Tell us what is happening
Use the guided enquiry to explain what is current, behind or urgent.
Prepare before it is urgent
Organised records for SARS and compliance paperwork.
Practical help gathering, checking and organising the records your accountant or registered tax practitioner needs.
What this changes
A workable process—not another pile of tasks.
The service team organises the records, identifies missing documents and handles agreed VAT and UIF eFiling work. Specialist tax advice or practitioner-only work is confirmed separately.
Best for: Businesses that need their records prepared and organised before accountant, tax-practitioner or authorised CIPC review.
Important scope boundaryAgreed VAT and UIF eFiling work can be included in the service. Formal tax advice, income-tax work, disputes and practitioner representation are scoped separately with an appropriately authorised or registered professional.
Support can include
- VAT, PAYE and UIF record organisation
- Supporting-document checklists
- Missing-record identification
- VAT and UIF eFiling support and agreed submissions
- CIPC annual-return and beneficial-ownership admin preparation
- A clear handover pack for the authorised filer
What happens next
Four clear steps from enquiry to routine.
Review the scope
Erica checks the workload, systems and records before confirming the right service.
Agree access and documents
Invite Erica from your accounting platform or use the approved handover process.
Set the rhythm
Agree a once-off catch-up or a recurring monthly routine with clear responsibilities.
Related support
Build the right combination.
SARS paperwork support
Tell Erica what needs attention.
The guided enquiry captures the important scope without making you write an essay.