
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.
Communicate with taxpayers and request tax return supporting information and documentation directly within the app.
Automatically populate the trust tax calculator as schedules are being completed and get the tax liability in real time.
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, corrections and collateral 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.
World-class compliance and streamlined automation, from any location, on any device, at any time.
A flexible project management solution that integrates everything needed to conduct assurance and reporting engagements.
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