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Recordkeeping and tax tips

Kuben Pillay ยท Cookie Energy Pumpkin ยท Durban

Recordkeeping and tax tips

How long you must keep your business records

SARS requires you to retain financial records and supporting documents for at least five years from the date of the relevant return. That includes invoices, bank statements, payroll records and VAT documentation. Keeping digital backups makes retrieval simple if SARS ever requests supporting documents.

Meeting your EMP501 reconciliation

Employers must submit an EMP501 reconciliation twice a year, aligning the PAYE, UIF and SDL declared on monthly EMP201s with actual payroll. Errors here delay employees' tax certificates. We reconcile the figures carefully so the submission goes through cleanly.

Preparing early for tax season

When tax season opens, having your books already reconciled means your return can be prepared straight away rather than waiting on missing paperwork. We keep client records current through the year so filing is quick and stress-free when the deadline arrives.

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