{"id":1063,"date":"2026-11-13T08:48:28","date_gmt":"2026-11-13T08:48:28","guid":{"rendered":"https:\/\/swaccountants.co.za\/?page_id=1063"},"modified":"2026-11-13T08:48:28","modified_gmt":"2026-11-13T08:48:28","slug":"client-faqs-document-checklist","status":"publish","type":"page","link":"https:\/\/swaccountants.co.za\/index.php\/client-faqs-document-checklist\/","title":{"rendered":"Client FAQs and Document Checklist"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n<h2 class=\"wp-block-heading\">Individual income-tax returns<\/h2>\n\n\n<ul class=\"wp-block-list\">\n<li>Identity and contact details.<\/li>\n<li>IRP5\/IT3(a) certificates and details of other income.<\/li>\n<li>Medical aid and retirement-fund tax certificates, where applicable.<\/li>\n<li>Donation certificates and other supporting deduction records, where applicable.<\/li>\n<li>Travel logbook and vehicle details if claiming business travel.<\/li>\n<li>Rental, investment, foreign-income or capital-gains information, where relevant.<\/li>\n<\/ul>\n\n\n<h2 class=\"wp-block-heading\">Business accounting and tax<\/h2>\n\n\n<ul class=\"wp-block-list\">\n<li>Bank statements for the relevant period.<\/li>\n<li>Sales invoices, receipts and supplier invoices.<\/li>\n<li>Payroll summaries and employee records, where relevant.<\/li>\n<li>Asset, loan and finance information.<\/li>\n<li>Previous financial statements, tax returns and SARS assessments.<\/li>\n<\/ul>\n\n\n<h2 class=\"wp-block-heading\">VAT and payroll<\/h2>\n\n\n<ul class=\"wp-block-list\">\n<li>VAT invoices, credit notes, sales and expense records.<\/li>\n<li>Bank statements and accounting reports.<\/li>\n<li>Employee details, remuneration changes and payroll instructions.<\/li>\n<li>IRP5\/IT3(a) information and prior EMP201\/EMP501 records, where applicable.<\/li>\n<\/ul>\n\n\n<h2 class=\"wp-block-heading\">Company and tender administration<\/h2>\n\n\n<ul class=\"wp-block-list\">\n<li>Company registration and director details.<\/li>\n<li>CSD supplier number, Unique Registration Reference Number and current supplier report, where relevant.<\/li>\n<li>CIDB registration details, grading and class of works, where relevant.<\/li>\n<li>Compensation Fund employer number, Return of Earnings information, assessments and proof of payment, where relevant.<\/li>\n<li>Tender document, tender number and returnable schedules.<\/li>\n<li>Project references, award or appointment letters, completion certificates and payment certificates if requested.<\/li>\n<\/ul>\n\n\n<h2 class=\"wp-block-heading\">Frequently asked questions<\/h2>\n\n\n<h3 class=\"wp-block-heading\">Can I send documents electronically?<\/h3>\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n<h3 class=\"wp-block-heading\">How much will the service cost?<\/h3>\n\n\n<p class=\"wp-block-paragraph\">Fees depend on the type and complexity of the work and the records involved. We will discuss the scope and applicable fee before proceeding.<\/p>\n\n\n<h3 class=\"wp-block-heading\">How long will SARS or another authority take?<\/h3>\n\n\n<p class=\"wp-block-paragraph\">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\u2019s decision or turnaround time.<\/p>\n\n\n<h3 class=\"wp-block-heading\">What if I receive a SARS letter or verification request?<\/h3>\n\n\n<p class=\"wp-block-paragraph\">Send us the notice promptly so that we can review the request, identify the response deadline and advise what supporting information may be needed.<\/p>\n\n\n<p class=\"wp-block-paragraph\"><strong>Need help?<\/strong> Email <a href=\"mailto:sunette@swaccountants.co.za\">sunette@swaccountants.co.za<\/a> or call <a href=\"tel:0665790369\">066 579 0369<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"disabled","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"_jetpack_hide_featured_image":false,"_jetpack_featured_image_duplicate_dismissed":0,"footnotes":""},"class_list":["post-1063","page","type-page","status-publish","hentry"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.5 - aioseo.com -->\n\t<meta name=\"description\" content=\"This page helps clients prepare for common accounting, payroll, tax and business-administration services. 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