Manage Provisional Tax Submissions
Only Supervisor and Partner status users can work on the Provisional Tax Not Uploaded 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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Make use of DreamTax for your Provisional Tax submissions. Find out more here.
Click on PlanSmart
Select SARS
Click on Provisional Tax
If you have 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 recipients and email options.
Click on Upload Files.
Once uploaded, a green tick will be displayed.
Click on the tick to add notes or set as complete.
You can now see which clients have been completed, have files and have notes.
_________________________________________________________________________________________________________________________________________________
Make use of DreamTax for your Provisional Tax submissions. Find out more here.
Click on PlanSmart
Select SARS
Click on Provisional Tax
If you have 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 recipients and email options.
Click on Upload Files.
Once uploaded, a green tick will be displayed.
Click on the tick to add notes or set as complete.
You can now see which clients have been completed, have files and have notes.
Updated on: 07/02/2024
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