TaxSmart Calculation

Complete provisional tax submissions, with direct SARS eFiling integration, bulk CRM and submission options.

Easy setup, just synchronize your eFiling profile and all provisional taxpayers will be populated from the SARS platform. Your first taste of the power of our integration. Throughout all phases, multiple selections can be made to apply certain actions in bulk!

TaxSmart Calculation

Overview Video

Taxsmart Overview Video
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Completion Phases

Keeping track of IRP6 returns present a challenge to most practitioners. Our interface is broken down into various phases, with the total number of taxpayers in a particular phase displayed on the home page. Know exactly what is going on and stay in full control!

Completion Phase

Easy setup, just syncronise your eFiling profile and all provisional taxpayers will be populated from the SARS platform. Your first taste of the power of our integration. Throughout all phases, multiple selections can be made to apply certain actions in bulk!

Completion Phase
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Calculation Phase

Available data from your eFiling profile will be pre-populated on the calculation. You can then adjust the base cost per amount or apply a percentage, to ensure an accurate estimate reaches SARS. In addition, a taxpayer can be categorised as high risk or as a Rnil return. The selected options will be displayed as part of all reporting to ensure that your risk is monitored.

Calculation Phase
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Communication

Bulk communication made easy. With your submissions done and results received, communicate it to your clients individually or in bulk, your choice. The message can be amended to suit your preferences. From here the taxpayer is sent to an invoice list. Time to reap your reward for forward thinking!

Communication
Draftworx

Draftworx information can be imported into TaxSmart.

As a client, you will have the opportunity to download an excel (.xlsx) document from your Draftworx™ profile and upload it into TaxSmart. This file will contain taxable income and turnover from all your clients in Draftworx™. Once the file is uploaded and merged in TaxSmart, as the Accountant, you will have the advantage of not only viewing the historic SARS data on a particular client, but also view the actuals as per Draftworx ™.

You now have the flexibility to use whichever data deems most relevant in the IRP6 calculation.

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Here's what our clients are saying

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Questions & Answers

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