Individual Tax

Let us manage your tax deadlines

Keeping your personal income tax returns up to date with SARS is key to your financial health.

Let us take care of your tax returns and ensure that your returns are filed on time, correctly, and that you have claimed all of the deductions you qualify for. The SA Tax Company are the leaders in Tax Advice South Africa, offering quality assistance, insight and advice on an individual basis.

What makes us different?

Our clients are notified proactively via SMS and our cloud document management portal of deadlines and due dates stipulated by SARS.

We manage the entire process on your behalf from gathering information until SARS have finalized the assessment. We are a pro-active practice and you will not need to contact our offices for status updates.

You will have direct access to your tax practitioner who not only compiles, checks and submits your return to SARS, but is readily available to provide you with invaluable individual Tax Advice, gathered from years of experience and in depth insight into your taxes.

Unlike some firms our tax partner checks and files every tax return that is submitted to SARS. We pride ourselves on this principle as it helps us to understand our clients and we get to know them and their transactions from year to year.

We will provide you with a tax calculation and complete transcript of your return before we submit it to SARS.

Individual Tax Services

  • Completion and submission of annual income tax return with required schedules
  • (IRP, Rental properties, Investment portfolios, Travel Allowances and Use of Company Car)
  • Checking assessments received from SARS including assessment tracking
  • Lodging Objections Dealing with Audits and Appeals
  • Provisional (IRP6) calculations and submissions
  • Salary structuring advice and calculations

Tax Clearances and Directive applications

  • Tax Clearances: Tenders, Good Standing, Foreign Investment, Emigration Clearance

Fees and billing

We believe in simple, transparent billing. Individual clients are billed twice year.

At the start of the year clients are billed an admin fee (retainer) which covers all costs associated with the maintenance of the individual’s tax file. This includes:

  • Completion and submission of provisional tax returns for provisional taxpayers
  • Scanning and uploading supporting document SARS as well as telephonic follow-ups with SARS
  • Lodging objections to SARS assessment
  • Acting as the client’s registered office for correspondence.
  • Storage and archiving of the client’s historical tax documents as well as access to our state of the art cloud document management portal.

On submission of the annual tax return clients are invoiced for the time taken to complete the return. This depends on the complexity of the return and the time the tax practitioner takes sourcing the information and compiling the return. Where there is extra work required, such as drafting income statements, or summarizing expenses we notify clients up-front.

There are no other fees or ad-hock costs charges during the year such as being billed for letters, faxes or telephone queries.

We offer a high quality of service to clients. As mentioned returns are completed and checked by senior, highly experienced, tax practitioners. Our focus is quality not quantity.

Are we the right firm for you?

No doubt there are a fair amount of tax practitioners and tax advice assistants available in South Africa. Some offer semi “DIY” solutions, assisting you in submitting your own return. Some guarantee refunds, which quite frankly is just reckless and false advertising as that is not possible. How do you decide which firm is the right choice for you?

If your time is too valuable to deal with SARS, then we are the right choice for you.
If you don’t want to spend hours learning how to become a tax expert, then we are the right choice for you.
If you have better things to do than constantly keeping yourself updated with tax legislation changes, then we are the right choice for you.
If you want to be able to easily contact your tax practitioner, then we are the right choice for you.
If you don’t want a different junior clerk to deal with you every time you contact the firm, then we are the right choice for you.
If you want to build a relationship with your tax practitioner, who will provide you with much needed individual tax advice, then we are the right choice for you.
If you want to hand your tax file over to someone competent, qualified and experienced ; to take care of everything, then we are the right choice for you.
If you want an exceptional service experience, then we are the right choice for you.