SmartPractice Client Data Management on DreamTax
The client data presented in DreamTax is pulled in from SARS directly and not from SmartPractice. You will need to merge your DreamTax database with SmartPractice databases.
Navigating the DreamTax Dashboard
Click on the Overflow Menu ( ≡ )
Click on Client Data
Click on SmartPractice Management
Click on Auto Match Clients
Click on Confirm & Proceed
If they do not auto-match, check on the drop-down menu, the names will appear here
Click on Resync SmartPractice Clients if you amend client details in SmartPractice (Eg. Fix the IT number or mark for prov tax as service)
If you can not find a client under SmartPractice then either the client is not captured or the service is not activated for provisional tax.
Navigating the SmartPractice Dashboard
Login to your SmartPractice Profile
Type IT numbers
Click on IT Numbers View & Update
Enter the Income tax number
Click on Update Details
Click on the Side menu Icon
Click on Initial Settings
Click on Step by Step Setup
Click on Step Five
Check the box to mark the client for Provisional Tax
Click on Save Changes
Updated on: 06/03/2024
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