TaxPlanner enables professionals to analyse, structure, optimise and administer a client's complete income stream to achieve the legal tax requirement set out by SARS.

It performs all the necessary calculations for you and saves it with all the other data in a clients file. TaxPlanner contains the full range of tax calculators that would normally take hours to do manually providing a powerful what-if analysis functionality.

It facilitates smooth and effective communication with SARS by storing the addresses of their offices and the corresponding taxpayers. The process of submitting letters of extension, IRP6 returns, and other communications to them is simple and effortless. These communications can be printed in batch or submitted individually.

TaxPlannerAdvantage database allows records to be kept for 3,250 taxpayers.

New Feature! Extensive Management reports.
Apart from updating all the tax tables and rates we have also
incorporated the Capital Gains calculations into TaxPlanner and added these new management reports....To support the new reporting we have added three new fields to the database, Office Reference, Practitioners Name and Email address, which means a client can be linked to a practitioner.

¨ Provisional Tax returns outstanding
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 Annual Tax returns outstanding
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 Completed returns
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 Detailed client listing
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 Under utilisation of investments deductions including RAF
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 Client birthdays and a lot more...

TaxPlanner goes far beyond any other Tax Software produced anywhere, at any price, it's an essential application for all those involved in looking after their clients tax affairs.

Take a look at the screens.

Take a look at the IRP6 report
(PDF)

Price List

Software You can Try Before you Buy

Screen shot
A knowledge base system with over 25 years of Tax and development experience behind it.
 

Time saving calculations are all integrated

Subsistence allowance
Motor vehicle fringe benefit
Residential/holiday
Accommodation fringe 
Interest and loan benefit 
Accrual of interest (sec 24)
Medical aid contribution 
Interest & dividend
Rental income calculator
Lump sums
Medical and dental
Pension fund tax
Retirement annuity fund
Entertainment expense
Travel allowance expense
Penalty interest for late submission


Other Reports
Detailed tax payer
IT 38P Brochure
 Disposable income
 Deduction claims 
 Multiple report printing
 Cash Flow Analysis

  System Requirements
    
PC Hardware minimum 2.00 GB Ram
     Operating system Windows XP
    

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