View or download tax calculations

You can view the current tax calculation for the tax return based on the information entered so far.

This is only available for SA100, R40 and SA900 tax returns.

  1. Go to Clients > Client list and find the required client.

  2. From the applicable tax return widget on the client dashboard, select the required return.

  1. Select the Tax Calculation tab. The fields are calculated based on the income and any reliefs entered into the return.

    Payments on account can be shown or hidden using the toggle at the top of the Tax Calculation tab. This toggle applies to both the on screen view and the downloaded PDF.

  2. Select Download PDF to view or download a PDF copy of the calculation.