Wendy Modise

• Completion and submission of tax returns (ITR14'S, ITR12'S & ITR12TR'S)
• Calculations and submission of provisional tax returns
• Attend to SARS queries

• Preparation and submission of tax returns (Corporates, Individuals & Trusts) with supporting schedules and workings
• Gather and collate tax related information from clients, audit department, 3rd parties
• Preparation of statement of income and expenses for rental earners, commission earners, sole proprietors,
• Preparation and submission of IT14SD forms (Supplementary declaration)
• Obtaining of tax compliance status (previously known as TCC) on behalf of clients, both local and foreign
• Completion and submission of VAT201 & EMP201 returns
• Checking of tax assessments issued after the submission of the tax returns
• Drafting and submission of letters, objections and appeals and other query responses to SARS
• Doing calculations and submissions of 1st , 2nd & 3rd provisional tax returns (IRP6’s) and follow up with clients on payments
• Check if provisional tax payments reached SARS on time
• Completion and submission of dividends tax returns (DTR01 & DTR02 declarations)
• Attend to standard and technical tax related queries, tax audits, and following up on all tax related issues
• Liaising with Partners, colleagues and clients on a daily basis
• Notify clients once their tax returns are submitted to SARS
• Send clients tax assessments for their records
• Notify clients of payments payable at SARS or amounts refundable to them
• Notify clients if their tax return is identified for verification
• Appointing or updating of public officers and registered representative and maintenance of tax profiles on behalf of clients
• Obtain all the required documents from Secretarial department and clients
• Dealing with SARS on a daily basis
• Knowledge of SARS e-filing, Greatsoft, Caseware and Tax Acts
• Manage monthly billings and WIP on Greatsoft

Reason for Leaving: Organizational Changes – Mergers and acquisitions

• Tax compliance, Completion and submission of Individual, Trusts, and Companies tax returns (ITR12, ITR14, & IT12TR)
• Gather and collate tax related information from clients, audit department, 3rd parties, etc
• Preparation of income and expense statements (rental, commission earners, sole proprietors, etc.)
• Preparation of Tax computations for companies, individuals & trusts
• Completion of IT14 SD forms (Supplementary declaration)
• Application of TCC, both local and foreign
• Checking, reconciling of tax assessments and objecting to incorrect tax assessments
• Calculations and submissions of provisional tax returns (IRP6’s)
• Completion and submission of DTR01 & DTR02 declarations
• Attending to all income tax related queries and tax audits from SARS
• Liaise with Partners, clients and SARS from time to time
• Knowledge of SARS e-filing, Greatsoft, Caseware and Tax Acts

Reason for leaving – Professional Growth Opportunity

• Income Tax administrative duties:
• Ensuring operational excellence and the highest possible standard of service to clients
• Completion and submission of individuals, companies, trusts, and provisional tax returns (Forms
• ITR14, IT14SD, IT12TR, ITR12)
• Tax computations for local and foreign clients
• Preparation and calculation of provisional tax returns (IRP6’s), notify clients and ensure proof of payment is obtained on due date
• Preparation of income & expenditure statements for sole proprietors, commission earners etc
• Capital gain tax calculation for local and foreign clients
• Preparation of local and foreign assets & liabilities for clients and reconcile living expenses
• Application of income tax reference numbers, VAT & PAYE registrations on behalf of clients.
• Application of TCC and tax directives on behalf of clients
  • Completion of employee’s tax certificates (It3b, It3a & IRP5).
  • Liaise with SARS directly, respond to queries and tax audits on behalf of clients, and keep tax correspondence files up to date.
  • Checking and objecting to incorrect tax assessments and reconciling statements of assessed tax on behalf of clients.
  • Attend to tax seminars and projects from time to time.
  • Liaison with partners and clients timeously, and contact clients for tax information when required.
  • General Admin work includes, capturing of receipts, invoices, tax assessments on ACCFIN software, sending invoices to clients.
  • Exposure on MS office and Software (Word, Excel, Outlook, Internet, SARS e-filing & ACCFIN software).
• 
  Reason for Leaving: Career growth – I accepted a job offer from Mazars

• 02/01/2023
• Page 5 of 6
• Application of TCC and tax directives on behalf of clients
• Completion of employee’s tax certificates (It3b, It3a & IRP5)
• Liaise with SARS directly, respond to queries and tax audits on behalf of clients, and keep tax correspondence files up to date
• Checking and objecting to incorrect tax assessments and reconciling statements of assessed tax on behalf of clients
• Attend to tax seminars and projects from time to time
• Liaison with partners and clients timeously, and contact clients for tax information when required
• General Admin work includes, capturing of receipts, invoices, tax assessments on ACCFIN software, sending invoices to clients
• Exposure on MS office and Software (Word, Excel, Outlook, Internet, SARS e-filing & ACCFIN software)
• Reason for Leaving: Career growth – Mazars is a bigger firm
• There was no place for growth within Taback Pelkowitz & Berman and my work became very meticulous
• I decided to accept an offer from Mazars
• Completion and submission of individuals, companies, trusts and provisional tax returns
• Preparation of income and expenditure statements for sole proprietor, commission earners etc
• Completion of STC forms, calculation of Capital gain tax and completion of employee’s tax certificates
• Registration of income tax reference numbers, application of TCC, Vat and PAYE for clients
• Maintain clients’ database daily and make sure filing is up to date
• Extensive clients’ liaison and responding to tax queries from SARS
• Checking of assessments and lodge objection to incorrect assessments
• Capturing of receipts and assessments on Taxware
• Screening of all telephone calls
• Typing and formatting of letters.

Reason for leaving - Job stability – Partners split and closed the company