GreatSoft Tax Virtual Classroom Training - 8 November 2021

This course will equip you with the understanding of how to use the GreatSoft Tax software to submit IRP6's, Tax Returns, View IT34's and manage your Tax Practice.

Intermediate 0(0 Ratings) 1 Students enrolled
Created by Last updated Wed, 13-Oct-2021 English
What will i learn?
  • Managing your Tax practice through GreatSoft Tax
  • How GreatSoft connects to ISV for eFiling
  • Best practice tips for your Provisional Tax Run
  • Keeping up to date with your SARS Correspondence
  • Bulk Processing to save time
  • Maintaining your Tax Letter Templates
  • Useful Reports

Curriculum for this course
32 Lessons 00:00:00 Hours
Getting Started with GreatSoft CRM
3 Lessons 00:00:00 Hours
  • User Login & Profile Settings
  • Navigating the CRM dashboard
  • How clients should be loaded for Tax functionality
  • How GreatSoft connects to ISV for eFiling
  • How eFiling automation can help you
  • Linking your TaxPayers to eFiling
  • IT34 Assessments and other Correspondence
  • Multiple ways which you can find and access downloaded correspondence
  • Accessing your Assessments IT34's
  • Automated and Manual Creation of Assessments
  • Generating Assessment Letters for your Clients
  • Bulk Processes for your Provisionals Run
  • Global Calculation of your Provisionals
  • Requesting SARS Estimate Values from eFiling
  • Generating Provisional Client Letters
  • Submissions to eFiling
  • Identifying your Exceptions
  • Provisional Reports which can help you
  • Requesting ITRs from SARS eFiling
  • Tax Return Letters to Clients
  • ITR Submission to SARS
  • Tax Return Statistics
  • How the ITR Workflow Setup can help your Firm
  • SARS Payments and Refunds
  • Bulk Generation of Entries
  • Tracking your SARS Queries or your Client Queries and Objections
  • Exception Reports and other useful Tax Reports
  • Setting up favourites
  • Setup export (tips and tricks)
  • How to customise your MS Word Client Tax Letters
  • Adding multiple Templates for one Client letter
  • Create Bulk Debtors Fees according to your Tax work
Requirements
  • Understandings of the South African Tax processes.
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Description

Whether you work in a Tax environment which is hosting GreatSoft Tax or whether you wish to pursue a career in this area having GreatSoft application experience, then this course will help you to better understand the GreatSoft Tax functionality on common tasks like submissions of IRP6's and Tax Returns, viewing your IT34's and managing your taxation practice through this easy to use software.

The GreatSoft Tax calculator is browser-based, which means you can login to your secure portal and manage your clients’ tax affairs from anywhere on any device. Our built-in tax workflow allows you to submit your annual and provisional tax returns in bulk. Our tax management software for accountants is fully integrated with GreatSoft CRM and other modules, like Secretarial and Billings, saving you time and allowing you to focus in on Tasks at hand.

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Includes:
  • 00:00:00 Hours On demand videos
  • 32 Lessons
  • Access on mobile and tv
  • Full lifetime access

CPD Allocations:
  • CPD Type: Unstructured