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
  • Search on Tax, VAT, PAYE, UIF registration numbers
Pricing (per year)
# Users: 2 5 10 20
ClientMate R 3 300 R 4 850 R 6 000 R 8 000
ClientMate: Tax R 6 600 R 9 700 R 12 000 R 16 000
ClientMate: Time R 6 600 R 9 700 R 12 000 R 16 000
ClientMate: Tax & Time R 9 900 R 14 550 R 18 000 R 24 000

Buy Now