Angelic (Angie) Van Den Berg

• (IN YEARS): 3 YEARS & ONGOING,
• Efiling :
• Load new clients/deceased estates onto our e-filing profile
• Submit EMP201’s on e-filing
• Apply for Import and Export numbers on e-filing
• Apply for Tax Clearances for clients
• Load payments on efiling for clients
• Draw Statement of Accounts for Estate Administrators
• Register clients and companies for PAYE on e-filing.
• Greatsoft
• Time Sheets
• Load new clients onto Greatsoft
• Load supporting documents onto CDM
• Terminate client on Greatsoft
• Administration of Greatsoft in the office
• SARS :
• Consult with SARS telephonically on estate late cases, including gaining tax information on the deceased, in order for the tax to be finalised
• Making of SARS appointments
• Tending to SARS queries on behalf of clients
• VAT Registrations :
• Consult with the client and gain all documents in order for the registration to take place
• Do the registration at the SARS branch
• Follow up when Registration is finalised and register the client on e-filing for VAT
• UIF Registrations of Companies and Individuals :
• Consult with the client and gain all documents in order for the registration to take place
• Consult with my contact at the Labour Dept and forward registration documents for the registration
• Follow up weekly to find out when the UIF registration is finalised
• Follow up when registration is finalised and register the client on e-filing for UIF
• Workmen’s Compensation Registrations :
• Consult with the client and gain all documents in order for the registration to take place
• Consult with my contact at the Labour Dept and forward registration documents for the registration
• Follow up weekly to find out when the Workman’s Compensation registration is finalised
• Submit Return of Earnings on CF Filing
• Gaining Letters of Good Standing for companies for Workmen’s Compensation
• Payroll :
• I tend to clients payrolls on a monthly basis
• Compile and submit the following documents on Simple Pay and e-filing in order to finalise the payrolls :
• Payslips
• Pay Registers
• Year to Date Reports
• EMP201 Simple Pay
• EMP201 SARS
• UIF Declaration
• Proof that the PAYE payment was loaded on e-filing
• Submit invoice to client once payroll has been finalised
• Additional Administration Functions :
• Refunds
• Follow up with SARS telephonically on living clients as well as deceased estates refunds
• Bank Updates :
• Compile a list of documents and forward an email to the Estate Administrators to courier the list of documents in order for us to update the banking details of the estate at SARS
• Follow up a week thereafter to ascertain whether the banking details show valid on e-filing
• Prepare an invoice for the Estate Administrators for the bank update
• Deceased Estate Compliance Certificates :
• Apply for Deceased Estate Compliance Certificates once refunds have been paid out and follow up weekly on outstanding DEC’s,
• Estate Planning :
• Compile and administer a monthly planning sheet in order to keep track of the invoicing being done on each person in the office
• Scanning
• Scan and archive all finalised estates and documents onto the server.

Loading new deceased estates onto efiling

Contacting SARS to gain additional Tax Information on the deceased person.

Assisting with the application of the Deceased Estate Compliance Certificates

Liaising with Estate Administrators at various institutions.

Payroll

Filing

Any other admin duties where I was needed.

• Typing of Court Reports for Social Workers
• Assisting Social Workers with Consultants with Abused Children
• Assisting with Switchboard duties
• Taking of Minutes during meetings
• Filing
• Assisted with any admin duties where needed