KB TaxGuardian Small Business Toolkit

Open the PDF to use the guide and fillable worksheets. Save a personal copy first.
The three CSV trackers open in Excel, Numbers and Google Sheets. Dates should use YYYY-MM-DD. Record ZAR amounts as positive numbers, with the movement type labelled. The PDF worksheets and CSV files have no automatic formulas. This toolkit does not calculate VAT, tax or cash flows. Enter and check your own figures, and ask Kayla for advice specific to your business.

Keep completed documents private. Do not enter passwords or one-time codes. Contact Kayla for advice specific to your business.

Reusable worksheets: enter your own month, year and review dates.
