Public Benefit Organisation (PBO) Consultation

Creative CFO has put together a legal and tax assessment package for non-profit organisations (NPO's).

We will analyse the entity against the current and potential legal structures and determine if you meet the requirements for PBO income tax exemption, qualify for donation deductions and Value-Added Tax benefits.

We will also bring you up to speed on what tax submissions are required and when.

This assessment includes:

  • Review of current NPO structure and provide an explanation of the different forms available
  • An explanation of the different taxes and rates for the different forms including companies, trusts, and individuals
  • An explanation of PBO income tax exemption and donation deduction requirements
  • Assessment of the operations to ensure compliance with the objectives as stipulated in the constitution
  • Tax implications of transacting as a PBO
  • Review of the current tax position - outstanding tax returns and dates of upcoming submissions
  • A calendar of your annual South African Revenue Service (SARS) deadlines
  • A list of useful tools and free resources to assist in dealing with tax return compilation and questions

When you check out you may select a quantity of 1 and we'll get in touch with a confirmation of what information we'll need from you to get started One consultation covers 5 hours of work. If more sessions are needed, we will let you know.

Disclaimer: We will endeavour to assist you to the best of our ability with the request with the South African Revenue Service ("SARS"). Our service includes but is not limited to the collection of all information and preparation of the request as required, however, the request for additional information and verification remains at SARS’ discretion.

All information as provided by you, is considered true and accurate and Creative CFO will not be held responsible or liable for any omissions or misrepresentation on your part nor for any delays on SARS processing time.