The SARS Tasks table is in what we call the Tax Department. This is a manual table.
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'.
The view will change to show 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
This will take you to a list of all the SARS documents and steps needed for that particular task.
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.
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.
The Due Date will schedule for 21, 60 or 90 days, depending on the task. This will reflect in the All Tasks Due table.
Once a task is marked as Completed, it will move to the SARS Tasks Archive table.
If you want to attach the documents received with respect to this task for reference purposes, please read this post.
Time can be tracked against any of these tasks. Please read this post to find out more.