+27 83 442 4663 willem@willemleroux.com

TAX PLAN

Its Never Been Easier

OUR SERVICES

Personal Income Tax Services
Personal Income Tax Assessments
Registation as a Tax Payer
Comprehensive Capital gains tax calculations
Tax Clearance Certificate
PAYE returns, payments and registration [EMP201]
PAYE recons & IRP5 creatio and submission on eFiling [EMP501]

YES, PLEASE CONTACT ME

At Tax-Plan we pride ourselves on delivering highly specialized and proficient income tax services to individuals In the timely submitting of their personal Tax Returns.

Tax Services That We Provide

You can have your tax return prepared and submitted by a professional Tax Practitioner FOR LESS THAN R600 per year.

Clients scan and email their receipts to us at no cost at all. We will email you proof of submission when completed.

 

  • Personal Income Tax Services
  • Personal Income Tax Assessments
  • Bookkeeping, Tax & Financial Reporting for Small Businesses
  • Registation as a Tax Payer
  • Comprehensive Capital gains tax calculations
  • Tax Clearance Certificate
  • VAT returns, payments and registration [VAT201]
  • PAYE returns, payments and registration [EMP201]
  • PAYE recons & IRP5 creation/submission through easy file & efiling [EMP501]
  • Company registrations/alterations, returns and payments with CIPC

Capital Gain

  • Capital gain/loss Tax Certificate
  • In case of selling non-primary residence:
    Valuation Certificate done before 1 October 2001
  • Proof of all costs relating to buying and selling of Property
  • Proof of improvements on Property.

Documents We May Require

Always include any other document that you deem to be important.

  • Salary Earners, Commission Earners, Self-Earning and Secondary Income Earners
  • IRP5
  • Certificate from bank if interest was earned (IT3b)
  • Medical Aid Tax Certificate
  • Medical accounts & receipts paid by yourself (if any)
  • Retirement Annuity Tax Certificate (if contributed)
  • In case of car/travel allowance received or use of motor vehicle: Logbook with vehicle details and Proof of Purchase Price of Vehicle (Invoice or HP agreement).

If the commission is more than 50% of salary

  • Logbook of business travel
  • Interest Certificate on HP purchase of vehicle
  • Document proof of travel expenses, such as fuel, repairs and maintenance Contact us for further details.
  • Rental Income
  • Rental/Lease agreement
  • Bond Tax Certificate or Statement
  • Proof of Commission paid to letting agency
  • Property repair and maintenance receipts
    Rates and Taxes
  • Levy (in case of sectional title or flat)
  • Business Income We will need extensive information from you.