CPA Accountant and jurist Kfar Saba Over 20 years' experience
Tax advice, tax refunds, spreading severance pay and retirement grants, withholding-tax exemptions and audit. Gitit handles every file herself, at the office or on Zoom, and answers you personally.
02 Spreading severance pay and grants
One large sum.A retirement grant, severance pay, a one-off payment. It arrives all at once, and the tax on it is worked out all at once.
Spread the right way.Spreading it across tax years changes the calculation. You need to know how many years, in which direction, and when to file.
Every shekel in its place.Gitit builds the spread, files it with the assessing officer, and stays with you until the file is closed.
03 The office
Gitit Kaplan Shalev is a certified public accountant, a member of the Institute of Certified Public Accountants in Israel, and holds a law degree (LL.B.). Before opening the office she was a controller at several commercial companies.
For more than twenty years she has represented and guided employees, the self-employed, companies and retirees before the tax authorities. Whoever contacts the office speaks to her, whoever opens a file gets her, and whoever has a question along the way knows exactly whom to call.
04 Practice areas
Five chapters. Scroll, and the page turns.
Before you sell a flat, open a business, move from exempt dealer to authorised dealer or receive an inheritance, one question is worth asking: how will this look to the Tax Authority?
Changed jobs mid-year, took maternity leave, gave to charity, paid into a pension fund or paid for life insurance? You may have paid too much tax.
Left a job and received a retirement grant or severance pay? Spreading the taxable part correctly across tax years can change the whole calculation.
When a client withholds tax from every payment, your money sits with the state. A certificate of exemption, or of a reduced rate, keeps it with you, in the business.
Audited financial statements are more than an obligation. They are the picture the bank, the investor and the Tax Authority see when they look at your business.
05 Who comes to the office
06 A file's route
This is the route a tax-refund file takes at the office, from the first conversation to the notice from the Tax Authority. Timings vary from file to file, and they also depend on the Tax Authority.
07 Personal document folder
Every client receives a personal link with the list of documents for their file. You upload from your phone, the list ticks off what has arrived, and a reminder goes out only for what is still missing. Try it yourself: drag the documents into the folder.
In the file: 0 of 5. Still missing: five documents.
The file is complete. Nothing left to remind you of.
The list here is a sample. Your real list is set by the kind of work and by your file.
08 Price list
A quote is given after a short conversation, according to the file.
09 The academy
The office's academy teaches what Gitit does every day: how to deal properly with the tax authorities. Short, focused videos in plain language, with no talking down. The courses are taught in Hebrew.
Managing a micro-business owner's tax file from start to finish: basic bookkeeping, the reports to income tax and VAT, the duties and the rights.
10 Articles and updates
The office's articles and updates are in Hebrew.
11 Questions and answers
Real questions sent to the office, and Gitit's answers. All the questions (Hebrew)
Yes. An exempt dealer (osek patur) can offer services in several fields at once, as long as each of them meets the definition of a field that may be registered as an exempt dealer, and is not on the list of fields that are not eligible. The registration is subject to the exempt dealer's turnover ceiling, across all the fields together.
No. There is no VAT at all on the salaries of employees. With subcontractors or service providers who are registered as authorised dealers (osek murshe) and issue a tax invoice, the transaction carries VAT. Some expenses carry no VAT either, for example a vehicle licence, insurance policies, receipts from an exempt dealer, and municipal property tax (arnona).
When the self-employed person gives you a tax invoice, you reclaim the VAT you paid them. If they are an exempt dealer, there is no VAT on the payment to them. In practice, the VAT you pay is on your profit alone: income less expenses.
Gitit answers one-off questions in a consultation, because a responsible answer means knowing the case. The answer may already be written here: the site has more than a hundred articles and updates, and a page of questions and answers (in Hebrew).
12 Events and workshops
12 Updates from the office
Circulars, changes in legislation, dates worth remembering and new courses at the academy. A short email, only when there is something to say.
