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
| # Users: | 2 | 5 | 10 | 20 |
|---|---|---|---|---|
| ClientMate | R 2200 | R 3100 | R 3900 | R 4900 |
| ClientMate: Tax | R 4400 | R 6200 | R 7800 | R 9800 |
| ClientMate: Time | R 4400 | R 6200 | R 7800 | R 9800 |
| ClientMate: Tax & Time | R 6600 | R 9300 | R 11700 | R 14700 |