Individual Tax Return (ITR12) Template
Download your free Individual Tax Return (ITR12) template to personalize and use in your bookkeeping or accounting firm.
Added and downloaded 121 times
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.
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:
