VAT Current Month Submissions
Only Supervisor and Partner status users can work on the VAT Current Month Submissions 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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Click on PlanSmart
Select SARS
Select VAT
Click on VAT Current Month Submissions
If you have partner or supervisor status, you can filter the report according to Partner, User or Other options (show all, show uploaded, show mark as complete, show outstanding, show notes, show users log table) Then click on show report. The report will automatically display for normal users only showing the clients that are allocated to them.
To set the VAT submission as completed. Click on the X symbol.
Add notes, select user to notify and select the VAT Return category. Tick the "Set as Complete" box and Save.
The status will change and green box (add notes) will appear and blue lines (view notes).
To upload files, click on Files.
Click on upload to current file categories.
Select the category from the drop-down list.
Add the file by clicking on choose file.
Select Upload Files.
The VAT section will now have a green box with a tick to show a file was uploaded for this client.
_________________________________________________________________________________________________________________________________________________
Click on PlanSmart
Select SARS
Select VAT
Click on VAT Current Month Submissions
If you have partner or supervisor status, you can filter the report according to Partner, User or Other options (show all, show uploaded, show mark as complete, show outstanding, show notes, show users log table) Then click on show report. The report will automatically display for normal users only showing the clients that are allocated to them.
To set the VAT submission as completed. Click on the X symbol.
Add notes, select user to notify and select the VAT Return category. Tick the "Set as Complete" box and Save.
The status will change and green box (add notes) will appear and blue lines (view notes).
To upload files, click on Files.
Click on upload to current file categories.
Select the category from the drop-down list.
Add the file by clicking on choose file.
Select Upload Files.
The VAT section will now have a green box with a tick to show a file was uploaded for this client.
Updated on: 06/02/2024
Thank you!