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Offices: Gauteng & Western Cape | 31 Tait Street, Witfield, Boksburg
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INCOME: Schedules or detail list for the tax year (12 months)
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Income (invoices issued or monies received).
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Interest and dividend income.
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Capital income (from sale of capital items, e.g. house, car, furniture, etc). Etc.


 EXPENSES: Schedules or detail list for the tax year (12 months)
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Business expenses (e.g. bank costs, interest payments, stationery, insurance, rent, wages, fuel, etc).
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Salaries and wages paid to employees, members and/or directors.
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PAYE & UIF deductions from salaries. Etc.


 ASSETS: Schedules or detail list - To show balance on 28 Feb of each year ending
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Outstanding debtors (invoices issued, customers not yet paid - 30, 60, 90, and 120+ days).
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Fixed assets purchased or sold - date purchased, sold, purchase price, sales price, etc.
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Fixed deposits or investments made.
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Loans receivable - made to members, employees and 3rd parties from business account.
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Consumables, stock on hand and/or work in progress: at cost or valuation.
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Bank account (bank statements) and cash on hand. Etc.


 LIABILITIES: Schedules or detail list - To show outstanding balance on 28 Feb of each year ending
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Outstanding creditors (invoices received, suppliers not yet paid by 30, 60, 90 and 120+ days).
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TAX, PAYE, SDL, UIF, WCA and VAT returns, all payments made and all submissions outstanding.
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Long and short term loans from banks and other parties.
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Movements in members loan accounts and expenses paid by members on behalf of the CC / Company.
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Leases (e.g. vehicles, properties, machinery) - obtain tax certificate from finance company.
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Installment sales (e.g. vehicles, property, machinery) - obtain tax certificate from finance company. Etc.

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NOTE: If a computerized accounting system was used, PDF copies of general ledger & trial balance, etc.


If you have not used an accounting system or not kept accurate records, provide us with a summary - Click here
Mail information, schedules and documents to dirk@taxaccountants.co.za or fax to 086 657 7850
NEED ANNUAL FINANCIAL STATEMENTS TO SUBMIT YOUR COMPANY TAX?
Provide us with the following information (where applicable) and we’ll take care of the rest ...