It has been a busy year with you collecting the required data for tax certificates as per SARS requirements as of 2023.
This new report shows what you have in the system, and missing data needs to be collected. Fields are marked as 'not needed' or 'optional' where appropriate.
Click here for a
video of the report.
Also note that together with a few clients I am exploring what is needed for SARS uploads which seems to be required by the end of May. More info will follow with details during the course of May.
If you have information on this, please share with me, so that we can get the best solution in place.