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Financial Services

Fowler Financial Services is an accounting practice that offers a full range of services for the small to medium sized companies. Fowler Consulting Services is geared to provide tax advice and consulting services to individuals and businesses.

VAT Registration – Individuals / Sole Proprietors

SARS Power of Attorney

Letter of authorisation

Original letter from bank (if account is one month old or less). If account is older than a month, a recent stamped bank statement.

Certified ID (stamp not older than 3 months)

Recent copy of the business municipal account and SARS CRA01

Recent copy of the residential municipal account of individual or representative Vendor and SARS CRA01. If the property is leased, a copy of the lease agreement.

Proof of R50 000 income – invoices to match deposits into bank account

3 months current stamped bank statements

Proof of bank details

VAT Registration – Companies

SARS Power of Attorney

Letter of authorisation

Company registration documentation

Original letter from bank (if account is one month old or less). If account is older than a month, a recent stamped bank statement.

Certified ID of representative vendor (stamp not older than 3 months)

Certified ID/s of 2 main members/directors (stamp not older than 3 months)

Recent copy of the business municipal account and SARS CRA01

Recent copy of the residential municipal account of individual or representative Vendor and SARS CRA01. If the property is leased, a copy of the lease agreement.

Proof of R50 000 income – invoices to match deposits into bank account

3 months current stamped bank statements

Proof of bank details

PAYE Registration – Individuals / Sole Proprietors

SARS Power of Attorney

Certified Copy of ID (stamp not older than 3 months)

Original cancelled cheque or original letter from the bank

Letter of Authority – if EMP101e application is presented by registered Tax practitioner

Recent copy of the business municipal account or SARS CRA01 to prove business address

Recent copy of the residential municipal account of individual or representative employer or SARS CRA01. If the property is leased a copy of the lease agreement.

Proof of bank details

PAYE Registration – Companies

SARS Power of Attorney

Certified copy of registration documentation

Certified copy of 2 main members/Directors ID’s (stamp not older than 3 months)

Original cancelled cheque or original letter from the bank

Letter of Authority – if EMP101e application is presented by registered Tax practitioner

Certified copy of Representative Employer’s ID (stamp not older than 3 months)

Recent copy of the business municipal account or SARS CRA01 to prove business address

Recent copy of the residential municipal account of individual or representative employer or SARS CRA01. If the property is leased a copy of the lease agreement.

Proof of bank details

Annual Tax Return – Individuals

IRP5

Medical Aid Tax Certificate (if applicable)

Medical Expenses not claimed from medical aid (if applicable)

Retirement Annuity Certificate/s (if applicable)

Log book (if receive a travel allowance or need to claim vehicle expenses)

Interest certificate/s (if applicable)

Rental Income and Expenses (if applicable)

Capital Gains Tax Certificate (if applicable)

Assets and Liabilities spread sheet (if Rental income received)

Proof of bank details

Annual Tax Return – Sole Proprietors

Bank statements and cash slips

Medical Aid Tax Certificates (if applicable)

Medical Expenses not claimed from medical aid (if applicable)

Retirement Annuity Certificate/s (if applicable)

Log book (if receive a travel allowance or need to claim vehicle expenses)

Interest certificate/s (if applicable)

Rental Income and Expenses (if applicable)

Capital Gains Tax Certificate (if applicable)

Assets and Liabilities spread sheet

Proof of bank details

Annual Tax Return – Companies

Bank Statements and cash slips for applicable tax year