What's New
Everything recently added across the Accfin knowledge centres — newest first. Each entry links straight to the full article.
August 2026
- Sky Tax Knowledge14 Aug 2026New
Why Accfin Uses Practitioner-Controlled eFiling Access
Accfin strongly supports taxpayers knowing, understanding and approving their tax affairs. Our policy is about controlling who can change or submit information — not about withholding information from the taxpayer.
- Tax Knowledge Centre11 Aug 2026New
When SARS Declares an Objection Invalid: What Taxpayers and Tax Practitioners Need to Know
An objection to a SARS assessment is not automatically entitled to consideration on its merits. Before SARS decides whether the taxpayer's substantive tax position is right or wrong, the objection must comply with the Tax Administration Act and the Rules. This article explains the distinction between invalidity and disallowance, the increased documentary burden under the 2023 Rules, and the practical choices available after an invalidity notice.
- Secretarial Practice Centre11 Aug 2026New
Removal of Directors in South Africa: Understanding the Different Routes Under the Companies Act
Shareholder removal, board removal, the Companies Tribunal route, MOI mechanisms, statutory cessation and delinquency — the different routes under the Companies Act 71 of 2008, with the developing case law and a practical checklist.
- Tax Knowledge Centre03 Aug 2026New
When a Company's Tax Debt Becomes a Personal Threat
Why an unexplained SARS notice to a director or public officer may become intimidatory. An anonymised case study on an old, disputed company tax debt and SARS invoking sections 155, 157 and 180 of the Tax Administration Act against individuals without first explaining the facts said to establish personal liability.
- Sky Tax Knowledge02 Aug 2026New
Why Sky Uses a One-Screen Approach — Control, Speed and Confidence for Serious Practitioners
Some Sky screens look busy. That is deliberate: one screen, one process, full control — built for high-volume professional practice work.
- Sky Tax Knowledge02 Aug 2026New
The Importance of Filters in Sky
Filters in Sky are a game changer — they turn huge client and document lists into targeted, manageable views, and they can be stacked repeatedly.
- Sky Sec Knowledge02 Aug 2026New
Why Sky Uses a One-Screen Approach — Control, Speed and Confidence for Serious Practitioners
Some Sky screens look busy. That is deliberate: one screen, one process, full control — built for high-volume professional practice work.
- Sky Sec Knowledge02 Aug 2026New
Share Transfers in Sky Sec — Certificates, Patterns and Controls
How share transfers are processed as secretarial transactions under the Shares tab — transfer patterns, balance certificates, statuses and printing.
- Tax Knowledge Centre01 Aug 2026New
Condonation for Late Objections: What Practitioners Should Do When SARS Refuses
Condonation is a key procedural gateway in tax disputes. This article sets out the legal framework under section 104 of the TAA, the distinction between reasonable grounds and exceptional circumstances, and how practitioners should respond when SARS refuses condonation — particularly without adequate reasons.
July 2026
- Tax Knowledge Centre31 Jul 2026New
AA88 Agent Appointments Through e@syFile: Legal Safeguards, Practical Difficulties, and Risks for Employers and Taxpayers
AA88 third-party appointments look like payroll instructions but are statutory recovery steps under section 179 of the Tax Administration Act. This article unpacks the safeguards, the practical difficulties for employers, and how taxpayers and practitioners should respond.
- Sky Tax Knowledge25 Jul 2026New
ITR14 Filing: Stop Capturing — Start Producing
How Sky Tax turns the ITR14 from a manual SARS form into a structured production process driven by the trial balance.
- Tax Knowledge Centre20 Jul 2026
When SARS Requests Bank Statements: Verification or Audit?
Tax practitioners are increasingly encountering situations where SARS requests bank statements shortly after submission of a return, labelled as a verification but escalating in substance into an audit — without following the procedural requirements of Section 42 of the Tax Administration Act.
Earlier
- Tax Knowledge Centre
SARS "Reasons": Why They Matter, What Counts as Adequate, and What to Do When SARS Refuses or Gives Poor Reasons
Why proper reasons from SARS are essential to a fair dispute, what counts as adequate, and how taxpayers should respond when reasons are vague, generic or non-responsive.
- Tax Knowledge Centre
SARS section 95(1)(c) estimated assessments: when verification goes too far
When SARS verification letters become excessive, vague or punitive — and how taxpayers can respond before an estimated assessment is raised.
- Tax Knowledge Centre
SARS requests for documents after prescription: rent apportionment, relevant material and the taxpayer's response
How to respond when SARS asks for documents from a year that has already prescribed — protecting the taxpayer without triggering allegations of non-cooperation.
