RESOURCES & GUIDES

Practical Resources For Better Financial Decisions

Access useful tax updates, downloadable checklists, business resources, calculators and official government information designed to help individuals and businesses stay informed and compliant.

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Resources & Business Guides
TAX UPDATES

Stay Up To Date With The Latest Tax Information

We regularly publish important tax updates, legislative changes and practical guidance to help individuals and businesses remain informed and compliant.

Tax Updates Latest News

SARS Filing Season

Stay informed about important filing season dates, submission requirements and recent SARS updates.

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Business Tax Business

Tax Compliance Tips

Practical advice to help businesses remain compliant with their ongoing tax obligations.

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Tax Planning Planning

Year-End Tax Planning

Learn how proactive tax planning can assist individuals and businesses before year-end.

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DOWNLOADS

Useful Forms, Guides & Templates

Download our collection of practical guides, checklists and templates designed to assist individuals and businesses with their accounting and tax requirements.

Individual Tax Checklist

Documents required for completing your annual income tax return.

Download PDF

Business Expense Template

Simple spreadsheet for recording monthly business expenses.

Download Excel

New Client Information Form

Complete this form before your initial consultation.

Download Form

Rental Property Checklist

Documents and information required for rental income tax submissions.

Download PDF

Company Registration Guide

Information required when registering a new company.

Download Guide

Payroll Information Checklist

Information needed to set up or manage your payroll.

Download PDF
TAX CALCULATORS

Helpful Financial Calculation Tools

Use our collection of financial calculators to estimate tax, VAT, payroll and other business-related calculations. These tools are provided as a guide only and should not replace professional advice.

Income Tax Calculator

Estimate your personal income tax liability.

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VAT Calculator

Calculate VAT inclusive and VAT exclusive values.

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PAYE Calculator

Estimate employee PAYE deductions.

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Travel Allowance

Estimate travel allowance deductions.

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Retirement Calculator

Estimate retirement fund contributions.

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Company Tax Calculator

Estimate company income tax.

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CLIENT CHECKLISTS

Everything You Need Before Your Appointment

Our checklists help ensure you have all the necessary information and supporting documents ready before meeting with us, making the process quicker, easier and more efficient.

Individual Tax Checklist

Documents required for your annual income tax return.

View Checklist

Rental Property Checklist

Information required for declaring rental income.

View Checklist

Business Checklist

Accounting records required for businesses.

View Checklist

Payroll Checklist

Information required to set up and maintain payroll.

View Checklist

VAT Checklist

Documents required before submitting VAT returns.

View Checklist

Company Registration Checklist

Everything needed before registering your company.

View Checklist
OFFICIAL RESOURCES

Trusted Government Websites & Services

Access official South African government departments and regulatory bodies through these trusted online resources. These links are provided for your convenience.

SARS eFiling

Tax returns, registrations, payments and compliance.

Visit Website

CIPC

Company registrations, annual returns and compliance.

Visit Website

Employment & Labour

UIF, labour legislation and employment services.

Visit Website

National Treasury

Budget information, legislation and public finance.

Visit Website

Reserve Bank

Exchange rates, monetary policy and financial data.

Visit Website

South African Government

Legislation, regulations and government publications.

Visit Website
FREQUENTLY ASKED QUESTIONS

Resource Centre Frequently Asked Questions

Below are answers to some common questions about our downloadable resources, calculators and useful business information.

Yes. Unless otherwise stated, all guides, checklists and resources are provided free of charge for our clients and website visitors.

We review and update our resources regularly to reflect legislative changes and the latest SARS guidance wherever applicable.

The calculators are intended as a guide only. Professional advice should always be obtained before making important financial or tax decisions.

Yes. You are welcome to share links to our resources. However, the content remains the intellectual property of MY Accounting & Tax Solutions unless otherwise stated.

Absolutely. If you require assistance with any resource or need professional accounting or tax advice, please contact us to arrange a consultation.
NEED PROFESSIONAL ADVICE?

Resources Are Helpful, Professional Advice Is Even Better

Our guides, checklists and calculators are designed to assist you with common accounting and tax matters. If you require advice tailored to your personal or business circumstances, our experienced team is ready to assist.

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