Revenue Service Requests
How to add Revenue Service Request Card
What is a Request Card? These are cards that are created by either: Creating a Revenue Service Request from your original tax filing; OR Adding a New Request from the Request Workflow Board These cards are found on the Request Workflow board. When ...
How do I create a Revenue Service Request?
Click on the Revenue Service Request tab: Click on the + to “Create Revenue Service Request”: Complete all the information in the pop-up: Field Description Example Request Type There are 3 types of Requests that can be created:Tax AuditTax ...
Understanding and Managing Access to Request Cards
Introduction This article aims to provide clarity on the management of access to request cards in our tax software. A request card refers to a tax audit verification or a general request from SARS. This guide will help you understand how to create, ...