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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.

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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.

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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.

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Import Any Type of Supplier Transactions as a Supplier Adjustment

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

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Import Customer Details

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

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Import Any Type of Customer Transactions as a Customer Adjustment

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

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Import CSV Bank Transactions

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

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