FOR ACCOUNTANTS & TAX PRACTITIONERS
Specialist SARS Support for Practitioners
Your client. Your relationship. Our specialist SARS support.
Anchor works alongside an existing accountant or tax practitioner on a clearly agreed scope when a SARS matter needs additional technical or evidence-led attention.
THE ENGAGEMENT
Collaborative support with the existing relationship respected.
The work is defined around the client matter and the role required. Anchor can provide focused input without positioning itself as a replacement for the referring adviser.
WHEN THIS MAY MATTER
When to bring in specialist support.
- CASE.01
A verification file needs reconstruction
Supporting material is incomplete, unorganised or difficult to connect to the return position.
- CASE.02
An assessment is disputed or procedurally sensitive
The matter needs an independent view of the facts, support and available route.
- CASE.03
A cross-border or company position needs a second review
Foreign-income, residency, VAT, PAYE or corporate income-tax facts require focused analysis.
ANCHOR'S ROLE
Ways Anchor can support the matter.
- 01
Independent second review
A focused assessment of the return position, evidence and practical risk before the client responds.
- 02
Verification and supporting packs
Reconciliation, chronology, schedules and indexed evidence for a SARS request or audit.
- 03
Dispute and cross-border support
Clearly scoped input where an assessment, procedural step or South African cross-border position needs attention.
INFORMATION & EVIDENCE
A useful referral starts with the current file.
The required information depends on the matter. A concise overview, relevant return or assessment, SARS correspondence and the material records usually help define an appropriate scope.
- REF.01A short matter overview and the question to be addressed
- REF.02Returns, assessments and SARS correspondence
- REF.03Working papers, calculations and reconciliations
- REF.04Supporting financial or factual evidence
- REF.05Prior verification material or submissions
- REF.06Cross-border, VAT, PAYE or corporate records where relevant
AGREED SCOPE
Clear roles help the work stay useful.
Anchor's input can be limited to a defined specialist task, coordinated with the existing adviser and shaped around the records and procedural position of the particular matter.
WHAT HAPPENS NEXT
Start with the client matter, not a handover assumption.
The first discussion establishes the issue, current adviser involvement, records available and the specialist support being considered.
- 01Outline the matter, the client context and the question requiring support.
- 02Identify the existing file, relevant correspondence and records available for review.
- 03Agree whether a defined review, supporting pack, cross-border assessment or dispute scope is appropriate.
ADVISER ENQUIRY
Discuss a client matter.
Outline the issue and the support being considered. The initial discussion can help establish whether a defined specialist scope is appropriate.
Discuss a Client Matter