ClientMate:Tax

Dedicated to Accountants since 2002

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ClientMate:Tax

What is it?

ClientMate:Tax is the optional Tax module which integrates with ClientMate:Database for the recording of all tax related information including:

  • Submissions
  • Assessments
  • Provisional tax returns
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Feature Screen Shots

Features include:

  • Compare assessments to submissions
  • Report outstanding / submitted returns / partner
  • Report submissions not assessed for follow-up
  • Report refunds not received for follow-up
  • Assessment status ( ADR, objections , appeal )
  • Letters, e-mails, SMS’s automatically generated on submission / assessment
  • Fee note generated with Prov tax notice
  • Send letters / e-mails / SMS’s to any category of tax client

All tax related letters can be individually tailored to suit the firm’s requirements and are automatically generated at the time of submission, assessment or provisional tax run.

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