South African tax-year aligned
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We're checking your organization, active taxpayer, and operational state so the next screen arrives in a clean, trustworthy state.
We're checking your organization, active taxpayer, and operational state so the next screen arrives in a clean, trustworthy state.
Step 1
Start with Google or email, then create your workspace and the taxpayer profile you want to work on.
Step 2
Use read-only API keys where supported or upload raw CSV exports when that is easier.
Step 3
Transactions are normalized into one ledger so you are not stitching files together by hand.
Step 4
The review queue is there for edge cases, missing values, and anything that still needs a human decision.
Step 5
Download the report pack and move to SARS eFiling with a clearer audit trail.
Essential
For simple individual investors who need a clean taxpayer report for one tax year.
Plus
For active investors who need exchange sync, transfer matching, and practitioner-ready exports.
Pro
For complex individual taxpayers and practitioner-assisted pilot cases.
The onboarding flow explains what to do next in plain language and keeps advanced tooling out of the way.
API connections are helpful, but CSV uploads and manual clarification are still first-class paths.
Get activity in, fix what matters, then generate a report pack with a clear trail behind it.