Top Tax Season Tips for Accountants and SMEs

It’s that time of year again… Tax Season! We are here to help relieve the stress that comes with returns, IRP5s and the list goes on. Here we have a few tips that may assist you with the whole process – and by the time you’ve finished, tax won’t be as dreaded as it was before!

  1. Record every cent earned or spent

Whilst it may sound like an absolute admin headache, keeping a record of your business’s income and expenses is critical to ensuring a smooth tax return. The nature and size of your business will determine whether you’d want to look at getting an accounting software or package to assist you. We can help there. Have a look at the products we offer here: EasyBiz Tech

  1. Keep every slip and receipt

Keep all documents relating to income and expenses, such as invoices and receipts. Should SARS request verification on your business’s tax return, you’ll easily be able to supply these. No one wants to be rummaging through slips and papers from the past year – that takes up unnecessary time. Also, be sure to make copies of all your documents and receipts. You can either file them or keep them on cloud-based software.

  1. Store documents for five years

Don’t toss away your documents once you’ve filed your business tax return. Legislation requires that SMEs keep all relevant documents for a minimum of five years. SARS may request a review of previous tax returns and you don’t want to be missing vital documents that impact your business’ tax liability.

  1. Use the correct rates for depreciation

If your business owns assets that devalue over time, be sure to use the correct wear and tear rate from SARS’ list of different asset types (see here: SARS). For example, computers depreciate at a different rate to vehicles. Be sure to also check whether your business qualifies for the Small Business Corporation or Section 12C Manufacturing Assets special wear and tear allowance.

  1. Know all the allowed deductions

There are numerous deductions and allowances available to SMEs. It is advisable to familiarise yourself with them in order to ensure you never pay more tax for your business than necessary. Also, bear in mind, that accounting provisions are treated differently for tax purposes. Ensure you reverse the Provision for Leave Pay and Provision for Employee Bonuses in your business’s tax calculation as these are only deductible for tax once they’ve been paid.

Keeping these tips in mind should make tax season a breeze for you and your company. Just make sure you are organised, keep everything throughout the year and make sure that you understand the SARS requirements and legislation – and you’re good to go!

If you need some tips for your individual tax returns or need a better understanding of the tax season, have a look at our previous blog: Tax Season For Beginners

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Please fill out the form below to receive the trail demo link

Personal Information
Where a party receives any personal information (“PI”) related to the other party, the party who receives the PI, will comply with and have adequate measures in place to ensure that its employees, agents, subsidiaries and representatives comply with the provisions and obligations contained in the Protection of Personal Information Act, No. 4 of 2013. Any PI pertaining to one party which is required by the other party, will only be used by that other party for the purposes of this contract and will not be further processed or disclosed without the written consent of the latter and the recipient of that PI will take all reasonable precautions to preserve the integrity and prevent any corruption or loss, damage or destruction of the PI. If and when the contract is terminated, each party will, save to the extent that it is required to do otherwise by any applicable law, erase or cause to be erased, all PI and all copies of any part of the PI relating to the other party”.