Secretarial Module

Our Secretarial Module makes it easy and simple to do all your Tax and Company Secretarial legislation in one place

The Secretarial module is normally used by persons in public practice who administrate client details and recurring functionalities required by Income Tax and Company Secretarial legislation. This module provides a single place to set up your clients and client types / groups, which feeds through the entire system. The module also contains the tax records of each client as well as all statutory company secretarial information (if required), responsibility start and end dates, all static data on a client such as addresses, responsible partner / consultant and In-charge, the services the client requires (tax, accounting, secretarial etc) and more.

Functionalities such as regular Advance Tax Payments / Provisional Tax, Annual Company Returns / Annual Duty returns and more are catered for. Features include but are not limited to:

System caters for Individuals, companies, Trusts, Non-Profit organizations and more
A single place to set up your clients and client types / groups, which feeds through the entire system. This includes all static data on a client such as addresses, responsible partner / consultant and In-charge, the services the client requires (tax, accounting, secretarial etc) together with responsibility start dates
Clients and their stakeholders can be checked against a live version of the UN sanctions list as required by Financial Intelligence provisions (FICA / FIA)
KYC rating system for clients on board, adaptable to unique circumstances, including a control system over engagement letters on record
Complete Company Register with functionalities such as share allotments, issue of shares, share transfers and printing of share certificates
Year End changes on an entity automatically adjusts to new due dates for tax payments and other statutory returns
or each client, extract relationship to any other clients on the database and functionality (e.g. Director, Trustee, Shareholder etc)
Control submission of statutory returns such as GST / VAT on periodic basis, Payroll taxes, Social Security and more, in addition to Management Accounts to clients and more
Allocate clients to groups for combined reporting to client
Track pending documents forwarded to a client or other institution which need to be returned
Track Income Tax payments / refunds due by / to client
Define / amend various tax rates yourself (Income Tax, Value-Added Tax or Goods & Services Tax), no need to wait for an update
Control objections to tax assessments and follow-up
Bulk letter functionalities for all or certain groups or types of clients
Detailed information with different note types available for each client for easy extraction
Records cannot be deleted, only archived – this way info will always be available even after many years
Take-on and Archive reports showing from which other Public Accountant the client came, or went
Reports are sortable in many different manners, depending on requirements, can also be exported and / or mailed
Intelligent search functions
For all bulk processing tasks, such as preparation of Company returns, invoice batches can be generated (if Time & Billing is also installed) for all or some, at the push of a single button
Detailed CRM (Client Relationship Management), including possibility to create a User Defined File structure to upload any files you may wish to maintain per client
Allocate tasks or assignments to different staff members, with follow-up function