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Advanced onboarding

We'll only use your information to process your taxes. Rest assured we'll keep it safe.

Personal information:

Birth date
Are you married?
In community of property
Out of community of property
Not married

SARS tax information:

Check your IRP5 or payslip for your tax reference number. If you can't find it dial *134*7277# on your cellphone keypad and select option one

Your SARS eFiling login details:

If you do not have access to your eFiling profile, we will send you a one-time-pin, so we can add you to our eFiling profile

Tax submission details:

If after completing the below tax information we believe you haven't chosen the correct Simple plan, we will be in touch to find out if you would like to adjust your plan

Which tax year would you like us to submit?
2024 (March 2023 - Feb 2024)
2023 (March 2022 - Feb 2023)
2022 (March 2021 - Feb 2022)
What are your income streams?
What are your deductions?
Are you a director of a company or a member of a close corporation?
Were you unemployed for any period in this year of assessment?

Upload your documentation:


Upload relevant income documentation:

Upload relevant deductions documentation:

You consent to us processing your personal information

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