REGISTERED WITH SAIT | SARS RECOGNISED TAX PRACTITIONERS

Tax Practitioner Services

Structured tax compliance and advisory within a broader financial strategy.

Our registered tax practitioners provide accurate, compliant tax reporting while ensuring that your tax position is aligned with your broader financial plan. As part of an integrated advisory approach, tax is not treated in isolation — but as a key component of long-term wealth structuring.

Managing tax obligations becomes increasingly complex as individuals accumulate investments, business interests and multiple income streams.

At Wenru, our approach goes beyond compliance. We assist with the preparation, submission and management of tax affairs while ensuring that reporting is accurate, structured and aligned with your broader financial strategy — reducing risk, avoiding unnecessary penalties and improving long-term efficiency.

Clients may be required to provide supporting documentation, including:

IRP5 or IT3(a) certificates
Investment income statements
Medical aid contribution certificates
Retirement annuity contribution confirmations
Interest and dividend income statements
Rental income statements or schedules
Supporting documentation relating to allowable deductions

Core Tax Services

Personal Income Tax Returns

Preparation and submission of annual tax returns, ensuring accurate reporting of income, deductions and applicable tax credits.

Provisional Tax Calculations

Calculation and submission of provisional tax estimates for individuals with non-salary income or investment earnings.

SARS Queries and Verifications

Assistance with SARS verification requests, documentation submissions and resolution of administrative queries.

Tax Compliance Reviews

Review of tax records and financial documentation to ensure ongoing compliance with applicable legislation.

Tax Guidance for Investments

Advisory on the tax implications of investment structures, withdrawals and income streams within a broader financial plan.

Our Approach

Tax practitioner services at Wenru are delivered within the context of broader financial planning. By integrating tax reporting with investment structuring, retirement planning and estate considerations, we ensure that tax decisions support — rather than disrupt — long-term financial outcomes.

Professional Registration

Tax services are provided by registered practitioners affiliated with the South African Institute of Taxation (SAIT), operating in accordance with the requirements of the South African Revenue Service (SARS).

Professional Scope

Tax practitioner services at Wenru focus primarily on individual tax compliance and guidance related to financial planning and investment structures.

Our services typically include:

Preparation and submission of personal income tax returns
Provisional tax calculations for individuals
Assistance with SARS queries and verification processes
Guidance on tax implications relating to investments and financial planning

Where specialised tax matters arise — such as complex corporate structures, VAT or detailed accounting services — clients are referred to appropriate specialists, while maintaining a coordinated advisory approach.

Structure Your Tax Position with Confidence

Work with registered tax practitioners who ensure your tax affairs remain accurate, compliant and aligned with your broader financial strategy.