Personal Tax Services
Note some of the personal tax services we offer.
- Completion and submission of IT77 when an income tax number is required.
- Income tax status check with SARS to establish what IT12’s, IRP6’s and statements of accounts are outstanding.
- A detailed information requirement schedule is sent out , detailing IRP5’s, Medical aid tax certificates, retirement annuity fund tax certificates, IT3’s, logbooks, rental income schedules, investment income certificates, capital gains calculations and structuring, foreign dividends tax calculations and structuring.
- Calculation of IT12 & IRP6 statutory returns.
- Notifying you of the outcome of our calculations before submission.
- Completion and submission of IT12 and IRP6 returns.
- IT34’s are compared and checked with our documentation, if all is correct, client is notified.
- If there is a dispute, then an ADR1 is lodged for SARS to correct the assessment.
- If money is owed to SARS, we can then apply for deferred payments over 3 months. If a longer period is required, then a detailed income and expense schedule will be needed, as well as a motivational letter.
- Salary structuring can be provided and is advisable, especially when receiving a travel allowance.
- Shortfall notification regarding your annuity can be provided on your request.
- Tax clearance certificates for good standing and tenders
- FIA001 and FIA002 for foreign investments below R30 000 and over R30 000.
- IT12A can be completed in cases of emigration.
- Tax directives, calculations and applications for fixed percentage.
- Updating of bank details and handling of 3rd party mismatches
Managed To Get Me Almost R20 000 Back!
I recently had my bond approved to buy a house, which was the greatest news I thought I would ever get! Well, unfortunately for me I had not registered for tax for the previous 8 years! When I found Tax Relax on the web I was first a little skeptical, but I went with my good judgement and applied for a contract with them!
I was honestly sad to part with my money I owed sars, aswell as the cost I had to pay to re-calculate my certificates, but lucky for me I chose the right tax services and Tracy and Annelise managed to get me almost R20 000 back! Now that truly is the best news I could ever have received!!!!
Thanx guys
Ryan Kopper
Amazed At How Quickly It Was Done
I realise that at this time, there is a lot of stress, but your team is great. Not only did they handle the work in a professional manner, but I was amazed at how quickly it was done.
I have been a client since 2006 and have found that the level of service gets better and better. I do not feel like just a number or a faceless entity, but a real person.
Thank you for all your hard work. It does not go unnoticed nor unappreciated.
Dr. Michael Landsman