SML Joka Tax and Accounting Services
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Resource Centre

Practical information for better financial preparation.

Use these introductory checklists and reminders to keep important records organised and prepare for conversations about tax, business, payroll and compliance.

Published resources

Guidance from SML Joka.

Browse current informational resources published by the practice. A resource may provide guidance directly or link to an available document.

Published resources are being prepared.

In the meantime, use the practical information library below or contact SML Joka for guidance based on your requirements.

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Information library

Four areas worth keeping organised.

01

Tax

Prepare supporting information as you go.

Keeping source documents together can make tax preparation more efficient and reduce last-minute searching.

  • Income and tax certificates
  • Relevant invoices and receipts
  • SARS correspondence
  • Prior submission information where applicable
02

Business

Keep business and personal records distinct.

Consistent records make it easier to understand cash movement, review performance and prepare reliable reports.

  • Sales and supplier records
  • Bank statements
  • Expense documentation
  • Registration correspondence
03

Payroll

Maintain a dependable payroll trail.

Employee information and payroll changes should be recorded carefully and reviewed before recurring submissions.

  • Employee details
  • Contracts and authorised changes
  • Payroll reports
  • Submission and payment records
04

Compliance

Review obligations before they become urgent.

Requirements differ by entity and can change. Maintain an internal calendar and confirm current requirements with the relevant authority or adviser.

  • Entity records
  • Submission confirmations
  • Correspondence and notices
  • Current obligation checklist

A useful routine

Keep, review, confirm.

A simple record-keeping rhythm can reduce pressure when a return, reconciliation or report is due.

  1. Keep

    Store source documents and correspondence in a consistent place.

  2. Review

    Check records regularly while transactions and changes are still familiar.

  3. Confirm

    Verify current filing requirements and due dates before acting.

Compliance information changes.

The information on this page is general and does not replace advice based on your circumstances. Confirm current requirements and dates with SARS, CIPC, the relevant authority or your adviser.

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