OUR SERVICES

Our Services Include

We offer a range of services, from taxation, accounting services, corporate advice and beyond. Once you identify what service you want to proceed with, log in to receive the documentation we require to get started.

Accounting

For small & large businesses, individuals & professionals, ranging from audited financial statements to book-keeping

VAT & Taxation

Highly specialised and professional income tax services to individuals and businesses from a team registered with both SAICA and SAIPA

Finance

Asset finance for those ready for the next step

Corporate Advice

Corporate advice for those unsure of their next step

We provide high quality service in record time. No more waiting around for important documentation

Auditing & Accounting

Annual Financial Statements/Management Accounts:

Annual Financial Statements/Management Accounts:

You will need:

  • Bank Statements
  • Previous Annual Financial Statements (if available)
  • Trial balance (if available)
  • CIPRO documents
  • Tax Clearance certificate
  • Asset Register (if available)

Quoted as per customer requirements.

Monthly Bookkeeping:

A detailed record of the business transactions

You will need:

  • Bank Statements

Quoted as per customer requirements.

Payroll Administration:

Ensuring that all employees within an organization are paid in an accurate and timely fashion

You will need:

  • List of employees and their information

Quoted as per customer requirements.

Statutory Independent Audits:

Assessment of the financial accounts of a company or institution. The auditor’s role is to report on whether the financial statements issued by an organisation are ‘true and fair’ and meet all relevant guidelines or legal requirements

Quoted as per customer requirements.

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VAT and Taxation

All services require a SARS Power of Attorney letter

EMP201: Return, Zero Return

Ensuring that all employees within an organization are paid in an accurate and timely fashion

You will need:

  • Payroll information

VAT201 Return, Zero Return

A declaration, which you need to make at the end of every tax period if you are a vendor, which reflects the VAT that you have charged on supplies, or for which you are liable to declare output tax, and the amounts that you believe you are entitled to deduct as input tax

You will need:

  • 2 months bank statements

Tax Clearance certificate

Document confirming that the applicant's tax affairs are in order

You will need:

  • E-filing profile login details

Business Tax Return (IT14)

A statement of income and expenditure of the business

You will need:

  • Annual Financial Statements

Provisional Tax Return (IRP6), Zero Return

Provisional tax is not a separate tax from income tax. It is a method of paying the income tax liability in advance, to ensure that the taxpayer does not remain with a large tax debt on assessment. Provisional tax allows the tax liability to be spread over the relevant year of assessment

You will need:

  • Companies
    • Management Accounts

Individual Tax Return (ITR12)

Submit to a federal, state or local taxing agency to report income, calculate and pay taxes

You will need:

  • Bank Statements
  • IRP5
  • Medical certificate
  • Annuity certificate
  • Logbook (if you receive a travel allowance)

EMP501 (including IRP5/IT3(a))

A report that has all of your staff earnings required by SARS

You will need:

  • Payroll Information

PAYE/SDL/UIF

PAYE

The tax required to be deducted by an employer from an employee’s remuneration paid or payable.

SDL

A levy imposed to encourage learning and development in South Africa and is determined by an employer’s salary bill.

UIF

The Unemployment Insurance Fund (UIF) gives short-term relief to workers when they become unemployed or are unable to work because of maternity, adoption leave, or illness. It also provides relief to the dependants of a deceased contributor

You will need:

  • CIPC documentation
  • Proof of address (company and individual)
  • Proof of banking details

Payment arrangements

You will need:

  • Letter requesting payment arrangement

Address change

For when your company moves to different premises

You will need:

  • Proof of address
  • Certified ID

VAT registration

Must be VAT registered in order for your business to charge VAT

You will need:

  • CIPC documentation
  • Proof of address (company and individual)
  • Proof of banking details
  • Invoices (proof of turnover being over R50 000,00)

VAT/PAYE Deregistration

You will need:

  • Certified ID

VAT103

Registration certificate for dealers liable to pay value added tax

You will need:

  • Certified ID

E-filing profile creation

To handle all SARS related queries

You will need:

  • Certified ID
  • Proof of Address
  • Proof of banking details

Shelf Company

Ask our Business Support Specialist about what we can offer you

You will need:

  • Certified ID (if ID card, then front and back)
  • Proof of Address (company and individual)
  • Three preferable names

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CORPORATE ADVICE

Our corporate advisors offer professional guidance in all aspects of business to assist companies in their success, including:

  • Financial Restructuring
  • Corporate Restructuring
  • Determining Exit Strategies
  • Restructuring of debit with financial institutes and SARS
  • Obtaining foreign structures

You will need:

  • Requirements to be determined with client

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FINANCE

You will receive a Non-Disclosure Agreement, Mandate and quote after speaking to one of our consultants. Please send us the signed NDA, mandate and acceptance of quote in order to continue.

Cashflows

Company’s financial projection for the next 12 months

Small Business > R5 million turnover

You will need:

  • Previous annual financial statements
  • Management Accounts
  • Additional information as per the needs of the Business Support Specialist
  • SMMEs (R5 million turnover – R300 million turnover)
SMMEs (R5 million turnover – R300 million turnover)

You will need:

  • Previous annual financial statements
  • Management Accounts
  • Additional information as per the needs of the Business Support Specialist
Generic Companies < R300 million turnover

You will need:

  • Previous annual financial statements
  • Management Accounts
  • Additional information as per the needs of the Business Support Specialist

Asset Finance

For financial assistance with purchases concerning moveable and immovable assets (i.e. Vehicles, Buildings, Generators etc.,)

Small Business > R5 million turnover

You will need:

  • Download XBS Finance Documentation List
SMMEs > R5 million turnover

You will need:

  • Download XBS Finance Documentation List
Generic Companies > R5 million turnover

You will need:

  • Download XBS Finance Documentation List

Trade Finance

Business finance designed to boost the working capital available to your business

Small Business > R5 million turnover

You will need:

  • Download XBS Finance Documentation List
SMMEs > R5 million turnover

You will need:

  • Download XBS Finance Documentation List
Generic Companies > R5 million turnover

You will need:

  • Download XBS Finance Documentation List

Bridging Finance

Short-term finance put into place to allow for quick access to money until permanent financing can be secured

Small Business > R5 million turnover

You will need:

  • Download XBS Finance Documentation List
SMMEs > R5 million turnover

You will need:

  • Download XBS Finance Documentation List
Generic Companies > R5 million turnover

You will need:

  • Download XBS Finance Documentation List

BEE Affidavit

For Start-up companies and companies with a turnover of less than R10 Million. For companies with a turnover of more than R10 Million please contact us for more information.

You will need:

  • Company registration documents
  • Proof of Business address
  • ID copies of Directors

Business Plan

Entails the vision, mission and background of the company, financial projections and operation plan for the coming year. Includes a SWOT analysis

You will need:

  • Documentation as per Business Support Specialist’s request.

Marketing Plan

Entails how the business plans on operating for the coming year to be successful

You will need:

  • Documentation as per Business Support Specialist’s request.

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PACKAGES