OUR COMMITMENT

Our aim is to provide high quality tax management services to a diverse client base. As an innovative and highly professional consulting company, we at LegalEtc understand the income tax system. Our experts come with over 30 years of formal tax focused education allowing us to fully comprehend the income tax system end to end.

OUR TEAM OF PROFFESSIONALS

Our highly skilled and experienced Tax Consultants are industry recognized tax experts and are members of The South African Institute of Tax Professionals (SAIT), which is a recognized professional tax body and the largest of the professional tax bodies in South Africa. The Institute regulates tax practitioners in South Africa.

OUR SERVICES

INDIVIDUAL TAX

STRUGGLING WITH YOUR RETURNS? LET LEGALETC HELP YOU WITH YOUR TAXES

We serve as valued experts to clients by providing guidance and assistance in:

• Completing personal income tax returns for Individuals
• Contacting the South African Revenue Service on the client’s behalf
• E-filing login and setup of new accounts
• E-filing registrations
• Lodging individuals tax on E-filing
• Raising the assessments
• Lodging objections and appeals against SARS if a taxpayer is not in agreement with an assessment or decision
• Objecting to penalties imposed for non-compliance
• Facilitating the payment process in the event that the individual owes SARS
• Requesting the SARS refunds on the tax payer behalf
• Advising on the implications of income tax legislation

DECEASED ESTATE TAX

There are several types of taxes associated with deceased estates. Not all of these taxes are applicable to each and every estate. The circumstances of the estate will dictate which taxes are applicable. These taxes can include taxation such as estate duty, donations tax, the deceased’s personal tax, capital gains tax, dividends withholding tax etc. As you will note from the above, deceased estate taxes are quite complicated. It is advisable to have a professional tend to the deceased estate’s taxes in order to ensure that all SARS’s requirements are met.

Our services include:

• Coding the estate as deceased at SARS
• Gaining access on E-fling on behalf of the Executor
• Lodging the tax returns for the period of death
• Lodging all outstanding returns to date of death
• Lodging the post death returns
• Raising the Assessments
• Lodging Objections and appeals against SARS if the tax consultant and the executor are not in agreement with an assessment or decision.
• Facilitating the payment process in the event that the estate owes SARS
• Updating estate banking details on behalf of the Executor at SARS
• Requesting the SARS refunds due to the estate
• Calculation of Capital gains tax, if applicable
• Registration of special trust in respect of CGT
• Obtaining the Estate Duty assessments from SARS

ABOUT US:

• Let us give you peace of mind.
• Our Billing is tailored to your unique needs and circumstances.
• We understand and keep up to date with new standards and legislation in the tax industry

As tax experts, we pride ourselves in our technical proficiency, but more so in our ability to use our top-class skill in a practical way to the benefit of our clients and at reasonable rates.