Personal Tax Advisory
&
SARS Tax Return Services
Personal Tax Advisory
&
SARS Tax Return Services
Personal income tax obligations can become complex where individuals have multiple income sources, foreign earnings or business activities. Ensuring that tax returns are correctly prepared and submitted to SARS is essential to avoid penalties and ensure that available deductions are properly claimed.
We assist individuals with SARS tax return preparation, personal tax advisory and compliance, supporting clients in Centurion, Pretoria and across South Africa.
Salaried Employee Tax Returns
We help maximise allowable deductions such as retirement annuity contributions, medical tax credits (including disability relief), and travel allowances — ensuring nothing is left on the table.
Foreign & Overseas Income Tax Support
Expert guidance on Section 10(1)(o)(ii) exemptions, tax residency, and foreign income compliance for South Africans working abroad or non-residents earning South African income.
Sole Proprietor
& Freelancer
Tax Returns
We help sole proprietors plan and prepare their tax returns, ensuring the right documentation is in place to support business income and expenses for full compliance and peace of mind.
SARS Tax Return Filing (ITR12)
Preparation and submission of ITR12 returns and IRP6 submissions with full SARS compliance and benefit optimisation.
Personal income tax obligations can become complex where individuals have multiple income sources, foreign earnings or business activities. Ensuring that tax returns are correctly prepared and submitted to SARS is essential to avoid penalties and ensure that available deductions are properly claimed.
We assist individuals with SARS tax return preparation, personal tax advisory and compliance, supporting clients in Centurion, Pretoria and across South Africa.
Salaried Employee Tax Returns
We help maximise allowable deductions such as retirement annuity contributions, medical tax credits (including disability relief), and travel allowances — ensuring nothing is left on the table.
Foreign & Overseas Income Tax Support
Expert guidance on Section 10(1)(o)(ii) exemptions, tax residency, and foreign income compliance for South Africans working abroad or non-residents earning South African income.
Sole Proprietor
& Freelancer
Tax Returns
We help sole proprietors plan and prepare their tax returns, ensuring the right documentation is in place to support business income and expenses for full compliance and peace of mind.
SARS Tax Return Filing (ITR12)
Preparation and submission of ITR12 returns and IRP6 submissions with full SARS compliance and benefit optimisation.
Who We Work With
Salaried
Professionals
Seeking compliant, optimised tax returns with proactive guidance
Sole Proprietors
& Freelancers
Needing efficient, legally sound tax structuring
South Africans
Abroad
Navigating complex cross-border tax obligations
Personal Tax Consultation
Personal tax matters often involve more than simply submitting a return. Where individuals have multiple income sources, foreign earnings or business activities, professional guidance can help ensure compliance and accurate reporting.
💡 Did You Know?
If you earn income outside of a salary, such as from a
- business income in your personal capacity
- investments
- freelance work
- interest, foreign dividends, or rental income exceeding R30,000 per year
you may be required to register as a provisional taxpayer.
Provisional tax isn’t an extra tax — it’s a system for paying your normal income tax in advance, in two (sometimes three) instalments during the year, helping you avoid a large bill at year-end and potential penalties.
Smart Tax Moves - Maximise Deductions
How It Helps You | Key Limits / Highlights | |
Foreign Employment Income – Section 10(1)(o)(ii) | Excludes part of your foreign salary if you work abroad for 183 days (60 continuous) in a 12-month period | First R1.25 million of foreign employment income tax-exempt if requirements are met |
Retirement Annuity (RA) | Boosts your retirement savings while reducing taxable income | Claim up to 27.5% of income (max R430,000 per year) |
Donations to PBOs | Support good causes and enjoy tax relief | Deduct up to 10% of taxable income with a valid Section 18A certificate |
Tax-Free Savings Account (TFSA) | Earn tax-free growth on your investments | Invest up to R46,000 per year (R500,000 lifetime limit) |
Medical Tax Credits | Reduce tax through medical aid contributions | Monthly credits: R376 (main member), R376 (first dependant), R254 (each additional) |
Extra Medical Expenses | Get relief for out-of-pocket or special-needs costs | Claim 25% of qualifying excess medical spend, subject to limitations |
Disability / Severe Impairment Deductions | Extra tax relief for taxpayers or dependants with disabilities | 33.3% of qualifying medical and related expenses; lower thresholds apply. ITR-DD form required |
Travel Allowance | Reduce tax through travel expenses for business use | Claim via SARS rate-per-km or actual costs with a logbook |
The above deductions and credits are not exhaustive and may vary based on individual circumstances and annual tax changes. Tax legislation is complex, and eligibility for certain deductions depends on compliance and documentation requirements. We recommend consulting a qualified tax practitioner to understand how these provisions apply to your specific tax situation.
Personal Tax Consultation
Personal tax matters often involve more than simply submitting a return. Where individuals have multiple income sources, foreign earnings or business activities, professional guidance can help ensure compliance and accurate reporting.
💡 Did You Know?
If you earn income outside of a salary, such as from a
- business income in your personal capacity
- investments
- freelance work
- interest, foreign dividends, or rental income exceeding R30,000 per year
you may be required to register as a provisional taxpayer.
Provisional tax isn’t an extra tax — it’s a system for paying your normal income tax in advance, in two (sometimes three) instalments during the year, helping you avoid a large bill at year-end and potential penalties.
Smart Tax Moves - Maximise Deductions
How It Helps You | Key Limits / Highlights | |
Foreign Employment Income – Section 10(1)(o)(ii) | Excludes part of your foreign salary if you work abroad for 183 days (60 continuous) in a 12-month period | First R1.25 million of foreign employment income tax-exempt if requirements are met |
Retirement Annuity (RA) | Boosts your retirement savings while reducing taxable income | Claim up to 27.5% of income (max R430,000 per year) |
Donations to PBOs | Support good causes and enjoy tax relief | Deduct up to 10% of taxable income with a valid Section 18A certificate |
Tax-Free Savings Account (TFSA) | Earn tax-free growth on your investments | Invest up to R46,000 per year (R500,000 lifetime limit) |
Medical Tax Credits | Reduce tax through medical aid contributions | Monthly credits: R376 (main member), R376 (first dependant), R254 (each additional) |
Extra Medical Expenses | Get relief for out-of-pocket or special-needs costs | Claim 25% of qualifying excess medical spend, subject to limitations |
Disability / Severe Impairment Deductions | Extra tax relief for taxpayers or dependants with disabilities | 33.3% of qualifying medical and related expenses; lower thresholds apply. ITR-DD form required |
Travel Allowance | Reduce tax through travel expenses for business use | Claim via SARS rate-per-km or actual costs with a logbook |
The above deductions and credits are not exhaustive and may vary based on individual circumstances and annual tax changes. Tax legislation is complex, and eligibility for certain deductions depends on compliance and documentation requirements. We recommend consulting a qualified tax practitioner to understand how these provisions apply to your specific tax situation.