Trusts Tax Returns

The Trusts Tax Return table can be found in the Tax Department.

A tax task will be scheduled for all trusts according to the annual SARS tax season. Once the latest season is announced, DataGrows will automatically schedule a task for all Active and Dormant Trust clients, where the Income Tax Service is turned on. You do not need to capture the tasks manually.  

This table will allow you to track the progress of trust tax returns each tax year.

Remember to log all pertinent information for the trust under the Additional Information as well as Trust Register tab, to make it easier to submit their Tax Return. You can find both these tabs by clicking on a client record in the Client table, then going to the tabs at the top.

SARS Verification

If a client is selected for a SARS Verification, check the checkbox in the Trusts Tax Returns table. This will schedule a task in the SARS task table with an internal reminder in your All Tasks Due Detail table so you do not forget.