INDIVIDUAL TAX CLIENT INTAKE FORM

Please fill in the form below. Once submitted, you’ll receive an invoice by email, payable online or via EFT. As soon as payment is received, we’ll get started on your tax service right away. Our fee is R950 per return, and in the case that an audit is needed, an additional R500 per hour applies (almost always under one hour)

Taxpayer Information:

Full Name *

Email *

Phone *

ID Nr *

Please upload ID here: *

(If ID card, please upload both sides)

Tax Nr *

Marital Status *

Occupation of Taxpayer *

Address of Taxpayer: *

Address
City
Province
Postal Code

Employment Status of Taxpayer *

Please tick if applicable

Are you contributing to a pension/provident/annuity fund?

Are you contributing to a medical aid scheme where you are the principle/main member?

Do you hold any investments?

Please Upload applicable documents:

Applicable Documents

Please indicate the type of vehicle claim being made by selecting one of the following

Company Provided Vehicle (3802)

Travel Allowance (3701)

Reimbursive Travel Allowance (3702)

List of vehicles driven:

Car 1

Purchase Price
Purchase date
Make and Model
Registration No
Opening KM
Closing KM
Date started driving
Date stopped driving

Car 2

Company Registration Nr
Income Tax Number
Vat Number
PAYE Number
Number of employees
Financial Year-end

Please Upload logbook, Vehicle purchase invoice, etc.

Vehicle related documents

Are you a commission earner and is your commission earned within the tax year equal/greater than 50% of your gross income

Please forward expenses to info@equitykeyfilings.co.za or upload below:

SARS accept original invoices/receipts and account statements as formal proof of spending to substantiate your claim.

Commission Expenses Upload

Home Office Expense

Square-meterage of office

Square-meterage of home (under roof)

Please forward expenses to info@equitykeyfilings.co.za or upload below:

SARS accept original invoices/receipts and account statements as formal proof of spending to substantiate your claim.

Home Office Expenses:

Home office expenses