The Provisional Tax table can be found under the Tax Department.
Where turned on in the client table, this will schedule two periods in advance, twice a year. The First Provisional Tax Period will be due 6 months into the new financial year, and the Second Provisional Tax Period is due on the last working day of the year-end month. We schedule these tasks 60 days before the due date.
*Please make sure to check the Provisional Tax checkbox AND select a year-end.
To switch on Provisional Tax:
Go to the Client table.
Click on a client.
Scroll down to the Services section.
Check the Provisional Tax checkbox.
Working on a Task
To work on a Provisional Tax task:
Go to the Provisional Tax table
Click on a record
Expand the view by clicking on the expansion bar
There will be a Summary section and a Details section. All of our automated tables work in this way.
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 Details section gives various checkboxes and fields to capture the status and income amounts.
The table also has a Notes column for any comments relating to the task.
You can add any backlog 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 Provisional 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 Provisional Tax 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.