What you get

  • Tax-compliant returns

  • Accurate calculations

  • On-time submissions 

  • A dedicated expert team 

We'll handle your tax returns from start to finish

Step 1: Review and update information

Complete a questionnaire with your latest, accurate tax information. Collate tax certificates and reconcile the information.

Step 2: Complete and submit tax returns

We will prepare any necessary tax calculations and submit supporting documents to SARS if needed. Our service also includes provisional tax returns.

Step 3: Review tax assessment

We will notify you if any payments are due, and if required, submit an objection and liaise with SARS on your behalf if we disagree with the assessment.

Step 4: Follow up with SARS

We will engage with SARS on any outstanding tax funds due to you. We will also help you complete and submit VAT returns and PAYE returns and reconciliations.

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Here's what our tax-compliance team will do:

  • Calculate and complete your tax returns accurately and on time. 
  • Communicate regularly with SARS and keep you and your financial adviser updated.
  • Assist with obtaining a SARS Tax Compliance (TCS) letter for your foreign-investment allowance and invest abroad as an additional service.

Tax directory 2023/2024

Use our tax directory for additional guidance when completing your tax returns for the 2023 SARS Tax Filing Season.

Download tax directory

Tax directory 2024/2025

Use our tax directory for additional guidance when completing your tax returns for the 2024/25 SARS Tax Filing Season.

Download tax directory

Need guidance? Speak to a financial adviser.

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