Checklists · Established 2015 · CA(SA) · RA
Free downloads and short interactive questionnaires to help South African business owners get year-end ready, test their tax status, and decide on VAT registration. Built with TC Auditors' technical experience in plain English.
Year-End Pack
The complete prep list TC Auditors uses for every client year-end — bank, debtors, creditors, payroll, fixed assets, tax-saving prompts and SARS deadlines. Branded, printable, ready to file.
VAT Compliance
Every requirement of a valid SARS Tax Invoice (Section 20 of the VAT Act). Email it to yourself or download the official PDF — pin it next to your invoice template to avoid disallowed input VAT.
Income Tax
Six precise questions test the s.12E criteria — entity type, shareholder profile, investment-income limit, personal-service exclusion and gross-income cap. Get an instant Yes / No / Maybe.
Income Tax
Are you required to register as a provisional taxpayer? This walks you through the para 1 Fourth Schedule definition and the practical exclusions (pensioners, salary-only earners, etc.).
Companies Act
Enter four numbers — average employees, third-party debt, turnover and shareholders — and we compute your Companies Regulation 26 Public Interest Score and the assurance level required.
VAT Compliance
Compulsory or voluntary registration? Net-positive or net-negative for cash flow? A short questionnaire that gives you a clear, honest recommendation in plain English.
Income Tax
Running a side hustle that's making a loss? Section 20A of the Income Tax Act may stop you deducting it from your salary. Answer a few plain-English questions — including the tighter rules from 1 March 2026 — and find out where you stand.
These checklists give you the principle. A 30-minute meeting with TC Auditors gives you the answer for your specific facts.
