Select the P2 REVIEW menu if you are processing P2 indicated below. For P1 select the PROV P1 menu option and the principles are all the same.
Before you start the 2024 P1 process the screen should look similar to the screen below if nothing has been done. The orange codes mean that the ledger page has not been created.
The whole provisional tax process is driven by this screen where you can work in bulk using the function wheel on the top of the left hand panel or individually on each client by selecting the client on the left and then selecting edit mode and then work on the clients panel on the right.
Click on the Switch View as indicated below to open the income and status columns so that by clicking on a record one can see the income figures.
Click the function wheel and run the global calculation in order to create the 2024 P1 ledger page.
By doing this the system will open up the following dialogue which will allow you to select the figure to be used. As this is the first time select ledger.Once the SARS figures have been retrieved the SARS IRP6 should be selected.
To close this dialogue the system will want confirmation of selection and then will commence the calculation for the clients that are listed in the left hand panel. The screen below will show the ledger figures in place. Notice that the SARS block is blank as we have not retrieved the figures from SARS.
The Calc Status is shown (i.e. what you do) as calculated and the provisional tax has been calculated. The SARS Status will show the interaction with SARS.
RETRIEVE IRP6 DATA FROM SARS – 1ST RETRIEVE
The next step is to retrieve the IRP6 Data from the SARS e-Filing system if you are sure that SARS have loaded as we only get one shot at the retrieve. If SARS have not loaded blanks will load. The first time you do this the system will advise the SARS back-end system to move the data to the e-Filing system. i.e same as if you do the retrieve on the e-Filing system directly.
RETRIEVE IRP6 DATA FROM SARS – 2ND RETRIEVE
Once you have run the 1st Retrieve wait a day and then retrieve a 2nd time to move the data from e-filing to the Sky Tax ledger page.
After the retrieve run the calculation again selecting the SARS figure if you want to use the SARS figure and then decide to change to the ledger figure. You can then work through each ledger page making your edits as required.
