Practical tax advisory after resolving the immediate problem
Resolving a SARS matter is one step; preventing the next one is another. This advisory service focuses on the controls that stop arrears recurring - a compliance calendar, cashflow tax provisioning and records controls. It keeps international structuring, transfer pricing, investments and formal legal opinions outside scope unless explicitly approved.
What this service includes - and what it does not
Proactive tax advisory covers a compliance calendar, cashflow tax provisioning and records controls to stop arrears recurring. It keeps international structuring, transfer pricing, investments and formal legal opinions outside scope unless explicitly agreed. Filing dates, provisioning methods and records requirements are confirmed against the Tax Administration Act and current SARS guidance during the assessment, before any specific rule is relied on.
The controls that stop arrears recurring
Most repeat arrears follow a predictable pattern - a missed filing, an underestimate, a cashflow gap. Advisory puts a practical control against each so the pattern does not repeat.
Compliance calendar
A practical calendar of the filing and payment dates that apply to your tax profile, so obligations are visible in advance rather than discovered after a deadline has passed.
Cashflow tax provisioning
Estimating the tax that will fall due on current income, so cash is set aside through the year rather than found under pressure when an assessment arrives.
Records controls
Simple controls so the records needed for filing and verification - invoices, ledgers, certificates - are kept in a form that survives a future SARS review.
Repeat-arrears prevention
Identifying the pattern that caused the original arrears - a missed filing, an underestimate, a cashflow gap - and putting a control in place so it does not repeat.
What proactive advisory is - and is not
What proactive advisory involves
- A compliance calendar tailored to your tax profile so obligations are visible in advance.
- Cashflow tax provisioning guidance so tax is set aside through the year, not found under pressure.
- Records controls that keep evidence in a form that survives a future SARS review.
- A focus on the pattern that caused the original arrears, so it does not repeat.
What proactive advisory is not
- International structuring, transfer pricing or cross-border tax planning - outside scope unless explicitly approved.
- Investment or financial-product advice. Advisory here is about tax compliance, not portfolio strategy.
- Formal legal opinions. Those require a named professional review and are not offered as a routine advisory output.
- A guarantee that no arrears will ever arise. Controls reduce the risk; they do not bind SARS or remove all tax exposure.
A practical rhythm, not an open-ended retainer
Ongoing advisory is structured around the compliance calendar - check-ins tied to the filing and payment dates that matter for your profile. The scope and fee are agreed in writing before any ongoing arrangement begins.
Map the profile
Confirm which tax types, filing dates and payment obligations apply to your current profile.
Set the controls
Put a compliance calendar, provisioning habit and records control in place against the profile.
Review on rhythm
Check in around the dates that matter, so obligations are met in advance rather than recovered late.
What an agreed scope may include: a responsibilities and compliance-calendar summary, an agreed record checklist, and identified review triggers for changing income or cashflow. These are scope-dependent and agreed in writing - not an included subscription package or a promised service level. No fixed tax-provision percentage, compulsory retainer or free review is implied; the fee approach remains quotation-led.
Questions about proactive advisory
Can you help prevent repeat arrears?
Yes - that is the core purpose of this service. Most repeat arrears follow a predictable pattern: a missed filing, an underestimate, or a cashflow gap. Advisory identifies the pattern that caused the original matter and puts a practical control against it so it does not repeat. The assessment establishes your profile before any ongoing arrangement is quoted.
What ongoing support is included?
A compliance calendar tailored to your profile, cashflow tax provisioning guidance, records controls, and check-ins tied to the filing and payment dates that matter. The scope and fee are agreed in writing before any ongoing arrangement begins. International structuring, transfer pricing, investments and formal legal opinions are outside scope unless explicitly approved.
Put controls in place before the next deadline
A confidential assessment maps your tax profile and identifies the controls that stop arrears recurring. No documents or passwords are required to begin.