CloudTax

End-to-end tax process management for every tax return engagement.

CloudTax is a tax management platform that provides tax practitioners with an invaluable overview of their entire client base, and corporate tax teams with a unified view of all tax return related matters for all their taxpayers.

Direct integration with SARS efiling automatically synchronises all taxpayer details into a centralized location. Built-in dashboards ensure that you never miss a deadline, whilst users can collaborate directly with taxpayers from within the platform.

Powered by CaseWare Cloud, CloudTax is always available from any location, on any device, at any time and is included when you buy Corporate or Individual Tax. Corporate and Individual tax is licensed on a per taxpayer, per year basis, which means that you can buy what you need, when you need it.

Key Features

Deadline Management

Never miss a deadline by easily tracking and monitoring all provisional and annual return progress and statuses in a single location.

Client collaboration

Communicate with taxpayers and request tax return supporting information and documentation directly within the app.

SARS Integration

Process all taxpayer details, correspondence and submit tax returns in bulk using direct integration with SARS efiling.

SARS Compliance

Complete tax returns using up-to-date forms and calculation frameworks compliant with all relevant tax legislation.

Seamless Data Integration

Easily sync provisional and annual tax return summaries in a single view.

Optimisation

Reconcile provisional and income tax returns to the assessments from a single view within the app.

Tax Management

Manage a single copy of taxpayer details, revisions, collateral and correspondence in a single centralised platform.

Multiple-Taxpayer Support

Manage the entire tax practice on CloudTax and complete Provisional, Corporates and Individual tax returns.

Required Products:

CloudTax

End-to-end tax process management on the cloud for every tax return engagement.

CaseWare Cloud

World-class compliance and streamlined automation, from any location, on any device, at any time.

At least one of the following:

Corporate Tax

Prepare and submit IRP6 and ITR14 tax returns directly to SARS.

Individual Tax

Prepare and submit IRP6 and ITR12 tax returns directly to SARS.

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