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.