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 certificates, and other communications to them is simple and effortless. These communications can be printed in batch or submitted individually.

TaxPlanners database allows records to be kept for 1,000 taxpayers.

Reports
List of tax payers
Logged time
List of submissions
Tax payers previous history
Assets and liabilities
List of tax events for the year
Dates related to tax payer
Submission of returns.

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.

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
Reports

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

Provisional payments
SARS Approved IRP6 Barcoded forms
1st to 3rd Provisional payments 


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