Frequently Asked Questions

We work with hundreds of complex individual tax cases each year. As tax is our trade and we engage with SARS each day of our working life, we have learned how to present information to SARS, how to merge documents so that SARS could easily follow and we know which documents to submit to SARS and which documents would cause confusion. We work around this in our compilations and ensure that what is submitted to SARS is easy to follow, neatly presented and is exactly what SARS needs to verify audits.

We are different in that we spend a lot of time on our presentation which often leads to successful results with SARS.  

 We are also different in that should SARS ask questions, we consider carefully how to respond, draft written responses and give SARS exactly what is requested, nothing more, nothing less.  

 In the event that SARS disagrees, we lodge disputes, sometimes even on the same day SARS raises an additional assessment or the next day. 95% of our disputes are lodged within a week.  

 Should the objection fail and there are sufficient grounds to overturn an  additional assessment, we present the information in an appeal which means that SARS legal gets involved. Due to the level of skill, qualifications and experience the tax practitioner has, the final result is per the individual return filed more than 95% of the time. (Excludes cases where information was withheld from the tax practitioner such as additional income).

We do not simply collect documents from a client and forward it to SARS. We assess documents, inspect the document for correctness and ensure that the position taken is correct, build and audit file that is simple and understandable and only then do we present SARS with a copy of our audit file.  If there is no audit or review, we still keep the audit file for our current clients in case SARS opens a past return which happens on occasion.  

Many clients approach us only after filing a return and after filing documents to SARS. This could make the case harder as we have to make sense of the position taken previously, and then formulate a new position and explain the reasons for the previous versions. 

For example, lets say a person claims against a travel allowance and the taxpayer submits a logbook with a different opening to the previous year’s closing, this could cause irreparable damage to one’s case. Thus, if documents are merely forwarded from taxpayer to tax practitioner to SARS, one has to ask the value of the system. if on the other hand, this is inspected and any errors corrected, then the initial filing is likely to have a much more favorable outcome. There is value in inspecting documents, building a file and ensuring what is submitted to SARS is correct, accurate and understandable. 

We have to understand a case before we can give feedback so we first do an initial assessment and then we are able to put together a plan of action.  

If possible, we will provide an upfront quote otherwise we will call you to explain how we can assist.  

Please see our video on the home page for further information. 

• Regular feedback is given to clients when their case is in progress 

• Your email will be answered within reasonable turnaround times, usually 1 to 2 working days.