Tax Clearances
Go to PlanSmart
Select SARS
Select Tax Clearances
Click on Tax Clearances Not Loaded
Filter the report as needed
Click on Show Report
Click on files to upload
Click on Upload to current file categories
Select the Category
Select the file to upload
Select who to send the email too or add another recipient.
Click on Upload Files
Click on the green box with a tick
You can now add notes and set as complete. You can also notify other users. Select Save once done.
The report will show you which Tax Clearances have been done, or not done, if the files have been uploaded and if there are notes.
Select SARS
Select Tax Clearances
Click on Tax Clearances Not Loaded
Filter the report as needed
Click on Show Report
Click on files to upload
Click on Upload to current file categories
Select the Category
Select the file to upload
Select who to send the email too or add another recipient.
Click on Upload Files
Click on the green box with a tick
You can now add notes and set as complete. You can also notify other users. Select Save once done.
The report will show you which Tax Clearances have been done, or not done, if the files have been uploaded and if there are notes.
Updated on: 31/10/2024
Thank you!