Do I need every service listed?
No. We agree the accounting work and applicable returns around your business, registrations and reporting needs.
Business Accounting and Compliance
Can I Trust My Numbers?
Bring your books up to date and keep your financial information reliable.
Regular bookkeeping and compliance support for your business, with the records and responsibilities agreed from the start.
What you receive
- Bookkeeping, bank reconciliations and agreed balance reviews.
- Applicable SARS, CIPC and Department of Labour returns.
- Payroll and year-end accounts where included in your scope.
- Missing records and unresolved items brought to your attention.
How we start
Tell us about your business, registrations and the condition of your records. We confirm the support you need, your responsibilities and a fixed-fee quote before work begins. We confirm any initial assessment fee before undertaking that work. The first paid step is the work defined in your accepted proposal; it begins once the engagement is agreed and the required advance payment is received.
What working together looks like
View details
Your responsibilities and agreed scope
What we need from you
Provide complete bank statements, invoices, receipts and the relevant business and registration details by the agreed dates. Answer queries and approve information where required.
What is included—and what is separate
Your proposal identifies the accounting periods, returns, payroll and year-end deliverables included. Historic catch-up, ProfitIQ™ reporting and SARS disputes are included only if expressly agreed.
We agree evidence delivery dates, responsibilities and the work timetable in your proposal. Missing information may affect progress and completion dates. Any additional work and fee are discussed and agreed before we proceed.
Services and returns
What would you like help with?
Choose an area to see the services and submissions we manage.
Accounting & bookkeeping
Records, reconciliations and year-end accounts
View services and returnsSARS
Income Tax, VAT and employer returns
View services and returnsEmployment & Labour
UIF, COIDA and employer administration
View services and returnsCIPC
Annual Returns, beneficial ownership and financial filings
View services and returnsYou may need more than one area of support. We agree a package around your business and confirm which obligations apply.
Services and returns in detail
Open the sections you need. Requirements depend on your entity, registrations, employees and circumstances.
Accounting & bookkeeping
Process supported transactions, reconcile bank accounts and review customer, supplier and other agreed balances. Identify missing records and unresolved items so they can be addressed.
Your agreed scope can include payroll processing, payslips and annual financial statements. We confirm the records, responsibilities and deliverables before work begins.
SARS
- ITR14: annual income tax return for companies and close corporations.
- ITR12: individual income tax return, including sole proprietor business income where applicable.
- IRP6: provisional tax returns for taxpayers subject to provisional tax.
- VAT201: VAT declarations for registered VAT vendors, according to their tax periods.
- EMP201: monthly employer declarations for PAYE, UIF and SDL where applicable.
- EMP501: interim and annual employer reconciliations, with IRP5 and IT3(a) employee tax certificates.
We can also assist with agreed registrations, taxpayer details, statements of account and routine supporting-document requests. Disputes and tax debt resolution are separately scoped through SARS ResolutionIQ.
Explore SARS ResolutionIQEmployment & Labour
- UIF employer registration: UI-8 and accompanying employee information where applicable.
- UIF employee declarations: UI-19 or the accepted electronic payroll declaration, including relevant employee changes.
- COIDA Return of Earnings: the annual Compensation Fund Return of Earnings, commonly referred to as W.As.8, for applicable employers.
Agreed support can include Compensation Fund registration, assessment and payment follow-up and Letter of Good Standing applications. UIF employee declarations remain distinct from contributions paid through SARS; we confirm the applicable registration and payment route.
CIPC
- Annual Return: the annual CIPC filing for a company or close corporation.
- Beneficial Ownership declaration: required ownership information and updates.
- Financial Accountability Supplement: FAS, also known as CoR30.2 or Annual Financial Statements filing as applicable to the entity.
CIPC Annual Returns are separate from SARS income tax returns. We coordinate the relevant ownership, financial and entity information and retain filing confirmations.
Official guidance:
Frequently Asked Questions
Can you help if my bookkeeping is behind?
Yes. We assess the affected periods and information available, then quote any initial catch-up work separately from ongoing support.
Who provides and approves the records?
You supply complete supporting records by the agreed dates and respond to queries. We agree the approval and payment responsibilities before work begins.
Are management accounts and audit preparation included?
Only where expressly included in your proposal. Additional reporting and audit-readiness support are separately scoped so you know what is covered.