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Workflow Templates

Provisional Tax Return for Companies Template

Download your free Provisional Tax Return for Companies 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 offProvisional Tax Return for Companies - SA Simple StartPlanned - request information2 AutomatorsRequest information from client, validate and follow-upCompletedUPrep3 AutomatorsCalculate tax liability and prepare draft returnCompletedPReview4 AutomatorsComplete the manager's review of draft provisional tax returnCompletedT

About this template

This template supports the preparation and submission of the Provisional Tax Return (IRP6) for South African companies.

It includes task stages for client information collection, calculation of taxable income, preparation of the IRP6, and submission to SARS. Client Requests are used to gather required financial details.

Automation is built in to manage task flow, role assignment, and due date tracking.

The template is fully customisable to fit your firm’s internal processes and review requirements.

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 Provisional Tax Return for Companies Template

.

Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offProvisional Tax Return for Companies - SA Simple StartPlanned - request information2 AutomatorsRequest information from client, validate and follow-upCompletedJPrep3 AutomatorsCalculate tax liability and prepare draft returnCompletedTReview4 AutomatorsComplete the manager's review of draft provisional tax returnCompletedP

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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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