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Prepare and submit IRP6 and ITR12T tax returns directly to SARS.
Trust Tax empowers practitioners with a holistic cloud-based tax return solution.
A centralised platform enables keeping track of all trustees and beneficiaries, as well as managing all trust administration and tax related matters.
Powered by Caseware Cloud, Trust 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
Communicate with taxpayers and request tax return supporting information and documentation directly within the app.
Seamless Data Integration
Automatically populate the trust tax calculator as schedules are being completed and get the tax liability in real time.
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, corrections and collateral 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 Individuals (ITR12) and Companies (ITR14).
Required Products:
Caseware Cloud
World-class compliance and streamlined automation, from any location, on any device, at any time.
CloudTax Includes:
Optional Extras:
Caseware Working Papers
A flexible project management solution that integrates everything needed to conduct assurance and reporting engagements.
Follow us on:
- 152 14th Road Noordwyk Midrand 1687
- General: +27 10 494 1000
- Caseware and Confirmations Support: +27 10 494 1001
- Practice Management Support: +27 10 494 1004
- Sales: +27 10 494 1002
- Sales Rest of Africa: +27 10 494 1003
Caseware and the Caseware logo, are registered trademarks of Caseware International Inc. and are licensed for use to Caseware Africa and Adapt IT. © 2023. All rights reserved.
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