This template manages the preparation and submission of individual tax returns (ITR12) for South African clients.

It includes stages for planning, gathering supporting documents, preparing and reviewing the return, sending to the client for approval, and final submission to SARS. Task roles such as Preparer and Reviewer are assigned, with work ownership transitioning throughout the process.

Client requests and internal checklists are used to ensure completeness and accuracy.

The template is fully customisable to suit your firm’s process, team structure, and client communication style.

Core templates are medium-complexity templates, with strategic use of client requests/email templates and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, Karbon templates.