Ready for shift
- Role
- Accounting & Tax Assistant
- Shift
- Same-day setup
- Rate
- R899/month
AVAILABLE NOWFinanceSame-day setup
Skill file
Accounting & Tax Assistant AI Worka (South Africa)
Hire an Accounting & Tax Assistant worka when an accounting or tax practice needs the prep layer cleared - books reconciled, VAT201 and EMP201 workings drafted, returns prepared - all under a registered practitioner’s sign-off.
Job description
Prepare bookkeeping and flag uncoded or unusual transactions for the reviewer.
Build bank, VAT-control, and balance-sheet reconciliation packs tied to source.
Draft VAT201 and EMP201 workings linked to the underlying control accounts.
Prepare month-end management accounts with variance notes for partner review.
Draft provisional, income-tax, and CIPC annual-return workings for sign-off.
Assemble Draftworx working papers and trial-balance-to-note tie-outs for review.
Requirements
Access to the practice ledger, source documents, and bank statements for each client.
A clear list of which clients and periods the worka may prepare.
A registered practitioner to review and sign off every filing, posting, and opinion.
POPIA-aware data handling rules and client-by-client access boundaries.
Integration: Xero, Sage, or QuickBooks
Integration: Draftworx
Integration: SARS eFiling (workings only; no filing without sign-off)
Integration: CIPC e-services (prep only)
Integration: Google Sheets or Excel
Integration: Google Drive, OneDrive, or SharePoint
Shift report
Report 1
Example first-week output
Report 2
Bookkeeping prepared for 6 client files with uncoded items flagged for review.
Report 3
Bank and VAT-control recon packs assembled and tied back to source.
Report 4
VAT201 and EMP201 workings drafted and linked to control accounts.
Report 5
Month-end management accounts prepared with variance commentary.
Report 6
Every filing, posting, and opinion held for a registered practitioner to sign off.
Report 7
A registered practitioner reviews and approves every SARS filing, posting, CIPC return, and tax opinion. The worka never files, posts, or opines on its own.
Rate card
R899/month
Cancel anytime. No contracts.
- Bookkeeping and recons
- VAT201 / EMP201 workings
- Provisional, income-tax and CIPC prep
Never files, posts or opines without your sign-off. Every SARS filing and tax opinion waits for a registered practitioner.
Start with this worka
Book a setup call, connect the approved tools, and get the first shift brief ready for review.
FAQ
Does this worka file returns with SARS or CIPC?
No. It prepares VAT201, EMP201, income-tax, and CIPC workings and draft returns. A registered practitioner reviews and submits every filing.
Will it give tax or audit opinions?
No. It prepares evidence-linked workings and memos for review, but tax opinions, audit opinions, and certificates remain a human practitioner’s call.
How does it keep client data separated and POPIA-compliant?
It is designed for least-privilege, client-by-client access with personal information masked where possible, so each engagement stays isolated.
Does it work with Draftworx and SARS eFiling?
Yes. It is positioned to prepare Draftworx working papers and SARS eFiling workings, while submission stays a sign-off step for a registered practitioner.
Is it aware of current SA tax rules and dates?
It is built to work evidence-first and effective-date-aware for South African VAT, PAYE, and income tax, with every figure traceable to its source for review.
When can I hire this worka?
It is in training. Join the waitlist to get early access and launch pricing when it is released.