OUR SERVICES
Our Services Include
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
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.
Sign up or login to download all documents and start the process.
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
Sign up or login to download all documents and start the process.
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
Sign up or login to download all documents and start the process.
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)
You will need:
- Previous annual financial statements
- Management Accounts
- Additional information as per the needs of the Business Support Specialist
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.,)
You will need:
- Download XBS Finance Documentation List
You will need:
- Download XBS Finance Documentation List
You will need:
- Download XBS Finance Documentation List
Trade Finance
Business finance designed to boost the working capital available to your business
You will need:
- Download XBS Finance Documentation List
You will need:
- Download XBS Finance Documentation List
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
You will need:
- Download XBS Finance Documentation List
You will need:
- Download XBS Finance Documentation List
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.
Sign up or login to download all documents and start the process.
VEHICLE LICENCES
What we offer:
- License Renewals
- Duplicate license requests
- Registration & License of New Vehicles
- Re-Registration of vehicles
- Duplicate registration documents
- NCO- (Notification of Change of Owner)
- De-Register Vehicle- (Written off/stolen or, Scrapped)
- SAP Clearances
PACKAGES
Silver
- Accounting – 50 Entries per Month
- Professional Address
- BEE Affidavit
- Certification of documents
- Business Plan – Standard
- Cashflow Forecast – Standard
- Setup & Management of IT Infrastructure
- VAT Registration
- Email Hosting
- Domain Registration & Management
- Logo Design
- Legal Consultation
Gold
- Accounting – 250 Entries p/month
- Professional Address
- BEE Affidavit
- Certification of documents
- Business Plan – SMME
- Cashflow Forecast – SMME
- Setup & Management of IT Infrastructure
- VAT Registration
- Email Hosting
- Domain Registration & Management
- Logo Design
- Legal Consultation
- Tax Clearance Certificate
- CIPC Annual Returns
- EMP 501 Submission
- Individual Tax Return
Platinum
- Accounting – 500 Entries p/month
- Professional Address
- BEE Affidavit
- Certification of documents
- Business Plan – Commercial
- Cashflow Forecast – Commercial
- Setup of IT Infrastructure
- VAT Registration
- Email Hosting
- Domain Registration & Management
- Logo Design
- Legal Consultation
- Tax Clearance Certificate
- CIPC Annual Returns
- EMP 501 submission & return
- Individual Tax Return
- Cloud Back-up Solutions
- General IT Support
- Business Tax Returns
- Provisional Tax