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Mon–Fri: 08:00–17:00 | SARS Registered Tax Practitioner

Professional Tax
Resources & Templates

Practical, professionally prepared tools to help you manage your tax obligations with confidence. Instant digital downloads β€” ready to use immediately.

Tax Tools Built by Practitioners

Every template and guide in our shop has been developed by qualified tax practitioners based on real-world client needs. These are the same frameworks we use internally β€” now available for you to apply directly in your own financial management.

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Professional Quality Guarantee

All resources are reviewed and updated annually to reflect current SARS regulations and tax legislation.

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Individual Tax
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Individual Tax Return Checklist

A comprehensive checklist to ensure you have gathered all supporting documents before filing your individual income tax return on eFiling. Covers employment income, investment income, rental income, deductions and more.

  • βœ“ 4-page structured checklist
  • βœ“ IRP5 and IT3 document guide
  • βœ“ Medical aid and deduction tracker
  • βœ“ Supporting document organiser
Business Popular
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Small Business Bookkeeping Template

An easy-to-use Excel spreadsheet template for tracking income, expenses, VAT, and generating basic financial summaries. Designed specifically for sole proprietors and small businesses in South Africa.

  • βœ“ Monthly income & expense tracker
  • βœ“ VAT input/output calculation sheet
  • βœ“ Annual summary dashboard
  • βœ“ SARS-aligned expense categories
Compliance
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SARS Correspondence Response Guide

A practical guide explaining how to respond to common SARS correspondence including verification requests, additional assessment notices, and audit letters. Includes template response letters for each scenario.

  • βœ“ 20-page illustrated guide
  • βœ“ 6 template response letters
  • βœ“ SARS deadline reference chart
  • βœ“ Document submission checklist
Business
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Company Registration Starter Pack

Everything you need to understand and prepare for registering a private company (Pty) Ltd in South Africa. Covers CIPC registration, SARS registration, and initial compliance requirements.

  • βœ“ Step-by-step registration guide
  • βœ“ CIPC documentation checklist
  • βœ“ Tax registration requirements guide
  • βœ“ First-year compliance calendar
Payroll New
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Payroll & PAYE Calculation Template

A monthly payroll calculator for small employers managing PAYE submissions. Calculates gross-to-net salaries, UIF contributions, and PAYE deductions based on SARS tax tables.

  • βœ“ Up to 10 employee payroll
  • βœ“ SARS tax table integration
  • βœ“ UIF and SDL calculation
  • βœ“ Monthly EMP201 summary
Bundle Best Value
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Complete Tax & Compliance Bundle

All five resources in our library, bundled together at a significant saving. The ideal starting pack for any small business owner or individual serious about their tax compliance.

  • βœ“ All 5 templates & guides included
  • βœ“ Priority email support (30 days)
  • βœ“ Free updates for 12 months
  • βœ“ Save R 245 vs individual pricing
βœ“ Added to cart β€” Contact us to complete purchase

Frequently Asked Questions

How do I receive my download after purchase?

After payment is confirmed, you will receive a download link via email within one business day. Contact us at info@eztaxconsulting.co.za to arrange payment and delivery.

Are the templates compatible with Microsoft Office?

Yes. All spreadsheet templates are provided in .xlsx format (Excel-compatible) and PDF guides are provided in standard PDF format, viewable on any device.

Are the resources updated annually?

All resources are reviewed and updated annually to reflect changes in SARS tax tables, legislation, and regulatory requirements. Bundle purchasers receive free updates for 12 months.

Can I use these templates for multiple clients?

Each purchase is licensed for personal or single-business use. If you are an accountant or bookkeeper requiring a multi-user licence, please contact us for a tailored arrangement.

What payment methods are accepted?

We accept EFT (electronic funds transfer) and major debit/credit cards. Payment details will be provided upon request or after adding a product to your cart.

Can I get a refund if the resource doesn't meet my needs?

Given the digital nature of these products, we are unable to offer refunds after download. If you have questions about suitability before purchasing, please contact us first.

Prefer to Work With a Practitioner?

Our downloadable resources are a great starting point, but nothing replaces direct professional advice. Book a consultation for tailored, expert guidance.