Are you a South African Resident
Tax Resident:
• Ordinarily Resident in South Africa or Meet the requirements of the physical present test
• 91 days in total during the year of assessment
• 91 days in total during each of the five preceding years
• 915 days in total during those five preceding years
?
Which service do you need?
Primary income source?
Any deductions?
Number of returns needed?
Audit Complexity Level
Definitions:
• Basic Return: Single income source, standard deductions, no foreign assets
• Moderate Complexity: Multiple income streams, business income, foreign assets, or complex deductions
