Tell Us What You Need Help With. We Will Guide the Next Step.
Complete this short request so AccountWorx can identify the appropriate tax service, likely supporting documents and applicable starting fee before detailed work begins.
A Simple First Step. A Clear Process From There.
The quick request helps AccountWorx understand your tax position before asking you to complete a detailed questionnaire or submit supporting documents.
Submit the Short Request
Provide your contact details, indicate the type of tax assistance required and briefly explain your circumstances.
We Review Your Position
AccountWorx considers whether you need an auto-assessment review, tax return, provisional tax service or additional SARS support.
Scope and Fee Are Confirmed
We confirm the appropriate service, likely supporting records and applicable starting fee before detailed work begins.
Questionnaire Sent When Relevant
Once you agree to proceed, the secure tax questionnaire and document request relevant to your circumstances will be provided.
Completing the quick request does not automatically begin an engagement or commit you to a fee.
AccountWorx will first review the information provided and confirm the recommended service and next step.
Clear Starting Fees. Final Scope Confirmed First.
The correct service and fee depend on the type of return, the number of income sources and the condition of the supporting records. AccountWorx confirms the applicable scope before detailed work begins.
SARS Auto-Assessment Review
Suitable where SARS has already issued an auto-assessment and you want the information reviewed before accepting it.
- Review of assessment information
- Check common deductions and disclosures
- Advice on whether further action is required
Basic Salary Tax Return
Suitable for a straightforward salaried taxpayer with limited deductions and no significant additional income.
- One or limited IRP5 certificates
- Medical and retirement information
- Standard individual tax submission
Standard Individual Tax Return
Suitable where the return includes additional deductions, multiple certificates or moderate tax complexity.
- Multiple IRP5s or income sources
- Travel, medical or retirement claims
- Limited investment or additional income
Complex Individual Tax Return
Suitable for returns involving rental, business, foreign, investment, capital-gains or other detailed calculations.
- Rental or business schedules
- Capital gains or foreign income
- Detailed calculations and disclosures
Why Complex Returns Need Individual Pricing
Two taxpayers may both have rental, business or investment income, but the time and calculations required can differ substantially. Pricing therefore depends on the number of transactions, properties, income sources and the completeness of the records provided.
- Number of properties or business activities
- Volume of transactions and calculations
- Condition and organisation of records
- Whether reconstruction or corrective work is required
Commission, travel or limited investment complexity
Organised records and limited additional calculations.
One rental property
Complete rental schedule and supporting records supplied.
Sole proprietor, freelancer or independent contractor
Income and expenses supplied in an organised format.
Multiple rental properties or multiple income streams
Pricing depends on the volume of schedules and calculations.
Foreign income, extensive capital gains or significant crypto
May require additional tax calculations and supporting schedules.
Incomplete records or transaction reconstruction
Additional work is scoped and confirmed before proceeding.
Starting fees assume that the relevant records are complete, accurate and organised.
The final fee is confirmed after AccountWorx reviews the nature, volume and condition of the records involved. SARS verifications, audits, objections, disputes, historic returns, record reconstruction and extended correspondence are separate services unless specifically included in the confirmed scope.
Tell Us About Your Tax Assistance Requirements
Complete the short request below. No documents or full tax questionnaire are required at this stage.
Your Quick Review Request
Provide the basic information below so AccountWorx can identify the appropriate service and next step.
Thank You. Your Request Has Been Received.
AccountWorx will review the information provided and contact you to confirm the recommended service, likely supporting documents and applicable fee. Please do not send documents yet unless they are specifically requested.
Your information will be reviewed before any detailed tax work begins.
AccountWorx will contact you to confirm the recommended service, likely supporting documents and applicable fee. SARS verification, objection, dispute, historical-return and other additional services are quoted separately unless included in the confirmed scope.
Our Credentials. Your Confidence.
