Tax Forms & Compliance Documents

Please click on the relevant tax spreadsheets and forms you may need for your submissions, declarations, and compliance requirements, below. Each document is clearly labelled so you can easily identify what applies to your business or personal tax situation. Please click on the forms below that pertain to you and complete them in full-this ensures we can process your tax information accurately and efficiently.

Individual Tax

Please click on the form you need to download

Personal

Details Form

2026

Tax Checklist

Statement of

Assets & Liabilities

Rental

Schedule

SARS

Travel Logbook

Provisional

Tax Calculator

Foreign Income

Exemption Tracker

SARS

Power of Attorney

Business Tax

Please click on the form you need to download

Personal

Details Form

CIPC Company

Registration Form

Business Client

Onboarding Form

SARS

Power of Attorney

Payroll & Employment

Please click on the form you need to download

Payroll

New Employee Form

UIF Registration

and Employee Declaration Form

Department of Labour

Employee Attendance Register Template