This week’s release is centred on user-led enhancements, with significant features driven by feedback from our enterprise partners. We have prioritised workflow efficiency in our Tax Management module and bolstered the precision of our Entity Management reporting to ensure you have complete control over your data.
Tax Management
Our primary focus this week has been bringing the Konsise tax experience closer to the eFiling environment by automating data retrieval and form population.
Enhanced ITR14 Efficiency
We are pleased to introduce two significant features designed to streamline the ITR14 filing process:
- Automated Data Pre-population: When requesting an ITR14 return from SARS, the system often returns pre-populated data. We have added dedicated buttons within the "Share/Membership Register" and "Details of beneficial owners" containers. Users can now click these buttons to instantly pre-populate form sections with the information received from SARS, significantly reducing manual data entry.
- On-Demand ITR14 Requests: You now have the power to initiate the ITR14 return request directly from the ITR14 card. This "Request ITR14 from SARS" button allows you to start the request independently of the form completion process. While our team continues to support bulk requests via the support desk, this feature puts the control directly in your hands for individual submissions.
Entity Management
We have introduced greater visibility into your records through new date-based filtering, while simultaneously tidying up reporting layouts and resolving key logic bugs to ensure your compliance tracking is 100% accurate.
New Features: Granular Date Filtering
You can now apply specific date filters to your Dividend and Resolution screens. This allows you to isolate records within specific timeframes, for instance, pulling a list of all dividends declared in 2026.
Improvements: Resolution and Summary Precision
- Standardised Resolutions: We have updated Company Name Change Resolutions to include the entity’s physical address, ensuring these documents meet our standardised resolution format.
- Enhanced Information Summaries: The Company Information Summary Sheet now includes a column for Transaction Numbers, providing you with immediate context and traceability for your corporate changes.
Bug Fixes
We have addressed several issues to ensure your workspace remains clean and accurate:
- Compliance Accuracy: The Annual Return (AR) Compliance Tracker has been recalibrated. It will no longer flag entities as non-compliant if they were registered after the reporting period in question (e.g., a 2025 entity won’t be marked non-compliant for 2024).
- Beneficial Ownership (BO): The BO drilldown tab now correctly filters for owners above 5%, ensuring you are viewing only your reportable beneficial owners.
- Interface Cleanup: We have removed the Company Register button from Trust and Individual entity types, as this report is specific to Companies.
- Dividend Stability: The Dividends tab is now fully functional, ensuring data captures display correctly.
- Feature Refinement: We have implemented various quality-of-life improvements and bug fixes within the Shareholder Action feature to ensure a seamless experience.
These updates are live as of today. Our goal is to ensure that your tools work as hard as you do, turning complex regulatory requirements into straightforward, automated tasks.