This page helps clients prepare for common accounting, payroll, tax and business-administration services. The exact documents required depend on the service and your circumstances. We will confirm the checklist when your work is assessed.
Individual income-tax returns
- Identity and contact details.
- IRP5/IT3(a) certificates and details of other income.
- Medical aid and retirement-fund tax certificates, where applicable.
- Donation certificates and other supporting deduction records, where applicable.
- Travel logbook and vehicle details if claiming business travel.
- Rental, investment, foreign-income or capital-gains information, where relevant.
Business accounting and tax
- Bank statements for the relevant period.
- Sales invoices, receipts and supplier invoices.
- Payroll summaries and employee records, where relevant.
- Asset, loan and finance information.
- Previous financial statements, tax returns and SARS assessments.
VAT and payroll
- VAT invoices, credit notes, sales and expense records.
- Bank statements and accounting reports.
- Employee details, remuneration changes and payroll instructions.
- IRP5/IT3(a) information and prior EMP201/EMP501 records, where applicable.
Company and tender administration
- Company registration and director details.
- CSD supplier number, Unique Registration Reference Number and current supplier report, where relevant.
- CIDB registration details, grading and class of works, where relevant.
- Compensation Fund employer number, Return of Earnings information, assessments and proof of payment, where relevant.
- Tender document, tender number and returnable schedules.
- Project references, award or appointment letters, completion certificates and payment certificates if requested.
Frequently asked questions
Can I send documents electronically?
Yes. Contact us first so we can confirm the appropriate method for sending your documents securely. Avoid sending passwords or unnecessary sensitive information by ordinary email.
How much will the service cost?
Fees depend on the type and complexity of the work and the records involved. We will discuss the scope and applicable fee before proceeding.
How long will SARS or another authority take?
Processing times are determined by the relevant authority. We can assist with submissions and follow-ups within the agreed scope, but cannot guarantee an authority’s decision or turnaround time.
What if I receive a SARS letter or verification request?
Send us the notice promptly so that we can review the request, identify the response deadline and advise what supporting information may be needed.
Need help? Email sunette@swaccountants.co.za or call 066 579 0369.