SERVICES
Individual Navigator
the opening of tax season
Taxation services range from basic registrations to the submission of complex returns.
We deliver professional taxation services designed to protect you at the lowest possible cost. With our in-house advanced tax software, mistakes and delays are defeated before they can slow you down. Your returns are submitted with precision and confidence.
Our Heroic Tax Services
- Submissions of returns for Income Tax & Provisional Tax
- Tax clearance certificates — your passport to opportunity
- Tax directives — ensuring the right path forward
- Investigations into outstanding accounts with SARS
- Error correction on accounts with SARS
- Negotiation of repayment plans with SARS, including discounts
- Assistance with tax claims
- Restructuring of salary packages to save tax
- General tax advice across all aspects, including capital gains tax
Heroic Fee Tiers
SARS Auto -Assessment – starting from R1365.00 per assessment
Checking and providing feedback on Auto Assessment done by SARS.
The basic
The Guardian
Protects the essentials, keeps compliance simple and secure.
Starting from R1365.00 per return
Source documents
Documents can include:
- IRP5/IT3a Tax Certificates
- IT3(b) Tax Certificates for Investment Income
- IT3(c) Tax Certificates for Capital Gains
- Travel Claims against source codes 3701 and 3802. (Logbook to be provided)
- Medical Aid Tax Certificates Out of Pocket medical expenditure not submitted to Medical Aid (invoices and proof of payments to be provided)
- Retirement Annuity Contribution Tax Certificates
- Donations Tax Certificates received from registered PBO's
Detailed
The Strategist
Plans every move, ensures precision in complex filings.
Starting from R1725 .00 per return
Source documents
Detailed:
Same as for Basic Return, PLUS:
- Rental Income & Expenditure on property(ies) rented out
- Details of properties/investments sold (for CGT purposes)
Complex
The Champion
Tackles the toughest battles, masters intricate tax landscapes.
Starting from R2250.00 per return
Source documents
Complex:
Any elements from Basic and/or Detailed Returns, PLUS
- Claims for expenditure incurred against Commission Earnings, such as home office expenses, airtime, data, entertainment, fuel etc.
- Profits/Losses on investments in cryptocurrencies where they were not held as investments
- Trade Profits/Losses as a Sole Trader
- Trade Profit/Losses from farming activities
- Distributions received as a beneficiary of a Trust
- Any other income earned not listed anywhere above
Some Additional Charges from R750 per item
The following is not included in any of the above:
- Request for Remission against penalties levied by SARS
- Additional Supporting documents requested by SARS. This included any additional documents and /or information not already requested and provided to SARS
- Notice of Objection/Appeal
- Suspension of Payment Requests
- Sorting and summarising of slips/receipts
- Updating of personal details via e-Filing
- Updating of personal details via SARS appointment
- Request for removal of Special Stoppers
- SARS telephonic follow-ups
- Follow-ups on refunds due from SARS
Choose your hero Tier
And let us navigate your compliance journey