Individual Tax
Prepare and submit IRP6 and ITR12 tax returns directly to SARS.
Individual Tax empowers practitioners with a holistic cloud-based individual tax return solution. Tax data is collected from taxpayers using built-in queries that automatically saves all information in the relevant sections of the return. Built-in schedules allow for summarising tax data inputs and auto-calculating all relevant totals.
KeyFeatures
Client Collaboration
Request tax return supporting information and documents, using built-in queries, directly from taxpayers within the app.
Seamless Data Integration
Automatically prepopulate tax returns with SARS data and taxpayer supplied query response information.
Deadline Management
Never miss a deadline by easily tracking and monitoring all provisional and annual return progress and statuses.
Tax Management
Manage a single copy of taxpayer details, revisions, collateral and correspondence in a single centralised platform.
Firm Template Configuration
Configure a firm-specific template that is bespoke to the needs of the organization and drives consistency across engagements.
Built-in Consolidation
Aggregate many trial balances from various General Ledger Systems to simplify group reporting in a central platform.
Built-in Roll-forward
Increase efficiency by leveraging extensive built-in logic to roll-forward selected information related to the client.
Mapping and Lead Sheets
Automate reports and lead sheet schedules with simplified account assignments to reporting categories.