PBO Applications

In order to qualify as a tax-exempt 'Public Benefit Orgnisation', you need to apply to the Tax Exemption Unit of the South African Revenue Services, and prove that you fit inside one of the 'Public Benefit Activity' categories, and that you otherwise comply with the tax exemption legislation.

I advise my clients on which of the categories is most suitable (or whether exemption under another section of the Act should be considered), complete the relevant forms, draft the annexures and motivations, collate the application, submit it to the TEU, and then liaise and negotiate with the TEU until the application is granted.

SARS typically takes around 5 months to process these applications.