Individual Tax empowers practitioners with a holistic cloud-based individual tax return solution.
Tax data is collected from taxpayers using built-in queries that automatically saves all information in the relevant sections of the return. Built-in schedules allow for summarising tax data inputs and auto-calculating all relevant totals.
Powered by CaseWare Cloud, Individual Tax is always available from any location, on any device, at any time and comes included with CloudTax. The app is licensed on a per taxpayer, per year basis, which means that you can buy what you need when you need it.
Request tax return supporting information and documents, using built-in queries, directly from taxpayers within the app.
Automatically prepopulate tax returns with SARS data and taxpayer supplied query response information.
Never miss a deadline by easily tracking and monitoring all provisional and annual return progress and statuses.
Manage a single copy of taxpayer details, revisions, collateral and correspondence in a single centralised platform.
Process all taxpayer details, correspondence and submit tax returns in bulk using direct integration with SARS efiling.
Complete tax returns using up-to-date forms and calculation frameworks compliant with all relevant tax legislation.
Utilise checklists, questionnaires and schedules that intelligently expand or collapse according to the complexity of the return.
Manage the entire tax practice on CloudTax and also complete returns for companies by licensing Corporate Tax.
World-class compliance and streamlined automation, from any location, on any device, at any time.
Manage all CIPC secretarial statutory compliance commitments in a single platform.
Empowering professionals with an automated IFRS for SMEs annual financial statement solution.
Streamlined Attorney Trust and Estate Agent Trust Account assurance engagements.
An intuitive cloud-based solution to streamline agreed-upon assurance engagements.
Monitor every aspect of the practice to ensure teams are working effectively and optimised for profitability.
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