This template outlines the full process for managing the IRP6 Provisional Tax Return for South African individuals.

It includes task stages for client data collection, tax estimate calculation, preparation and internal review, submission through eFiling, and post-filing follow-up. Client Requests are used to gather relevant income records and supporting documents.

Roles and task statuses are supported by automation to ensure timely completion and accountability.

The template is fully customisable to fit your firm’s workflow preferences and compliance standards.

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.