contact@taxconsulting.co.za
011 467 0810
Review Process

We provide a bespoke tax return service for South Africans both local and abroad as well as Non-Residents working in South Africa. Our competitive advantage is having a team of highly efficient tax specialists that are complemented by tax attorneys (thus we offer legal privileged services, not obtainable with normal accountants or tax specialists), chartered accountants and Master Tax Specialists thus ensuring quick turnaround time and maximum tax saving.

We start by conducting an initial review on your personal tax filing position with SARS and propose tax planning and compliance steps. Once we have access to your efiling profile we will initiate the process and share our findings with you.

Key aspects of our tax filing service:

  • Registration for income tax and filing thereof.
  • 24-hour turnaround time.
  • Tax strategy to achieve full compliance status and maximise tax saving.
  • Assisting with objections.
  • Assessment of payment structures.
  • Ensuring maximum benefit from medical aid deductions, including disability claims.
  • Confidential and legal privileged assessment of outstanding tax matters.

Tax Filing for Non-Residents/Expatriates Living and Working in South Africa:

  • Ensure correct disclosure of SA sourced income.
  • Prudent Financial Planning and Tax Strategy in line with best practice.
  • Registering and Deregistering of Tax Profile with SARS.

Tax Filing for South Africans Working Abroad:

  • Undertaking of Tax Residency test.
  • Transfer of tax profile to provide Tax Status update.
  • Correct disclosure of income based on Tax Residency test and applying for relevant exemption under Section 10(1)(o)(ii) of the Income Tax Act 58 of 1962, if applicable.
  • Ensuring full tax compliance in line with SARS and the Common Reporting Standards/Foreign Account Compliance Act (FATCA).

Review Process:

  • We will request some basic information from you.

  • We will forward a Power of Attorney (the standard one required by SARS) for you to sign and return to us.

  • We will obtain a status update from SARS and perform an initial assessment to confirm your current standing, and confirm additional service fees from here as and if required.

  • From here we schedule a meeting for discussing your tax return (should this be deemed necessary).

  • During the meeting, we will provide feedback on your current SARS status and basic guidance on how to improve your tax position, if possible, taken your circumstances.

  • We will provide you with an exact tax computation.

  • Subsequent to the meeting, we will e-mail you a copy of your tax return and a copy of the tax assessment received from SARS.

  • We will object to any incorrect tax assessments by SARS on your behalf.

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