Let us help
0 (Min. 60 Characters)
Send Request
Let us help
0 (Min. 60 Characters)
Send Request

Make the move

Customer Introduction Pack.

Online form

Change accountant

We are Registered Accountants and Tax Practitioners and can assist with a wide variety of services including all tax services, payroll and annual financial statements.

Complete 0%
1 Page 1 2 Page 3 3 Page 4 4 Page 5

Please complete this form in full to assist us in a seamless transfer and incorporation as an Accountables client.

Person type *
Individual
Sole Proprietor
Trading as  *
Web address
Type of income earned *
Description of business *
Preferred language*
Afrikaans
English
Income tax number
VAT number
PAYE
Workmen's Comp. no.
UIF Number Other than SARS
Other registration no. e.g. Professional Body
Other registration no. e.g. Professional Body
Other registration no. e.g. Professional Body
Back Next Save Progress
Complete 25%
1 Page 1 2 Page 3 3 Page 4 4 Page 5

Personal details

Name *
Surname *
Maiden Surname
ID Number *
0 (Min. 13 Characters)
Marital status*
Widowed
Not Married
Anti-Nuptial
In community of prop.
Anti-Nuptial with accru.
Common Law
Cell phone no. *
Email Address *
Physical address *
Postal address

Details of contact person - If different

Name *
Surname *
Telephone no. *
Cell phone no. *
Email Address *

Accounts contact person - If different

Name *
Surname *
Telephone no.
Cell phone no. *
Email Address *
Back Next Save Progress
Complete 50%
1 Page 1 2 Page 3 3 Page 4 4 Page 5

Banking Details 1

Bank *
Branch Name *
Branch Code *
Account Name *
Account Number *
Account type*
Cheque
Savings
Other
If other - please state *

Banking Details 2 - If applicable

Bank
Branch Name
Branch Code
Account Name
Account Number
Account type
Cheque
Savings
Other
If other - please state *

Banking Details 3 - If applicable

Bank
Branch Name
Branch Code
Account Name
Account Number
Account type
Cheque
Savings
Other
If other - please state *
Back Next Save Progress
Complete 75%
1 Page 1 2 Page 3 3 Page 4 4 Page 5

Current accountants / Tax Practitioners

Name
Contact Person
Telephone no.
Cell phone no.
Email address *

Supporting documentation

Included: the following documentation
Latest income tax return
Latest payroll report
Latest annual financial statements - Sole Prop only
Letter of good standing from UIF
SARS compliance report
Letter of good standing from COIDA
Upload above selections The following file formats are accepted: jpg, jpeg, png, pdf, doc, docx. Files may not exceed 1MB each.
Drag & Drop Files Here Browse Files
Efiling (if profile in own name)
Yes - we will request access from our Tax Practitioner's profile
No - we will register you on our Tax Practitioner's profile
Accept Terms *

I/We, as the individual/owner/directors/members/trustees, declare that the information furnished in this document is true and correct. 

 

I/We furthermore declare that all information I/we disclose in any manner to Accountables FACT (Pty) Ltd (Registration number: 2015/205595/07) will be true and correct so as to ensure that such information is valid, accurate and complete. 

 

In no event will Accountables FACT (Pty) Ltd (Registration number: 2015/205595/07) or any of their employees be liable to me/us or any other party for any lost revenue, profit, or for direct, special, indirect, consequential, incidental or punitive damages however caused and regardless of theory of liability, arising out of the use of the services offered by Accountables FACT (Pty) Ltd (Registration number: 2015/205595/07) or by any of their employees even if Accountables FACT (Pty) Ltd (Registration number: 2015/205595/07) or any of their employees has been advised of the possibility of such losses or damages.

 

Signatories

Name & Surname *
Position *
Signature One *
Clear
Name & Surname
Position
Signature Two
Clear
Submit
Back Next Save Progress
Complete 0%
1 Page 1 2 Page 3 3 Page 4 4 Page 5 5 Page 6

Please complete this form in full to assist us in a seamless transfer and incorporation as an Accountables client.

