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How to manage the tax return process

The following steps all refer to the Tax Input menu option which can be found under Tax – Tax Returns – IT12  - IT12 Input (it also applies to the IT12TR and IT14)
 
1.     Prepare / Generate Tax Return Page
This step will create a Page on Sky for every client
from the Input screen ensure that you select the correct year that you want to generate for.
 
Click on the wheel icon
Then select – Generate Tax Return Page, this will generate for all clients listed and change the status to CREATED
 
2.     Request / Retrieve Return from SARS
Click on the wheel icon again
Then select – Retrieve Returns from SARS, this will connect to SARS e-filing and retrieve the prepopulated info from SARS if the return is available the status will change to RECEIVED
If the return is not available, it will request the return and change the status to REQUESTED
You can at a later stage retrieve for the ones that the status is REQUESTED
-     Change the status filter to select REQUESTED
-     This will show only clients with that status
-     Select the retrieve option from the wheel icon
-     This will retrieve only for the clients listed
If you wish to retrieve for each client separately/individually select the client on the left, then select the eFiling tab on the bottom right and click on the Retrieve button
 
3.     The tax returns are now ready for capturing of all other info
Change the status to INPROCESS for each return as you start working on it
At this stage, it is highly recommended to use the built-in notes facility to track the activity / tasks for each client.
The notes can be used as reminders as well.
For e.g.
You send an email to a client requesting info and/or documents and will need to follow up on this request in 7 days.
 
 
3.1     to create a note, click on the block to the left of the client code
3.2     A new window will appear as follows
 
 
3.3     Click on the new icon to create a new note
3.4     Enter info as above
3.5     If you wish to have the task or reminder to be allocated to someone else, change the allocate to.
3.6     Click on the red cross at the top right to close.
3.7     A notes icon will appear next to the client code, to indicate any uncleared / open notes
3.8     Click on this icon again to edit , clear  or create new notes.
3.9     On the day the note becomes due, a reminder will popup and the bell at the bottom right of your screen will change to red background
 
Documents
Any documents related to the calculation can be stored against the specific client and the year. Eg Medical certificates, Irp5, Travel schedule, Retirement fund certificates etc,
These documents can then be easily accessed at any time for reference, or if SARS requests supporting documents.
For more info Refer to the How to on attaching documents
 
4.     When you are done with all the capturing and calculations.
The return is now ready for Review by a partner/Manager, called the reviewer
Change the status to PREPARED and create a note and allocate this note to the reviewer, so that it will appear on their tasks/reminders.
 
5.     The reviewer now reviews the calculation
Change the status filter to select PREPARED (This will show only clients with that status)
If there are any changes that need to be done, the reviewer creates a note with the query/changes and allocates this note to the preparer.
If all is ok, the reviewer changes the status to REVIEWED
 
6.     The Tax Return calculation is ready to be sent to the client
Change the status filter to select REVIEWED (This will show only clients with that status)
Email the client the Tax pack report for authorisation and change the status to SIGNATURE
Create a note to indicate this and be sure to change the follow up date.
If there are any queries from the client, change the status to QUERY and indicate this query on the notes.
If you received the authorisation from the client, attach this to the documents and change the status to READY FOR SUBMISSION
 
7.     Submitting the Tax Return to SARS
Change the status filter to select READY FOR SUBMISSION (This will show only clients with that status)
This step is important, as the submission process will run for ALL clients listed, to be safe rather submit individually
Select wheel icon and select the option - Submit Returns to SARS
If the submission was unsuccessful, the SARS status will change to FAILED
If the submission was successful, the status will change to SUBMITTED and the SARS status will change to QUEUED
NB : the assessment will be available within 24 hours
If you wish to submit for each client separately/individually select the client on the left, then select the eFiling tab on the bottom right and click on the Submit button
 
 
8.     Retrieving the Assessment / Querying the return status at SARS
Change the status filter to select SUBMITTED (This will show only clients with that status)
Select the wheel icon and select the option – Update SARS Return status
If the assessment is available
-     it will be downloaded and an assessment entry created.
-     The status will change to ASSESSED
If the assessment is available in PDF it will be downloaded and attached to the assessment data entry
The SARS status will change to the status at SARS and any documentation available will be downloaded eg Audited, request for supporting documents etc
These documents are viewable from the Correspondence tab
 
9.     Review the Assessment
Go to the Tax – Assessment screen and from here you will be able to review the assessment and compare it to the submission info.
 
10.     Request for Correction / resubmission
 
From the Tax Return screen, select the client, then select the eFiling tab on the right and click on the correction button
 
A new record will be created on this screen with Ver no 2
The status will change to CORRECTION
 
11.     If the assessment is correct and the refund received or payment made then change the status to FINALISED
 
10 November 2021