Frequently Asked Questions

You need to submit a tax return if you earned more than the SARS threshold amount, received income from more than one employer, earned rental income, had capital gains, or earned foreign income. Even if you are below the threshold, you may want to file if you are due a refund from SARS.

Typically you will need your IRP5/IT3(a) certificate from your employer, medical aid tax certificate, retirement annuity certificate, investment income statements (IT3(b)), travel logbook (if applicable), and proof of any other deductions you wish to claim. We will provide you with a personalised checklist.

The South African tax year runs from 1 March to 28/29 February. SARS typically opens the filing season for non-provisional taxpayers around July/August each year, with deadlines varying for eFiling vs manual submissions and provisional vs non-provisional taxpayers. We will keep you informed of all relevant deadlines.

Provisional tax is a method of paying your income tax in advance, in at least two payments during the tax year, rather than as a lump sum at the end. It applies to individuals who earn income that is not subject to employees' tax (PAYE), such as rental income, freelance income, or investment income exceeding certain thresholds.

Our fees depend on the complexity of your tax affairs. A straightforward PAYE employee return starts from a very affordable rate. We always provide a clear quote upfront before beginning any work, so there are no surprises. Contact us for a free, no-obligation quote tailored to your situation.

Absolutely. We have extensive experience in handling SARS audits, verifications, and disputes. We will review the query, prepare the necessary supporting documentation, and manage all communication with SARS on your behalf. Our goal is to resolve the matter efficiently and achieve the best possible outcome.

Common deductions include retirement annuity contributions, medical aid contributions and out-of-pocket medical expenses, travel allowance claims (with a valid logbook), home office expenses (if you meet SARS requirements), and donations to approved public benefit organisations. Our consultants will identify every legitimate deduction available to you.

Once you become a client, you will receive login credentials for our secure client portal. Through the portal, you can view your invoices, download important documents, and keep track of your tax affairs. Simply click the "Client Login" button in the navigation menu to access the portal.

Yes! While we are based in Harrismith, Free State, we serve clients throughout South Africa. Most of our services can be handled remotely via email, phone, and our secure client portal, making geographic location no barrier to receiving our expert assistance.