PNM Financial Services Tax Guide 2014-2015

8/11/2019 PNM Financial Services Tax Guide 2014-2015

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A Diversified Financial Services Group

www.sataxguide.co.za

[email protected]


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Our Tax Services

Individual Tax Services

We provide the following individual tax services

Completion and submission of annual personal income tax returns (IT12)

Registration for income tax and provisional tax

Provisional tax returns completion and submission (IRP6)

Tax advice and planning (incl. Capital Gains Tax)

Liaise with SARS regarding queries (incl. objections to assessments)

Personal Income Tax planning

Residence-based taxation issues

Estate planning Capital Gains Tax

Checking income tax assessments

Dealing with SARS queries

Employees Tax

We advise on improvement of PAYE management processes by identifying cost saving and planning

opportunities. We help clients with:

Registration as an employer for Employees Tax

Advice on the duties of an employer in relation to SARS

Remuneration structuring

Compliance testing tools and audits

Applications for tax directives

Objections and appeal


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Indirect Tax

We have a dedicated tax team that specialize in advising clients on a wide range of indirect taxes regarding all

aspects of these taxes including compliance and reporting, dispute resolution and tax planning and

implementation. We work with our clients to develop indirect tax strategies that align with their business

strategies and we help clients to structure governance around the indirect tax function. Other services offered

include:

Tax opinions

Indirect tax compliance reviews

Import / export views

VAT automation

VAT cash management reviews

VAT restructuring

Year-end computation and tax return preparation

Tax Consulting

Our tax specialists are experienced in advising clients on the tax consequences of their arrangements, in

comprehensive tax planning and the implementation of the plan. Among other things, we advise clients on the

following:

Business disposals

Business valuations

Depreciation allowances

Disposal of businesses

Group restructuring

Mergers and acquisitions

Dividends tax

Share incentive schemes

Shareholder and owner issues

Transfer pricing


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Our Accounting Services

Bookkeeping

Monthly or more frequent collection of documentation from your premises

Capturing of documentation

Cash Book processing and Bank Reconciliations

Petty Cash Reconciliations

Debtors reconciliations and Statements

Creditors reconciliations and remittances

Inventory/Stock Control and Reconciliation Maintenance of fixed asset registers

VAT calculations

e-Filing payments to SARS

Management Accounts emailed or delivered

Cash Flow Statements

Income Statement

Balance Sheet

Trial Balance

Management accounting

Financial Statement Preparation and Accounting Officers Report

Budget preparation and reporting

Cash-flow forecasting and reporting

Other Ad-hoc monthly financial reporting (Sales Analysis, Product costings, Inventory/Stock costings,

Annual Leave, Sales Forecasts)

IT14 SD supplementary declaration (Income Tax Reconciliation, PAYE Reconciliation, VAT Reconciliatio

Customs Duty Reconciliation)

Expense analysis

Business modeling


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Excel templates

Financial Statements compile financial statements based on IFRS for SMEs

Fixed Assets Register - Calculate Wear and Tear / Depreciation

Accounting excel templates

Computer support

Electronic Documentation Scanning and archiving

Printer, Scanner, Tablet or Smartphone installation

Setup Anti-Virus

Install and setup 3rd party programs

Wireless, ADSL and router setup

Backup and restore of data

Offsite backing up solutions

Hardware problems

Software problems

Install and maintain networks

Remove Viruses, Ad-ware, Spy-ware and pop-ups

Internet and Email setup

Help stop Spam

Cloud storage solutions

Company Registrations & Returns

Shelf Companies

Registering a new company

Memorandum of Incorporation and advising directors of their obligations as per Companies Act and

relevant legislation

Adding or removing directors

Change company name

CIPO annual company returns


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Documents

PNM Financial Services Tax Guide 2014-2015