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Workflow Templates

Individual Tax Return (ITR12) Template

Download your free Individual Tax Return (ITR12) template to personalize and use in your bookkeeping or accounting firm.

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Tax & ComplianceSouth Africa

Created by Karbon

A preview of the templateAnnual Tax Return for Individuals (ITR12) (South Africa)Organize and request client information2 AutomatorsUpdate and send the client request for the upcoming individual tax workCompletedMCLIENT TASKSDocumentation request for your upcoming provisional tax return 2 AutomatorsLatest payslipCompletedRRental income (if applicable) as well as a schedule of expenses and estimates for the rest of the yearCompletedFBusiness income: (trading income etc. This includes a breakdown of the income and expenses)CompletedZAdvise if any capital assets were sold or are expected to be sold before February next yearCompletedGConfirm the number of dependents on the medical aidReady To StartDue TodayC

About this template

This template is designed for the process of completing annual tax returns for individuals (ITR12).

The template includes best practice automation to ensure clarity around:

  • Which tasks are ready to be worked on (i.e. task status)
  • What the status of work is at any time (so you can get real-time work dashboards)
  • Who is responsible for the work and tasks
  • The priority of work and tasks

The work goes through the stages:

  • Ready To Start
  • Waiting for info
  • In Progress
  • Prep
  • Waiting for info
  • Prep
  • Review
  • Waiting for client
  • Assemble
  • Wait for signature
  • File
  • Follow-up
  • Wait for confirmation
  • Completed

The roles involved in completing the work are: Admin, Preparer, Reviewer.

The overall ownership of the work changes as the work progresses between the roles involved.

Work stages and roles are both customisable.

The start date for the work is 1st March, the due date is determined by SARS, and the initial work assignee is the administrator.

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How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
Sign In to Add to Karbon

Alternatively, you can

Download Individual Tax Return (ITR12) Template

.

Karbon Practice Management

A preview of the templateAnnual Tax Return for Individuals (ITR12) (South Africa)Organize and request client information2 AutomatorsUpdate and send the client request for the upcoming individual tax workCompletedBCLIENT TASKSDocumentation request for your upcoming provisional tax return 2 AutomatorsLatest payslipCompletedLRental income (if applicable) as well as a schedule of expenses and estimates for the rest of the yearCompletedWBusiness income: (trading income etc. This includes a breakdown of the income and expenses)CompletedNAdvise if any capital assets were sold or are expected to be sold before February next yearCompletedJConfirm the number of dependents on the medical aidReady To StartDue TodayN

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

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