Stay Safe WEBINAR ON ACCFIN SKY SOFTWARE 2021

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Stay Safe WEBINAR ON ACCFIN SKY SOFTWARE 2021
Stay Safe
WEBINAR ON
ACCFIN SKY
SOFTWARE 2021
Stay Safe WEBINAR ON ACCFIN SKY SOFTWARE 2021
WEBINAR ON ACCFIN SKY
SOFTWARE 2021

This is a document that’s illustrates some of the fantastic features of Sky

Software that you don’t know about!

                     WEBINAR ON ACCFIN SKY SOFTWARE 2021
Stay Safe WEBINAR ON ACCFIN SKY SOFTWARE 2021
Table Of Contents

WEBINAR ON ACCFIN SKY SOFTWARE 2021                1

INTRODUCTION                                       3

SOFTWARE                                           4

  One Screen Approach – Provisional Tax            4

  One Screen Approach – ITR12                      6

NEW WEB CLIENT THAT WORKS IN THE
BROWSER 40 TIMES FASTER                            7

NEW TAX MANDATE LETTER TAKING INTO
ACCOUNT POPIA                                      8

  Secretarial Mandate                              10

CRM TO CONTROL NOTICES AND
ASSESSMENT WHICH COME DOWN
AUTOMATICALLY                                      10

CONFIRM PROVISIONAL TAX PAYMENTS
AUTOMATICALLY                                      11

KNOW WHICH CLIENTS RECEIVE AN AUTO
ASSESSMENT IN MINUTES                              12

REPORT TO ADVISE WHAT THE P3
SHORTFALL IS                                       12

CIPC COMPLIANCE CHECK LIST                         13

DIGITAL SIGNATURE ON A NEW PLATFORM                13

ARE YOU MANUAL                                     16

             WEBINAR ON ACCFIN SKY SOFTWARE 2021
Stay Safe WEBINAR ON ACCFIN SKY SOFTWARE 2021
WE LAUNCH VAT E-FILING                             16

ALL THE POPIA COMPANY FORMS AND
RESOLUTIONS REQUIRED                               17

DOWNLOAD CIPC CO AND DIRECTOR DATA
FOR COMPARISON AND TAKE-ON PURPOSES                18

ORGANOGRAM ON SHAREHOLDING                         21

CONCLUSION                                         21

             WEBINAR ON ACCFIN SKY SOFTWARE 2021
Stay Safe WEBINAR ON ACCFIN SKY SOFTWARE 2021
INTRODUCTION
We are reputed to be the fastest e-Filer of tax returns in RSA holding the world

record of 90 returns by one man in 2 days! We le more tax returns than any

other vendor! We will be taking the opportunity of updating you on the latest

tax season information that we have.

Our CEO and systems architect Sini Naransamy will explain the di erence

between the Smart Client and the new Web Client.

We will show some of our amazing features and the new features listed below.

                     WEBINAR ON ACCFIN SKY SOFTWARE 2021
Stay Safe WEBINAR ON ACCFIN SKY SOFTWARE 2021
SOFTWARE
One Screen Approach – Provisional
Tax
Acc n Sky Software is de ned by a one screen approach which simpli es

everything, where one can do everything related to that transaction being

worked on without going anywhere else in the software. On the screen below by

clicking on the function wheel one can run the whole provisional tax process

from beginning to end.

Retrieve IRP6’s from SARS

Run global calculations, edit, email le - etc.

Send email in bulk or one at a time - Store documents in documents folder – see

documents tab.

                      WEBINAR ON ACCFIN SKY SOFTWARE 2021
Stay Safe WEBINAR ON ACCFIN SKY SOFTWARE 2021
Generate digital signature which once signed automatically is saved in the

system.

e-File one at a time or in bulk.

Powerful lters to display exactly what you want.

                      WEBINAR ON ACCFIN SKY SOFTWARE 2021
Stay Safe WEBINAR ON ACCFIN SKY SOFTWARE 2021
One Screen Approach – ITR12
Every screen is a dashboard!