Entity type *
Company
Closed Corporation
Registered Name *
Trading as 
CIPC Registration No. *
Web address
Physical address *
Postal address
Description of business *
Preferred language*
Afrikaans
English
Income tax number
VAT number
PAYE
Workmen's Comp. no.
UIF Number
Other registration no. e.g. Professional Body
Other registration no. e.g. Professional Body
Other registration no. e.g. Professional Body
Back Next Save Progress
Complete 20%
1 Page 1 2 Page 3 3 Page 4 4 Page 5 5 Page 6

Directors details

Number of Directors*
1
2
3
4
5

Directors One

1. Full Names *
ID Number *
Cell phone no. *
Share Holder*
YES
NO
Surname *
Personal Income tax no. *
Email Address *
Shareholder percentage *Please provide number with the %
Physical address *
Postal address

Directors Two

2. Full Names
ID Number
Cell phone no.
Share Holder*
YES
NO
Surname
Personal Income tax no.
Email Address
Shareholder percentage *Please provide number with the %
Physical address *
Postal address

Directors Three

3. Full Names
ID Number
Cell phone no.
Share Holder*
YES
NO
Surname
Personal Income tax no.
Email Address
Shareholder percentage *Please provide number with the %
Physical address *
Postal address

Directors Four

4. Full Names
ID Number
Cell phone no.
Share Holder
YES
NO
Surname
Personal Income tax no.
Email Address
Shareholder percentage *Please provide number with the %
Physical address *
Postal address

Directors Five

5. Full Names
ID Number
Cell phone no.
Share Holder*
YES
NO
Surname
Personal Income tax no.
Email Address
Shareholder percentage *Please provide number with the %
Physical address *
Postal address

Details of contact person - If different

Name *
Surname *
Telephone no.
Cell phone no. *
Email Address *

Accounts contact person - If different

Name *
Surname *
Telephone no.
Cell phone no. *
Email Address *
Back Next Save Progress
Complete 40%
1 Page 1 2 Page 3 3 Page 4 4 Page 5 5 Page 6

Banking Details

Bank *
Branch Name *
Branch Code *
Account Name *
Account Number *
Account type*
Cheque
Savings
Other
If other - please state *
Back Next Save Progress
Complete 60%
1 Page 1 2 Page 3 3 Page 4 4 Page 5 5 Page 6

Current accountants / Tax Practitioners

Name
Contact Person
Telephone no.
Cell phone no.
Email address

Supporting documentation

Included: the following documentation
Latest income tax return
Latest payroll report
Latest annual financial statements
Letter of good standing from UIF
SARS compliance report
Letter of good standing from COIDA
Upload above selections The following file formats are accepted: jpg, jpeg, png, pdf, doc, docx. Files may not exceed 1MB each.
Drag & Drop Files Here Browse Files
Current Financial System in Use
Accounting
CRM
Payroll
ERP
Point of sale
Other
If other - please state *
Efiling (if profile in own name)
Yes - we will request access from our Tax Practitioner's profile
No - we will register you on our Tax Practitioner's profile
Back Next Save Progress
Complete 80%
1 Page 1 2 Page 3 3 Page 4 4 Page 5 5 Page 6
Accept Terms *

I/We, as the individual/owner/directors/members/trustees, declare that the information furnished in this document is true and correct. 

 

I/We furthermore declare that all information I/we disclose in any manner to Accountables FACT (Pty) Ltd (Registration number: 2015/205595/07) will be true and correct so as to ensure that such information is valid, accurate and complete. 

 

In no event will Accountables FACT (Pty) Ltd (Registration number: 2015/205595/07) or any of their employees be liable to me/us or any other party for any lost revenue, profit, or for direct, special, indirect, consequential, incidental or punitive damages however caused and regardless of theory of liability, arising out of the use of the services offered by Accountables FACT (Pty) Ltd (Registration number: 2015/205595/07) or by any of their employees even if Accountables FACT (Pty) Ltd (Registration number: 2015/205595/07) or any of their employees has been advised of the possibility of such losses or damages.

 

Signatories

Name Surname *
Position *
Signature One *
Clear
My appointment as the entity has been formally confirmed.
YES
Submit
Back Next Save Progress

Trust on request. Please contact  us should you need more information.