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Dashboard View

Activate the Management Report for your Dashboard.

• Go to the dropdown menu ≡
• Click on Company Settings
• Click on My Preferences
• Select Set Dashboard Display
• Tick the Management Report
• Save

1. View the Management Report on your dashboard each time you log in or go to your home page.

2. Click on Monthly, Biannually, Annual Income Tax or Annual Financial Statements to view the report for what has been completed and what has not.

3. Click on the dark blue part of the graph for the Submission Type you would like to view.

4. It will open the Submission Report for that type.

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View Management Reports via the menu.

1. Click on PlanSmart

2. Select SARS

3. Click on Management Report

4. Select the report you would like to view. (Current Month, Previous Month, Biannually Period, Annual Income Tax and Annual Financial Statements)

5. You can see an overview of what has been done and what still needs to be done.

Updated on: 14/11/2023