Name
Email
PRICELIST FOR TAX AND OTHER SERVICES RENDERED : 2013
EFFECTIVE FROM 1 APRIL 2013

• Basic Tax Return
• Tax Return with car allowance
• Tax Return, calculation of deductions as well as car allowance
• Provisional Tax Return (IRP6 Form)
• Provisional Tax – “nil” return (no calculations made)
• Pensioner Rates (any tax returns)
• Consultation per hour: Key Person - Estelle CFP® 
                                                               - Senior Consultant - Sales
                                                               - Representative

• VAT Registrations (basic)
• PAYE Registrations (Employers)
• Applications for Tax Directives
• Income Tax Registrations (Individual)
• Income Tax Registrations (Company)

   
Admin fees: Insurance Products:   

• Maturity 
• Cancellations / Surrenders
• Updating of Assurance Portfolio
• Policy Amendments (without commission earnings)
• Any admin request not mentioned
• Address changes – all companies
• Change of Beneficiary
• Application for Policy Loan
• Wills (administration / drafting)
• Wills (amendments)
• Request income tax certificate / tax clearance / good standing



ALL PRICES INCLUSIVE OF V.A.T.

Please note:
A deposit of R560 has to be paid befo
re your tax return will be completed. (R340 for Pensioners)
Sorry! no forms will be accepted if you have an outstanding balance for services rendered to you in
the past.



R560
R920
R975
R340
R115
R340
R600 - R1 050
R550 - R875
R340
   
R1140
R1140
R570
R520
R620   




R200 per policy
R200 per policy
R60 per policy
R245 per policy
To be negotiated
R35 per policy
R35 per policy
R75 per policy
R456 - R700
R200
R500 (+hours at SARS)
FPI Number: 9603859
Tax Practitioner Number: PR-4D6275B
Financial Service Board Number: 12224