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Workflow Templates

Provisional Tax Return for Companies Template

Download your free Provisional Tax Return for Companies template to personalise and use in your bookkeeping or accounting firm.

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Tax & Compliance - categorySouth Africa - regionSA Core - tag

Created by Karbon

A preview of the template showing sections of tasks to be completed. Some are already checked offProvisional Tax Return for Companies - SA CorePlanned - request information2 AutomatorsRequest information from client, validate and follow-upCompletedQPrep3 AutomatorsCalculate tax liability and prepare draft returnCompletedAReview4 AutomatorsComplete the manager's review of draft provisional tax returnCompletedZ

About this template

This template manages the full workflow for preparing and filing the IRP6 Provisional Tax Return for South African companies.

It includes steps for collecting financial data, calculating estimates, preparing the IRP6, internal review, filing via eFiling, and following up on payment or queries. Client Requests are used to obtain source documents and interim financials.

The process includes automation and clearly assigned roles to support compliance and task progression.

All elements of this template are fully customisable to meet your firm’s requirements.

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.

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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 Companies Template

.

Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offProvisional Tax Return for Companies - SA CorePlanned - request information2 AutomatorsRequest information from client, validate and follow-upCompletedYPrep3 AutomatorsCalculate tax liability and prepare draft returnCompletedGReview4 AutomatorsComplete the manager's review of draft provisional tax returnCompletedK

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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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