The Income Tax Individuals table can be found in the Tax Department.
The Schedule and Due dates are determined by SARS each year.
To switch on Income Tax Individuals:
Go to the Client table.
Click on a client.
Scroll down to the Services section.
Check the Income Tax checkbox.
Working on a Task
To work on a Payroll task:
Go to the Income Tax Individuals table
Click on a record
Expand the view by clicking on the expansion bar
There will be an Individual Income Tax Summary section, an Individual Income Tax Details section and a Payment/Refund Details section.
Once you start working on a task, change the status in the Summary section to In Progress. Once the task is done, change the status to Completed. The task will then move away from the main table and into the archive table.
The Individual Income Tax Summary section will contain a field for Assigned Date and Ready for Review Date.
The Individual Income Tax Details section gives various checkboxes of steps you can follow to complete the task. You can check checkboxes as you work, save the record and continue later. If you know the steps by heart, you can just use the status dropdown in the Summary section.
The Payment/Refund Details section gives fields to add Payment/Refund amounts and payment dates.
Once you check the SARS Verification checkbox and click Save, a task will be created in the SARS Tasks table.
You can add any backlogged returns manually by clicking on 'ADD RECORD' in the top-right corner.
A reminder will appear in the All Tasks Due table indicating the number of Individual Income Tax tasks due for a particular date.
If you click on any of the blue hotlinks, you will be taken to the task in the Income Tax Individuals table, where you can start working on it.
Filter & Sort
You can search/filter and sort on any column by clicking on the 3-dot menu next to the column name. Sort will allow you to sort Ascending or descending, while filter will provide various options and allow you to type in a specific name.
An active filter will display in the top right corner. To clear a filter, click on the x.
DataGrows allows you to keep track of time spent on any task. This post will go into more detail on that.