AFS-Ready Pack
A complete AFS-Ready Pack for your financial year — built from the monthly statements we already process for you.
Ready for your accountant, your bank, a funder or a tender submission.
What you receive
Statement of Comprehensive Income
Revenue, cost of sales, operating expenses and the trading result for the full financial year.
Statement of Financial Position
Assets, liabilities and equity at year-end, including debtors, creditors, stock and loans you declare.
Statement of Changes in Equity
Opening equity, profit or loss for the year, contributions and drawings.
Cash Flow Statement
Movement in cash across operating, investing and financing activities, reconciled to your bank.
Fixed Asset Register
Every asset listed with SARS wear-and-tear depreciation applied on a straight-line, pro-rata monthly basis.
AFS Readiness Score
A score out of 100 showing how complete your year is, with every gap listed so you know exactly what is outstanding.
How it works
- We already have your numbers. Every monthly statement processed on your Accounting & Tax subscription is stored and aggregated across the financial year.
- You answer a short year-end questionnaire. Debtors, creditors, stock on hand, loans, fixed assets and drawings — the items that do not appear on a bank statement.
- The engine builds the pack. Deterministic accounting logic assembles all five statements, applies depreciation and flags any unreconciled difference.
- You receive the PDF. Emailed to you and saved permanently in your client portal document vault.
Pricing
| Your Accounting & Tax plan | AFS-Ready Pack |
|---|---|
| R1 200 / month | R1 499 |
| R1 800 / month | R999 |
| R2 800 / month | Included |
Once-off charge per financial year. Available to Accounting & Tax subscribers with at least 6 months of processed statements.
Already ordered? Open your year-end questionnaire.
Questions
Can my accountant use this?
Yes — that is the point. It gives your accountant a complete, reconciled starting position instead of a shoebox, which usually cuts their year-end fee substantially.
What if I have fewer than 12 months processed?
The pack still builds, and every missing month is listed explicitly in an accountant note so nothing is hidden. The readiness score drops accordingly.
Will it balance?
Where the declared position and the processed transactions do not agree, the difference is disclosed in an unreconciled-difference note rather than being forced to balance.
Can I use it for a tender or a loan application?
Many funders and organs of state accept draft or management accounts at first submission. Confirm the requirement with the specific institution before you submit.
