> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://smartpractice.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Inkomstebelastingopgawes Verslag

||| Slegs Toesighouer- en Vennootstatusgebruikers kan aan die Inkomstebelastingopgawes Verslag werk vir alle kliënte. Normale gebruikers kan slegs die verslag sien vir die kliënte waaraan hulle toegewys is. Om gebruikers aan kliëntediens toe te ken, [kyk na hierdie gids.](https://smartpractice.crisp.help/en/article/user-allocations-kid1vj/)

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1. Klik op "PlanSmart"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1jsuyv2.png)

2. Kies "SARS"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1da231n.png)

3. Kies "Income Tax"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_8iyie3.png)

4. Klik op "Income Tax"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1k6gpiu.png)

5. As jy 'n vennoot- of toesighouerstatus het, kan jy die verslag filter. Klik dan op "Show Report". _Die verslag sal outomaties vir normale gebruikers vertoon en slegs die kliënte wat aan hulle toegewys is, wys._

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_tvjxj9.png)

6. Klik op "Files" om die Inkomstebelastingopgawe op te laai.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1xq336f.png)

7. Kies "Upload to current file categories".

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_16gb7dj.png)

8. Kies die Kategorie.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1e3nqv5.png)

9. Kies die lêer om op te laai.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_kopqhy.png)

10. Kyk na die ontvangers en e-pos opsies.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_19klo77.png)

11. Klik op "Upload Files". Die kliënt sal 'n groen merkie hê as die lêers opgelaai is.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1palhss.png)

12. Klik op die groen merkie om notas by te voeg of as voltooid te merk.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_ahkk63.png)

13. Jy kan nou sien watter kliënte voltooi is, lêers het, en notas het.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_2y4k9n.png)