This template supports the end-to-end process of preparing and lodging company income tax returns (IT14) for South African entities.

The workflow includes task sections for reviewing financials, collecting supporting information, preparing the tax return, internal review, client approval, and submission to SARS. Roles such as Preparer and Reviewer are assigned, with clear transitions in responsibility.

Client tasks and internal checklists are included to maintain accuracy and meet compliance requirements.

The template is fully customisable to align with your firm’s workflow and role structure.

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.