Service
Tax Services
Personal and company tax handled end to end, so SARS is never a surprise.
What's included
Everything in Tax Services
Personal and company tax handled end to end, from registration and planning through to submission and SARS queries, so deadlines are met and there are no surprises.
Company Income Tax
ITR14 returns prepared, reviewed and submitted, reconciled back to your annual financial statements.
Personal Income Tax
ITR12 returns for owners, directors and individuals, including rental, investment and travel claims.
Provisional Tax
IRP6 estimates calculated on real numbers, not last year's guess, and filed on time.
VAT Returns
VAT201 calculations, reconciliations and submissions, with input VAT properly supported.
Tax Planning
Forward-looking planning on structure, remuneration and timing so the bill is no bigger than it needs to be.
SARS Registrations
Income tax, VAT, PAYE and import/export registrations set up correctly from the start.
SARS Correspondence
Verifications, queries, objections and disputes handled on your behalf via eFiling.
Tax Clearance & Compliance
Compliance status monitored and tax clearance certificates obtained when you need them.
What you'll need
Getting started is simple
Pricing
Custom Quote
Final fees depend on services required, business size, transaction volume and technical complexity. Fixed and agreed upfront.
To get set up
- Company registration documents and income tax number
- SARS eFiling access or authorisation to act as your tax practitioner
- Prior-year tax returns and assessments
- Latest annual financial statements or trial balance
- VAT and PAYE registration details, where applicable
- ID and tax numbers for individuals whose returns we file
On an ongoing basis
- Monthly or bi-monthly VAT records and supporting invoices
- Up-to-date management accounts for provisional tax estimates
- IRP5s, medical aid and retirement annuity certificates for personal returns
- Investment, rental and logbook records where relevant
- Any SARS letters or notices as soon as they arrive
Pro tip: Forward every SARS letter the day it lands, even the ones that look routine. Most penalties come from missed deadlines on notices nobody opened.
Typical timeline
How the engagement runs
- 01
Tax review
We check your registrations, compliance status and outstanding returns, and flag anything overdue.
- 02
Clean-up
Any late or missing returns are brought up to date and disputes lodged where SARS has it wrong.
- 03
First filing cycle
Provisional, VAT or annual returns prepared, reviewed with you and submitted.
- 04
Ongoing calendar
Every deadline tracked and filed ahead of time, with planning conversations before year-end, not after.
Learn more
Tax Services in depth
Who it's for
- Companies that need income tax and provisional tax filed correctly
- Business owners and directors who want personal and company tax handled together
- VAT-registered businesses that want returns properly reconciled
- Taxpayers with outstanding returns or a SARS dispute to resolve
- Businesses that need a tax clearance certificate for tenders or funding
- Anyone tired of finding out about a tax bill after the deadline
Why it matters
- Late and incorrect returns attract penalties and interest that compound quickly
- Provisional tax based on real numbers avoids both underestimation penalties and overpayment
- Non-compliance blocks tax clearance, tenders and funding applications
- Planning before year-end changes the outcome, filing after it does not
- SARS verifications are far easier when the return ties back to reconciled books
- A CA(SA) takes a position you can defend, not a guess
Common questions
What makes Synergy different
- Led by a Chartered Accountant (SA), you deal with Rishen directly, not a call centre.
- SAICA member: every deliverable meets professional and statutory standards.
- Fixed, transparent pricing agreed upfront, no surprise invoices.
- Audit-firm trained across insurance, property, engineering, manufacturing, FMCG and logistics.
- BBBEE Level 1 supplier.
- Sage, QuickBooks, Evolution, Caseware and Draft Works proficiency.
Ready to stop worrying about SARS?
Get your personal and company tax handled by a Chartered Accountant, filed on time and defensible.
rishen@synergyfm.co.za
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Ready to get organised?
Get a personalised quote within one business day. No obligation, no jargon.