Individual Tax

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

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.

Key Features

Client Collaboration

Request tax return supporting information and documents, using built-in queries, directly from taxpayers within the app.

Seamless Data Integration

Automatically prepopulate tax returns with SARS data and taxpayer supplied query response information.

Deadline Management

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

Tax Management

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

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.

Optimisation

Utilise checklists, questionnaires and schedules that intelligently expand or collapse according to the complexity of the return.

Multiple-Taxpayer Support

Manage the entire tax practice on CloudTax and also complete returns for companies by licensing Corporate Tax.

Required Products:

Individual Tax

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

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.

Optional Extras:

CloudSec

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

Corporate Tax

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

SME Financial Statements

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

ISAE Attestation

Streamlined Attorney Trust and Estate Agent Trust Account assurance engagements.

ISRS Agreed-Upon

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

CaseWare Cloud Time

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

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