We help you stay 100% compliant with SARS and plan proactively to optimise your tax position. Whether you’re an SME, non-profit, corporate, or individual taxpayer, Kaliso ensures your taxes are filed on time, accurately, and strategically — so you avoid penalties and keep more of what you earn.

Once your business is fully onboarded, we maintain your compliance through monthly, biannual, and annual submissions. This includes company tax returns, provisional tax, VAT, PAYE, UIF, SDL, and employee IRP5/IT3a certificates. All submissions are done through SARS eFiling, and we keep a secure record of proof for every transaction.

Beyond compliance, we offer forward-thinking tax planning. This means advising you on how to structure remuneration, dividends, allowances, or capital investments in a way that is both legally compliant and tax efficient. If you’re undergoing a verification, audit, or have a dispute with SARS, we also handle correspondence, prepare objections, and manage payment arrangements or voluntary disclosures if needed.

The result? You stay fully compliant with minimal effort on your part, avoid penalties, and can take advantage of every tax-saving opportunity available to you. Whether you’re an SME, an NGO, a professional, or an individual taxpayer, this service gives you control, confidence, and peace of mind around your tax affairs.

1. Complete Tax Return Filing

We prepare and file all your statutory tax returns with SARS — whether you’re a company, individual, or provisional taxpayer. This includes the annual corporate tax return (ITR14), individual returns (ITR12), and provisional tax submissions (IRP6). Each return is carefully reviewed for accuracy, submitted via eFiling, and followed up to ensure assessments are issued and recorded properly. If SARS queries any submission, we respond and resolve it on your behalf.

2. SARS Registrations and Profile Management

For any business, staying compliant starts with the correct registrations. We help you register with SARS for the relevant taxes — including Income Tax, VAT, PAYE, UIF, and SDL — and ensure your SARS eFiling profile is correctly linked to your company details. If you’re tendering or need clearance for funding, we can generate your SARS Tax Clearance Pin and keep it valid and up to date.

3. Monthly Tax Submissions – VAT, PAYE, UIF, SDL

Each month, we manage and submit your VAT201 returns (for VAT-registered businesses) and EMP201 declarations for PAYE, UIF, and SDL. This includes calculating amounts due, preparing supporting schedules, submitting via eFiling, and reconciling SARS statements. We ensure nothing is missed and that your liabilities are reported and paid on time — reducing the risk of penalties.

4. Bi-Annual and Annual Payroll Compliance

Every six months, we handle the EMP501 reconciliations — matching PAYE/SDL/UIF declared throughout the year with payments made and ensuring all figures are balanced. We also generate and submit IRP5/IT3a certificates for your employees and contractors, so they can file their own tax returns. This ensures your business payroll records are SARS-audit ready.

5. Tax Strategy and Planning

Compliance is only half the story. We also help you make smart, tax-efficient decisions — for example, how to structure director salaries vs. dividends, claim home-office or travel allowances, manage depreciation (wear-and-tear), and plan for capital gains or restructuring. This proactive guidance helps you legally minimise your tax liability and improve your business’s cash flow.

6. SARS Audit & Verification Support

If SARS selects your return for verification or audit, we don’t leave you to handle it alone. We respond to the verification requests, compile supporting documentation, and liaise directly with SARS officials. If any disputes arise, we prepare and submit formal objections or appeals — and, where necessary, assist with voluntary disclosures or payment arrangements to help resolve issues without penalty.

7. Tax Calendar and Deadline Tracking

We manage all your tax due dates through a custom-built compliance calendar. This means you’ll always know what’s due and when — whether it’s monthly returns, provisional tax, or annual filings. We send proactive reminders, so there are no surprises, missed deadlines, or last-minute scrambles.