Resources

Specialized Tax Compliance Solutions for South African Entities

Discover valuable resources crafted to assist South African financial institutions and trusts with SARS and AEOI compliance.

FATCA Submission Basics

Understand the fundamentals of FATCA reporting and IRS submission requirements.

Data Validation Techniques

Explore methods for accurate data mapping and error-proof return validation.

IT3 Reporting Essentials

Gain insights into IT3 reporting processes and compliance best practices.

Ensuring Seamless SARS and FATCA Compliance

Explore our detailed FAQs for clear guidance on SARS third-party returns, AEOI, FATCA, and IT3 reporting processes.

What entities require FATCA and AEOI reporting in South Africa?

Financial institutions, trusts, and other specified entities must comply with FATCA and AEOI reporting obligations.

How does Tax Wise Inc assist with data validation?

We implement rigorous data checks and mapping to ensure accurate SARS and IRS submissions.

What is the typical timeline for submitting compliant returns?

Deadlines vary; our team guides you from preparation to timely SARS and FATCA filings.

Can Tax Wise Inc help with IT3 reporting requirements?

Yes, we streamline IT3 data collection, validation, and submission to SARS on your behalf.

Are process reviews part of your service offerings?

We conduct thorough process audits to enhance reporting accuracy and compliance efficiency.

How secure is the data handling during submissions?

We prioritize data security, employing strict protocols to safeguard all sensitive client information.

Our Process

Discover how Tax Wise Inc guides you through compliant SARS and AEOI reporting with clarity and precision.

Step One: Comprehensive Assessment

We begin by thoroughly evaluating your financial data and reporting requirements to establish a strong compliance foundation.

Step Two: Data Validation

Our team rigorously maps and validates your information to ensure accurate and seamless SARS and FATCA submissions.

Step Three: Submission & Review

We finalize your returns with expert review and submit them on time, minimizing risks and ensuring regulatory adherence.