The following functions are available for processing of financial records:

 

Bookkeeping Services

  • Bank Cashbook (s)
  • Petty Cashbook (s)
  • Debtors Invoice processing
  • Creditors Invoice processing
  • Journals
  • Monthly financial reports – Trial Balance, Balance Sheet and Income statement sent via e-mail (all of the above is done on Pastel Express)

Value Added Tax Services-Monthly, Bi-monthly

  • ‘VAT payable/ refundable is calculated every month
  • VAT Returns are completed and submitted to SARS via e-filing and a copy is sent to you for payment before the 25th of each alternative month.
  • All correspondence with SARS relating to VAT will be kept on file in case of future queries, depending entirely on the client.

Monthly Reports & Returns

  • Trial Balance, Balance Sheet and Income statement sent via e-mail
  • Bank Reconciliation/Cash book payment & receipts
  • Petty Cash Bank Reconciliation
  • Debtors Statements/Age analysis-information supplied by client
  • Creditors Reconciliations/Statement
  • VAT report-sales analysis and all other financial reports e.g. Trial Balance, Balance Sheet and Income Statement.

Payroll Services

  • Salaries and Wages are calculated based on information supplied by the Client
  • PAYE/SDL/ UIF (EMP201) Returns are completed and submitted via e-filing, a copy of which is sent to you for payment before the 7th of the following month
  • Issuing of IRP5/IT3 certificates to staff members at year end and reconciliations of EMP201’s on easyfile twice a year

Additional Services

  • Individual & Company Tax
  • Administration
  • Annual financial statements
  • Annual returns filed with CIPC
  • Training on Basic accounting reports and how to understand them, Pastel, VIP payroll and Microsoft packages including:
  • Worksheets, Word processing, internet & emails.

Other

Should you require any specialised services, please feel free to contact us with your enquiry
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