(Effective 1 March 2024) | Tax | Pro Tax | Basic | Standard | Basic | Standard | Plus | Request |
| Indiv | Indiv | Indiv | Indiv | Company | CC's, NPO's | and Trusts | Quote |
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Box Cloud Storage | | | | | | | | |
Unlimited cloud storage for documents and invoices | | Included | | Included | | Included | Included | |
(Upload single files up to 15GB) | | | | | | | | |
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SAGE Business Cloud Bank feeds Subscription | | | Included | | Included | | | |
Cash Book only (No Invoicing or Quotes) | | | | | | | | |
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All Standard Features | | | | Included | | Included | Included | |
Add additional users for R65/month. | | | | | | | | |
Add Advanced Inventory for R355/month | | | | | | | | |
Add Debtors Manager for R250/month | | | | | | | | |
Add Time Tracking for R140/month | | | | | | | | |
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Reconciliation of Transactions | Annual | Semester | Monthly | Monthly | Monthly | Monthly | Monthly | |
Transactions < 3000/annum | | | Included | | Included | | | |
Transactions < 5000/annum | | | | Included | | Included | | |
Transactions < 10000/annum | | | | | | | Included | |
R8.50 per transaction under 3000/annum or above 10000/annum | | | | | | | | |
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VAT Returns submission | | | | Included | | Included | Included | |
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Financial statements | | | | | | | | |
Income tax Financial statements - Before the closing of Tax Season | | | Included | Included | | | | |
IFRS Financial Statements - Within 6 months after year end | | | | | Included | Included | Included | |
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Annual CIPC Returns | | | | | Included | Included | Included | |
(We submit and pay the annual fee on | | | | | | | | |
your behalf and invoice you the annual CIPC fee) | | | | | | | | |
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CIPC/Master Office Secretarial Services | | | | | Included | Included | Included | |
(File Annual Beneficial Ownership / | | | | | | | | |
Maintain Share Register and Share Certificates) | | | | | | | | |
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Annual Income Tax return submission and assessment review | Included | Included | Included | Included | Included | Included | Included | |
(Excl. SARS queries/Supporting docs) | | | | | | | | |
Add Vehicle expense sheet R1035 | | | | | | | | |
Add Rental expense sheet R1500 | | | | | | | | |
Add Cash and other expenses R8.50 per expense | | | | | | | | |
Tax Clearance Certificate | | Included | | Included | | Included | Included | |
Provisional Tax Returns x2 | | Included | Included | Included | Included | Included | Included | |
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Payroll and Leave management system | | | | Included | | Included | Included | |
Maximum of 5 staff members | | | | | | | | |
(Add R100 per additional employee per month) | | | | | | | | |
Monthly Payslips | | | | Included | | Included | Included | |
PAYE/UIF Monthly Returns | | | | Included | | Included | Included | |
2 x IRP5 reconciliation | | | | Included | | Included | Included | |
U-filing declarations | | | | Included | | Included | Included | |
Annual COIDA Submissions | | | | Included | | Included | Included | |
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Dedicated Accountant Manager | Included | Included | Included | Included | Included | Included | Included | |
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Free telephonic advice, templates and training | Included | Included | Included | Included | Included | Included | Included | |
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Reminders and tax alerts | Included | Included | Included | Included | Included | Included | Included | |
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Any work that falls outside the engagement or | | | | | | | | |
the engagement period will be quoted separately. | | | | | | | | |
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Payable Annual VAT Incl. | 1,500 | 5,000 | 36,000 | 79,200 | 42,000 | 85,200 | 127,200 | Quote |
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Payable Monthly VAT Incl. | 125 | 417 | 3,000 | 6,600 | 3,500 | 7,100 | 10,600 | Quote |