Individual Tax Return (ITR12)

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.