                    WEBINAR ON ACCFIN SKY SOFTWARE 2021
Stay Safe WEBINAR ON ACCFIN SKY SOFTWARE 2021
NEW WEB CLIENT THAT
WORKS IN THE BROWSER 40
TIMES FASTER
The screen below shows what the client le looks like in the browser. It loads

faster and switches screens in an instant. We have rolled out Sky Time web

client to selected users at this point.

The web client is in fact the same piece of software as the smart client;-

     There is no conversion
     You can run both at the same time
     There are some very minor differences

                      WEBINAR ON ACCFIN SKY SOFTWARE 2021
Stay Safe WEBINAR ON ACCFIN SKY SOFTWARE 2021
NEW TAX MANDATE LETTER
TAKING INTO ACCOUNT POPIA
It has now become essential to have a pre-season tax letter and mandate or

engagement letter as well as con rmation of the demographics of details of the

individuals. With the advent of S234 of the tax administration act the

consequences of having the incorrect information can be costly.

In your tax and secretarial mandates or engagement letters you need to have

something similar to the following paragraphs. You can obtain the full

mandates of tax and secretarial at the following link.

https://acc nsoftware.lpages.co/acc n-sky-tax-mandate/

                     WEBINAR ON ACCFIN SKY SOFTWARE 2021
We have dealt with the tax mandate extensively and if you wish to know why its

imperative then you need to run the webinar on this aspect which you will nd

on the following link together with many other webinars.

https://www.acc nsoftware.com/tax-webinars.html

The Personal Protection of Information Act comes into e ect on the 1st July 2021
which deals with the collecting and processing of private information. In order
to provide you with tax services we require your permission to provide us with
the necessary information that may fall within the de nition of personal
information as well as the taxation acts.

We would also like to place on record that our rm has complied internally with
all the provisions of the POPI act that relates to us, in regard to the processing,
security and backup of your data safely. Our information o cer has signed o
on all the requirements.

If you require our services to help you implement the provisions of POPIA please
advise us.

Please note that in the event that we are asked to resign from doing your work
for any reason whatsoever it will be necessary for us to retain your records
including your private information so that we can deal with any queries that
arise from your tax a airs until we are sure that all tax returns led by us are
 nalized by SARS. The signing of this mandate letter indicates that we have
your permission to do that.

                      WEBINAR ON ACCFIN SKY SOFTWARE 2021
Secretarial Mandate
A word about the secretarial mandate. Company law compliance is at an all-

time low and that’s according to the CIPC Commissioner – check out the

notices. Please don’t misunderstand what’s required. In regard to the

compliance checklist every company has to comply even if the check list does

not have to be submitted to the CIPC. Be up to date with company law – Know

the Companies Act, Rules and Guidelines.

Here are some free webinars that will help.

https://www.acc nsoftware.com/sec-webinars---best-of-the-best.html

CRM TO CONTROL NOTICES
AND ASSESSMENT WHICH
COME DOWN AUTOMATICALLY

                     WEBINAR ON ACCFIN SKY SOFTWARE 2021
When a user logs in the following reminders will appear.

Run the video below to see how automatic notices work.

https://vimeo.com/manage/videos/362964728

CONFIRM PROVISIONAL TAX
PAYMENTS AUTOMATICALLY
Watch the video on the link below for the most important and critical function.

Did your client pay the receipt on time or get a penalty.

                     WEBINAR ON ACCFIN SKY SOFTWARE 2021
https://vimeo.com/manage/videos/458936709

KNOW WHICH CLIENTS
RECEIVE AN AUTO
ASSESSMENT IN MINUTES
Don’t you think that’s its embarrasing when your taxpayer client calls and asks

what is the SMS they received from SARS with a minus number and you don’t

know about it. With Sky Tax the system will tell you which of your clients

received an auto-assessment. Watch the video on the link below.

https://vimeo.com/manage/videos/446412549

REPORT TO ADVISE WHAT THE
P3 SHORTFALL IS
In light of the claims for COVID-19 Relief it is important to track what the

taxpayer should be paying for P3 which is coming up soon by the end of

September for February companies.

                     WEBINAR ON ACCFIN SKY SOFTWARE 2021
CIPC COMPLIANCE CHECK
LIST
Sky Secretarial processes the CIPC checklist based on your secretarial

transactions processed between

https://vimeo.com/manage/videos/388816345

DIGITAL SIGNATURE ON A
NEW PLATFORM
We have reached the age of POPI. We need to insure that our documents are

guaranteed to reach our clients securely. Sky integrates with Signi ow which

guarantees that this will happen!

Our digital signature system is fully integrated into SKY Software.

The main aim of the Sky Sign system is to allow clients to approve various

documents that need to be approved. These are;-

                     WEBINAR ON ACCFIN SKY SOFTWARE 2021
tax return submissions
     provisional tax submissions
     shareholder and directors resolutions
     statutory forms that require a signature

Let us take the example of Provisional Tax, say we have just processed a large

number of provisional tax calculations, IRP6 forms and letters. We want to send

them to the clients for approval. The necessary links are embedded in the email

to the clients.

When the client receives the letter the link is clicked opening a secure website

and the letter opens ready for signature. The client registers their details with

the web site (once only) and the system gives the client the opportunity to a x

their signature to the letter either accepting or rejecting the contents. The

acceptance can be by way of their signed name or a sign indicating their

signature. The client can in fact draw or type their signature. They would then

be in a position to attach their signature, con rming the contents of the letter,

or in fact rejecting the contents of the letter. Once they do this and they have

signed the document, it automatically comes back to the sender – the Sky

Software system and the contents of the acceptance or rejection is automatically

read into the Acc n system.

The beauty of doing this bulk process is that the sender can now sort this into

acceptance or rejections or no response and proceed with the ling of the

necessary processing or ling of returns or documents.

The system will also be used for tax returns on a one-to-one basis.

                      WEBINAR ON ACCFIN SKY SOFTWARE 2021
Once the signature is xed to the letter and returned to the sender this will

stand up in a court of law and will conform to all the Laws in regard to digital

signatures.

Example of how the digital signature works

https://vimeo.com/314083291

We use Signi ow which is a global company

https://www.signi ow.co.za/digital-signatures

ARE YOU MANUAL
You cant run your tax and secretarial department manually. See what you save

by running the video below. If you have 60 clients or more you cant just do this

on eFiling.

https://www.youtube.com/watch?v=hP73N22FZAs

WE LAUNCH VAT E-FILING
Do your vat e- ling and collect your vat information and receive your notices

and statements of accounts just like you do on Tax Returns.

                     WEBINAR ON ACCFIN SKY SOFTWARE 2021
ALL THE POPIA COMPANY
FORMS AND RESOLUTIONS
REQUIRED
Sky Secretarial does all the POPI forms. Resolutions for the Information and

Deputy Information O cer.

https://www.acc nsoftware.com/popia-webinars.html

The above link contains some of the forms and a must hear webinar.

                     WEBINAR ON ACCFIN SKY SOFTWARE 2021
DOWNLOAD CIPC CO AND
DIRECTOR DATA FOR
COMPARISON AND TAKE-ON
PURPOSES
We are now in a position to obtain the following CIPC data straight into Sky Sec

for comparison and take-on purposes. All we need is the company name and

registration number. We obtain all the necessary info including company tax

numbers, directors tax numbers, vat numbers etc. This means that if we have a

list of company names and company registration numbers we can take on most

of your company secretarial and tax companies as well as directors. If there are

any directors missing we can update Sky Tax.

                     WEBINAR ON ACCFIN SKY SOFTWARE 2021
WEBINAR ON ACCFIN SKY SOFTWARE 2021
WEBINAR ON ACCFIN SKY SOFTWARE 2021
ORGANOGRAM ON
SHAREHOLDING
Produce an organogram of shareholding with Sky Secretarial.

CONCLUSION
There is of course much much more. We will be using Sky Software to deal with

all the pitfalls that you may have in your o ce and major new exciting features

of our software as well as various legal and practical aspects.

                     WEBINAR ON ACCFIN SKY SOFTWARE 2021
BEST
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                                   DEVELOPMENT
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