01
Tax administration support
Assist with practical tax administration tasks and the financial information required to support them.
Better records. Better tax readiness.
Managing tax obligations can consume valuable management time and expose businesses to unnecessary risk when records and processes are not properly maintained.
Bapple assists businesses with practical tax administration and supporting financial processes.
✓ Prepare
✓ Reconcile
✓ Organise
✓ Support
Records current
COMPLIANCE SUPPORT
Accounting & Tax Preparation
Current period
ACCOUNTING
Prepared
✓
RECONCILIATIONS
Current
✓
SUPPORTING DATA
Review
→
DOCUMENTS
Organised
✓
✓
VAT
Transactions reconciled to accounting records
Ready
✓
PAYROLL
PAYE-related information available
Ready
!
TAX ACCOUNT
Difference requires investigation
Review
→
SUPPORTING SCHEDULE
Additional information being prepared
Prepare
TRACEABILITY
Tax information should be traceable back to the underlying
accounting records.
RECORDS
Accurate
SUPPORT
Available
PROCESS
Organised
01
Capture
Reliable accounting data
→
02
Reconcile
Accounts and tax balances
→
03
Prepare
Schedules and supporting records
→
04
Support
Tax administration requirements
Keep the financial information ready when it is needed.
Tax administration becomes easier to manage when transactions, reconciliations, payroll information and supporting documents are maintained as part of the normal accounting process.
02
VAT preparation & reconciliation
Prepare and reconcile relevant accounting information used to support VAT reporting and administration.
03
PAYE-related payroll information
Prepare payroll information and supporting records relevant to PAYE-related tax administration.
04
Supporting schedules & reports
Prepare supporting schedules that explain and support balances, transactions and reporting information.
05
Tax account reconciliations
Compare tax-related balances to available supporting records and investigate differences requiring attention.
06
Accounting record preparation
Organise and review the accounting information required to support tax-related administration and reporting.
07
Document organisation
Organise supporting documents so relevant information can be retrieved and linked back to the accounting records when required.
08
SARS-related administrative assistance
Assist with supporting information and administrative processes relating to SARS matters, subject to the applicable requirements.
09
Accounting records integrated with tax processes
Structure accounting and ERP processes so tax-related information can be produced from reliable underlying transactions instead of being reconstructed at reporting deadlines.
01
TRANSACTIONS
Capture
→
02
ACCOUNTING
Reconcile
→
03
TAX DATA
Prepare
→
04
SUPPORT
Trace
Tax information should not exist separately from accounting.
Our focus is on ensuring that the underlying accounting information is accurate, traceable and readily available when required.
01
Accurate transactions
Tax information starts with correctly captured accounting data.
02
Reconciled balances
Differences should be identified and investigated before they
become reporting issues.
03
Supporting documents
Relevant transactions should be linked to the information that
supports them.
04
Accessible information
Required records should be available without rebuilding the
accounting history from scratch.
ACCOUNTING TRACE
Transaction support
Traceable
ACCOUNTING ENTRY
Tax-relevant transaction
✓
ACCOUNT
Correctly classified
✓
DOCUMENT
Supporting source
✓
TAX
Relevant treatment
✓
REPORTING
Included in schedule
✓
RESULT
Supporting information can be traced back to the accounting
transaction.
Accounting first
Tax supported
From transactions to supported tax information.
Maintaining tax-ready records throughout the accounting cycle reduces the amount of cleanup required when information must be prepared, reviewed or supplied.
01
→
Record
Capture the underlying business transactions correctly.
02
→
Reconcile
Compare balances and identify differences requiring attention.
03
→
Prepare
Prepare relevant tax schedules and supporting financial information.
04
→
Support
Organise the documentation and records supporting the information.
05
Ready
Keep the information available for the appropriate tax process.
ACCOUNTING SYSTEM
Tax-ready information flow
Connected
O
ERP / ACCOUNTING
Business transactions
✓
SALES
Revenue records
✓
PURCHASES
Expense records
✓
PAYROLL
Employee data
✓
ACCOUNTING
Tax balances
OUTPUT
Structured information for tax-related processes
Build tax readiness into the accounting process.
Proper ERP and accounting configuration can reduce the need to manually reconstruct information every time a tax-related task needs to be completed.
Bapple can help structure the accounting environment so financial information remains organised and easier to reconcile, report and support.
✓ Consistent transaction capture
✓ Clear tax-related accounts
✓ Better reconciliation processes
✓ Accessible supporting information
✓ More efficient tax administration
PROFESSIONAL & REGULATORY REQUIREMENTS
Specific tax services are provided subject to the applicable professional and regulatory requirements.
The exact scope of tax assistance may depend on the nature of the service required, the taxpayer's circumstances and any professional authorisation or regulatory requirements applicable to that service.
THE OBJECTIVE
Accurate, traceable and readily available tax-supporting information.
Maintaining reliable accounting records and supporting processes throughout the year reduces unnecessary administrative pressure and creates a stronger foundation for tax-related reporting and support.
Accurate
Records
Traceable
Information
Ready
Support
Better records. Better tax readiness.
