TAX Services

Making tax ,
less taxing

Tax can be complicated.

The rules change. Deadlines arrive. SARS sends letters that aren’t always easy to understand.

You don’t have to figure it all out alone.

Numberwize helps individuals, business owners, companies and trusts manage their tax obligations with practical advice, accurate submissions and support when things become more complicated.

What we can help with:

Services

Tax Services

Individual Income Tax

From straightforward annual returns to more complex personal tax circumstances, we’ll help you understand what needs to be submitted and ensure qualifying deductions and allowances are considered.

Company Income Tax

We prepare and submit company income tax returns and supporting schedules while helping your business stay compliant with SARS.

Trust Income Tax

Trust taxation comes with its own rules and reporting requirements. We help trustees manage their ongoing tax obligations.

Provisional Tax

If you’re earning income outside of PAYE, provisional tax may apply. We calculate and submit your provisional tax returns and help you plan ahead for upcoming obligations.

Disability Tax

If you or a dependant has a qualifying disability or serious medical condition, you may be entitled to specific tax relief. We assist with disability tax claims and the supporting documentation required.

Tax Compliance

We help you understand where you stand, identify outstanding obligations and work towards getting your tax affairs in order.

Tax Registrations & Updates

Income tax, VAT and PAYE registrations, deregistrations and updates to taxpayer information.

Tax Clearance / Compliance Status

We assist with obtaining SARS Tax Compliance Status and resolving outstanding matters where possible.

SARS Queries and Audits

When SARS asks questions, it helps to have someone who understands the numbers and knows how to respond. We assist with correspondence, supporting documentation, verifications, audits and SARS enquiries.

Frequently Asked Questions

What happens if I haven't submitted my tax returns for several years? +
Outstanding tax returns can lead to administrative penalties, interest and difficulties when applying for finance or obtaining a SARS Tax Compliance Status (TCS) PIN. The sooner the outstanding returns are submitted, the easier it is to resolve the matter. We can assist in bringing your tax affairs up to date.
What is provisional tax? +
Provisional tax is a method of paying your income tax in advance throughout the year instead of paying it all at once after assessment. It generally applies to individuals and businesses that earn income other than a salary taxed through PAYE. We can determine whether provisional tax applies to you and ensure your submissions are made correctly and on time.
What is a SARS Tax Compliance Status (TCS) PIN? +
A Tax Compliance Status (TCS) PIN allows third parties, such as banks, government departments and potential clients, to verify your tax compliance with SARS electronically. Before a TCS PIN can be issued, your tax affairs must generally be up to date.
Can you register me for tax with SARS? +
Yes. We assist individuals, companies, trusts and employers with various SARS registrations, including Income Tax, VAT and PAYE registrations, as well as updating taxpayer information where required.
Can you help with disability tax claims? +
Yes. If you or your dependant have a qualifying disability or serious medical condition, you may be entitled to certain tax relief from SARS. We assist with disability tax applications and medical expense tax claims, including the required supporting documentation.
What documents do I need for my income tax return? +
The documents required depend on your circumstances but may include your IRP5 certificate, medical aid tax certificate, retirement annuity certificates, investment income information, travel records and supporting documentation for deductions. We'll advise you exactly what is needed before preparing your return.

Is This Service Right For You?

We can help if:

  • You’re unsure whether you’re meeting your tax obligations.
  • You haven’t submitted tax returns for one or more years.
  • SARS has contacted you regarding outstanding returns or an audit.
  • You’re starting a new business and need tax registrations.
  • You want to ensure you’re paying the correct amount of tax.
  • You’d like professional advice before making important financial decisions

Not sure what you need?

That’s okay.

Tell us what’s going on and we’ll help you work out the next step.

Not sure what you need?

That’s okay.

Tell us what’s going on and we’ll help you work out the next step.

Not sure what you need?

That’s okay.

Tell us what’s going on and we’ll help you work out the next step.