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TAX

Given the ever-increasing complexities of tax legislation plus the severe penalties imposed on companies and individuals that fail to meet their tax obligations, accurate and reliable professional advice on tax matters is imperative.

You as a clients can rely on us to meet this need in a proactive and cost effective manner.[/col] [col class="span4"]

ACCOUNTING

Due to the complex and sometimes burdensome requirements of the Companies Act and Financial Reporting Standards, companies do not always have the resources or the expertise to attend to the challenging and sometimes frustrating process in preparing financial statements and management accounts.

We are geared to undertake this function in a professional and cost effective manner.[/col] [col class="span4"]

ADVISORY

When facing important strategic decisions, it helps to have the advice and assistance of someone with proven expertise, experience, and an external business perspective. 

At Positive Trends Financial Services our advisory team can source and analyse critical management information to assist your business with the strategic decision making process.[/col] [/row] 

[row id="ROW_ID" class="ROW_CLASS"] [col class="span4"]

PAYROLL

Positive Trends provides clients with a cost effective payroll solution with complete peace of mind. With ever changing Labour and SARS requirements, by outsourcing your payroll to Assign, you are assured that your employees are paid accurately on time, every time, and that all your monthly and annual returns are submitted correctly and that you are fully compliant.[/col] [col class="span4"]

ESTATE

Estate planning helps you avoid bequeathing a portion of your hard-earned cash to the Taxman when you die, rather than leaving it to provide for your loved ones.

Because much as you may not want the Taxman to benefit from your death, estate duty lies in wait to pounce on the assets of the unwary.

[/col] [col class="span4"]OTHER[/col] [/row]

Given the ever-increasing complexities of tax legislation plus the severe penalties imposed on companies and individuals that fail to meet their tax obligations, accurate and reliable professional advice on tax matters is imperative. You as a clients can rely on us to meet this need in a proactive and cost effective manner.
Our services include:

[row id="ROW_ID" class="ROW_CLASS"] [col class="span6"]

CORPORATE TAX

• Income Tax Return
• Verification of Assessment
• Objection against assessment
• Tax Clearance Certificate
• Sorting out Tax Clearance Issues
• Provisional Tax Returns
• Calculation of Capital Gains Tax
• Withholding Tax on Dividends[/col] [col class="span6"]

INDIVIDUAL TAX

• Income Tax Return
• Verification of Assessment
• Objection against assessment
• Tax Clearance Certificate
• Sorting out Tax Clearance Certificate issues
• Provisional Tax returns
• Calculation of Capital Gains Tax

[/col] [/row]

[row id="ROW_ID" class="ROW_CLASS"] [col class="span6"]

INDIRECT TAX

• VAT201 Returns
• EMP201 Returns (PAYE, SDL, UIF monthly submissions)
• EMP501Returns (PAYE, SDL, UIF Reconciliation)

[/col] [col class="span6"]

TAX COMPLIANCE

• Completion and submission of statutory provisional and annual tax returns as well as individual and trust provisional and annual tax returns
• Monitoring the status of our clients' compliance obligation
• Processing of registrations for all forms of taxation
• Application for tax clearance certificates
• Transfer duty submissions
• Dividends tax declaration
• VAT, PAYE, UIF and Regional Services Levies

[/col] [/row]

Are you tied down by doing in-house accounting functions that don't allow you the time to focus on your core business and cash flow?

Due to the complex and sometimes burdensome requirements of the Companies Act and Financial Reporting Standards, companies do not always have the resources or the expertise to attend to the challenging and sometimes frustrating process in preparing financial statements and management accounts. We are geared to undertake this function in a professional and cost effective manner. We are committed to providing our clients with excellent professional business service in accounting, with our core values as the underpin.

The Accounting serviceses are made up of two options, annualy and monthly. The monthly service is known as the "Rolls Royce" service offering from Positive Trends Financial Services. 

The services include the following:

[row id="ROW_ID" class="ROW_CLASS"]
[col class="span6"]

Monthly Service

• Monthly Accounting Fee
• Customer Invoices
• Customer Credit Notes
• Supplier Invoices
• Supplier Return & Debits
• Bank Statement Transactions
• Petty Cash Transactions (including Cash on Hand)
• Reconciliation of Bank Statement
• Payroll Journals
• Depreciation Journals
• Lease Interest Journals
• Inventory Journals
• General Journals
• Compiling of Monthly Financial Statements
• Management Meeting every month
• Keeping record of Fixed Asset Register
• Reconciliations of Debtors Accounts
• Debtor Account Statements
• Age Analysis for Debtors
• Reconciliations of Creditor Accounts
• Creditor Account Statement and Payment Request
• Age Analysis for Creditors

[/col]

[col class="span6"]

Annual Service

• Data Processing
• Payroll Journals
• Depreciation Journals
• Lease Interest Journals
• Inventory Journals
• General Journals
• Keeping record of Fixed Asset Register
• Compiling of Annual Financial Statements
• Minutes of Meeting
• Audit Pack for External Auditors[/col]

[/row]

For your medium business to thrive and excel in today's business environment, you have to be able to focus on your core business. All kinds of distractions can slow your company down, and you may end up losing your competitive edge.

