GREENTAX — GET GREEN. STAY GREEN.
SMALL BUSINESS TAX — PREPARATION CHECKLIST

1. [ ] Latest financial statements and trial balance, if available
2. [ ] Business bank statements for the relevant period
3. [ ] Sales, purchases and expense records
4. [ ] Company registration and tax-registration information
5. [ ] Details of any outstanding returns or SARS correspondence

Keep the documents with you until we agree a suitable way to share them. Do not send passwords or OTPs. This is a starting list; your circumstances may require additional records.

Our team handles client communications in strict confidence and with care.
GreenTax | info@greentax.co.za | +27 66 347 4387
https://greentax.co.za