Exceptions Reports
Print the following reports and follow up any exceptions:
- Taxpayers without a record for a period
- Tax | Provisional Tax | Taxpayers without a record for a period
- This report lists all taxpayers for a selected tax year, tax period and year end month that do not have a provisional tax record. This report shows the client code, tax reference number, client name, whether flagged for tax, and whether flagged for calculate provisional tax.
- Provisional calculations with invalid Year End
- Reporting | Exception Reports | Provisional Tax | Provisional
calculations with invalid year end
- This report lists all taxpayers within a selected tax year and tax period where the Provisional Year End does not match the latest Year End date under Client maintenance. This report shows the client code, tax reference number, client name and shows the ProvTax and Client year ends.
- Provisional returns flagged ready for Submission
- Tax | Provisional Tax | ProvTax Flagged Ready but not Submitted
- This reports lists all taxpayers for a selected year, tax period and year end month that are flagged ready for e-Filing. This report will allow you to establish if the return has been flagged as Submitted to SARS.
It will show the status as "IRP6 Return received from SARS", "IRP6
Return queued", "IRP6 Return submitted to SARS". The first rwo
statuses will need to be followed up as these do not indicate a successful submission.
- Taxpayers excluded from the global run
- Reporting | Exception Reports | Provisional Tax
- This report lists each provisional tax record that was edited. The report shows the following information for a selected partner, tax year, year end month, and provisional tax period: last assessed year, last assessed income, estimated income, annual provisional tax, previous tax paid, PAYE tax paid, foreign tax paid, provisional tax due, and global calculation
Excel Control Report for Provisional
Tax
We have developed an Excel report that can be used to check the Provisional
tax returns directly from the GreatSoft database. Download "Linking
Excel to SQL Provisional Tax Control.zip" from the e-Tax folder on the
GreatSoft FTP site and follow the instructions in the document contained in
the zip to setup up the Excel report on your system. The document applies to
Microsoft Word 2007 and e-Tax release 7 only.
A big benefit of using Excel to review the report is that you can filter on
the relevant columns as needed using the power of Excel Filters.
I hope that the IRP6 submission pressures have reduced substantially and
that you guys are now mainly checking and handling exceptions. And,
hopefully, next time around SARS will not make such drastic changes to the
procedures.
Thank You
Imtiaz Lorgat
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