Client Portal

How it works

  1. Choose your packageUse the package finder below, or call us and we will tell you which one fits.
  2. Send your documentsEmail them, or drop them off at our Arcadia office. Each package lists exactly what we need.
  3. Review and approveA registered tax practitioner prepares your return and takes you through it. Nothing is submitted until you approve it.
  4. We submit and follow upWe file on SARS eFiling, check your assessment and deal with SARS if they ask for supporting documents.

Which package do I need?

Tick what applies to you. We will suggest a package and list the documents to gather.

Who is the return for?
Which of these did you have this tax year?

Our packages

Every package is prepared and checked by a registered tax practitioner, and you approve your return before we submit it.

Individuals

Essential Return

R269

Salary earners and pensioners with no other income or deductions.

  • Salary or pension (IRP5 / IT3(a))
  • Retirement fund withdrawals
  • Periods without work
  • Income from a trust (as beneficiary)
Documents to gather
  • Your ID number
  • IRP5 / IT3(a) certificates from every employer or pension fund
  • Bank details for any refund
Get started

Extended Return

R706

Salary earners who also claim deductions or earn investment income.

  • Everything in the Essential Return
  • Medical expenses and medical aid
  • Retirement annuity contributions
  • Travel allowance and company car
  • Interest and investment income
  • Sale of shares or property (capital gains)
  • Donations to approved charities
  • Home office expenses
Documents to gather
  • Your ID number
  • IRP5 / IT3(a) certificates
  • Medical aid tax certificate and receipts for medical costs you paid yourself
  • Retirement annuity certificates
  • Travel logbook (if you get a travel allowance or company car)
  • IT3(b) interest and IT3(c) capital gains certificates
  • Purchase and sale documents for any property or shares you sold
  • Section 18A receipts for donations
  • Home office costs and floor area (if you claim a home office)
Get started

Business & Rental Return

R1 119

Sole traders, freelancers, commission earners and landlords.

  • Everything in the Extended Return
  • Business or freelance income and expenses
  • Commission income and expenses
  • Rental income and expenses
  • Foreign income and foreign tax credits
  • Partnership income
Documents to gather
  • Everything on the Extended Return list that applies to you
  • Income and expense records for the full tax year (1 March to 28 February)
  • Business bank statements
  • Invoices for large purchases (equipment, vehicles)
  • Lease agreements, rental income and property expenses for each rental property
  • Foreign income statements and proof of foreign tax paid
Get started

Provisional tax

Provisional Tax (IRP6): Individual

R750

Individuals with income that is not taxed through PAYE.

  • First and second provisional tax estimates
  • Optional third (top-up) payment advice
  • Calculation of the amount to pay
Documents to gather
  • Your expected income for the full tax year
  • Income and expenses so far this year
  • IRP5 if you also earn a salary
  • Your last assessment from SARS
Get started

Provisional Tax (IRP6): Company

R811

Companies, which must submit two estimates every year.

  • First and second provisional tax estimates
  • Optional third (top-up) payment advice
  • Calculation of the amount to pay
Documents to gather
  • Management accounts for the year so far
  • Expected profit for the full year
  • Last year's financial statements and assessment
Get started

Companies & trusts

Dormant Company Return

R874

Registered companies that did not trade during the year.

  • Nil company tax return (ITR14)
  • Avoids penalties for non-submission
Documents to gather
  • Company registration number
  • Confirmation that the company did not trade
  • Company bank statements (if any)
Get started

Company Tax Return (ITR14)

From R1 499

Trading companies and close corporations.

  • Company income tax return (ITR14)
  • Tax computation from your financial statements
  • Can be combined with our accounting and AFS services
Documents to gather
  • Annual financial statements (or let us compile them)
  • Trial balance and general ledger
  • Company bank statements
  • Fixed asset register
  • CIPC registration details
Get started

Trust Tax Return (ITR12T)

From R2 375

Family, business and other trusts.

  • Trust income tax return (ITR12T), excluding financial statements
  • Distributions and vesting to beneficiaries
  • Beneficial ownership information
Documents to gather
  • Trust deed and Letters of Authority from the Master
  • Trust financial statements
  • Bank statements
  • Details of distributions to beneficiaries
  • ID numbers of trustees and beneficiaries
Get started

Deceased Estate Tax

From R2 500 per return

Executors of a deceased estate.

  • Final income tax return up to date of death
  • Capital gains tax on assets at death
  • Estate duty return (REV267)
  • Tax returns for the estate after death
Documents to gather
  • Death certificate
  • Letters of Executorship
  • Deceased's IRP5s and certificates up to date of death
  • List of assets and liabilities with values at date of death
  • Will and marriage certificate or contract
Get started

Contact us

Call 012 004 1804 or 073 258 0756, email leseli@kattzmos.co.za, or send us a message and we will get back to you.

Visit us
Shop 6 Semar Building,
404 Pretorius Street, Arcadia,
Pretoria, Gauteng 0007

Get directions

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