Accounting Resources

Financial Tools & Knowledge

Empowering Your Business With Expert Resources

Access our collection of free accounting templates, tax guides, financial calculators, and educational content designed to help South African SMEs manage their finances with confidence.

Downloadable Templates

500+ Downloads

Monthly Bookkeeping Template

Comprehensive Excel template for tracking income, expenses, and VAT records. SARS compliant format.

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300+ Downloads

Cash Flow Forecast Template

12-month cash flow projection tool with automated calculations and visual graphs.

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200+ Downloads

Payroll Register Template

Complete payroll solution with UIF, SDL, PAYE calculations built-in for up to 20 employees.

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Expense Claim Form

Standardized expense reimbursement form with VAT tracking for employee submissions.

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Balance Sheet Template

Professional balance sheet format with automated calculations and ratio analysis.

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Invoice Template Pack

3 professional invoice designs (Word & Excel) with VAT fields and payment terms.

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Financial Calculators

VAT Calculator

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PAYE Tax Calculator

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Business Loan Calculator

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Break-even Analysis

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Tax Guides & Compliance

2024 SARS Tax Deadlines

Complete calendar of all important tax submission dates for provisional taxpayers, companies, and VAT vendors.

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VAT Registration Guide

Step-by-step instructions for voluntary and compulsory VAT registration in South Africa.

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PAYE Compliance Checklist

Essential requirements for employers to remain compliant with SARS payroll regulations.

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Tax Deductions for SMEs

Comprehensive list of allowable business expenses and tax deductions for South African companies.

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Educational Resources

Understanding Financial Statements

A beginner's guide to reading and interpreting balance sheets, income statements, and cash flow reports.

Download Guide 15 min read

Cash Flow Management for SMEs

Practical strategies to improve cash flow, manage working capital, and avoid liquidity crises.

Download Guide 20 min read

Choosing Accounting Software

Comparison of popular accounting solutions (Xero, QuickBooks, Sage) for South African businesses.

Download Guide 12 min read

Fraud Prevention Guide

Essential internal controls and procedures to protect your business from financial fraud.

Download Guide 18 min read

Video Tutorials

How to Reconcile Your Bank Statements

Step-by-step tutorial on performing monthly bank reconciliations for accurate records.

8:42 min Watch Now

VAT Submission Process Explained

Complete walkthrough of the VAT201 form submission process on eFiling.

12:15 min Watch Now

Setting Up Your Chart of Accounts

Best practices for structuring your chart of accounts for optimal financial reporting.

15:30 min Watch Now

Need Personalized Accounting Assistance?

While our resources provide valuable information, every business has unique financial needs. Our team of qualified professionals is ready to provide customized solutions for your specific requirements.

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