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Workflow Templates

Provisional Tax Return for Individuals Template

Download your free Provisional Tax Return for Individuals 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 template showing sections of tasks to be completed. Some are already checked offProvisional Tax Return for Individuals (South Africa)Organize and request client information2 AutomatorsUpdate and send the client request for the upcoming individual provisional tax workCompletedICLIENT TASKSDocumentation request for your upcoming provisional tax return 2 AutomatorsLatest payslipCompletedPRental income (if applicable) as well as a schedule of expenses and estimates for the rest of the yearCompletedPBusiness income: (trading income etc. This includes a breakdown of the income and expenses)CompletedXAdvise if any capital assets were sold or are expected to be sold before February next yearCompletedDConfirm the number of dependents on the medical aidReady To StartDue TodayL

About this template

This template is designed for the process of completing provisional income tax returns. It covers both provisional returns.

The work goes through the stages:

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

The roles involved in completing the work are: Admin (initial work assignee), Preparer and Reviewer. The overall ownership of the work changes as the work progresses between the roles involved. Work stages and roles are both customizable.

The template includes best practice automation to ensure it is clear:

  • 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 start date for the work is the 1st July for the first provisional return and 1st January for the second provisional return. The due date of the work is 2 months after the start date for both provisional returns.

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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 Provisional Tax Return for Individuals Template

.

Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offProvisional Tax Return for Individuals (South Africa)Organize and request client information2 AutomatorsUpdate and send the client request for the upcoming individual provisional tax workCompletedPCLIENT TASKSDocumentation request for your upcoming provisional tax return 2 AutomatorsLatest payslipCompletedCRental income (if applicable) as well as a schedule of expenses and estimates for the rest of the yearCompletedABusiness income: (trading income etc. This includes a breakdown of the income and expenses)CompletedEAdvise if any capital assets were sold or are expected to be sold before February next yearCompletedTConfirm the number of dependents on the medical aidReady To StartDue TodayR

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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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