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Workflow Templates

Annual Tax Return for Individuals (ITR12) Template

Download your free Annual Tax Return for Individuals (ITR12) template to personalize and use in your bookkeeping or accounting firm.

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Tax & ComplianceSouth AfricaSA Simple Start

Created by Karbon

A preview of the templateAnnual Tax Return for Individuals (ITR12) - SA Simple StartPlanned - request information2 AutomatorsRequest information from client, validate and follow-upCompletedYPrep3 AutomatorsComplete draft tax returnCompletedUReview4 AutomatorsComplete the manager's review of draft tax returnCompletedB

About this template

This simplified template supports the preparation and filing of ITR12 returns for South African individuals.

It includes core steps: collecting client information, preparing the return, internal review, client approval, and lodgement with SARS. Responsibilities are divided between roles like the Preparer and Reviewer.

Client tasks and internal prompts help manage deadlines and ensure accurate submissions.

The template is fully customisable to align with your firm’s preferred workflow and team responsibilities.

Simple Start templates are streamlined templates, with no client requests/email templates and one task per section. 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 Annual Tax Return for Individuals (ITR12) Template

.

Karbon Practice Management

A preview of the templateAnnual Tax Return for Individuals (ITR12) - SA Simple StartPlanned - request information2 AutomatorsRequest information from client, validate and follow-upCompletedXPrep3 AutomatorsComplete draft tax returnCompletedNReview4 AutomatorsComplete the manager's review of draft tax returnCompletedT

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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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