Separate business and personal records
Keep business transactions easy to identify so the records can be reviewed more easily.
Client centrePrepare the file before
Prepare the file before
the pressure arrives.
Practical accounting tools for organising records before a consultation, year-end or compliance catch-up.
Accounting workflow tools
Useful before the first meeting.
These are general preparation aids. They do not replace professional advice, an engagement-specific document request or a SARS assessment.
Quick calculator
South African VAT estimate
Estimate VAT using South Africa’s current standard 15% rate. This tool is for planning only; confirm the rate and treatment that applies to your transaction.
Amount before VATR 1 000,00
VAT at 15%R 150,00
Total including VATR 1 150,00
Prepare before you meet us
Document readiness checklist
Choose an organisation type to see a starting checklist. ETT may request other documents after reviewing your situation.
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Records readiness review
How prepared are the records?
A quick preparation check before year-end, a compliance catch-up or a first meeting. It is not a professional assessment.
0%Start with the basics
Start with the records you have. ETT can help identify the missing documents.
Record discipline
Five habits for more organised records.
Consistent record-keeping makes year-end reporting easier to start.
Keep source documents
Save invoices, receipts, statements and supporting schedules as they are received.
Reconcile regularly
Find missing transactions and unexplained balances before year-end.
Track recurring obligations
Record the tax, payroll and statutory obligations that apply and who is responsible for them.
Escalate uncertainty early
When a treatment or compliance requirement is unclear, confirm it before filing or recording it.
FAQ
Questions before you start.
Use these as a starting point, then confirm the details with ETT for your specific engagement.
Contact ETTBring the records you already have. Registration documents, bank statements, prior reports, SARS details and recent transaction records are useful starting points. ETT can confirm the documents required for the engagement.