Guides and brochures for the work you do.
Practical guides and brochures from CIBA, written for accountants and the businesses and organisations they serve. Brochures and public guides are free to download. Member guides open as a short preview, and CIBA members read and download the full guide in the member portal.
Brochures
Find out what CIBA offers and which route suits you.
CIBA NPO Treasurer Short Course
Free online short course for NPO treasurers: ten modules, at your own pace, with a certificate.
Download the brochure →Chartered Business Accountant in Practice (CBAP)
What the designation covers, what you can become and how to get there.
Download the brochure →CIBA Corporate Brochure
Who CIBA is, our designations, and how we support accountants and the businesses they serve.
Download the brochure →U²Pro: University to Professional
The 12-month programme that takes graduates through the work of a first-year trainee.
Download the brochure →Finance Team Membership
Membership for organisations: how CIBA supports and develops your whole finance team.
Download the brochure →CIBA Fact Sheet
CIBA at a glance: who we are, our designations and what members get.
Download the brochure →CIBA Student Brochure
For students: how to join CIBA as a student and start building towards a designation.
Download the brochure →Academic Partnerships
For universities and colleges: how CIBA partners with higher education institutions.
Download the brochure →Guide for Approved Training Offices
How to become a CIBA Approved Training Office and train the next generation of accountants.
Download the brochure →CIBA Regions: Volunteer Guide
How CIBA members give back through regional groups and volunteer work.
Download the brochure →57 Reasons to Join CIBA
The complete list of member benefits, in one document.
Download the brochure →Free guides
Written for NPOs, small businesses and anyone using the CIBA CPD platform.
Keep Your NPO on the Register
For NPO boards and treasurers: what the Department of Social Development needs from your NPO every year, how deregistration happens and what to do if you are behind.
Download the guide →The Rural SME
How to start and run a small business in South Africa's rural and traditional-authority areas.
Download the guide →Books for Spaza Shops
Simple bookkeeping and money management for spaza shops and small retailers.
Download the guide →Your Guide to the CPD Platform
How to sign in, find and attend sessions, and earn and track your CPD on cpd.myciba.org.
Download the guide →Member guides
Preview the first pages of each guide. The full guide is available to CIBA members in the member portal.
Tax 8 guides
CIBA Tax Guide 2026/27
Rates, thresholds and the main changes for the 2026/27 tax year.
Preview the guide →Auto-Assessment Guide
How to check, accept or correct a client's SARS auto-assessment.
Preview the guide →Registering for an APN on eFiling
Checking a customs number and registering for an Accredited Person Number.
Preview the guide →CIBA Tax Standards
CIBA's standards for tax services, with the supporting annexures.
Preview the guide →Guide to Tax Engagements
How to set up a tax engagement, with an example engagement letter.
Preview the guide →A Tax Practitioner's Toolkit
How to organise your practice for tax season: workflows, client communication, deadlines and workload planning.
Preview the guide →Guide on Solar Tax Incentives
The solar tax incentives for individuals and businesses and how they were claimed.
Preview the guide →Compliance 9 guides
FIC Risk and Compliance Return Guide
How to complete the FIC Risk and Compliance Return.
Preview the guide →Guide on the Companies Amendment Act
What the Companies Amendment Act, 2024 changes for accountants and their clients.
Preview the guide →Guide to B-BBEE in South Africa
How B-BBEE works, the scorecard and verification, and what you can advise clients on.
Preview the guide →Beneficial Ownership in Namibia
Beneficial ownership rules in Namibia and filing with the Registrar of Legal Persons.
Preview the guide →PBO Tax Compliance Checklist
The tax compliance requirements for public benefit organisations.
Preview the guide →Beneficial Ownership Guide
Beneficial ownership rules under the Companies Act and how to file beneficial ownership information with CIPC.
Preview the guide →Guide on Anti-Money Laundering for Accountants
AML duties for accountants who are accountable institutions: the RMCP, client due diligence, record keeping and reporting.
Preview the guide →FIC Registration and Reporting Requirements
How to register with the FIC and submit cash threshold, suspicious transaction and terrorist property reports.
Preview the guide →Accounting and assurance 5 guides
Accounting Officer Reporting Engagements
How accounting officers carry out and report on engagements for close corporations.
Preview the guide →Accounting Officer Engagements for NPOs
Accounting officer engagements, reporting and compliance for registered non-profit organisations.
Preview the guide →Guide to Preparing Financial Statements for Companies
How to prepare annual financial statements for companies.
Preview the guide →CIBA Guide for Public Schools
Financial management, reporting and audit or examination duties for public schools under the South African Schools Act.
Preview the guide →Guide for Immigration Accountants
What accountants need to do for immigration applications, such as financial letters and reports.
Preview the guide →Practice management 11 guides
Pricing Services in Your Practice
Five pricing models and five steps to price your services with confidence.
Preview the guide →Quality Management Guide for Small Practices
Setting up a quality management system (ISQM 1) sized for a small practice.
Preview the guide →The Accountant's Guide to IT Policies
The IT policies a practice needs and how they protect the firm and its clients.
Preview the guide →Independent Review Guide
How to perform independent reviews under ISRE 2400.
Preview the guide →Quality Management Policy Template
An editable quality management policy for a small practice, with five related working papers.
Preview the guide →Commissioner of Oaths Guide
The rules and correct procedure for commissioning documents as a commissioner of oaths.
Preview the guide →Practice Growth Manual: Oil and Gas Sector (Namibia)
Starting or growing a Namibian accounting practice that serves the oil and gas sector.
Preview the guide →Incorporating ChatGPT in an Accounting Practice
Practical ways to use ChatGPT in an accounting practice, and the risks to manage.
Preview the guide →CBK Guide: Your First 100 Days as a Bookkeeper
A practical guide to your first 100 days in a bookkeeping role.
Coming soon
Read the full guides as a CIBA member.
As a member you can open our member guides, templates and checklists in full, and you also get CPD, technical updates and practical support for your day-to-day work.
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