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WAM (WinTax Admin Manager) includes WinTax Pro. WAM is actually WinTax Pro with the added feature of a complete Tax Administration System for Personal Taxpayers, Trusts, Companies and cc's!
WAM for the tax year ending Feb 2009 and WAM for the tax ending Feb 2010 and 2011 are also available in network versions.
The new additional Company Tax section added to WinTax will allow you to store all the vital company details, contact information, basic taxable income (with adjustments, b/fwd loss amounts etc). WAM (WinTax Admin Manager) users may store, and search for, a host of information in order to produce reports which are invaluable when it comes to the administration of tax returns for companies and cc's.
WAM costs R1,881.00 to "first time" users with a discount of up to R399.00 on copies of WAM bought annually thereafter. WAM is incredibly user-friendly and easy to use - WAM only has two screens!!
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WAM will keep track of all IRP6, IT12, IT12TR and IT14 submissions, extensions and objections etc for personal taxpayers, Trusts and also for Companies and cc's. WAM will allow you multiple search options which produce lists showing what's been done, what hasn't been and what's outstanding etc. An important feature of these lists, which are laid out in easy-to-read table format, is that the lists will even show reasons why work is outstanding. For example, if you ask for lists of IT12's not yet submitted then the list will show the taxpayer's details plus the reason/s why the IT12 has not been submitted. Example: "Waiting for taxpayer's vehicle log book" or "Waiting for Med Aid statement. Mrs Benson (011 123 4567) at ACME Health promised to fax a statement by 27th August". The same info, (even things like Service Request Numbers) and reasons will be displayed when you search for lists showing status of extensions and objections etc.
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What if your key tax clerk is suddenly unavailable for a month or two? How long will it take you to manually go through, possibly, a few hundred files to see what has been completed and what hasn't, what has been submitted and what hasn't, what documents you are waiting for, what extensions are due next week, who is dealing with particular extensions or objections etc? Which Company's, cc's or Trusts's financials are still waiting to be signed and what's causing the delay? Would this frustrating nightmare take you 5 days? A week? Two weeks? WAM will find all this information for you in a fraction of a second.
WAM will keep track of the dates that documents like IRP6's, IT14's, IT12TR's and IT12's were received, completed, submitted; likewise keep track of all dates and information regarding extensions and objections, which of your taxpayers in the database need to submit IRP6's (including 3rd periods) etc. No more spending hours or days searching through hundreds of individual files to find out the status of work done or the status of, and reasons for, work still outstanding. All this important info will be displayed on the list instantly and at the click of a mouse-button! Of course these lists, produced by WAM, can be printed and/or exported to spreadsheets or word processors and even emailed. Just skim down the column on the list with your finger (the list can be displayed on-screen or printed) to find blank dates and see the reason/s why the work is still outstanding, which company/cc or Trust's financials still have not been signed and see the reasons why not ie "Public Officer Mr Benson on holiday in Switzerland until 27th May"
The WinTax Admin Manager also allows you to tag your clients in the database as either Active or Dormant clients/taxpayers. You may also enter the type of their IT12 (S, SS or BU) and we have introduced an "Associated with" field where you may group taxpayers - for example by employer or by entering that the particular taxpayer is a beneficiary of a particular Trust etc.
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