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 ITEMS | ITEM DESCRIPTION | FEE |
Auto-assessment reporting fee | This 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/audit | Should your return be selected for review/audit | R600 |
Attend to Notice of objection | Should your return be selected for review/audit | R600 |
ADDITIONAL ITEMS | ||
Processing of investment income certificates (IT3(b) and (c) complex investments | Basic certificates FREE. *estimate of R50 per certificate for more complicated investments. The workload involved to process each investment will be assessed. | R50* |
Rental income | First property FREE if complete information and documents are provided timeously. *R150 For each additional rental property and includes the capturing of rental expenses | R150* |
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 expenses | Processing 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 proprietors | Includes 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 |