Tax Clearances

1. Go to PlanSmart

2. Select SARS

3. Select Tax Clearances

4. Click on Tax Clearances Not Loaded

5. Filter the report as needed

6. Click on Show Report

7. Click on files to upload

8. Click on Upload to current file categories

9. Select the Category

10. Select the file to upload

11. Select who to send the email too or add another recipient.

12. Click on Upload Files

13. Click on the green box with a tick

14. You can now add notes and set as complete. You can also notify other users. Select Save once done.

15. 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