There is another way of calculating provisional tax returns and that is one at a time. The review process can be done at the same time. In order to do this set your filter in the side panel to the list you want to work with. It is a good idea when you are reviewing each provisional tax record that you can in fact step through the records by setting the filters that you want and then making the changes as you go. You would do this by selecting the menu option called P1. By using the status flag you can track and control every aspect of provisional tax.
In regard to the P1 where you lower the basic amount you will still need a motivation and an area has been provided if you click on the Motivation Button. There is a note on the new electronic IRP6 form on the SARS website that says Unless agreed to by SARS, your estimate must not be lower than your basic“amount”Practically it is not feasible to get this agreement beforehand, but you should keep a record for later, should SARS query this.
It is a good idea to insert the motivation for the reduction of the basic amount. There is also a sticky note icon which will allow you to enter a note about this taxpayer.
