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Workflow Templates

Company Income Tax Return (IT14) Template

Download your free Company Income Tax Return (IT14) template to personalise and use in your bookkeeping or accounting firm.

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Tax & Compliance - categorySouth Africa - regionSA Simple Start - tag

Created by Karbon

A preview of the template showing sections of tasks to be completed. Some are already checked offCompany Income tax return (IT14) - SA Simple StartPlanned - Waiting for Financial Statements2 AutomatorsConfirm completion of the annual financial statementsCompletedFPrep3 AutomatorsComplete draft tax returnCompletedZReview4 AutomatorsComplete the manager's review of draft tax returnCompletedW

About this template

This template provides a simplified process for preparing and filing IT14 company tax returns for South African businesses.

It includes core stages such as gathering financial data, preparing the return, reviewing internally, sending for client sign-off, and lodging with SARS. Tasks are divided between roles like Preparer and Reviewer.

Client tasks are used to obtain the required information efficiently.

The template is fully customisable to fit your firm’s process 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 Company Income Tax Return (IT14) Template

.

Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offCompany Income tax return (IT14) - SA Simple StartPlanned - Waiting for Financial Statements2 AutomatorsConfirm completion of the annual financial statementsCompletedWPrep3 AutomatorsComplete draft tax returnCompletedJReview4 AutomatorsComplete the manager's review of draft tax returnCompletedH

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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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