Individual Tax
Individual Tax
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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 included in your CloudTax subscription plan, which include Tax Practice Management with complete support for IRP6, ITR14, ITR12 and ITR12T.
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.
Required Products:
Caseware Cloud
World-class compliance and streamlined automation, from any location, on any device, at any time.
CloudTax Includes:
Optional Extras:
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.
SME Financial Statements
Empowering professionals with an automated IFRS for SMEs annual financial statement solution.
CloudSec
Manage all CIPC secretarial statutory compliance commitments in a single platform.
Caseware Cloud Time
Monitor every aspect of the practice to ensure teams are working effectively and optimised for profitability.
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