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Tax Clearances and Assistance

Basics of Tax Clearances and Assistance with Compliance Requirements

We offer guidance regarding tax clearances and assistance in obtaining such. Below is a basic explanation of the instances when tax clearances are needed and which documents are required to give you an indication of how you can benefit from our assistance.

What is a Tax Clearance Certificate?

It is a document issued by the South African Revenue Services (SARS) to confirm that an applicant’s taxes are up-to-date and paid at the time of issuing the certificate.

When do You Need Tax Clearances?

You can benefit from having the relevant certificate when you want to emigrate or have emigrated, and want to financially emigrate from South Africa. You also need such for tenders and bid applications, as well as when you want to transfer property to your name or want to apply for a home loan. Tax clearances are furthermore required for foreign investment allowance (FIA) and as proof of your tax compliance.

How to Get the Certificate?

Complete the relevant form and submit it to a SARS branch office by means of normal post. If you need an emigration or FIA tax clearance certificate, you must hand your application in at the nearest SARS branch. If it is just for proof of your good standing, then you can submit the relevant form through the e-filing system.  In the latter instance, the certificate is only valid for 12 months from the date of issue. We provide you with assistance in obtaining the relevant form, as well as completing it and submitting it to SARS. You can make use of our assistance to get taxes up-to-date and to obtain relevant tax clearances.

When is an Application Not Approved?

Your application will be declined if you have more than R1000 outstanding payments, and have not arranged for settling such. Keep in mind the amount relates to employee tax, STC, and penalties as well. Your application will not be approved if you are not registered for tax and do not have an income tax reference number. The application will also be declined if there are returns outstanding for which you have not arranged to submit later. Your taxpayer status must be active to ensure the approval of your application. You must adhere to all the default requirements, and must keep to arrangements for deferred submissions and payments.

Make use of our expertise on tax clearance and assistance in applying for such to save time, and ensure your application is approved.Note: this article is for informational purposes only and does not constitute financial, tax, or legal advice. Call on us for advice rather than relying on the information herein to make decisions. Information is relevant to the date of publishing.