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CloudTax
Release Note
Index 1. CloudTax | Release | January 2019 | Version 2.9.6 ............................................................... 3
1.1. New Features .................................................................................................................................................... 3 PDF Generation of Provisionals ................................................................................................................................ 3
1.2. What has been fixed ......................................................................................................................................... 4 Taxpayer Sign off ...................................................................................................................................................... 4
2. CloudTax | Release | December 2018 ................................................................................... 4 2.1. New Features .................................................................................................................................................... 4
Taxpayers Data Quality ............................................................................................................................................. 4 Missing Assessments ................................................................................................................................................ 5 Manually Submitted Income Tax Returns ................................................................................................................ 6
2.2. Improvements ................................................................................................................................................... 6 Landing Page revamp ............................................................................................................................................... 6
3. CloudTax | Release | October 2018 ...................................................................................... 6 3.1.1. What’s New .............................................................................................................................................. 6
4. CloudTax | Release | August 2018 ........................................................................................ 7
Contact Us ................................................................................................................................... 9
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Previous Release information
1. CloudTax | Release | January 2019 | Version 2.9.6 Released: 30/01/2019 This CloudTax release includes updates that aim to assist Tax Practitioners with identifying and rectifying missing Assessments and Tax Payer information.
1.1. New Features PDF Generation of Provisionals Tax Practitioners are now able to print and download a summary of the Provisionals created in CloudTax to send to the Taxpayer for approval. This summary also includes the Tax Practitioner’s contact details.
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Previous Release information
SARS Sync Enhancements Tax Practitioners now have the option to save their login credentials for 8 hours as well as decide if they want to download additional SARS correspondence when doing a SARS Sync.
1.2. What has been fixed Taxpayer Sign off Taxpayers can now sign off and approve/decline their Provisional returns through CaseWare Cloud. Previously, if the Taxpayers’ Registration Number was outstanding, the Taxpayer did not have the permission to update or change this, which prevented them from signing off their return.
2. CloudTax | Release | December 2018 This CloudTax release includes updates that aim to assist Tax Practitioners with identifying and rectifying missing Assessments and Tax Payer information.
2.1. New Features Taxpayers Data Quality This new feature shows Tax Practitioners which of their Taxpayer’s critical information is outstanding and enables them to complete this information. If a Tax Practitioners client's data is up-to-date and compliant they should then never miss a tax return.
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Previous Release information
Missing Taxpayers Notification Centre This new feature will notify Tax Practitioners when they have a Taxpayer registered on a specific eFiling profile, but the Taxpayer is not available in their CaseWare Cloud Firm.
Missing Assessments This new feature will show Tax Practitioners if there are any assessments which is outstanding for a Taxpayer. This new feature will show Tax Practitioners if there are any prior years assessments which are outstanding for a Taxpayer.
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Previous Release information
Manually Submitted Income Tax Returns The Manually Submitted Income Tax Returns feature will allow Tax Practitioners to mark an outstanding return as manually submitted when these were submitted via eFiling or at a SARS Branch. The Tax Practitioner will be allowed to capture summary information of a return for record keeping purposes. Once the return has been marked as Manually Submitted, the return will be cleared out of the Practice Overview graphs.
2.2. Improvements Landing Page revamp New features and graphs will be noticeable in the Practice Overview screen. This User Interface (UI) change will improve the data quality and usability. Third Provisionals The third Provisionals will no longer be queued for submission to SARS. Once the third Provisional calculation has been completed and approved, then the workflow status will change to Done. Validation Enhancements made to the Tax Reference number validation for Micro (TT)’s as a Public Company on CaseWare Cloud.
3. CloudTax | Release | October 2018 Version 2.9.3 includes new User Interface (UI) changes and Features in anticipation of the New Corporate Tax Return.
3.1.1. What’s New
You will have noticed a new layout on the Practice Overview dashboard.
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Previous Release information
Tax Years have been Assessed is now visible in the TaxPayers Tax Years & Processes section | Tax Processes will display the status of the returns (Please note: Once the Corporate Tax Returns goes live, more visibility will be available for historical returns).
4. CloudTax | Release | August 2018 • The Last Assessment process screen has been refined and now shows the following
information: • The Historical Information as per IRP6 on eFiling [New] • The calculated Estimated Taxable Income as per the sections, schedules and paragraphs
(Fourth Schedule) referred to in the Income Tax Act No. 58 of 1962 and the Tax Administration Act No. 28 of 2011. This will be based on the latest assessment received through the SARS sync process.
• The Calculation process screen reflects the taxpayers IRP6 that needs to be completed and
matches the eFiling IRP6 layout. The SARS estimated calculation has been removed to ensure that accurate information is provided and disclosed.
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Previous Release information
• The “Tax Years and Processes” tab under the Taxpayer Information Grid has been updated to
reflect all the information associated with the Provisional Tax Returns. These columns disclose the calculation process for Taxpayers when they need to sign off their Provisional Tax Return. Please note that these columns are for both First and Second provisional where the information layout is slightly different.
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