This screen should only be used to update the Calc Status globally. All other aspects can be done on the review screen.
The calculation status is used to track and control where taxpayers are in the provisional tax process. All the status words used are user definable. Make use of this option to track and control the stage of e-filing a tax return and provisional tax return.
The status setting is a very powerful function and in the screen below we have set the status on some records to finalised and you will see that in the left hand side it displays a lock. When we are e-iling we can control the taxpayers we want to submit by just displaying those that are finalised and it will lock the record.
By using this approach you have total control over what can be submitted to SARS because you can use words like review query etc.
You will note that the calculation screen allows the status to be changed globally. You can globally change the status quickly by clicking update button on the bottom of the screen. This is ideal for marking all the records as finalised.
The status can be updated when you calculate or input an IRP6 form received by clicking on the update status button and then selecting the status that you want. Make sure you are displaying the correct clients on the screen when you run this process.
Each taxpayer can be updated on the review screen by putting the record into edit mode and then changing the status on the bottom.
