Current-year returns
Preparation and submission support using the relevant certificates, statements and supporting records.
- Employment and pension income
- Medical and retirement information
- Investment and contribution certificates
Personal Income Tax Returns
Professional assistance with your individual income tax return.
Request help with an ITR12, an auto-assessment review, outstanding returns or a return involving employment, investment, rental, business, capital-gains or foreign-income information. We review the scope before issuing a formal proposal.
Registered tax-practitioner supportStructured review and return-preparation assistance.
Scope assessed firstThe proposal reflects the tax years and complexity disclosed.
Secure document processConfidential records are requested only through an approved secure route.
How we can assist
More than simply capturing an IRP5.
An individual return may require different work depending on the taxpayer's income sources, deductions, prior submissions and SARS correspondence. The engagement is scoped from the facts provided.
Complex individual returns
Fact-specific assistance where the return extends beyond straightforward remuneration.
- Rental or sole-proprietor activity
- Capital gains and investment income
- Foreign income or multiple income sources
Review and corrective support
Assessment of an auto-assessment, submitted return or outstanding filing position before the appropriate action is taken.
- Auto-assessment review
- Outstanding prior-year returns
- Assessment or verification follow-up
Engagement process
From request to accepted proposal.
Submit your profile
Tell us the tax year, income profile, filing status and document readiness.
Scope review
We assess complexity, outstanding years and any SARS notice or deadline.
Proposal issued
A formal electronic proposal sets out the service, responsibilities, exclusions and fee.
Secure onboarding
After acceptance, the required authority and supporting records are obtained securely.
Request a personal tax proposal
Fields marked * are required. No fee is displayed publicly; the proposal is based on the disclosed scope.
Common questions
What taxpayers should know.
Can you review an auto-assessment?
Yes. The auto-assessment, available certificates and the taxpayer's actual circumstances are reviewed before deciding whether any action is required.
Do you guarantee a refund?
No. A refund depends on the tax calculation, the information submitted, the assessment issued and any SARS verification or account process.
What records may be required?
Depending on the facts, records may include IRP5 or IT3(a) certificates, medical and retirement certificates, investment statements, section 18A receipts, a travel logbook, and rental or business records.
Do you need my eFiling password?
No. Never provide an eFiling password, one-time PIN or security answer. Access and representation are handled through the appropriate authorised process.
Need help with an individual tax return?
Submit the tax profile and receive a formal proposal after the scope review.