For South African accounting & bookkeeping firms
Zoë reads the SARS source codes off every uploaded document, runs the calculation against the current tax tables, and flags anything that doesn't reconcile — before it reaches your review, not after. Every assessment goes out on your own letterhead.
The exact control list your firm already runs — Zoë just keeps it correct.
Live demo
Switch between screens and type your own figures. Everything is sample data. There's no sign-up and nothing is saved.
| Client | Type | Assigned to |
|---|
Sipho Dlamini, 2026 return
Change any figure and the calculation updates as you type.
2026 SARS tables. Simplified for the demo: the full app also covers travel, rental, business, capital gains, donations and more.
Provisional tax estimate
Year-to-date figures, annualised to a full year.
Taxpayer typeSaved estimates feed a control list per period, so you can see at a glance who's been calculated, flagged or submitted.
Coming up
Zoë works these out from the client records, so nothing slips.
A full sample account with sample data. It is shared, so please don't enter real client details.
Ready for the real thing? Request a walkthrough or call 041 001 0175
How it works
The same workflow your practice already runs — upload, reconcile, send — just without the manual cross-checking in between.
IRP5s, medical aid certificates, RA certificates, rental statements — drop them in exactly as the client sent them. No reformatting.
She pulls the SARS source codes off every document, runs the calculation against the current tax tables, and flags anything that doesn't add up — respecting age, rebates and every applicable deduction.
Once you sign off, the assessment goes to the client from your firm's own letterhead, with the standard message you set up once and reuse every time.
What's inside
Every section below maps to a real part of the SA tax return — not a feature list borrowed from a different country's software.
IRP5, medical aid, retirement annuities, rental income and business trade — each with its own capture flow. Rental and business trade stay manual by design; the paperwork is too inconsistent to auto-read reliably.
Carries the prior period forward at +8% by default (editable), with a full control list per period.
Upload the ITA34, compare it against Zoë's own calc, and auto-send a letterhead explanation when it doesn't match.
Each client type captures its own fields — no generic one-size-fits-all form that half-applies to every entity type.
Optional comparison against SARS's own income tax calculator, so nothing goes out that hasn't been checked twice.
Why trust it with client data
Every calculation was checked against JLL Bookkeeping's own client returns before anyone outside the practice saw it.
Every figure in a calculation is traceable back to the source code and document it came from — so a review means checking the trail, not re-doing the sums.
Technical issues get routed straight to the developer, not a ticket queue — this is still a young, closely-run product.
Pricing
Pick the package that fits your practice. Every package includes the full tax toolkit. Registration and take-on are billed separately at R450/hour.
Prices are per month. Grow past your package at any time by adding records or users at the rates shown.
Request a quote