Individual Tax Return (ITR12) icon

Individual Tax Return (ITR12)


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

A preview of the 'Individual Tax Return (ITR12)' templateIndividual Tax Return (ITR12)Organize and request client information2 AutomatorsUpdate and send the client task for the upcoming individual tax workCompletedCLIENT TASKSDocumentation request for your upcoming provisional tax return4 AutomatorsLatest payslipCompletedRental income (if applicable) as well as a schedule of expenses and estimates for the rest of the yearCompletedBusiness income: (trading income etc. This includes a breakdown of the income and expenses)CompletedAdvise if any capital assets were sold or are expected to be sold before February next yearCompletedConfirm the number of dependents on the medical aidReady To StartDue Today

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.

Download the Template

Download your Individual Tax Return (ITR12) template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling