Achekam

Tax and payroll for every client, prepared and reviewed in one place

Tax returns are prepared as versions with the preparer, the reviewer and the approver kept apart, and every rate comes from an approved rule book. The payroll bureau runs weekly, fortnightly or monthly payroll for the firm and for clients, with the returns prepared for a named person to finalise and file.

Who uses it

  • Tax practitioner
  • Payroll administrator
  • Manager
  • Partner

What it does

  • Individual, company and trust returns and provisional tax prepared as versions, with assessments reconciled to what was filed, SARS correspondence and disputes on the client’s file.
  • Rates, bands and thresholds read from an approved rule book: a year without approved rules is refused by name, never borrowed from another year.
  • PAYE, UIF and SDL calculated from the SARS tax tables the practice loads for each tax year; weekly, fortnightly and monthly pay runs, with hourly pay.
  • EMP201 figures with the Employment Tax Incentive each month; IRP3 tax directives applied; IRP5/IT3(a) certificates and the e@syFile export at year end.
  • The monthly UIF declaration, a UI-19 for each leaver and the COIDA Return of Earnings, prepared from the payroll and finalised by a named person, who files them on uFiling, CF Online or eFiling.
  • Payslips of approved pay runs e-mailed to staff, who also find them, their IRP5s, leave and expense claims in self-service.

How it works

  1. Set up the taxpayer or the employer and its year’s rules or tax tables.
  2. Prepare the return or calculate the pay run.
  3. Review and approve: the preparer, reviewer and approver are different people.
  4. A named person files with SARS (or on uFiling or CF Online) and records it; payroll posts its own journals.

The controls that protect it

  • Preparer, reviewer and approver are kept apart on every return.
  • Nothing is calculated without the year’s approved rules or loaded tax tables.
  • Pay runs are approved before payslips go out or journals post.

What it does not do (yet)

  • Achekam does not submit to SARS, uFiling or CF Online for you: returns are prepared here and filed by a named person.

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