START HEREStep 1 — Your companySoftware ID issued on first save · up to 5 companies
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This is a free, independent tool.You are not obligated to use BBB services.
Share your results with any accountant you choose — the checklist works exactly the same.
They sign in with this email and this company appears in their tabs — you both update the same checklist. We email them the invitation.
Also let BBB Compliance see this checklist so we can help if your accountant gets stuck.
Copy this invitation and send it yourself:
Copied!
✅ Share with BBB — submit my status
Date-stamped, filed under Status Reports, and BBB (with a vetted accountant, if assigned) reviews your gaps and comes back to you.
I agree that CFO Hire (Pty) Ltd may store and share my information for the purpose of reviewing my compliance status and contacting me. (POPIA consent — required for a quote.)
✅ Submitted — here's what to do next
Your status is date-stamped and filed under Status Reports. BBB will be in touch. In the meantime:
1Address all Behind items starting with the oldest year — SARS penalties compound.
2Follow up on all WIP items — confirm they'll be complete within 30 days.
3Investigate all Don't Know items — these are your blind spots.
4Share this tracker with your accountant for a quote and timeline.
5Or wait for BBB's guidance on what to prioritise.
Sign in to save & share
Your checklist is stored in your own account. Any of these work:
— or with your email —
Your profile
📊 Status Reports
Every time you save or submit, a dated copy is filed here. Open any one to read it, or bring it back onto the checklist to keep working from it.
Tip: "Download PDF" opens your device's print box — choose "Save as PDF" as the printer.
How far behind are you?
This free tracker covers 5 years of bookkeeping, tax, and compliance obligations for South African small businesses under R10 million turnover.
Answer honestly for each year. "Don't Know" is the most important answer — it reveals your blind spots.
This tracker is independent — share it with any qualified accountant to get an accurate quote and timeline.
💾 Works without an account — but sign in (button in the bar above) to keep your progress safe in your own account, track up to 5 companies, and invite your accountant to update the checklist with you.