Trust Tax

Prepare and submit IRP6 and ITR12T tax returns directly to SARS.

Trust Tax empowers practitioners  with a holistic cloud-based tax return solution.   

A centralised platform enables keeping track of all trustees and beneficiaries, as well as managing all trust administration and tax related matters.

Powered by CaseWare Cloud, Trust Tax is always available from any location, on any device, at any time and comes included with CloudTax. The app is included in your CloudTax subscription plan, which include Tax Practice Management with complete support for IRP6, ITR14, ITR12 and ITR12T.

Key Features

Client Collaboration for corporate tax

Client collaboration

Communicate with taxpayers and request tax return supporting information and documentation directly within the app.

Corporate Tax Integration

Seamless Data Integration

Automatically populate the trust tax calculator as schedules are being completed and get the tax liability in real time.

Corporate Tax

Deadline Management

Never miss a deadline by easily tracking and monitoring all provisional and annual return progress and statuses.

Corporate Tax Management

Tax Management

Manage a single copy of taxpayer details, revisions, corrections and collateral in a single centralised platform.

Corporate Tax SARS Integration

SARS Integration

Process all taxpayer details, correspondence and submit tax returns in bulk using direct integration with SARS efiling.

corporate tax compliance

SARS Compliance

Complete tax returns using up-to-date forms and calculation frameworks compliant with all relevant tax legislation.

Individual Tax

Optimisation

Utilise checklists, questionnaires and schedules that intelligently expand or collapse according to the complexity of the return.

Multiple tax payers

Multiple-Taxpayer Support

Manage the entire tax practice on CloudTax and also complete returns for Individuals (ITR12) and Companies (ITR14).

Required Products:

Trust Tax

Trust Tax

Prepare and submit IRP6 and ITR12T tax returns directly to SARS.

Cloud Tax

CloudTax

End-to-end tax process management for every tax return engagement.

CaseWare Cloud

CaseWare Cloud

World-class compliance and streamlined automation, from any location, on any device, at any time.

Optional Extras:

Individual Tax

Individual Tax

Prepare and submit IRP6 and ITR12 tax returns directly to SARS.

CaseWare Working Papers

CaseWare Working Papers

A flexible project management solution that integrates everything needed to conduct assurance and reporting engagements.

Corporate Tax

Corporate Tax

Prepare and submit IRP6 and ITR14 tax returns directly to SARS.

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