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 3 600 | R 5 300 | R 6 600 | R 8 800 |
| ClientMate: Tax | R 7 200 | R 10 600 | R 13 200 | R 17 600 |
| ClientMate: Time | R 7 200 | R 10 600 | R 13 200 | R 17 600 |
| ClientMate: Tax & Time | R 10 800 | R 15 900 | R 19 800 | R 26 400 |
Contact support@itmates.co.za to request a demo or purchase a licence.