{"id":231027,"date":"2022-07-11T22:46:10","date_gmt":"2022-07-11T20:46:10","guid":{"rendered":"https:\/\/mypr.co.za\/?p=118218"},"modified":"2022-07-11T22:46:10","modified_gmt":"2022-07-11T20:46:10","slug":"changing-tax-practitioners-easy-as-one-two-three","status":"publish","type":"post","link":"https:\/\/www.myza.co.za\/press\/changing-tax-practitioners-easy-as-one-two-three\/","title":{"rendered":"Changing tax practitioners \u2013 easy as one, two, three!"},"content":{"rendered":"<aside class=\"scaip scaip-1 \">\n<aside id=\"republication_tracker_tool-2\" class=\"republication_tracker_tool clearfix\">\n<h5 class=\"adtitle\">Republish for Free<\/h5>\n<div class=\"license\">\n<p><button name=\"Republish This Story\" id=\"cc-btn\" class=\"republication-tracker-tool-button\">Republish This Story<\/button><\/p>\n<p><a class=\"license\" rel=\"noreferrer license noopener\" target=\"_blank\" href=\"http:\/\/creativecommons.org\/licenses\/by-nd\/4.0\/\"><img decoding=\"async\" alt=\"Creative Commons License\" class=\"lazyload\" src=\"http:\/\/www.myza.co.za\/press\/wp-content\/uploads\/2022\/07\/changing-tax-practitioners-easy-as-one-two-three.png\"><\/a><\/p>\n<p><img decoding=\"async\" alt=\"Creative Commons License\" src=\"http:\/\/www.myza.co.za\/press\/wp-content\/uploads\/2022\/07\/changing-tax-practitioners-easy-as-one-two-three.png\"><\/div>\n<div class=\"message\">\n<p>Republish our articles for free, online or in print, under a Creative Commons license.<\/p>\n<\/div>\n<\/aside>\n<\/aside>\n<p><a href=\"https:\/\/mypr.co.za\/?attachment_id=118219\"><img loading=\"lazy\" decoding=\"async\" alt width=\"300\" height=\"200\" class=\"alignleft wp-image-118219 size-thumbnail lazyload\" src=\"http:\/\/www.myza.co.za\/press\/wp-content\/uploads\/2022\/07\/changing-tax-practitioners-easy-as-one-two-three.jpg\"><\/a><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-118219 size-thumbnail\" src=\"http:\/\/www.myza.co.za\/press\/wp-content\/uploads\/2022\/07\/changing-tax-practitioners-easy-as-one-two-three.jpg\" alt width=\"300\" height=\"200\">There may come a time when, for whatever reason you need to look at changing your tax practitioner and while the idea of moving across to someone new may seem daunting, it is in fact a relatively simple process.<\/p>\n<p>There is not a one-size-fits-all approach, and some time and consideration does need to be taken in finding the right fit for your company and\/or personal taxes. \u201cDo not go with the first option that comes across your table \u2013 look out for reviews and recommendations where possible and do some research,\u201d advises Zulfah Mullins, tax compliance officer at specialist tax and auditing firm, Hobbs Sinclair Inc.<\/p>\n<p>It is advisable to meet with a few potential, new tax practitioners to ensure they are suitable for the kind of services you require and to get comparative fees and quotes. Establishing a tax practitioner\u2019s status with SARS is also very important and better yet if they are registered with a recognised controlling body, such as the South African Institute of Tax Professionals (SAIT) adds Mullins.<\/p>\n<p>Now comes the easy part\u2026<\/p>\n<p>One, once you have decided on your new tax practitioner you will need to notify your current accountant with sufficient time to round up any projects\/assessments\/returns. \u201cIt is quite common for people to leave their existing tax practitioner without settling outstanding invoices or fees for work completed or still in progress,\u201d says Mullins.<\/p>\n<p>Two, when signing with a new tax practitioner, be honest with the current state of your tax affairs and communicate clearly and three, be prepared to provide your tax practitioner with any information and documents they require to best assist you with your compliance obligations.<\/p>\n<p>Individual taxpayers<br \/>Copy of your ID<br \/>Your latest tax statement of account<br \/>A summary of the current state of your tax affairs if you are currently non-compliant<\/p>\n<p>Companies<br \/>CIPC CoR14.30<br \/>Latest statement of account for all tax types for which the company is registered<br \/>Last signed annual financial statements<br \/>Details of the SARS registered representative<\/p>\n<p>Trusts<br \/>Letter of authority<br \/>Trust deed<br \/>Copies of resolutions of amendments to the trust deed<br \/>Last signed annual financial statement<br \/>Latest statement of account for all tax types for which the company is registered<\/p>\n<p>With SARS\u2019s enquiries and audits becoming more common place; this presents much room for error (and wasted time) for you, the laymen trying to demystify tax laws which could lead to penalties and further investigations into your affairs.<\/p>\n<p>Having a professional to navigate policy and procedure, who stays up to date with tax regulations, ensures compliance, and offers a high level of service, skills and practicality in meeting your tax obligations will ultimately save you time and money.<\/p>\n<p><a href=\"http:\/\/mypr.co.za\/contact\/featured\/\">CLICK HERE to submit your press release to MyPR.co.za<\/a>.<\/p>\n<p> <span class=\"post-views-icon dashicons dashicons-chart-bar\"><\/span> <span class=\"post-views-label\">Press Release Views:<\/span> <span class=\"post-views-count\">104<\/span> <\/p>\n<div class=\"entry-pagination pagination\">Pages: <span class=\"post-page-numbers current\"><span class=\"screen-reader-text\">Page <\/span>1<\/span> <a href=\"https:\/\/mypr.co.za\/changing-tax-practitioners-easy-as-one-two-three\/2\/\" class=\"post-page-numbers\"><span class=\"screen-reader-text\">Page <\/span>2<\/a><\/div>\n<p><a href=\"https:\/\/mypr.co.za\">Source: MyPR.co.za<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Republish for Free Republish This Story Republish our articles for free, online or in print, under a Creative Commons license. There may come a time when, for whatever reason you need to look at changing your tax practitioner and while the idea of moving across to someone new may seem daunting, it is in fact [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":231028,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","ngg_post_thumbnail":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[9021,1],"tags":[3257],"class_list":{"0":"post-231027","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-mypr","8":"category-south-africa","9":"tag-mypr","10":"entry"},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/www.myza.co.za\/press\/wp-content\/uploads\/2022\/07\/changing-tax-practitioners-easy-as-one-two-three.png","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.myza.co.za\/press\/wp-json\/wp\/v2\/posts\/231027","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.myza.co.za\/press\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.myza.co.za\/press\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.myza.co.za\/press\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.myza.co.za\/press\/wp-json\/wp\/v2\/comments?post=231027"}],"version-history":[{"count":0,"href":"https:\/\/www.myza.co.za\/press\/wp-json\/wp\/v2\/posts\/231027\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.myza.co.za\/press\/wp-json\/wp\/v2\/media\/231028"}],"wp:attachment":[{"href":"https:\/\/www.myza.co.za\/press\/wp-json\/wp\/v2\/media?parent=231027"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.myza.co.za\/press\/wp-json\/wp\/v2\/categories?post=231027"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.myza.co.za\/press\/wp-json\/wp\/v2\/tags?post=231027"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}