From within the provisional tax review screen the receipts can be downloaded by clicking on the function wheel and selecting Download Receipts. This is a fantastic way of making sure that the practitioners taxpayer clients have paid the tax before payment date.
After receipts have been downloaded the receipts screen will be shown as below where indicated.
The downloaded receipt will also display in the receipt file as indicated below.
By selecting the filter for those not receipted which show those not receipted on the list, the system will poll the SARS site for receipts which will update those paid. The next day repeat the process. This process ensures you're only managing non receipts until all the clients have paid. Doing this daily will ensure you know who has not paid by payment date.
27 April 2024
The contents of Downloading Provisional Tax Receipts
