We have checked a few provisional tax clients on e-Filing and SARS have uploaded the data, however users should check a few taxpayers across their whole profiles on e-Filing to ensure that the data is indeed there. Remember SARS does not load incomes greater than R1 million. You should make sure that your assessments have been downloaded before you start.
In the meantime you can start the preparation process.
It is imperative that you test email systems and the wording of letters to be sent out making sure the letters are to you requirements for all the conditions of provisional tax. Test with a few clients well before the time and before you send out in bulk.
The help screens have been updated with the latest information which you should read.
The filing of ITR12s cannot be done until the 15th. It is always a good idea to wait as long as possible until things settle. We want to go live when we sure everything is in place.
ITR12Trusts and IT3Ts
The filing of ITR12 trust can only be done after September and IT3-T must be done before the end of September.
AUTO ASESSMENTS
There is a process for auto-assessments which is explained on the link below. Please make sure you understand the process.
You are aware about the insertion of all the shareholders details in the tax return which are manual at this stage if you dont have Sky sec which is automatic. We will be inserting the ability to update shareholder information from Sky Sec and insert a roll over from the previous year. We will advise when implemented.
