Income Tax Returns Report
Only Supervisor and Partner status users can work on the Income Tax Returns Report for all clients. Normal users will be able to view the report only for the clients they are allocated to. To allocate users to client services, check out this guide.
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Click on PlanSmart
Select SARS
Select Income Tax
Click on Income Tax
If you have a partner or supervisor status, you can filter the report. Then click on Show Report. The report will automatically display for normal users only showing the clients that are allocated to them.
Click on files to upload the Income Tax Return
Select Upload to current file categories.
Select the Category.
Choose the file to upload.
Check the recipents and email options.
Click on Upload Files. The client will have a green tick displayed if the files are uploaded.
Click on the green tick to add notes or set as completed.
You can now see which clients have been completed, have files and have notes.
_________________________________________________________________________________________________________________________________________________
Click on PlanSmart
Select SARS
Select Income Tax
Click on Income Tax
If you have a partner or supervisor status, you can filter the report. Then click on Show Report. The report will automatically display for normal users only showing the clients that are allocated to them.
Click on files to upload the Income Tax Return
Select Upload to current file categories.
Select the Category.
Choose the file to upload.
Check the recipents and email options.
Click on Upload Files. The client will have a green tick displayed if the files are uploaded.
Click on the green tick to add notes or set as completed.
You can now see which clients have been completed, have files and have notes.
Updated on: 07/02/2024
Thank you!