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:251020
ClientMateR 3 600R 5 300R 6 600R 8 800
ClientMate: TaxR 7 200R 10 600R 13 200R 17 600
ClientMate: TimeR 7 200R 10 600R 13 200R 17 600
ClientMate: Tax & TimeR 10 800R 15 900R 19 800R 26 400

Contact support@itmates.co.za to request a demo or purchase a licence.