October Newsletter
/Esi in Edinburgh
It was lovely having Esmerelda visit the Anlo Financial Solutions Edinburgh office in September. Lots of strategy meetings happened and lots and lots of walking through the beautiful city.
If you don’t know, Esmerelda runs the Anlo Financial Solutions Johannesburg office and Annja runs the Anlo Financial Solutions Edinburgh office.
Both offices provide accounting services to SMEs, helping businesses owners focus on what they do best, and leave the accounting and compliance work to us.
We also do tax returns (i.e., self-assessment tax returns in the UK) for individuals and liaise with the tax authorities on your behalf giving you the peace of mind that your tax affairs are in order and that you get the best tax position. You can find our UK operation here, and our South Africa office here.
We offer a free initial consultation from both offices, you can contact either Annja or Esmerelda depending your location.
We also developed an application called AnloAssist that helps individuals understand if they are tax resident in the UK, and what their tax filing requirements are.
New Office: 37 Waterford Office Park
If you are in the area, please pop around for a coffee/chat and a free calculator. If you would like to make sure someone is at the office when you come around, speak to Pumeza or call: 0116581324
Remember we have moved to another building in the office park 😊
Recommended App of the Month
Emma Finance. This is a great app because it gives you a clear picture of your personal financial situation and encourages you to budget for your goals.
10% Xero Training Discount
New Year's resolution - Are you thinking of learning how to use Xero effectively in your business? We have a special offer on all online Xero training for the month of October-December 2023 – 10% off for all 2-hour training booked before the end of December 2023.
Benefit of this type of training is that you can indicate what features or sections you want to learn about, and the training is customised to your needs; both for your business and for the level of expertise you require.
Payment is due on the day of the training. It’s ZAR1495 including VAT without discount – but with discount it will be ZAR1345 including VAT. An invoice will be emailed to you before the training day.
If you would like to book a session, here's a link to Irelene’s Calendly
SARS Matters
EMP501 half year submissions are well on their way. If you haven’t heard from us regarding your companies EMP501, please contact Ntsako@anlofin.com
We have been checking retainer clients VAT documents for VAT requirements (if the client is registered for VAT) and sending updates to our clients as part of their management accounts.
If you would like to find our more, please contact Esmerelda to ensure that your company’s VAT documents are compliant😊To be able to submit a trust tax return, the following documentation needs to be submitted with the tax return. If we submit your trust tax return, then we will ask you for the following documentation:
Financial Statements
Beneficial Ownership
Minutes of meetings
Letter of authority
Trust deed
SARS’ request that we submit all of the above documents, can only mean that they will be looking into trust compliance. If you know of anyone that has a trust or is a trustee on a trust and needs help getting their tax affairs in order, please ask them to contact us.
Six Expenses to Remember to Tell your Accountant About
(if they aren’t obvious)
Please see a quick list of expenses to remember which can qualify as a tax deductible. If you have incurred the expenses in your personal capacity, then still let us know about these expenses. If you have the invoice, we can still include it.
