ClientMate version 2025.3.1.0
This update included a new Outstanding Returns section, with the same o/s returns reports with fixed filters, and a new live screen for O/S Returns for further customisation:
This screen can be customised to display information based on the filters applied, and the Send To button will export whatever is displayed on the screen into various different formats, including xlsx, xml, and PDF.
ClientMate version 2025.2.1.0
This update introduced a new theme across ClientMate, along with an additional ‘Client Type’ filter on the outstanding returns report:
All functionality remains the same regardless of cosmetic changes.
ClientMate version 9.2.0.0
Additional filter added on the Prov Tax screen:
Same filters added on Submissions/Assessments:
Changes to the Submissions/Assessments screen:
- Text change for Taxable Income to indicate what figure the tax is calculating on
- Date to pay text changed to indicate interest-free period
- Fee box added with fields for invoice data
- Additional field added for Other tax credits
All of these new fields can now be included in a report for Submissions/Assessments:
ClientMate Version 9.1.8.0
– A bug was picked up when adding Medical Credits to a tax record. This has been fixed.
– With the new Auto Assessment from SARS, we have added an “Auto” option on the Assessments record.;
The selected option will dictate which letter is used; Auto Assessment Master letter to come.
– New Status options have been added for Provisional Tax;
You can select the status on this window, or directly from the Browse Prov Tax Window by highlighting a record and selecting one of the buttons;
The status selected will be displayed on the Browse Prov Tax window. You can also filter these records according to status;
ClientMate Version 9.1.7.0
Updates and bug fixes for ClientMate as of 17/07/2024.
Many changes have occurred on the Provisional Tax process as we receive suggestions from new clients.
– Email/Print button on the Prov Tax tab has been separated into 2 separate Email and Print buttons. You can still use Email/Print button as before;
– Separate button for printing the IRP6 form has also been included;
– Separate button for bulk printing the IRP6 form has also been included;
– A button for bulk printing the Letters attached to Provisional Tax has been added;
– When creating Required Returns, a due date option has been added. The date filled in will apply to all provisional tax records created for that period;
– The option to exclude an address block from a letter has been added;
– Attachments on emails sent from the internal email system were not displaying. This has been fixed.
– Notes have been moved to a separate tab on the Client details section;
– A client reported that the Percentage Increase on Prov Tax returns was not being automatically calculated. This has been fixed.