Tax Season Peace of Mind
Filing your own return is easy... until you tick the wrong box or claim an invalid deduction. The result is often an unncessary audit or a reduced refund. We turn the anxiety of tax season into a simple checklist.
- Annual ITR12 Tax Return Submission
- Provisional Tax (IRP6) Calculations
- Review of Assessments (ITA34) for Errors
- Advice on Travel Allowances & Medical Credits
- Dispute Resolution for unfair assessments
Key Considerations
Understanding where you fit in the tax net.
The Auto-Assessment
SARS may auto-assess you based on 3rd party data. Do NOT just accept it. They don't know about your additional medical expenses or charitable donations.
Provisional Tax
If you earn rental income, interest, or run a side hustle, you are a provisional taxpayer. Missing the Aug/Feb filings leads to automatic penalties.
Travel Allowances
Claiming against a travel allowance requires a detailed logbook. Without one, SARS will disallow the entire claim. We review your logbook before submission.
Filing Workflow
Data Collection
You send us your IRP5s, medical aid certificates, contracting logbooks, and investment statements (IT3b/c).
Pre-Assessment
We run a calculation *before* filing to see if you owe money or if you're getting a refund. No nasty surprises.
Submission
We submit the return to SARS via eFiling. If selected for audit, we upload your supporting documents.
Assessment Check
We check the final ITA34 assessment from SARS to ensure it matches our calculation.
Who Needs This?
The Commission Earner
You earn commission and have business expenses (cellphone, travel). SARS audits this frequently. We ensure your deductions are valid.
The Company Director
You have a salary from your company but also other income. As a director, you are a Provisional Taxpayer by default.
The Rental Owner
You have a second property earning rent. This is taxable income. We help you deduct levies, rates, and bond interest to minimize the tax.
How We Work
We believe good accounting starts with structure and consistency. Our approach is designed to give business owners clarity without unnecessary complexity.
Related Insights and Resources
Use these links to move from service scope into practical guidance, supporting documents, and regional pages.
Practical guidance on how to Submit Your Tax Return on eFiling Without Rework.
Practical guidance on tax Clearance Certificate What Usually Delays Approval.
Practical guidance on what to Do If You Miss a SARS Tax Deadline.
Practical guidance on why Small Businesses Fall Behind on Provisional Tax.
Practical guidance on online Tax Services vs Local Advisers.
Practical guidance on what SARS Penalties Usually Point To in a Small Business.
Frequently Asked Questions
Do I need to file a tax return?
Generally, yes, if you earn more than R500k per year, have more than one income stream (e.g., rental or two jobs), receive a travel allowance, or are a company director.
What is Provisional Tax?
It is a system for people who earn income other than a normal salary (like freelancers or business owners). You pay tax twice a year (Aug & Feb) to prevent a massive debt on assessment.
Can I claim home office expenses?
Only if you have a specific room used *exclusively* for trade and your employer allows/requires you to work from home. The rules are strict, but we can assess if you qualify.
What if I haven't filed for years?
Don't panic, but act now. We can request your historic IRP5s from SARS and file the outstanding years. Voluntary disclosure is better than waiting for SARS to find you.