An Excel workbook for (Pty) Ltd companies: record income and expenses, see your estimated tax and whether you're covered, plan both provisional tax payments, and track the VAT registration threshold.
What you get
Small Business Tax PackExcel workbook with six tabs: Dashboard, Income, Expenses, Tax (standard 27% or SBC rates, with a provisional tax planner), VAT threshold tracker, and How to use.
Time needed: About 15 minutes to set up, then a minute per payment.
Made for
- Owners of small (Pty) Ltd companies who want to stop guessing at tax
- New companies preparing for their first provisional tax payments
- Businesses approaching the VAT registration threshold
Not the right fit for
- Sole proprietors filing personal tax (the rates inside are company rates)
- Anyone looking for tax advice: it helps you plan, your accountant confirms
Want all three? The Growth Toolkit includes this and two more for R599, instead of R747 separately.
Questions
What exactly do I receive?
The files listed under "What you get" on this page, as a zip download, plus a read-me with your licence. Nothing else is included, and nothing is sent by post.
How and when is it delivered?
Within a few minutes of payment, we email you a download link. The link works for 30 days. If it doesn't arrive, check your spam folder or email duane@simplifico.xyz.
Can I get a refund?
Because the files are delivered immediately with your consent, the 7-day cooling-off right under the ECT Act does not apply once you've downloaded them. If a file is faulty, won't open, or doesn't match this description, we'll replace it or refund you.
What do I need to open the files?
Microsoft Excel or Word, or the free Google Sheets and Google Docs.
Is this legal or tax advice?
No. These are templates and planning tools. For advice on your specific situation, speak to a legal professional or your accountant.