Plain-language guidance

Guides

Useful starting points for common tax, accounting and company-compliance questions—grounded in current official guidance.

These guides provide general starting points based on official sources checked 21 July 2026. Requirements can change and formal advice depends on your circumstances.
VAT

Documents to prepare for a SARS VAT registration

A practical checklist for preparing a VAT registration and responding to a SARS registration review notice.

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SARS

What to do when SARS selects a return for verification

Steps to understand a SARS verification letter, prepare supporting documents and respond through the correct channel.

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Financial statements

Independent review versus compilation: what is the difference?

A plain-language comparison of compiled financial statements and an independent review under South African company requirements.

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Personal tax

Documents to gather for an individual tax return

A practical list of income, deduction and supporting records commonly needed for a South African individual tax return.

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VAT

When must a South African business register for VAT?

Current SARS VAT registration thresholds and practical steps for monitoring taxable supplies.

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SARS disputes

How SARS objections and disputes work

A practical overview of reasons, corrections, objections, supporting evidence and dispute deadlines.

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Monthly accounting

A monthly accounting checklist for small businesses

A repeatable month-end checklist for cleaner records, stronger cash-flow visibility and easier tax compliance.

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CIPC

CIPC beneficial ownership: what businesses should prepare

An overview of beneficial ownership declarations, registers, change filings and annual-return alignment.

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