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Turn tax into Opportunity

An indispensable tool built for financial planners, financial advisers, investment advisers, and paraplanners.

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Unlock unique opportunities using your client's tax assessment

No specialist tax knowledge required nor do you need to be a tax practitioner

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It's not about tax, it's about business!

Learn how taxspace can help you with client acquisition, retention, new revenue, and growing your business

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Wow Your Clients With New Insights

What Taxspace Makes Possible

Uncover New Insights

We identify areas that are not addressed by traditional systems and software. We focus on the business opportunities that are possibly lost and design our tools to be easy and quick to use, to enhance the value you offer your clients and to open additional business opportunities for you by making the client aware of relevant information.

Business Leverage

If your first thought is that this is a tool that calculates the tax payable by an individual for a given tax year, then you are only about 33% right. This tool is unique and does so much more. It is a business enabler. In other words, it can make you a lot more money.

Built for Advisers

The Tax Tool was built for financial advisers to quickly and efficiently analyse a client's income tax assessment and generate a professional report detailing all the opportunities and risks for the client. It is further also powerful when used for planning purposes in conjunction with other tools.

Personal Tax Analysis

Full analysis of a client's ITA34 Assessment to identify up to 9 opportunities for financial planning. All you need is a copy of a tax assessment and the tool does the rest. Multi-year and multi-scenarios can be analysed.

Retirement Contributions​

The tool calculates the maximum allowable retirement fund contributions to claim the maximum deduction. The tool also facilitates the discussion between the adviser and the client through different scenarios.

Tax on Lump Sums

Never get it wrong again. Calculate tax on lump sums from retirement funds on death, withdrawal and severance. Takes into account aggregation rules for previously received lump sums.

Home Loan Repayment Calculator

Easily work out repayments, interest, and loan duration for any scenario. Plus, see how extra payments, whether one-off or regular, can affect the loan.

Transfer Costs

Effortlessly calculate Transfer Duty, transfer costs and bond registration fees payable on a property.

CGT on Investments

Clients often make regular withdrawals from their unit trusts and similar investments. This tool helps you determine the CGT implication when clients make multiple withdrawals. Whether regular or adhoc.

(Coming Soon)

Investment Comparison Tool

This handy tool lets you compare two or more investments side-by-side, focusing on penalties, ongoing costs, and tax implications. It’s designed to help you make informed decisions by clearly showing the differences between each option.

Who we do it for

what our clients have to say

“Best Tool ever!!! When I was first introduced to this tax tool, I thought I had to be a Tax Expert! Absolutely NOT. An awesome report that speaks to the client, and another value add to my clients. Never mind another income stream for me. There is no tax tool like this and my first client I presented to using the FULL TAX REPORT – covered the cost of the tool twice over for the fee I charged my client."
Mel JacobyOWNER MVest Finance
Mel Jacoby
“What I particularly like about this calculator is not that it save prep time for clients but the lay-out or steps are easy to follow and understand. Very handy financial planning instrument when interacting with clients."
Gys OosthuizenManager Life & Investments, Entin Insurance Brokers CC
Gys Oosthuizen
“Good product. Highly recommended."
Henri le GrangeFinancial Planner, Le Grange and Associates
Henri le Grange
"Great tool! Create a lot of marketing opportunities based on sound advice!"
Hendrik CraffordFinancial Coach and Owner, Craffies Coaching
Hendrik Crafford
"The best Tool ever."
Lourens GroblerFinancial Planner, Succession Financial Planning
Lourens Grobler

A Great Product with Simple Pricing

Online support and online training included. Cancel anytime.

Solo

Single user
R 390 /Month ex VAT
  • Unlimited Clients
  • Unlimited Scenarios
  • Cancel Anytime
  • Online Support
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Choose your seats

2 - 10 users
R Scaled /MONTH ex VAT
  • Unlimited Clients
  • Unlimited Scenarios
  • Cancel Anytime
  • Online Support
Sign up

Enterprise

More than 10 users?
R Custom Speak to us
  • Unlimited Clients
  • Unlimited Scenarios
  • Cancel Anytime
  • Online Support
Contact Us

Do You Want To Boost Your Business?

Give Taxspace a try today

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Address 57 Main Road, Paarl, Western Cape, South Africa

Email contact@taxspace.app