1. ACCOUNTING & PROFESSIONAL SERVICES

• Business Consulting including investment advice, tax planning, amongst other professional opinions on business factors

• Monthly Accounting Runs

• Producing of Management Accounts

• Compilation of Annual Financial Statements for Private Companies

• Compilation of Financial Statements for Sole Traders, Property Rental Trading or Partnerships

• Compilation of Interim Accounting Reports

• Inventory Management Systems (Procedures and accounting software setup)

• Sales Management Systems (Procedures and accounting software setup)

• Business Analysis Reports

• Internal Controls (advising on systems and procedures which can be put in place based on the various cycles within the business)

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2. TAXATION SERVICES

 

INDIVIDUAL

• Notice of Objection to SA Revenue Services

• Certificate of Income from Investment Property, Rights and Royalties

• Return of Income Pensioners/ Interest / Annuity only / Individual owned businesses/ Turnover Tax Registered Business

• Return of Income Pensioners / Interest / Annuity / Rental Income

• Return of Income Salary Case with No Allowances

• Return of Income Salary Case with Allowances & deductions

• Return of Income Salary Case with Allowances and annexure or rental income

• Return of Income Member/director/sole proprietor

• Return of Income Submission and audit of documents

• Prepare statement of assets and liabilities and check increase/decrease in nett assets

• Return of Additional Payment of Provisional Tax

• Provisional Tax Return (Pension)

• Provisional Tax Return (individuals/ member / director /salary/contractor)

• Provisional Tax Return (individuals/member/director/ salary/contractor)

 

BUSINESS ENTITIES

• Return of Income Trading under R1 000 000

• Return of Income Dormant Entity

• Provisional Tax Return

• Provisional Tax ReturnNIL Return

• Application for Tax Clearance Certificate – Good Standing

• Application for Tax Clearance Certificate – foreign investment

• Application for Tax Clearance Certificate – emigration

• Arrangement for Deferred Payment of Income Tax

• Payment of Provisional Tax, Deferred Tax,

• Dividend Withholding Tax Return

• Income Tax, VAT, PAYE, SDL, STC or UIF

 

EMPLOYEES TAX

• Registration of an Employer – Employees Tax, Skills Development Levy & UIF

• Change of Registered Particulars of Employer

• Cancellation of Registration as Employer

• Request for Tax Deduction Directive

• Employees Tax Certificates/General Information Returns

• Employee’s Tax Reconciliation

• Employees Tax, SDL & UIF Remittance Return

 

ADMINISTRATIVE

• Update Banking Details/Admin Changes at SARS

 

VAT

• Declaration for Registration, VAT Purposes

• Application for Change in Accounting Basis

• Application for Cancellation of Registration

• Return for Remittance of VAT

• Application as an importer/exporter

 

STATUTORY RETURNS

 

UNEMPLOYMENT INSURANCE FUND ACT

• UIF Registration

• Monthly Return UIF Payroll Return

• Employer Contributor Return

 

COMPENSATION FOR OCCUPATIONAL INJURIES AND DISEASES ACT

• Registration – At Compensation Fund

• Annual Return

• Letter of good standing –COID

• Statistical Returns

 

3. SECRETARIAL AND PARALEGAL

 

COMPANIES FORMATION & CHANGES

• Application for Reservation of Name, per application

• Memorandum of Incorporation – One Shareholder

• Memorandum of Incorporation – Two Shareholders

• Application for Extension of Name

• Notice of Incorporation

• Letter to SA Revenue services re Public Officer / Registered Address / Change Address

• Affidavit re non SA Citizen

• Issue Share Certificates, per shareholder

• Application for Defensive Name Registration

 

COMPANY AMENDMENTS

• Notice of Change of Registered Office

• Contents of Register of Directors, Auditors & Officers

• Special Resolution

• Resolution Shareholders

• Resolution by Directors

• Confirmation Certificates from CIPC

• Amendment of the Memorandum of Incorporation

• Notice of Change of Financial Year End

• Letter to SARS re Name Change, Public Officer or Registered Address

• Deregistration of Company (notify Registrar, SA Revenue Services, Consent Auditor, Notice Government Department)

• Application for reinstatement of deregistered company

• Objection to Deregistration of a Company

• Letter of resignation by Director

• Mandate to CIPC

• Notice of Meeting

 

AGREEMENTS & LEGAL DOCUMENTS

• Agreements & Legal Contracts (Including Purchase Agreements, Leases, Employment Contracts

• Prepare General Power of Attorney

• Prepare simple affidavit

 

4. PAYROLL AND RELATED SERVICES

 

PAYROLL ADMINISTRATION

• This includes the initial setup and monthly management of payroll which consists of the monthly calculations of incomes, deductions and taxes

• Producing of monthly payslips for each employee

• Employee pay analysis

• Employee payment reports