FEES

(We have kept our fee increases to a minimum; please help us to make this work by giving us all the necessary information timeously and concisely)

BASIC ITEMSITEM DESCRIPTIONFEE
Auto-assessment reporting feeThis fee applies if you receive a SARS auto-assessment and you want us to send you the auto-assessment results, give you a breakdown and forward all relevant auto-assessment communication. Should you not accept or otherwise want to change the auto-assessment we will charge our standard rates as shown below and the R250 will form part of that amount.R250
Tax return ITR12
Basic tax return filing
The basic tax return filing includes
·         Verification of contact details and bank account
·         income tax certificates IRP5’s/IT3(a)’s
·         medical aid certificates
·         interest from bank accounts and investments (IT3(b) and (c)) certificates for basic investments
·         Declaration of tax free income
Claims against charitable donations made
R700
Attend to review/auditShould your return be selected for review/auditR600
Attend to Notice of objectionShould your return be selected for review/auditR600
ADDITIONAL ITEMS
Processing of investment income certificates (IT3(b) and (c) complex investmentsBasic certificates FREE.
*estimate of R50 per certificate for more complicated investments. The workload involved to process each investment will be assessed.
R50*
Rental incomeFirst property FREE if complete information and documents are provided timeously. *R150 For each additional rental property and includes the capturing of rental expensesR150*
Travel claims (travel allowance or use of company car)Accurate and complete logbooks and information supplied timeously – FREE. R150* surcharge for incomplete and faulty logbooks and information provided. Additional charges might apply if the quality of information provided substantially increases our workload.R150*
Additional medical expense claims* Minimum fee R150.-Out-of-pocket claims. Capturing and processing of receipts, invoices and statements. This fee will be adapted depending on the volume of receipts to be processed.
(These returns will most likely be audited by SARS – see audit/review fees)
R150*
Home office expensesProcessing of home office expenses for salary earners
(These returns will most likely be audited by SARS – see audit/review fees)
R300
Capital Gains declaration – selling of fixed assets.Processing and declaration of capital gains from the selling of fixed property, i.e. primary residence and other fixed property.R250
SOLE PROPRIETORS, COMMISSION EARNERS AND INDEPENDENT CONTRACTORS
Sole proprietorsIncludes basic capturing of income expenses for small enterprises with small numbers of transactions. We request that larger enterprises operating as sole props contact us, so that we can talk about monthly processing and other compliance aspects.R1,800
Commission earners (code 3606 on IRP5)Capturing and processing of expenses claims. Discount will be considered for commission earners capturing their own expenses.R1,600
Independent contractors (code 3616 on IRP5)Capturing and processing of expenses claims. Discount will be considered for independent contractors capturing their own expenses.                                R1,600
Please note that we are trying to keep our fees reasonable and affordable. This has become very difficult due new tax legislation, the burden placed on us by far reaching SARS operational changes and requirements as well as unnecessary administrative burdens placed on us by clients NOT supplying accurate, timeous and complete tax return documentation. We retain the right to adjust the fees up or down at our discretion, depending on the work burden involved with the filing of a return, which we will assess on a case-by-case basis. Please request a quote for additional items such as the declaration of crypto-currency transactions.