Managing tax obligations can consume valuable management time and expose businesses to unnecessary risk when records and processes are not properly maintained.
Bapple assists businesses with practical tax administration and supporting financial processes.
✓ Prepare
✓ Reconcile
✓ Organise
✓ Support
Records current
COMPLIANCE SUPPORT
Accounting & Tax Preparation
Current period
ACCOUNTING
Prepared
✓
RECONCILIATIONS
Current
✓
SUPPORTING DATA
Review
→
DOCUMENTS
Organised
✓
✓
VAT
Transactions reconciled to accounting records
Ready
✓
PAYROLL
PAYE-related information available
Ready
!
TAX ACCOUNT
Difference requires investigation
Review
→
SUPPORTING SCHEDULE
Additional information being prepared
Prepare
TRACEABILITY
Tax information should be traceable back to the underlying
accounting records.
RECORDS
Accurate
SUPPORT
Available
PROCESS
Organised
01
Capture
Reliable accounting data
→
02
Reconcile
Accounts and tax balances
→
03
Prepare
Schedules and supporting records
→
04
Support
Tax administration requirements
Keep the financial information ready when it is needed.
Tax administration becomes easier to manage when transactions, reconciliations, payroll information and supporting documents are maintained as part of the normal accounting process.
01
Tax administration support
Assist with practical tax administration tasks and the financial information required to support them.
02
VAT preparation & reconciliation
Prepare and reconcile relevant accounting information used to support VAT reporting and administration.
03
PAYE-related payroll information
Prepare payroll information and supporting records relevant to PAYE-related tax administration.
04
Supporting schedules & reports
Prepare supporting schedules that explain and support balances, transactions and reporting information.
05
Tax account reconciliations
Compare tax-related balances to available supporting records and investigate differences requiring attention.
06
Accounting record preparation
Organise and review the accounting information required to support tax-related administration and reporting.
07
Document organisation
Organise supporting documents so relevant information can be retrieved and linked back to the accounting records when required.
08
SARS-related administrative assistance
Assist with supporting information and administrative processes relating to SARS matters, subject to the applicable requirements.
09
Accounting records integrated with tax processes
Structure accounting and ERP processes so tax-related information can be produced from reliable underlying transactions instead of being reconstructed at reporting deadlines.
01
TRANSACTIONS
Capture
→
02
ACCOUNTING
Reconcile
→
03
TAX DATA
Prepare
→
04
SUPPORT
Trace
Tax information should not exist separately from accounting.
Our focus is on ensuring that the underlying accounting information is accurate, traceable and readily available when required.
01
Accurate transactions
Tax information starts with correctly captured accounting data.
02
Reconciled balances
Differences should be identified and investigated before they
become reporting issues.
03
Supporting documents
Relevant transactions should be linked to the information that
supports them.
04
Accessible information
Required records should be available without rebuilding the
accounting history from scratch.
ACCOUNTING TRACE
Transaction support
Traceable
ACCOUNTING ENTRY
Tax-relevant transaction
✓
ACCOUNT
Correctly classified
✓
DOCUMENT
Supporting source
✓
TAX
Relevant treatment
✓
REPORTING
Included in schedule
✓
RESULT
Supporting information can be traced back to the accounting
transaction.
Accounting first
Tax supported
From transactions to supported tax information.
Maintaining tax-ready records throughout the accounting cycle reduces the amount of cleanup required when information must be prepared, reviewed or supplied.
01
→
Record
Capture the underlying business transactions correctly.
02
→
Reconcile
Compare balances and identify differences requiring attention.
03
→
Prepare
Prepare relevant tax schedules and supporting financial information.
04
→
Support
Organise the documentation and records supporting the information.
05
Ready
Keep the information available for the appropriate tax process.
ACCOUNTING SYSTEM
Tax-ready information flow
Connected
O
ERP / ACCOUNTING
Business transactions
✓
SALES
Revenue records
✓
PURCHASES
Expense records
✓
PAYROLL
Employee data
✓
ACCOUNTING
Tax balances
OUTPUT
Structured information for tax-related processes
Build tax readiness into the accounting process.
Proper ERP and accounting configuration can reduce the need to manually reconstruct information every time a tax-related task needs to be completed.
Bapple can help structure the accounting environment so financial information remains organised and easier to reconcile, report and support.
✓ Consistent transaction capture
✓ Clear tax-related accounts
✓ Better reconciliation processes
✓ Accessible supporting information
✓ More efficient tax administration
PROFESSIONAL & REGULATORY REQUIREMENTS
Specific tax services are provided subject to the applicable professional and regulatory requirements.
The exact scope of tax assistance may depend on the nature of the service required, the taxpayer's circumstances and any professional authorisation or regulatory requirements applicable to that service.
THE OBJECTIVE
Accurate, traceable and readily available tax-supporting information.
Maintaining reliable accounting records and supporting processes throughout the year reduces unnecessary administrative pressure and creates a stronger foundation for tax-related reporting and support.
Accurate
Records
Traceable
Information
Ready
Support