- Tax Knowledge Centre
The double taxation problem within the lump sum aggregation framework
How the notional re-calculation of prior lump sums using current tables creates a hidden double tax — and the correct way to claim the actual tax already paid.
- Tax Knowledge Centre
When SARS uses AI: why the TAA is not AI-friendly in formal decision-making
SARS is increasingly using automation, data analytics and AI in tax administration. But when the TAA requires a senior SARS official to make a decision, can AI effectively make that decision with a human merely approving it?
- Tax Knowledge Centre
When SARS Overreaches: Why Practitioners Must Separate the Adjustment from the Penalty
SARS letters often move quickly from a disputed adjustment to a behavioural finding and then to a severe understatement penalty. Practitioners must resist that leap.
- Tax Knowledge Centre
Sole proprietor verifications: start with the financials, then request what is relevant
Why SARS verifications of sole proprietors should start with the financial statements and risk drivers — and request only relevant supporting documents, not every invoice and POP.
- Tax Knowledge Centre
Provisional Tax: SARS's Early Collection Money Spinner
Why tax practitioners should expect greater pressure on estimates — and how to defend the provisional tax position with proper evidence.
- Tax Knowledge Centre
Provisional Tax Estimates: P1, P2 and the Limits of SARS's Powers
Why a provisional tax estimate is not an income tax return — and how to defend P1 and P2 against hindsight, mechanical penalties and impossible SARS demands.
- Sky Tax Knowledge
Sky Sticky Notes: The Built-In CRM System for a Modern Tax Practice
A built-in CRM-style reminder and communication system that keeps instructions, follow-ups, and staff responsibilities attached to the taxpayer record.
- Sky Tax Knowledge
Paperless Document Management in Sky
Good document management is essential in a modern tax, trust, secretarial, FICA and compliance practice. Sky’s document folder system gives firms a central, organised and paperless way to store, manage and retrieve documents directly from the client record, transaction or process where they belong.
- Sky Tax Knowledge
Sky: Why Transaction Evidence Must Be Available at the Point of Processing
In a modern tax and accounting practice, the transaction itself is only part of the story. Sky ensures that evidence, explanations, instructions and follow-up actions are stored directly against each transaction — so the firm is always ready to respond.
- Sky Tax Knowledge
Why Finalising Sky Transactions Matters
Finalising is a control point — it locks completed transactions, protects data integrity and tells the practice which records are ready for SARS.
- Sky Sec Knowledge
Evidence and Client Instructions in Sky Sec
How Sky Sec turns every secretarial transaction into a properly evidenced, signed and finalised record — from instruction to completion.
- Sky Sec Knowledge
Sky Sec Sticky Notes: Control, Instructions and Evidence in a Modern Company Secretarial Practice
How Sticky Notes and the Documents Folder turn Sky Sec into a paperless CRM, workflow and evidence system for the whole office.
- Sky Sec Knowledge
Going Back in Time on Secretarial Transactions in SKY Sec
Historical view, point-in-time reprint and controlled rollback — how Sky Sec lets practitioners reproduce paperwork as it stood and correct later errors without losing the transaction trail.
- Secretarial Practice Centre
The Turquand Rule in South African Company Law – Protection for Outsiders or a Trap for the Unwary?
Origin, purpose and modern statutory codification of the Indoor Management Rule — when outsiders are protected, and when suspicious circumstances defeat the rule.
- Secretarial Practice Centre
Section 48(8) and Share Buybacks: The New Rules Practitioners Must Understand
Why the old 5% trigger has fallen away, what the new approval test means in practice, and the documentation every practitioner must now keep on file.
- Secretarial Practice Centre
The Shocking Performance of the CIPC in Supporting Secretarial Practitioners
Two regulators, two very different experiences — why SARS's open API model works, and why the CIPC's outdated portal is failing practitioners and the economy.
- Marketing Material
A Game Changer — AI Taxman linked to Sky Tax
Linking AI Taxman to Sky Tax turns SARS correspondence, assessments and disputes into an evidence-based, legally-grounded workflow.
- Marketing Material
On-Demand Webinar — Top Features of Sky Tax & Sec - 1 Hour CPD
Top Features of Sky Tax & Sec - 1 Hour CPD. Watch the full on-demand recording covering the best features of Sky Tax and Sky Sec.
- Marketing Material
Why You Should Look at Sky — A Complete Practice & Tax Compliance Environment
Sky is more than a tax filing system — it is a full practice management and tax compliance environment built for the way accounting firms actually work.
- Document Management
Paperless Document Management in Sky
Good document management is essential in a modern tax, trust, secretarial, FICA and compliance practice. Sky’s document folder system gives firms a central, organised and paperless way to store, manage and retrieve documents directly from the client record, transaction or process where they belong.