ClientMate: Tax

ClientMate:Tax is the optional Tax module which integrates with ClientMate:Database for the recording of all tax related information including:

  • Submissions
  • Assessments
  • Provisional tax returns
  • VAT Returns
  • Many useful reports to effectively monitor all aspects of tax administration.

Features
  • Report outstanding / submitted returns / partner
  • Compare assessments to submissions
  • Report submissions not assessed for follow-up
  • Report refunds not received for follow-up
  • Assessment status ( ADR, objections , appeal )
  • Letters, e-mails, SMS’s automatically generated on submission / assessment
  • Fee note generated with Prov tax notice
  • Send letters / e-mails / SMS’s to any category of tax client
Pricing
# Users: 2 5 10 20
ClientMate R 1995 R 2793 R 3534 R 4446
ClientMate: Tax R 3990 R 5586 R 7068 R 8892
ClientMate: Time R 3990 R 5586 R 7068 R 8892
ClientMate: Tax & Time R 5985 R 8379 R 10602 R 13338

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