SARS Tasks Table Explained

The SARS Tasks table is in the Tax Department. This is a manual table. It helps you to keep track of SARS-related deadlines, such as updating a public officer, contacting the SARS call centre, customs renewals, etc.

This post will cover:

1. How to add a SARS Task

2. Accessing the list or necessary documents via subtasks

3. SARS Verifications

4. Task reminders & working on tasks

1. How to add a SARS task

• Click on the SARS Task table

• Then click on 'ADD RECORD' in the top right corner.

• Next, select a task, client, accountant, status, and partner/manager where applicable.

• Leave the Details section empty for now.

• Click 'SAVE & EDIT'.

2. Accessing the list or necessary documents via subtasks

Once you have saved a SARS task, the view will change to show SARS subtasks at the top. It will take you to a list of all the SARS documents and steps needed for that particular task.

To view the SARS SUB TASKS tab at the top of the new screen (please refer to the image below).

• Click on this tab.

• Expand the window by clicking on the expansion bar

Click on the icon (shown in the image below) in the Template Download Link column to download SARS Documents from the SARS website or to go to a SARS online submission link.

Once you have requested or received a document, you can mark it accordingly by selecting the checkbox to the left in the SARS sub task tab. Then go to Actions and select the option that applies. This will mark the field with today's due date.

If you want to attach the documents received with respect to this task, you can attach it to the main SARS task or to each subtask.

3. Task reminders & working on tasks

• You can add an Internal Due Date or SARS Appointment Date. This will schedule a reminder in the All Tasks Due table.

• Once the documents have been submitted to SARS, click on the record and add an Uploaded Date in the Details tab.

Once an Uploaded date has been added, the day counter will start counting in working days, making it easy to see when you can escalate a task. This will be reflected in the All Tasks Due table.

Once a task is marked as Completed, it will move to the SARS Tasks Archive table.

4. SARS Verifications

Some tasks, like the Income Tax Individulas task have SARS Verification checkboxes. If you check the checkbox and save the task, a SARS task will be created, and an internal due date will be set as a reminder in your All Tasks Due Detail table so you do not forget to attend to the task.

If you have any questions, please contact support@mydatagrows.com