Our Services
Our Tax and Accounting Services
Don't let tax stress you out. Our team of experienced tax specialists are here to help you with your tax. We also offer financial advice, tax, accounting, payroll and bookkeeping services. With over 15 years of expertise, we’re committed to delivering seamless and professional tax services tailored to your needs. Partner with us for a seamless and efficient tax experience! Surtie Tax Group, your trusted partner for all your tax needs in South Africa.
We assist with the preparation Annual Financial Statements (AFS) in terms of IFRS for SME’s, prepare management accounts for sole proprietors, trusts and companies. We also prepare fixed asset registers, reconciliations for VAT and payroll.
Income tax, provisional tax, VAT, payroll, dividends tax and much more for individuals, trusts and companies. Tax clearance, foreign investment certificates, compromise offers and lodging notice of objections, home office deduction calculations.
We provide expert advice on choosing the most suitable legal entity for your business, setting up efficient accounting and tax reporting systems, optimizing cash flow, and implementing strategies to support sustainable growth for you and your business.
Our company secretarial services include registering new companies, name changes, reserving names, adding or removing directors and members, preparing resolutions, and submitting annual returns. We simplify compliance so you can focus on your business.
We help you register for workmen's compensation, apply for your letter of good standing, change your nature of business, apply for instalment plans, apply for re-assessment, prepare your audit file, and change your login details ensuring your business complies with all legal requirements. Additionally, we manage the submission of the Return of Earnings (ROE), delivering accurate and timely compliance with statutory obligations tailored for you.
We prepare and send monthly salary slips to employees, manage monthly payroll submissions (EMP201s) to SARS, and ensure timely completion of bi-annual and annual EMP501 reconciliations. We also prepare and send IRP5 certificates, helping your business maintain payroll compliance.
We provide monthly, bi-monthly, bi-annual, and annual bookkeeping services depending on your needs. We capture PDF bank statements manually or electronically by importing bank transactions in OFX format, CSV, or setting up a bank feed from your bank so your bank account is in real time with your accounting software. We capture customer and supplier invoices, i.e., debtors and suppliers management. Benefit from regular follow-ups, ensuring that outstanding debtors accounts are addressed promptly. Depending on your needs, we can do weekly, bi-monthly, and monthly follow-ups on outstanding debtors. This consistent communication with your clients helps maintain a steady cash flow, crucial for your business operations.
Accounting Services
We assist with the preparation Annual Financial Statements (AFS) in terms of IFRS for SME’s, prepare management accounts for sole proprietors, trusts and companies. We also prepare fixed asset registers, reconciliations for VAT and payroll.
Tax Services
Income tax, provisional tax, VAT, payroll, dividends tax and much more for individuals, trusts and companies. Tax clearance, foreign investment certificates, compromise offers and lodging notice of objections, home office deduction calculations.
Financial Advice
We provide expert advice on choosing the most suitable legal entity for your business, setting up efficient accounting and tax reporting systems, optimizing cash flow, and implementing strategies to support sustainable growth for you and your business.
Company Secretarial Services
Our company secretarial services include registering new companies, name changes, reserving names, adding or removing directors and members, preparing resolutions, and submitting annual returns. We simplify compliance so you can focus on your business.
COIDA
We help you register for workmen's compensation, apply for your letter of good standing, change your nature of business, apply for instalment plans, apply for re-assessment, prepare your audit file, and change your login details ensuring your business complies with all legal requirements. Additionally, we manage the submission of the Return of Earnings (ROE), delivering accurate and timely compliance with statutory obligations tailored for you.
Payroll Services
We prepare and send monthly salary slips to employees, manage monthly payroll submissions (EMP201s) to SARS, and ensure timely completion of bi-annual and annual EMP501 reconciliations. We also prepare and send IRP5 certificates, helping your business maintain payroll compliance.
Bookkeeping Services
We provide monthly, bi-monthly, bi-annual, and annual bookkeeping services depending on your needs. We capture PDF bank statements manually or electronically by importing bank transactions in OFX format, CSV, or setting up a bank feed from your bank so your bank account is in real time with your accounting software. We capture customer and supplier invoices, i.e., debtors and suppliers management. Benefit from regular follow-ups, ensuring that outstanding debtors accounts are addressed promptly. Depending on your needs, we can do weekly, bi-monthly, and monthly follow-ups on outstanding debtors. This consistent communication with your clients helps maintain a steady cash flow, crucial for your business operations.
Accounting & Bookkeeping Software Used
News
Tax Planning
Are you a business owner of a company (Pty or CC) if yes then you might qualify as a SBC (Small Business Corporation) where R95 750 of your taxable income is tax free whereafter you will pay tax using a sliding scale similar to an individual versus paying the current rate of 27%.
SARS Compromise Offer
A SARS compromise offer is an agreement between the South African Revenue Service (SARS) and a taxpayer who has a tax debt. Under this arrangement, the taxpayer agrees to pay a reduced amount that is less than the full value of the tax debt. In return, SARS agrees to permanently write off the remaining portion of the debt, subject to certain conditions.
This can be a helpful option for taxpayers who are unable to pay the full amount due to financial constraints. However, it's important to ensure that all current tax obligations are met to avoid voiding the agreement. We can assist you.
