Use this page to download Thangana Group client forms, tax season checklists, and simple small business templates. These resources are designed to help you prepare your documents before we meet and to stay on top of your tax and compliance duties.
| Form name | Who should use it | Format | Download |
|---|---|---|---|
| Individual client information form | New personal tax clients | PDF / Word | Download form |
| Business client information form | New SME and company clients | PDF / Word | Download form |
| Beneficial ownership & KYC form | Companies, close corporations and trusts | Download form | |
| Debit order / payment instruction form | Clients choosing debit order payment | Download form |
Download and use these checklists to gather the right documents before you send information to Thangana Group or file with SARS. There are separate lists for individuals and for small businesses to keep things simple and focused.
These simple templates are aimed at startups and small businesses that do not yet have formal systems. They are for basic record-keeping only and do not replace accounting software or professional bookkeeping.
1. Download the form, checklist or template that matches your situation (for example, individual or business, VAT or income tax).
2. Complete as much as you can using clear, accurate information.
3. Attach supporting documents listed on the relevant checklist before sending anything to Thangana Group.
4. Email the completed documents to us or upload them using the instructions we provide when you become a client.
Important: These documents are generic tools. They do not take your full circumstances into account and are not personal tax, legal or financial advice. Always confirm key decisions with Thangana Group or another qualified professional.
If you are unsure which form or checklist to use, or you want guidance on how these documents apply to your situation, you can reach out to Thangana Group. We also encourage you to explore our Services, Tax Guides and FAQs pages for more background before you get in touch.