Annual Tax Return for Individuals (ITR12)
Simplify your ITR12s with this flexible process, from prep to submission.
29 downloads
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.
Added and downloaded 27 times
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.
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
Alternatively, you can
Related templates
Other workflow templates you might find useful.
