The Sky Tax module provides a structured process for handling auto assessments. Below is a step-by-step guide on how to manage auto assessments, including references to screen images.
Generating Tax Return Page
1. Access the IT12 Screen:
Navigate to the IT12 screen and click on "Generate Tax Return Page" to create a global page for all tax returns.
Screen Image: Before creation, the codes will appear orange.
After processing, the screen will update, and the codes will turn black (see below), indicating the status has changed to "CREATED"
Retrieving and Updating Assessments
2. Global Retrieve:
Run a global retrieve to download any assessments issued by SARS. This process should be repeated daily as SARS issues auto assessments in batches.
If no retrieval dates are present, the system will mark these as "AUTO ASSESSED".
3. Refresh and Download Assessments:
Use the function wheel to refresh SARS correspondence and download assessments (screen below). This will update the status to "AUTO ASSESSED" for those where no tax return has been filed.
Screen Image: Display of individual assessments marked as "AUTO ASSESSED" as above.
Correction Requests
4. Request Corrections:
If corrections are necessary, request them through the Sky Tax eFiling tab. Once retrieved the next day, the status will update to "CORR-REC" (Correction Requested).
Screen Image: Shows the correction status process.
The next day retrieve the Auto Assessed returns and the status will change to CORR-REC.
Background Downloads
5. Enable Background Downloads:
Ensure the background download of assessments is enabled to maintain up-to-date data nightly.
