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.

  • 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

From R 3 990

Incl. VAT for a 12 month licence.

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