What beneficial ownership information must stay current
Identify the beneficial ownership information that must stay current, check changes in control and retain evidence for updated CIPC disclosures.
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UIF employer duties(18)VAT registration(17)Employer reconciliations(14)Beneficial ownership(13)CIPC annual returns(12)COIDA and compensation(12)Small business corporation tax(10)Tax clearance and compliance(10)VAT invoices(10)VAT refunds(10)VAT returns(10)Provisional tax(8)
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Small business corporation tax(10)Tax clearance and compliance(10)VAT invoices(10)VAT refunds(10)VAT returns(10)Provisional tax(8)Annual financial statements(5)Bank reconciliation(5)Bookkeeping foundations(5)Cash flow forecasting(5)Corporate income tax(5)Funding ready records(5)PAYE and SDL(5)Turnover tax(5)B-BBEE supplier evidence(4)Individual tax returns(4)SARS account and eFiling(3)Capital Flow Management Regulations(1)CIPC company registration(1)Companies Act financial reporting(1)Company closure(1)Company formation(1)external company branch South Africa(1)foreign investors South Africa(1)going concern(1)IFRS 15 revenue SMEs(1)IFRS for SMEs 2025(1)IFRS for SMEs South Africa(1)IFRS for SMEs third edition(1)income tax return deadline(1)Individual deductions(1)King IV financial reporting(1)liquidity and solvency ratios(1)no-file income threshold(1)Payroll operations(1)provisional taxpayer 2026(1)public interest score(1)reading financial statements for directors(1)SARB exchange control(1)SARS auto-assessment(1)SARS eFiling(1)South Africa business visa(1)statement of cash flows IAS 7(1)statement of financial position(1)tax season 2026(1)VAT input tax(1)
Showing 161–192 of 211 articles
Who must submit an individual income tax return
Check the 2026 individual tax return filing criteria, income exclusions and auto-assessment conditions before deciding whether to submit an ITR12.
UIF declarations during unpaid leave
Check how unpaid leave affects UIF remuneration and declaration records, and distinguish employment status from the amount contributed.
Submitting IRP5 certificates to SARS
Check IRP5 data against payroll and employer reconciliation records, choose the correct SARS submission route and retain proof of acceptance.
Reconciling accounting profit to taxable income
A practical guide to corporate income tax: reconciling accounting profit to taxable income. Check the evidence, exceptions and next steps.
Documents needed for beneficial ownership filing
A practical guide to beneficial ownership: documents needed for beneficial ownership filing. Check the evidence, exceptions and next steps.
Checking a contractor letter of good standing
Verify a contractor’s Compensation Fund letter of good standing, check its scope and dates, and retain evidence for appointment records.
VAT invoices in a foreign currency
Check foreign-currency VAT invoice records, exchange-rate evidence and rand reporting before preparing a South African VAT claim or return.
UIF treatment of directors and owners
Understand how employment and remuneration facts affect UIF treatment for directors and owners, with checks for payroll classification.
Turnover tax versus ordinary income tax for a sole proprietor
A practical guide to turnover tax: turnover tax versus ordinary income tax for a sole proprietor. Check the evidence, exceptions and next steps.
Turnover tax and VAT registration
A practical guide to turnover tax: turnover tax versus VAT registration. Check the evidence, exceptions and next steps.
Calculating turnover for a CIPC annual return
A practical guide to cipc annual returns: calculating turnover for a CIPC annual return. Check the evidence, exceptions and next steps.
UIF obligations for domestic workers
Check domestic-worker UIF registration, contribution rules, monthly declarations and the records an employer needs to keep in South Africa.
Correcting a VAT201 return after submission
Check the available SARS correction route for a submitted VAT201, distinguish verification and audit cases, and reconcile the revised records.
PAYE registration documents for a small company
A practical guide to paye and sdl: pAYE registration documents for a small company. Check the evidence, exceptions and next steps.
Preparing the annual EMP501 reconciliation
A practical guide to employer reconciliations: preparing the annual EMP501 reconciliation. Check the evidence, exceptions and next steps.
Correcting a refund claim before verification finishes
Check how to address an error in a VAT refund claim while verification is open, and retain the revised calculation and supporting correspondence.
UIF obligations for foreign employees
Check UIF treatment for foreign employees, distinguish contribution duties from benefit questions and keep the correct employment records.
Calculating a first provisional tax payment
A practical guide to provisional tax: calculating a first provisional tax payment. Check the evidence, exceptions and next steps.
Reconciling tax compliance before applying for funding
A practical guide to funding ready records: reconciling tax compliance before applying for funding. Check the evidence, exceptions and next steps.
Correcting a tax invoice with the wrong VAT number
A practical guide to vat invoices: correcting a tax invoice with the wrong VAT number. Check the evidence, exceptions and next steps.
Handling a VAT audit request for a site visit
Check a VAT audit site-visit notice, confirm authority and scope, prepare requested records and retain a documented handover trail.
Reconciling payroll totals to the general ledger
Compare payroll reports with general ledger balances, investigate timing differences and retain a clear reconciliation trail for employer filings.
Matching several payments to one customer invoice
A practical guide to bank reconciliation: matching several payments to one customer invoice. Check the evidence, exceptions and next steps.
Issuing a debit note after undercharging VAT
Check when a VAT debit note is appropriate, record the reason for the adjustment and reconcile it with the original invoice and VAT return.
Correcting an employee UIF employment history
Compare UIF employment history with payroll and personnel records, identify the error and prepare evidence for the appropriate correction route.
When an employer must register for SDL
A practical guide to paye and sdl: when an employer must register for SDL. Check the evidence, exceptions and next steps.
The Importance of Financial Forecasting for Business Growth
A practical guide to cash flow forecasting: the Importance of Financial Forecasting for Business Growth. Check the evidence, exceptions and next steps.
Choosing cash basis versus accrual bookkeeping
A practical guide to bookkeeping foundations: choosing cash basis versus accrual bookkeeping. Check the evidence, exceptions and next steps.
Issuing a credit note for a returned sale
Prepare a VAT credit note for returned goods, link it to the original sale and reconcile the adjustment in your accounting and VAT records.
Preparing management accounts for a funding application
A practical guide to funding ready records: preparing management accounts for a funding application. Check the evidence, exceptions and next steps.
Obtaining a tax compliance status PIN
A practical guide to tax clearance and compliance: obtaining a tax compliance status PIN. Check the evidence, exceptions and next steps.