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PlanSmart allows you to have a bird’s eye view of what needs to be done when it must be done and who within your practice is responsible for rendering the service.


Manage all your SARS-related submissions. VAT submissions, EMP201 as well as EMP501, Income Tax Returns and Provisional Tax Returns Loaded and Not Loaded and Tax Clearance Reminders.


Manage your annual returns and send related information letters to your clients. With a CIPC Annual Returns per month, CIPC Annual Returns grid and CIPC Submitted. You can also set CIPC and Incorporation dates.


Interactive reports are available for you to monitor the completion of AFS and management reports.


Plan completion periods of AFS, Audits, and independent reviews. And manage completeness of Payroll, UIF, BBBEE certification and tax clearance submissions.


VAT Status Report: This report helps you manage VAT completed and not completed as well as add notes.

Management Report: An overview of what needs to be submitted, what has been submitted and what still needs to be submitted based on services set for your clients.

Who Does What: An overview report on which staff members are set to complete which services for specific clients.

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