Turn tax into Opportunity

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

Have New Conversations

Unlock unique opportunities using your client's tax assessment

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

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.

(Coming Soon)

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)

Transfer Costs

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

(Coming Soon)

Who we do it for

what our clients have to say

A Great Product with Simple Pricing

Online support and online training included. Cancel anytime.

Free Trial

R 0 7 days
  • 7-days
  • All Features
  • Unlimited Clients
  • Unlimited Scenarios


R 390 /Month ex VAT
  • Unlimited Clients
  • Unlimited Scenarios
  • Cancel Anytime
  • Online Support

Do You Want To Boost Your Business?

Give Taxspace a try today

Get In touch

083 275 8368

available from 08:30 – 16:00

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

Email contact@taxspace.app