Creations · South Africa
Tax services with a clear view of your obligations
Review your SARS position, prepare the records behind your returns and work through outstanding matters. Support for business and individual tax requirements in South Africa.
What the work covers
Use this scope to identify what you need. Your proposal will confirm the services, records, reporting frequency and fees for your business.
- Review of registrations, filing history and available SARS correspondence
- Tax calculations and supporting schedules for the agreed tax types
- Preparation and submission support under the required mandate
- Review of assessments and statements of account
- A record of submissions, payments due and unresolved matters
- Support with SARS queries or disputes where separately agreed
What to prepare
Tell us which records are available and where there are gaps. We can then distinguish ongoing work from any initial catch-up.
- Tax numbers, entity details and the appropriate authority to act
- Previous returns, assessments and SARS statements of account
- Current financial records and supporting income or expense documents
- Notices, correspondence and the dates by which a response is required
Timing and responsibility
Timing depends on the records, approvals and work required. Tell us about any deadline at the start. The engagement should identify the person handling your work, the review responsibilities and any external specialist needed.
Start with the actual SARS position
A return, an assessment and a payment are different records. Establish which periods have been filed, which amounts SARS has assessed and how payments were allocated. Keep any verification requests or disputes visible alongside that history.
This gives the engagement a clear starting point: missing records, outstanding submissions, a payment issue or a matter requiring a formal response. The appropriate action depends on the facts and the applicable deadline.
Filing penalties and late-payment charges are different
A late return does not carry one universal 10% penalty. SARS administrative non-compliance penalties for outstanding returns can be fixed monthly amounts based on the taxpayer’s circumstances. Late-payment penalties and interest follow separate, tax-specific rules.
Check the notice, tax type, period and reason before deciding how to respond. Filing an outstanding return and challenging a penalty may require separate actions. SARS determines whether a remission or other application succeeds.
How the work progresses
- 01
Review the requirement
Discuss the records, systems, deadlines and decisions the work needs to support.
- 02
Agree the scope
Confirm the deliverables, fees, responsibilities and any initial catch-up work.
- 03
Prepare and resolve
Work through the records, raise queries and obtain the required approvals.
- 04
Review and hand over
Provide the agreed outputs and identify outstanding matters and next steps.
Questions before you start
Can you guarantee a refund or prevent a SARS audit?
No. SARS determines assessments, verification, audit selection and refunds. The service is to prepare and support the tax position using the available evidence and applicable rules.
Can you help with outstanding returns?
The starting point is a review of the missing periods, notices and supporting records. Agree a catch-up plan, including which matters are urgent and what information is still needed.
Are all tax types included in a monthly accounting fee?
Only those expressly included in the engagement. Confirm whether the scope covers income tax, VAT, employer submissions, provisional tax and responses to SARS queries.
What should I confirm before appointing a tax practitioner?
Confirm the identity and relevant registration of the person responsible for regulated tax work, the mandate to act, the services included and how submissions will be reviewed and approved.
Practical guides
A practical guide to submitting a tax return on SARS eFiling and how small businesses should prepare before they press submit.
Use this guide to understand what a tax clearance request actually depends on, how the TCS process works, and what usually blocks approval.
Let’s define the next step.
Tell us what you need, what is outstanding and when it matters.