Xolani Phumeza & Associates

Breidbach
Accountants
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Recent requests

Trust

  • City (or suburb) where you need the service: Bela Bela
  • Services required: Bookkeeping, Tax services, Financial statements

Good day, I would like to request a quotation on accounting services for 3rd party Road Accident Fund trusts. These trusts are by Court Order and a trustee is appointed to manage the funds. Mostly these cases are for loss of income and general damages. A capital amount is received once or twice, depending on the settling of court case, the trustee is responsible to manage and invest the funds for the sole purpose for the one beneficiary. There aren't a lot of transaction on a monthly basis as the beneficiary of the trust, in most cases, will receive a monthly payment and the capital is being invested at an approved investment house through a financial planner. Herewith a description of the services required: MONTHLY: - Capturing of bank statements with +- 10 - 20 monthly transactions; (bank charges, interest, management fees, distribution payment to beneficiary, medical supplier payment etc.) - Capturing of investment statements from different funds with +- 20 - 40 monthly transactions; (interest, management fees, payment to general bank account for distribution to beneficiary, fair value adjustments, switching capital between funds) 6 MONTHLY: - Report from trail balance containing: account balances, interest received, beneficiary distributions, management fees, fair value adjustments. FINANCIAL STATEMENTS: - Compiling of Annual Financial Statements. SARS: - Income Tax registration; - Submitting IT12 annually; - Submitting IRP6 bi-annually; - Audit (if applicable (per hour)) AUDITING: - Auditing of the trust by an independent auditor registered with IRBA. We kindly await your feedback. Thank you.

Business (Pty, CC, Ltd, Sole Prop, Inc,...)

  • City (or suburb) where you need the service: East London
  • Number of employees: 1 or none
  • Type of business: Close corporation (CC)
  • Main business activity: Services
  • Services required: Bookkeeping, Financial statements

financial statements

Business (Pty, CC, Ltd, Sole Prop, Inc,...)

  • City (or suburb) where you need the service: Kempton park
  • Number of employees: More than 20
  • Type of business: Close corporation (CC)
  • Main business activity: Retail
  • Services required: Bookkeeping, Tax services, Payroll

We run a small to medium size supermarket looking to get a quote from a new accountant as we feel that we don't get enough from our current bookkeeper.

Individual (Tax returns)

  • City (or suburb) where you need the service: Centurion
  • Total annual personal income: Less than R500.000
  • Which of these apply to you?: Interest income

I need to file for past years - I did not know that I need to file as I was under the minimum amount but received emails from SARS recently stating I received a fine because I did not submit my tax return. I activated my on line efiling profile but I am not able to complete.

Individual (Tax returns)

  • City (or suburb) where you need the service: Langebaan
  • Total annual personal income: Less than R500.000
  • Which of these apply to you?: Interest income

See Attachment

Business (Pty, CC, Ltd, Sole Prop, Inc,...)

  • City (or suburb) where you need the service: Klipspruit, Johannesburg
  • Number of employees: More than 20
  • Type of business: Other
  • Main business activity: Public sector
  • Services required: Tax services

We are a school and we need an audit of the school's books.

Business (Pty, CC, Ltd, Sole Prop, Inc,...)

  • City (or suburb) where you need the service: Empangeni
  • Number of employees: 1 or none
  • Type of business: Private company (Pty)
  • Main business activity: Services
  • Services required: Tax services

I need to find out how much is to do a tax clearance certificate

Business (Pty, CC, Ltd, Sole Prop, Inc,...)

  • City (or suburb) where you need the service: Estcourt
  • Number of employees: 2–5
  • Type of business: Private company (Pty)
  • Main business activity: Services
  • Services required: Tax services, Financial statements

Tax returns and financial statement

Business (Pty, CC, Ltd, Sole Prop, Inc,...)

  • City (or suburb) where you need the service: Cape Town
  • Number of employees: More than 20
  • Type of business: Sole proprietorship
  • Main business activity: Services
  • Services required: Bookkeeping, Tax services, Payroll, Financial statements

Transport business looking to pay employees on a monthly basis. I would like the entire payroll function inclusive of submissions to SARS and Department of Labour to be done. I’d be able to capture worked hours and make actual payments myself to workers but I’d need the rest of the accounting administrative functions handled.

Individual (Tax returns)

  • City (or suburb) where you need the service: Brakpan
  • Total annual personal income: Less than R500.000
  • Which of these apply to you?: Medical Aid, Rental income

Personal Tax assistance. Help with e-filing of IRP5's and declaration of Rental income.