While the calculation and submission requirements differ from standard income tax processes, firms still need a reliable way to track deadlines, manage workflow, and ensure that no submissions are missed.

The Turnover Tax module in DataGrows helps firms schedule reminders, monitor progress, and manage turnover tax obligations throughout the year.

The goal is simple: automate the reminders, track the work, and maintain visibility over your Turnover Tax clients.

What is the Turnover Tax Module?

The Turnover Tax table can be found under:

Task Departments → Tax Department → Turnover Tax

This table provides a dedicated area for managing clients registered for Turnover Tax and tracking their compliance obligations.

Once enabled on a client record, DataGrows automatically schedules reminders so that your team can manage these submissions consistently.

Why Use the Turnover Tax Module?

As firms grow, it becomes increasingly difficult to remember:

Which clients are registered for Turnover Tax
Upcoming submission deadlines
Outstanding work
Who is responsible for the return
Which returns still require attention

The Turnover Tax module helps by providing:

✅ Automated reminders

✅ Centralised task management

✅ Progress tracking

✅ Due date visibility

✅ Team accountability

✅ Integration with All Tasks Due

Activating Turnover Tax for a Client

To enable Turnover Tax scheduling:

Navigate to the Clients Table
Open the Client Record
Scroll to the Services section
Enable the Turnover Tax checkbox
Save the record

Once saved, DataGrows will begin scheduling the applicable Turnover Tax tasks for that client.

Pro Tip: DataGrows schedules all three submission deadlines in the same table for a client, therefore, do not activate Income Tax & Provisional Tax reminders for a Turnover Tax registered client.

Automatic Task Scheduling

Like many services within DataGrows, Turnover Tax relies on automation.

When the service is enabled:

✅ Tasks are generated automatically

✅ Reminders are created

✅ Due dates remain visible

✅ Workflows can be managed consistently

This reduces the need for manual diary management and helps ensure that compliance obligations are not overlooked.

Working on Turnover Tax Tasks

All Turnover Tax tasks can be accessed through:

Task Departments → Tax Department → Turnover Tax

Within the task, firms can:

Track progress
Assign responsibility
Set SARS Appointment Date reminders
Monitor due dates
Record notes
Manage workflow stages

This allows the entire team to understand the status of each client's return at a glance.

All Tasks Due Integration

Every Turnover Tax task also creates a reminder within:

All Tasks Due

This provides a central dashboard where firms can view:

Upcoming deadlines
Outstanding submissions
Assigned responsibilities
Overdue work

Many firms use All Tasks Due as their primary work queue, making it easier to manage multiple compliance services from one location.

Managing Workloads

The Turnover Tax table can be filtered to help users focus on the work most relevant to them.

Examples include:

By Accountant

View all Turnover Tax tasks assigned to a specific team member.

By Due Date

Identify submissions approaching their deadlines.

By Progress

Focus on returns that still require attention.

By Client

Review all Turnover Tax activity for a specific client.

Creating and saving filters can help improve efficiency during busy filing periods.

Best Practices

Enable Services Promptly

Turn on the Turnover Tax service as soon as a client becomes registered.

Review All Tasks Due Regularly

This helps ensure deadlines remain visible.

Keep Client Information Current

Accurate client information supports smooth compliance management.

Use Saved Filters

Filters help prioritise work and improve productivity.

Assign Responsibilities Clearly

Ensure the correct team members are assigned to manage the return.

How Turnover Tax Fits Into Your Tax Department

The Turnover Tax module forms part of the broader DataGrows Tax Department, which helps firms manage multiple compliance obligations through a consistent workflow approach.

By automating reminders and centralising task management, DataGrows helps ensure that Turnover Tax clients receive the same level of visibility and control as any other compliance service.

Key Takeaways

✅ The Turnover Tax table is located in the Tax Department.

✅ Turnover Tax tasks are scheduled automatically once the service is enabled on the client record.

✅ The service is activated through the Client's Services section.

✅ All reminders appear in All Tasks Due.

✅ Tasks can be tracked, assigned, and managed centrally.

✅ Saved filters help firms manage workload and approaching deadlines.

✅ Automated scheduling reduces the risk of missed submissions.

Remember: The most effective compliance process is one that doesn't rely on memory. By enabling Turnover Tax services in DataGrows, your firm gains structured reminders, improved visibility, and a reliable workflow for managing these ongoing obligations. 📋✅📅