Tax compliance

Personal income tax returns

Coordinate business, income and wealth positions in one filing.

01

Connect personal and business tax information

We bring together business profits, salary, dividends, assets, loans and relevant family circumstances. A sole trader’s profits require different treatment from salary and dividends received from an own company.

02

Review changes rather than repeating last year

A change of legal form, a share disposal or the closure of a business needs separate attention. We also consider the home, fiscal partner and substantial shareholding where relevant, coordinating with payroll and corporate income tax.

03

Prepare the filing notice and supporting records

We agree when annual statements, asset information and details of exceptional events are needed. The filing notice determines the due date. Changes in income or a large dividend can also require a review of provisional assessments and possible interest.

Frequently asked questions

Practical questions about Personal income tax returns

When should we involve Oudshoorn?

Preferably before an agreement, investment or process change is final.

Can you coordinate international advice?

Yes. We coordinate local specialists where needed.

Do you assist with implementation?

Yes. We translate advice into agreements, records, filings and responsibilities.

Will we have one point of contact?

Yes. A lead adviser coordinates the specialists involved.

How is the scope agreed?

We agree the question, deliverables, timetable and responsibilities with you in advance.

How is the position kept current?

We identify changes and control moments that should trigger a new review.

Your contact

Would you like to discuss what this means for your organisation?

Contact the specialist connected to this subject. You will receive a clear first response and know which information is useful for a focused discussion.

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