Individual 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.
Powered by CaseWare Cloud, Individual Tax is always available from any location, on any device, at any time and comes included with CloudTax - our one-stop platform for managing all taxpayer information, historical correspondence and bulk submission of tax returns.
Communicate with taxpayers and request tax return supporting information and documentation directly within the app.
Seamless Data Integration
Automatically insert taxpayer information and documents in the appropriate locations of the return using built-in queries.
Never miss a deadline by easily tracking and monitoring all provisional and annual return progress and statuses.
Manage a single copy of taxpayer details, revisions, corrections and collateral in a single centralised platform.
Process all taxpayer details, correspondence and tax returns submissions in bulk using direct integration with SARS efiling.
Complete returns using up-to-date forms and calculation frameworks compliant with all relevant tax legislation.
Utilise checklists, questionnaires and schedules that intelligently expand or collapse according to the complexity of the return.
Manage the entire tax practice on CloudTax and also complete returns for companies by licensing Corporate Tax.
Our CloudTax Suite
CloudTax is a tax management platform that provides tax practitioners with an invaluable overview of their entire client base, and corporate tax departments with a unified view of all tax return related matters, for all their legal entities.
Provisional Tax (IRP6)
Tax returns are auto created 60 days before due date, allowing you to plan ahead. Prepare, calculate and submit provisional tax returns in bulk with in platform review and approval.
Corporate Tax (ITR14)
Tax returns are pre-populated by importing an auto-mapped trial balance from accounting platforms like Xero, Sage, QuickBooks and CaseWare Working Papers. A comprehensive tax calculation framework aligned to SARS is also included.
Individual Tax (ITR12)
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.
Trust Tax (ITR12T) Coming Soon!
A centralised platform enables keeping track of all trustees and beneficiaries, as well as managing all trust administration and tax related matters.