Trusts and Individuals. Reviewing of income tax assessments for Companies, Trusts, and Individuals. Preparation appeals when required. Application for reduced assessments in terms of the Tax Administration Act. Requesting follow-up of requests for reasons when SARS issues assessments without clarification. Attending to various registrations
to terminate unnecessary queries and revised assessments from SARS Complete Tax returns, forward to PAs to clients timeously via GreatSoft Checking Assessments against original and correct tax calculations differences for possible objections Additional assessments to be identified and communicated to Tax Manager
declines Perform desktop financial and commercial assessments and provide recommendations and comments to Investment Ability to perform financial and commercial assessments and provide recommendations and comments to associates
for SARS requests for information, additional assessments and responses to submissions • Preparation of
of SARS-related documentation received, i.e., assessments and other SARS notifications Assist and advise returns Assist with resolving any disputes on assessments and accounts from SARS, relating to Income Tax
correspondence details - Analyse debtor accounts to assess payment patterns, identify potential risks, and correspondence details - Analyse debtor accounts to assess payment patterns, identify potential risks, and
effectiveness. Creating credit scoring models for risk assessment. Analyse and review customer financial position
effectiveness. Creating credit scoring models for risk assessment. Analyse and review customer financial position
relevant documentation from clients Screening and assessing new applications according to predetermined criteria
relevant documentation from clients Screening and assessing new applications according to predetermined criteria