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Tax returns don’t have to be taxing
Focus on building wealth while we take care of your individual and trust tax returns.
What you get
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Tax-compliant returns
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Accurate calculations
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On-time submissions
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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.
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 guide 2022/23
See our easy-to-use tax guide with everything you need to know to prepare for the 2022 SARS Tax Filing Season.
Download tax guideTax 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