Annual Tax Return for Individuals (ITR12)
Accelerate ITR12 filing for your South Africa-based clients with this standardised workflow.
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Annual Tax Return for Individuals (ITR12) Template
Download your free Annual Tax Return for Individuals (ITR12) template to personalise and use in your bookkeeping or accounting firm.
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About this template
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.
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
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