By clicking on the assessment icon the assessment screen will display. The assessments can automatically be retrieved from the e-Filing system and the amounts that you see on the right hand side on the screen below will automatically be updated by the system.
In some instances you may want to enter the amounts manually.
By having the two columns on the screen you can automatically see the difference between the submission and the assessment.
The screen below will also give you an ability to create an objection record and also to process a refund if there is an indication that one is due.
The assessment screen will alow you to automatically created a query and objection to track and control the status of the query or objection.
The assessment screen will alco allow refund balances to be entered.
You can get a list view of the assessment file by clicking on the view item on the top.
The first icon is for detailed view and the 2nd icon is for the list view.
The assessment received from SARS is the culmination of all the tax work that you have done and if the tax return has been processed correctly the assessment will agree with the calculation that the Sky Tax system has produced.
If there is an error it behooves the tax practitioner to sort out the error. The error may be because of something that was entered incorrectly or it could be an error on the SARS side. Whichever it is it will be necessary for the practitioner to obtain the correct result or to accept the correct result. In the event that there are revised assessments then the assessment screen will allow you to scroll backwards and forwards between the various revised assessments.
The assessment entry routine will allow you to produce a report of differences if you click on the report icon above and if you click on the button with the P, this will allow you to open the PDF assessment file. The system will also allow you to send an e-mail to the client with the assessment as an attachment.
Click on the reports icon to get a list of reports making use of the filters.
The first icon is for detailed view and the 2nd icon is for the list view. 
