Tax & Compliance Clerk

Watches your returns register and puts every return that is late or due soon in front of the person you name, so nothing reaches a SARS deadline unassigned.

VAT201, EMP201, provisional tax and CIPC Works from files you upload From R6,500 / month Up to 25 client companies included

Billed in South African Rand. Prices are indicative of a typical engagement – volumes and the number of systems move them.

Hire a Tax & Compliance Clerk

What the Tax & Compliance Clerk actually does

The whole job, in the order it happens – not a feature list.

1

Reads the register

Reads the returns register you upload: taxpayer, tax number, return, period, due date and status, with due dates read day first.

2

Finds what is due

Picks out every return not marked filed that is already late or due within the number of days you set.

3

Puts it in front of a person

Sends that list, soonest first, to the person you name as one task — and a second list of any return whose due date it could not read.

Its rules

What it does on its own, what waits for a named person, and what it never does. These are checked against the process it runs, not just written here.

It does on its own

  • Reads your returns register — a spreadsheet of taxpayers, returns, periods, due dates and status.
  • Picks out every return that is not marked filed and is late or due within the number of days you set.

Only when a named person signs off

  • Puts that list in front of the person you name as one task, so every return due is assigned before its deadline.

It never

  • Submits anything to SARS or any other authority.
  • Prepares, changes or signs a return.
  • Marks a return as filed.

What it puts on your dashboard

A digital worker you cannot measure is one you cannot trust. Every run is logged, and the numbers below are reported without being asked for.

  • Returns checked per run
  • Days since the register was last checked
  • Whether each scheduled check actually ran

And the systems with no API at all

Systems with no API — desktop Pastel, SYSPRO, a bank or portal you can only reach by signing in — are driven through their own screens by the Automize bot on your machine. That is the on-premise variant of this role and is set up with you separately; hiring installs the cloud worker described here.

This is the part a cloud-only tool cannot do. The Automize bot runs on your own machine, so anything a person can open, it can work in – the desktop accounting package, the bank portal, the supplier site with no integration.

Where it runs, and what you control

On your machine

The bot is installed where the work happens, so it can reach the systems that never got an API.

Credentials, your way

Keep passwords in the machine's own keychain, your AWS Secrets Manager, or our encrypted vault. You choose.

POPIA and GDPR by design

Client financial data is processed on your machine, and you choose what the bot sends. Our servers are in AWS Ireland.

Every step audited

Step-by-step logs, screenshots and timestamps for every run – and a record of who approved what.

How the platform is built Read the Trust Center

Questions about the Tax & Compliance Clerk

No. SARS does not offer a public filing API for it to use. Filing stays with your team — or with the on-premise bot variant, which works the eFiling screens on your machine after a person signs off.

Works well alongside

Creditors Clerk

Reads the supplier invoices in your creditors mailbox and posts them to Xero as draft bills – the certain ones on its own, the rest only once the person you name approves them.

Payroll Clerk

Checks every employee's SimplePay payslip against their last one, flags the changes beyond your tolerance, and has the person you name sign the run off.

See all the digital workers

Put a Tax & Compliance Clerk to work in 7 days

The work that turns the 7th and the 25th of every month into a crisis, for every client at once.

Hire a Tax & Compliance Clerk Start free See the 7-day proof-of-value