Cloud Tax

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. CloudTax subscription includes Tax Practice Management, Corporate TaxIndividual Tax and Trust Tax with complete support for IRP6, ITR14, ITR12 and ITR12T.

Key Features

Deadline

Deadline Management

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

ClientCollaboration

Client collaboration

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

SARSIntegration

SARS Integration

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

Compliance 1

SARS Compliance

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

Integration

Seamless Data Integration

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

Optimisation

Optimisation

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

Tax Management

Tax Management

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

Multiple Tax payers

Multiple-Taxpayer Support

Manage the entire tax practice on CloudTax and complete Provisional, Corporate, Trust and Individual Tax returns.

Required Products:

CloudTax

CloudTax

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

Caseware Cloud

Caseware Cloud

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

CloudTax Includes:

Individual Tax

Individual Tax

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

Corporate Tax

Corporate Tax

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

Trust Tax

Trust Tax

Prepare and submit IRP6 and ITR12T tax returns directly to SARS.

Optional Extras:

ISAE Attestation

ISAE Attestation

Streamlined Attorney Trust and Estate Agent Trust Account assurance engagements.

ISRS Agreed-Upon​

ISRS Agreed-Upon

An intuitive cloud-based solution to streamline agreed-upon assurance engagements.

SQM

SQM

An intuitive cloud-based solution streamlining your system of quality management.

SME Financial Statements

SME Financial Statements

Empowering professionals with an automated IFRS for SMEs annual financial statement solution.

CloudSec

CloudSec

Manage all CIPC secretarial statutory compliance commitments in a single platform.

Caseware Cloud Time

Caseware Cloud Time

Monitor every aspect of the practice to ensure teams are working effectively and optimised for profitability.

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