Invoice Accountant in South Africa Johannesburg –Free Word Template Download with AI
Professional Accountant & Financial Consultant
142 Rivonia Road, Sandton
South Africa Johannesburg, 2196
Tel: +27 (0)11 456 7890
Email: [email protected]
VAT Registration No: 4930123456
Bill To
Client Name: Greenfield Properties (Pty) Ltd
Attention: Ms. Lerato Dlamini, CFO
Address: 88 Nelson Mandela Drive
City: South Africa Johannesburg, 2191
VAT No: 4930987654
Registration No: 2018/456789/07
Accountant Details
Lead Accountant: Thabo Mokoena, CA(SA)
SAICA Membership: 12345678
Practice Address: 142 Rivonia Road, Sandton
City: South Africa Johannesburg, 2196
Bank: Standard Bank
Account No: 10012345678
Branch Code: 051001
| Ref | Description of Accounting Services | Hours | Rate (ZAR) | Amount (ZAR) | VAT 15% |
|---|---|---|---|---|---|
| 01 | Monthly financial statement preparation and management accounts review for Greenfield Properties (Pty) Ltd, including balance sheet, income statement, and cash flow statement compilation as per IFRS for SMEs. | 12.5 | R 950.00 | R 11,875.00 | R 1,781.25 |
| 02 | Payroll processing and statutory compliance for 45 employees, including UIF, PAYE, and SDL submissions to SARS on behalf of the client. The Accountant ensured all deductions were accurately calculated in accordance with South African labour legislation. | 8.0 | R 950.00 | R 7,600.00 | R 1,140.00 |
| 03 | Preparation of provisional tax return (IRP6) for the second quarter of the 2025 tax year, submitted electronically via SARS eFiling. The Accountant provided advisory notes on deductible expenses and capital allowances applicable to property investment entities in South Africa Johannesburg. | 6.5 | R 950.00 | R 6,175.00 | R 926.25 |
| 04 | Bank reconciliation and accounts payable/receivable management for the month of May 2025. The Accountant identified and resolved 14 outstanding discrepancies across three banking institutions operating in South Africa Johannesburg. | 10.0 | R 950.00 | R 9,500.00 | R 1,425.00 |
| 05 | Annual compliance audit preparation and pre-audit review. The Accountant compiled the audit file, prepared management representations, and conducted a preliminary review of internal controls to ensure readiness for the statutory audit engagement. | 15.0 | R 950.00 | R 14,250.00 | R 2,137.50 |
| 06 | Advisory consultation on tax structuring for a new property acquisition in the Sandton CBD area of South Africa Johannesburg. The Accountant provided a written memorandum outlining optimal entity structures, transfer duty implications, and projected tax savings over a five-year period. | 4.5 | R 1,200.00 | R 5,400.00 | R 810.00 |
| Subtotal (Excl. VAT) | R 54,800.00 |
| VAT @ 15% | R 8,220.00 |
| TOTAL AMOUNT DUE (Incl. VAT) | R 63,020.00 |
This Invoice is subject to the standard 15% Value Added Tax (VAT) as prescribed by the South African Revenue Service (SARS) under the VAT Act 89 of 1991.
Payment Terms & Instructions
Please settle the total amount of R 63,020.00 (Sixty-Three Thousand and Twenty Rand) within 14 calendar days from the Invoice date of 15 June 2025. Payment is due no later than 30 June 2025.
- Payment Method: Electronic Funds Transfer (EFT) to the bank account detailed above.
- Reference: Please quote Invoice number TMA-2025-0047 as the payment reference to ensure accurate allocation.
- Late Payment: A late payment interest of 1.5% per month (18% per annum) will be applied to any outstanding balance after the due date, in accordance with the National Credit Act and standard accounting practice in South Africa Johannesburg.
- Disputes: Any disputes regarding this Invoice must be raised in writing within 7 days of receipt. Undisputed portions remain payable on the original due date.
Notes & Additional Information
This Invoice has been prepared and issued by Thabo Mokoena Accounting Services, a registered professional Accountant practice operating in South Africa Johannesburg. All services rendered are performed in strict compliance with the South African Institute of Chartered Accountants (SAICA) Code of Professional Conduct and the International Ethics Standards Board for Accountants (IESBA) Code.
The Accountant confirms that all work performed during the service period was carried out with due professional care, competence, and in accordance with the agreed scope of services outlined in the retainer agreement dated 01 January 2025. All financial records, working papers, and supporting documentation related to this Invoice are retained in the practice office in Sandton, South Africa Johannesburg, for a minimum period of seven years as required by the Tax Administration Act 28 of 2011.
Should the client require any clarification regarding the line items, calculations, or VAT treatment on this Invoice, please contact the undersigned Accountant directly at the telephone number or email address provided in the header of this document. The Accountant is available Monday to Friday, 08:00 to 17:00, for client consultations and Invoice-related queries.
This Invoice constitutes a formal request for payment and serves as the official record of professional accounting services rendered. It is issued in accordance with the requirements of the South African Companies Act 71 of 2008 and applicable tax legislation. The client is advised to retain this Invoice for their own statutory records and for inclusion in their annual financial statements.
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