Separate business and personal records
Keep business transactions easy to identify so the accounting trail remains clear.
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
A quick calculation using South Africa’s current 15% standard VAT rate. It is for planning only and should be reviewed if the SARS rate changes.
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 your organisation type for a practical starter checklist. ETT may request different documents after reviewing your situation.
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Records readiness review
How ready is the file?
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 records
Do not wait for a perfect file. Start with what exists and let ETT define the missing records.
Record discipline
Five habits that reduce accounting friction.
The easiest year-end is usually the one that has been prepared throughout the year.
Keep source documents
Invoices, receipts, statements and supporting schedules are easier to deal with when captured consistently.
Reconcile regularly
Do not wait for year-end to discover missing transactions or unexplained balances.
Track recurring obligations
Know which tax, payroll and statutory requirements apply to the organisation and who is responsible for them.
Escalate uncertainty early
When a treatment or compliance requirement is unclear, confirm it before the issue becomes larger.
FAQ
Practical questions before you start.
Use these as preparation, then confirm the details with ETT for your specific engagement.
Contact ETTBring the records you already have rather than waiting for a perfect file. Registration documents, bank statements, prior reports, SARS details and recent transaction records are a useful starting point. ETT will confirm the exact requirements for your engagement.