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A helpful list of recourses often used by us all in one place.

TFA_Basic tax for independent estate agents_Recourses
Estate Agent Tax Presentation

Basic tax tips and considerations for all South African Estate Agents.

TFA_Sage Supplier Outstanding Invoices Import Template
Import Outstanding Supplier Balances

Download and use this excel template to get Supplier balances from your old system into your Sage Accounting Software.

Import Supplier Details

I call the supplier account details your “Masterfile”. Using this excel spreadsheet is a much quicker way of importing Supplier details than having to type the details into your Sage Accounting Software manually.

Import Any Type of Supplier Transactions as a Supplier Adjustment

Use this template to get Supplier Transactions into your Sage Accounting Software.

Import Customer Details

Another “Masterfile” used for importing Customer details¬† into your Sage Accounting Software.

Import Any Type of Customer Transactions as a Customer Adjustment

Use this template to get Customer Transactions into your Sage Accounting Software.

Import CSV Bank Transactions

CSV Template to import Bank Transactions into your Sage Accounting Software.