Reg: 2013/135333/07
29 Hadeda Crescent
Rooihuiskraal
0157
General Tax Practitioner (SA) 15274034
Practice nr SAIBR 1338
E-mail: molefes@tokologofin.co.za
Tokologo financial and buss support
PO Box 55929
Wierda park
0149
Tel: (012) 661-9978
Fax (086) 617 4786
To whom may concern
Subject: Your 2024 Auto-Assessment Notificationfrom SARS
Dear[Client’sName],
I hope you are keeping well. I’m reaching out to update you on the auto-assessment notice (SMS) you might have already received or are expecting soon from SARS. As your tax practitioner, I help you navigate this process smoothly, ensuring your tax records are correct and fully compliant!
Understanding Your Auto-Assessment
SARS has launched the auto-assessment system to make tax filing simpler for people with straightforward tax situations. This system estimates your tax liability or refund using data from employers, financial institutions, and other sources. Here are the key dates for the 2024 Filing Season:
- Auto-assessment notices: Issued by SARS from 1 July 2024 to 14 July 2024. Note that these notices are sent directly to taxpayers, not to tax practitioners.
- Filing period for non-provisional taxpayers: 15 July 2024 to 21 October 2024.
Your Responsibilities and How I Can Help
While you are ultimately responsible for your tax obligations, I’m here to provide expert advice and ensure that all necessary returns are filed accurately on your behalf.
Upon Receiving Your Auto-Assessment:
- Notify Me: Please inform me immediately upon receiving your auto-assessment from SARS.
- Provide Pertinent Information: This includes IRP5 and IT3 certificates, records of medical expenses, donations, and any other relevant tax documentation.
- Verification: I will review the accuracy and completeness of the auto-assessment by comparing the data you provide against what SARS has on file.
- Decision to Accept or Modify: After our review, I’ll advise whether to accept the auto-assessment or if we need to file a revised return. If corrections are necessary, rest assured, I will manage all aspects of the filing process before the 21 October 2024 deadline.
Preparationis Key
Please keep all relevant financial documents readily available, as they are essential for verifying the details of your auto-assessment. You can find out whether you are auto-assessed in 2024 check your auto-assessment status here.
Auto-assessments might seem simple, but tax laws can be tricky. Let me handle the heavy lifting and ensure you get the best possible outcome. Should you have any questions or need further clarification, please reach out. I appreciate the opportunity to assist you with your tax needs and look forward to making this process as straightforward as possible.
Warm Regards,
TS Molefe
Designation: BAP (SA)
Date: 02/07/2024
In association and a member of
Tokologo Accounting Practitioners
Web: www.tokologofin.co.za
