and a loan account report. I also have to calculate and submit tax and do an AFS for the Trust. But currently I have service providers doing that work for me.
I am a disabled person who has been put of from work for the last 4yrs and collect an income protection from my insurance company.I was also paid a lump som disability amount which I invested and recieve interest on.Need help with tax forms and advise going forward.Consultant must be independent and not belong to any insurance company
SARS informed me that I need to submit provisional tax by 28 February . I have never submitted provisional tax before and do not know how to do it. I need urgent help. In the past I have always submitted once a year buy October but I am not sure why I must submit provisional tax since I am om on pension.
I have filed my tax return, and supporting documents for my housing allowance. My tax is paid by my employer but SARS is now asking me for a sum of money and i have no clue how to resolve it because i have given them all of the documentation they requested. Which is why im reacing out here for a quote to get some assistance with this/disputing this. Please let me know how much you would charge for something like this? Kind regards,
I have a dispute with SARS. They refunded me R20 in for a medical bill after an eye operation and 3 years later they demanded the money back. I have tried every avenue to sort this out with our success. With interest they have increased the amount to R60 . It is impossible get a walk in appointment with them.
The club has in the order of members (debtors) and their statements needs to be reconciled on a monthly basis. There are 4 employees and casual staff working for the club. We run a bar for members and associated accounting services (e.g. stock recons) needs to be provided. Creditors needs to be paid. Financial statements, in line with regulatory requirements needs to be compiled.
I am looking for a firm to handle Income Tax calculations & submissions as well as provide support with Provisional Tax calculations (submissions will be done by me) and lastly to provide Annual Audited Statements. It is a very small trust that owned a property but the property has now been sold. trust is currently dormant while the trustees decide what they want to do next.
Please can you give me a quote for monthly fees to assist us with the below for our (only 1 employee and 1 director) CIPC Annual Return Financial Statements Completion IT14 IRP6 Provisional Tax x2 EMP Ret for Rem-Paye,Sdl,Uif EMP PAYE Reconciliation x2 TCC Tax Clearance Certificate Application ACCFEE Letters, correspondence, e-mails, etc.
We have a family trust with 7 properties to the value of ~18 Million Rands. The trust also has a facility of ~R5 million with FNB. The trust has capital in the form of investments ~R3 million. I need to get a quote for doing annual book keeping where I provide all the bank statements and a detailed summary of all the expenses and income on a monthly basis. Data will need to be confirmed but should be accurate - this is provided in a form of an excel spreadsheet. Income into the trust comprises five rental incomes per month (60 per year). Expenses are ~30 payments of bond, levies, tax, maintenance, insurance per month ( payments max) Some movement of money between the beneficiaries but no more than 3 transactions per year I need you to also submit the tax returns which are non-profit - no tax was Pais and the trust is still running at a loss each year. I can provide the statements for the last 5 years as reference to start the new relationship. I need you to draft annual statements once a year and handle the tax return issues and need a ballpark quote including all expenses.
The company had only one project last year, with just two payments, resulting in very low transaction activity. However, I need a signed three-year financial statement from a bookkeeper (not an auditor) by Saturday. Since I became a director last year, I have maintained well-organized records using accounting software, with all expenses supported by source documents. However, I am concerned that the previous director may not have kept thorough financial records in earlier years. Additionally, the company is not currently paying salaries.