Tax Administrator Database

Purpose of the role

As a Junior Tax Administrator clerk, you will provide office support to the Tax department through the various administration functions. This position is key to ensure that the tax administration function is smooth-running and efficient within the organisation.

Client Record Maintenance on Great Soft

Downloading of income tax assessment data on Great Soft.

Client record maintenance in respect of tax clients:

Client personal details e.g. name, identification number

• Provisional tax status
• Dormancy status
• Taxation addresses
• Tax Contacts

Capturing of historic income tax data in respect of new clients e.g. last income tax return submitted and assessed.

Client Record Maintenance on SARS eFiling

SARS’ Registered Details (via the RAV
01 – Registration Amendment and Verification

form)

• Registered name / Surname
• Postal Address
• Business / Residential Address
• Contact e-mail and telephone number

Preparation and Dispatch of Assessment- and Provisional Tax Letters to Clients

• Maintenance of standard mail merge cover letters on Great Soft.
• Preparation of standard cover letters in respect of income tax due on assessment and the 1st and 2nd provisional tax estimates
• Dispatch of signed provisional and income tax letters to taxpayers via post / e-mail
• Confirming receipt of the income- and provisional tax correspondence with the client.

Other Registered Detail Changes (Verification required at SARS Branch)

Requesting relevant material from the client in respect of registered detail changes

that are required to be verified at a branch, namely:

• Appointment of Public Officers or Representative Taxpayers
• Any other detail to be verified by SARS e.g. residential or business address
• Assisting Public Officers with conversions from close corporation to companies which
• need to be updated at a SARS branch by the Public Officer.
• Obtaining the Formation documents of entities from the Company Secretarial

Department to facilitate the change of registered details in respect of:

• Appointment of Public Officers or Representative Taxpayers
• Residential or business address

Client Take-ons

• Assistance with the completion of initial take-on form in respect of individuals on special request from a Partner or Manager of the Tax Department e.g. where the take on is urgent.
• Registration of new clients for income tax with SARS if they have not previously been registered.

Obtaining copies of the latest assessments and statement of accounts for new clients which were previously registered for income tax to determine:

• The provisional tax status
• The latest income tax return submitted
• If any income tax returns are outstanding
• Capturing of new tax client’s records on Great Soft from information obtained from the
• take-on form, latest assessment and statement of account.
• Registration of new tax clients on the Firm’s eFiling profile, or the completion of a
• taxpayer move requests if the client’s tax types are held by another user e.g. taxpayer
• or previous tax practitioner.
• Updating the postal address for tax purposes to the Firm’s address via the RAV
  01 on
• SARS eFiling.
• Updating the client take-on register with the new client’s details.

Client deletions

• Capturing of the final income- and provisional tax return data on Great Soft.
• Preparation of a letter to resigning clients regarding access to their returns history
• which can be accessed via the transfer of their eFiling tax rights from the Firm’s
• Assisting with transfer requests received from clients
• Deselecting the client for the tax function on Great Soft.
• Deletion of deregistered client from eFiling profile upon deregistration with SARS
• (Refer to 7.2).
• Updating the deletion register with the relevant information of the deleted / resigned / deregistered client.

Income Tax Registrations

• Registration of resident individuals for income tax via SARS eFiling.
• Arranging for the registration of non-resident individuals for income tax at
• the SARS Cape Town branch.
• Advising trusts’ representative taxpayers of the process and documents
• required for the registration of the trust for income tax.
• Arranging for a Tax Administration Clerk or –Assistant to accompany the
• representative taxpayer to a Practitioners’ appointment at the SARS
• Cape Town branch in…