Tax & Compliance
Annual Tax Filing
Annual tax filing assistance, return preparation support and tax document organisation.
What this service is
Annual tax filing requirements depend on the nature of the taxpayer — an individual, a company, a trust or a business with employees. We assist with preparing the information for the relevant return, organising the supporting documents and submitting the information through the correct process.
Who needs it
Individuals with income to declare, companies with an annual return obligation, and business owners who are unsure which returns apply to them.
The problem it solves
Missing documents and uncertainty about which return applies are the most common causes of late or incorrect submissions.
How we assist
We confirm which return applies, list the documents needed, prepare the information and assist with the submission. SARS determines assessments and refunds.
Information or documents that may be required
- Identity and tax reference numbers
- Income and expense records for the period
- Certificates such as IRP5 or investment certificates
- Prior year return or assessment where available
Requirements differ per client and per institution. We confirm the exact list once your enquiry has been reviewed. Never send passwords or banking login details.
The expected process
- 01Confirm the taxpayer type and applicable return
- 02We provide a document checklist
- 03You supply the information and we prepare the return
- 04The return is submitted and we explain the outcome
Important: SARS, CIPC, the Department of Employment and Labour, banks and other institutions make their own determinations. SAM-SAM ENTERPRISE provides preparation and administrative assistance only, and cannot guarantee any approval, registration or outcome. Quotations are subject to the confirmed scope of work.
Request this service
Send us your details and we will respond with the next steps and applicable fees.