Issue register
Risk-ranked issues across bank feeds, ledgers, payroll data, VAT schedules, and trial-balance readiness.
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A focused specialist review that shows what is missing, what is wrong, what deductions may be unsupported or overlooked, and what must be cleaned before VAT, PAYE, or ITR14 work can be trusted.
What you receive
Risk-ranked issues across bank feeds, ledgers, payroll data, VAT schedules, and trial-balance readiness.
A document and expense-evidence list that shows what must be found before figures can be trusted.
Expenses that may be allowable once evidence is complete, flagged for proper review.
A written action plan with next steps, priorities, and effort estimate before a larger engagement begins.
Process
NDA, engagement terms, accounting package access plan, and document checklist.
Transaction classification, anomaly detection, missing evidence flags, and deduction prompts.
Exceptions are reviewed against source records, assumptions, and business context.
You receive the issue list, cleanup scope, priorities, and practitioner handoff needs.
The diagnostic prepares records and identifies issues. It does not replace registered tax-practitioner advice, tax opinions, or regulated SARS submissions where those are legally required.