If you run a medium business, you'll need to keep track of finances, invoice your customers, prepare annual accounts and stay on top of your tax returns. You may need to pay VAT, or process your employees' payroll and you'll need advice on how to minimise your tax liability.

We provide a complete accountancy service, specially tailored to small & medium businesses, covering all of your accounting and tax needs, for an all-inclusive fixed monthly fee. We combine specialist advice and great customer service seamlessly with the ease, control and peace of mind gained through our online system.

We offer clear, specialist advice and support to small & medium businesses. We only have small & medium business clients, so we don't get distracted by big clients paying us higher fees. We often pick up things that traditional accountants don't and often this can reduce our client's tax bills.

Using a specialist medium business accountant is now the best way to achieve a high standard of expert, hassle free, available online and at an affordable, all inclusive fixed monthly fee.

We at Positive Trends Financial Services are proud to be an online Accounting service. We hope to make the functions on this site as user-friendly as possible.

The process works as follow:

1. Browse the site for an array of our online services
2. Register as a user on the site
3. Follow on-screen instructions for your specific needs
4. Pay via secure online payment (if applicable) or EFT
5. All relevant information and documentation will be sent to you via e-mail

In order for you to use any of the services offered you need to be registered as a user on our site. 

HOW  DO I REGISTER?

To register click on the register button below. Once registered you will have full access to all sectors of the site.

[button type="info" link="http://positivetrendsfinancialservices.co.za/ptfs/index.php/users-hilka/login"] Register [/button]

• As a registerd user you will have access to register for the service you need.
• All forms for the registration of service will be available
• You will have access to all your documentation submitted to us
• You will have access to all documentation generated by Positive Trends Financial Services.
•  You will be able to communicate with us through e-mail, SMS and Skype.
• If registered for the service you will be able to have a Skype meeting with us every 2 weeks.

Positive Trends Financial Services delivers accounting/bookkeeping, taxation, statutory, payroll and related services. The business was founded by qualified Accountants, who strive to obtain the highest level of excellence in both their professional and personal lives.

We are passionate about our work and believe that quality is a necessity; therefore something that should never be compromised.

Based on our experience, we have learnt how important it is for a business to maintain proper accounting records, evaluate and understand their financial information and stay on top of compliance issues. If these are not addressed, it could have serious consequences for a business. We understand however, that running the daily operations of your business, leaves little time to spare to properly maintain your accounting records and stay up-to-date with the ever changing regulations; especially with limited resources.

This is where Positive Trends Financial Services comes in. Many small business owners have an in-depth knowledge about the core of their business activities, but they are intimidated with the financial aspects that are involved in running a business. We aim to not only provide you with financial reports, but to explain them to you, thereby enabling you to understand the financial well-being of your business and to act accordingly.

• Integrity and commitment

Always strive to deliver on our promises and adhere to the highest moral and ethical standards.

• Affordability/ Value for money

Continually seeking to be fairly priced and to always add value to your business therefore always trying to ensure a optimal cost to benefit ratio.

• Personalised individual service

Valuing each and every client.

• Quality

Ensuring that a high level of service delivery is maintained at all times.

Managing Director

Jaco Vermaak is a qualified Accountant in South Africa. Jaco has over 7 years of financial management and tax experience at a senior level in industries ranging from financial services (predominantly banking) to professional services and manufaturing.

Jaco is a conscientious and hard working professional person with strong corporate experience behind him. This together with his strong technical accounting and tax skills make him eminently capable of adding value to your business, either in an accounting, tax or business advisory capacity. The essence of Jaco's service ethic means that he always strives to deliver the best possible service to his clients at all times in a timely and cost-effective manner.

Do you have to lodge a return or change any company detail?

[alert type="error"] All businesses needs to be registered for Income Tax with SARS. [/alert]

 After you have received your registration document for your company the next step is to register your company for Income Tax with SARS.

 Follow the process below.

[alert type="info"] The company representative will need to take the documents to SARS. This is a SARS requirement. [/alert]