Resources & Tools

Free guides, checklists, calculators, and templates to help you manage your finances.

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guide

South African Tax Calendar 2025/2026

A complete calendar of SARS filing deadlines, provisional tax dates, and employer submission periods for the 2025/2026 tax year.

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guide

Tax Rates & Tables

Current individual income tax brackets, corporate tax rates, VAT rate, capital gains inclusion rates, and rebate amounts for 2025/2026.

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checklist
checklist

Individual Tax Return Checklist

A printable checklist of all documents and information you need to gather before submitting your ITR12 individual tax return.

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checklist

New Business Registration Checklist

Step-by-step checklist covering CIPC registration, SARS tax numbers, bank accounts, B-BBEE, and UIF/SDL setup for new businesses.

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guide

Small Business Bookkeeping Guide

A practical guide to setting up and maintaining your books, choosing accounting software, and preparing for year-end.

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computer
guide

SARS eFiling Setup Guide

Step-by-step instructions for registering on SARS eFiling, linking your tax types, and submitting your first return online.

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payments
guide

Employer Payroll & PAYE Guide

Everything employers need to know about PAYE, UIF, SDL, EMP201 submissions, and IRP5 certificate generation in South Africa.

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guide

VAT Registration & Compliance Guide

A guide to VAT registration thresholds, bi-monthly return filing, input and output VAT, and common compliance mistakes to avoid.

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dictionary
guide

Accounting & Tax Glossary

Plain-language definitions of common South African accounting, tax, and compliance terms from AFS to zero-rating.

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calculate
calculator

PAYE Tax Calculator

Calculate your monthly PAYE deduction based on your gross salary, tax bracket, rebates, and medical aid tax credits.

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calculator

VAT Calculator

Quickly calculate VAT-inclusive and VAT-exclusive amounts at the current South African VAT rate of 15%.

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template

Tax Invoice Template

A SARS-compliant tax invoice template in Excel format with all required fields for VAT vendors and non-vendors.

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