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Turnover Tax

Updated: Dec 29, 2022

The Turnover Tax table can be found in the Tax Department.


Where Turnover Tax has been switched on in the client table:


  • This will schedule on the 1st of June each year, with a 31 January Due Date (or earliest working day).

  • Turnover Provisional Tax: This will schedule on the 1st of June each year, with a 31 August Due Date for the first payment (or earliest working day). The second payment will schedule on 1 January the following year, with a due date of the last working day of February.

To switch on Turnover Tax:

  • Go to the Client table.

  • Click on a client.

  • Scroll down to the Services section.

  • Check the Turnover Tax checkbox.

  • Save.


Working on a Task


To work on a Turnover Tax task:

  • Go to the Turnover 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.

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 contains checkboxes to track the progress of the task. You can check checkboxes as you work, save the record and continue later.


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.



Task Reminders


A reminder will appear in the All Tasks Due table indicating the number of Turnover 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 Turnover 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.



Timer


DataGrows allows you to keep track of time spent on any task. This post will go into more detail on that.

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