Practice Management Software for Accounting Firms in South Africa
FinnDesk is practice management software for accounting firms in South Africa — accounting, tax and payroll practices managing SARS and CIPC deadlines for individuals, companies and employers. Keep VAT, provisional tax, ITR14 and EMP201 dates on one calendar, collect documents over WhatsApp and bill completed work from one workspace.
The deadlines accounting firms in South Africa manage every year.
Filed with the South African Revenue Service (SARS) and CIPC. FinnDesk turns each of these into a recurring task for every client it applies to.
VAT returns (VAT201, 15% standard rate)
Filed for each tax period — usually every two months — by the 25th of the following month, or the last business day when filed on eFiling.
Provisional tax (IRP6)
Two payments during the year and an optional third top-up, based on each taxpayer’s year end.
Company income tax return (ITR14)
Due within twelve months of each company’s financial year end.
Employer returns (EMP201 and EMP501)
Monthly PAYE, UIF and SDL declarations, with bi-annual reconciliations.
Individual returns (ITR12)
Filed during the annual tax season, with deadlines set by SARS each year for non-provisional and provisional taxpayers.
CIPC annual returns
Filed each year within the period following the company’s incorporation anniversary.
Deadlines summarised for planning. Always confirm current rules with the South African Revenue Service.
How FinnDesk fits an accounting practice in South Africa.
Tax season, planned in advance
Every ITR12 and provisional taxpayer becomes a task before filing season opens, so the peak is visible — and balanced — weeks ahead.
Monthly employer work on autopilot
EMP201 submissions and the bi-annual EMP501 reconciliations run as recurring tasks for every employer client.
Documents over WhatsApp
Clients send IRP5s, bank statements and invoices as WhatsApp replies, filed straight to their record with automatic follow-ups.
Works with your ledger
Sync clients, invoices and payment status with Xero, QuickBooks and Zoho Books.
Everything your firm runs on, in one place.
Recurring compliance and tasks
Schedule every filing once per client; FinnDesk creates the tasks and reminds the owner before each due date.
Learn moreOne record per client
Contacts, entities, services, documents, messages and invoices together on a single client record.
Learn moreDocument collection over WhatsApp and email
Send checklists, track what has arrived and follow up automatically until everything is in.
Learn moreBilling from completed work
Completed tasks and logged time queue up for invoicing, and retainers go out on schedule.
Learn morePlans are billed annually in USD and priced by team size, with unlimited clients. See pricing
Practical guides for accounting firms in South Africa.
Local guides on compliance calendars, client onboarding and running a practice in South Africa are coming soon.
Accounting practice management in South Africa, answered
Does FinnDesk file returns on SARS eFiling?
No. Returns are filed on eFiling as usual. FinnDesk manages the deadlines, documents, team workload and billing around them.
Can we manage VAT vendors on different filing periods?
Yes. Each VAT vendor gets its own recurring schedule, so two-monthly, monthly and other periods sit on the same calendar.
Can provisional tax follow each client’s year end?
Yes. IRP6 tasks are scheduled from each taxpayer’s own year end, not a single firm-wide date.
Is pricing in rand?
Plans are billed annually in USD, including for South African firms, priced by team size with unlimited clients.
Still have a question? Talk to us
FinnDesk in other countries
Run your accounting firm in South Africa from one workspace.
14-day full-feature trial with no credit card. Import your clients and see your next deadline cycle on one calendar.
14-day free trial · No credit card · Setup in under 10 minutes