Can you prepare my return or review one already submitted?
Yes. We agree whether the engagement covers return preparation, an existing return or assessment review, provisional tax or a combination, for specified tax years.
Personal Income Tax
Where Do I Stand With SARS?
Understand your personal tax position and keep your individual returns on track.
Individual income tax return preparation, assessment reviews and provisional tax support for business owners, directors and other individuals in Cape Town and across South Africa.
What you receive
- Preparation and submission of your individual income tax return where agreed.
- Review of a return or SARS assessment against the information you provide.
- Provisional tax calculations and submissions where applicable and included in your scope.
- A clear explanation of missing information, findings and the next steps that need your attention.
How we start
Tell us which tax year needs attention, the income types involved and whether you need a return prepared or an existing return reviewed. Mention any SARS notice and its deadline without including tax numbers or confidential documents in the public enquiry.
We confirm the scope, evidence required, fee and responsibilities before work begins. Any assessment fee is agreed in advance. Work is scheduled after cleared payment and the required authorisations and information are received.
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Your responsibilities and agreed scope
What we need from you
Provide complete income information and the relevant certificates and supporting documents for the agreed year. Review information prepared for submission and approve it where required. We explain gaps and matters that need your decision.
What is included—and what is separate
Your proposal identifies the returns, tax years and review work included. Corrections, prior-year catch-up, verification responses, disputes and tax-debt work are included only when expressly agreed. Additional work and fees are agreed before proceeding.
We agree evidence delivery dates and responsibilities. Missing information may affect progress and completion dates.
Personal income tax support
Returns and assessment reviews
Preparation and submission of individual returns and review of existing returns or assessments against the information supplied, for the agreed tax years.
Provisional tax
Calculations and submissions where applicable and included in the agreed engagement.
Related services
If a disputed assessment or tax debt needs separate attention, explore SARS ResolutionIQ. Business owners can also explore Business Accounting and Compliance for ongoing business records and returns.
No particular refund, tax reduction or SARS outcome is guaranteed.
Frequently Asked Questions
What information will you need?
We identify the income details, certificates, supporting documents and authorisations needed for your circumstances. Provide complete information and approve the prepared return where required.
Are prior years and SARS queries included?
Only if expressly included in your proposal. Prior-year work, corrections, verification responses, disputes and tax-debt matters may require a separate scope and fee.
When does work begin and how are fees agreed?
We confirm the scope and fee before proceeding, including any initial assessment fee. Work is scheduled after cleared advance payment and receipt of the required information and authorisations.
Your next step
Have a question about your situation? Explore our free guidance. For questions about the service or an engagement, start a conversation.