SARS assessments, programmes, audits and inspections, done the same day
A client lands, a letter arrives, year-end is Friday. Dimeri lets you run the assessment, the programme, the audit or the inspection on any client from one workspace, and hand the client a result you are happy to sign.
Compliance at a glance
The work a tax consultant actually does on SARS
Most SARS work for a consultant is not one annual return. It is a steady mix of one-off assessments when a client arrives or something changes, a monthly programme that quietly keeps VAT and payroll on time, an audit at year end, and the inspection or dispute when SARS writes to the client. Dimeri covers all four from one place.
Assessments
A new client arrives, or an existing one has a tender coming up. Dimeri runs the scan, shows you where they stand with SARS, and hands you a one-page summary to walk the client through.
Programmes
The monthly rhythm: VAT, PAYE, provisional, the deadline board. The programme runs itself in the background, you review the exceptions.
Audits and reviews
Year-end, pre-filing, internal tax review, external audit support. The assistant pulls the workpapers, reconciles the figures and shows you the issues before the auditor finds them.
Inspections and disputes
A verification letter, a request for documents, an objection to file. The clock starts in the workspace and the draft response is on your desk before lunch.
How a practice runs SARS work in Dimeri
Every SARS job sits in the client's own workspace. You pick the kind of work and the assistant takes it from there. You read the result, you sign off, you send it to the client.
Run a readiness assessment on any client
A quick scan of where a client stands: registrations active, filings up to date, status pins current, debt on account. Useful for a new client, a tender, a TCS renewal, or a client who has gone quiet for a while.
- Registrations and status pins checked
- Filing history pulled from eFiling
- Outstanding returns and debt flagged
- One-page summary for the client in your tone
Keep an ongoing compliance programme
The work that repeats every month and every two months. VAT and payroll come off the client's books, provisional forecasts build from the live trial balance, deadlines sit on one board for the whole practice.
- Monthly VAT and payroll drafted off the ledger
- Provisional forecasts built from live figures
- Deadline board per client and per partner
- Late items go red before they are late
Carry out an internal or pre-filing audit
A full look at the client's tax position before year end, before filing, or before an external auditor arrives. The assistant reconciles the books to the returns, pulls the supporting documents, and lists the differences it cannot explain.
- Books reconciled to the last twelve returns
- Supporting documents gathered in one place
- Unexplained differences listed per account
- Workpaper pack ready for the auditor
Handle a SARS inspection or verification
A letter lands in the client's inbox. Forward it, or set a mailbox rule, and the clock starts in the workspace. The response comes back drafted with the supporting documents attached, and you review the argument.
- Verification letters tracked from receipt
- Supporting documents gathered from the ledger
- Draft response written in your voice
- Submission acknowledgement kept on the client
Run a dispute from objection to appeal
An assessment comes out wrong. The objection is drafted inside the window, with the case cited and the figures recalculated. Appeals, suspensions of payment and alternative dispute resolution follow the same pattern when the case calls for it.
- Objection drafted inside the window
- Figures recalculated with the client's own data
- Appeal, suspension or ADR routed when needed
- Every submission and response kept on the file
Deliver the small things that trip clients
The Tax Compliance Status pin for a tender bid. A donation receipt for a public benefit client. A dividend declaration when the client pays out. The things no one puts on a job sheet, until the tender is lost.
- TCS status watched with renewal before a bid
- Donation receipts generated for PBO clients
- Dividend declarations filed when dividends pay
- Compliance letter ready when a bank asks
Getting SARS coverage in place
4 steps from where you are today to a SARS position your auditor can rely on.
Request a demoConnect the client's eFiling profile and their accounting system (Xero, Sage, QuickBooks, or a bank feed if they are on spreadsheets). The last twelve months of returns pull in automatically.
How Dimeri covers SARS
One workspace per client
Every client has its own workspace with its ledger connection, its correspondence and its calendar. You do not open a file, you open a client.
An assistant that knows SARS
A SARS-literate assistant drafts the return, answers the query, writes the objection and gathers the evidence. You review, you adjust, you sign.
Every eFiling receipt kept on the client
Submission acknowledgements come back into the client's file. Six months later when an assessment arrives, the trail is already there.
SARS questions
Does the platform file through eFiling for us?
Can juniors use it without us worrying about quality?
What happens when SARS sends a verification letter?
Can we use it for a client that is not on a live accounting system?
Does it cover SARS work for clients that also deal with HMRC, IRS or FIRS?
Still have questions? Talk to our team
Put SARS on one register
Map SARS to controls with named owners and evidence attached, so one control satisfies every framework it touches.
Request a demo