What is a Request Card?
These are cards that are created by either:
- Creating a Revenue Service Request from your original tax filing; OR
- Adding a New Request from the Request Workflow Board
These cards are found on the Request Workflow board. When you click on a card, you will see the following:
The functionality is very similar to the Filing Card, with the following exceptions:
| Field | Description |
|---|---|
| Title | The title added to the request upon creation. This can be edited from within a card. The updated title will display on the board. |
| Case number | This refers to the number allocated to your audit/ verification by the revenue service. This can be edited as well. |
| Due date | This displays the due date set during creation. If you receive any extension to your deadline, this field can be updated to reflect it. |
| Days to deadline | This calculates how many days are left to the deadline from today to the due date set. |
| Priority | Categorise your request ito priority, i.e. High, Medium or Low |
| Assigned to | Which user this request will be assigned to |
| Time to finalisation | The time to finalisation is an automatic calculation letting you know the time frame in which the request must be finalised. |
| Date request initiated | The date initialised field is from when the correspondence from the request is received from SARS |
| Date resolved | The date resolved field is based on the finalisation letter received from SARS |
| Number of days to finalise | Date received is based on the finalisation letter which automatically calculates and displays the number of calendar and working days respectively |
| Value | The manually entered value of the refund or payment amount |
How do I create a Revenue Service Request?
On a tax filing card, click on the ‘Revenue Service Requests’ tab:
Click on the + to “Create Revenue Service Request”:
Complete all the information in the pop-up:
| Field | Description | Example |
|---|---|---|
| Request Type | There are 3 types of Requests that can be created:Tax AuditTax VerificationTax InvestigationThere is also an “Other” option, wher you can define your own request type, if the above is not suitable. | Tax Audit |
| Title | This is the title of your request and will be displayed on your card. | Verification of VAT201 – March 2021 |
| Case Number | This is a unique number issued by the Revenue Service to identify this request. | 131571256 |
| Due Date | This is the date this request is due to be completed. | 2021-07-31 |
| First Reminder | Select the number of days before the due date that you wish to receive the first email notification | 5 |
| Second Reminder | Select the number of days before the due date that you wish to receive the second email notification | 2 |
| Attachments | Upload any files related to this request (This can be done at a later stage in the Request card as well). | Verification letter from SARS |
| Priority | Categorise your request ito priority, i.e. High, Medium or Low | High |
| Assigned to | Which user will this request will be assigned to | Farnaaz Gaffoor |
Once completed, click on Save.
Once created:
- The Revenue Service Request will appear on the Revenue Service Request tab:
- A card for this request has been created on the Request Workflow board:
Add New Request
Completing a submission of a return is not necessarily the end of a process. In certain instances, the revenue authority will question aspects of your submission, through the means of a tax audit or verification. Some of these requests can occur years after a return has been submitted, and requires someone to understand the request, go back to the original return and respond accordingly. These requests also come from different revenue authorities, across different jurisdictions, which adds to the complexity in managing these requests. It is thus imperative that an organization is able to manage these queries, and track the process through to being resolved. Having the ability to capture these ad hoc requests and manage the workflow and completion ensures that the organization has a complete view and record of all ongoing audits and verifications, and ensure that these are addressed timeously and appropriately.
Benefits
Convenience of having all your audit requests in one place – Manage all requests in one place, irrespective of jurisdiction, filing type or how far back the request relates
Adding a New Request
For those ad hoc requests that are not linked to a tax filing that’s already included in Konsise, you can create a request as follows:
On the left hand navigation bar, click Workspace and select Request Workflow:
You will see the Add New Request button just under the “Request Received” heading in the first swim-lane. Click on the “+ Add New Request” button:
On the pop-up, select the type of Request you would like to create, based on your requirements. There are 3 types of Requests that can be created:
- Tax Audit
- Tax Verification
- Tax Investigation
- There is also an “Other” option, where you can define your own request type, if the above is not suitable:
Categorizing your requests also allows you to track progress of different request types in your Request Report. Navigate to Reports—Request Report on the left hand navigation bar to find this report.
Complete the details in the second pop-up:
The information requested in the second pop up relates to the following:
| Field Name | Description | Example |
|---|---|---|
| Company Name | Select the applicable Company from the dropdown. | ABC (Pty) Limited |
| Tax Type | Select the tax type this request relates to.Please Note: For countries with no pre-defined tax types, you would need to input the tax type into the field. | Value Added Tax |
| Filing Type | Select the type of return that this request relates to.Please Note: For countries with no pre-defined filing types, you would need to input the filing type into the field. | VAT201 Tax Return |
| Filing Period | Select the period of the return that this request is for. | 2019-11-01 to 2019-11-31 |
| Title | Add a title to this request. This will be displayed on the card. | VDP Declaration – November 2019 return |
| Case number | This refers to the number allocated to your audit/ verification by the revenue service. | 131579863 |
| Due Date | This is the date this request is due to be completed. | 2021-08-31 |
| Priority | Categorise your request ito priority, i.e. High, Medium or Low | Medium |
| Assigned to | Which user this request will be assigned to | Test User Two |
| First Reminder | Select the number of days before the due date that you wish to receive the first email notification | 15 |
| Second Reminder | Select the number of days before the due date that you wish to receive the second email notification | 5 |
| Attachments | Upload any files related to this request (This can be done at a later stage in the Request card as well). | VDP Declaration Letter |
Once the pop-up is completed, Click Save.
A new Request Card will be created on the Request Workflow Board for the request just added. This request will appear in the “Request Received” column.
I can’t see my card on the Request Workflow Board. What do I do?
If the due date of your card is outside the Period filter that is displayed on the board, then your card will not appear on the board. Please adjust the period filter to include the due date on the card you have created.
Clicking on the card will take you to the detailed view of the card. Here you will find all the usual card functionality of Konsise, which will allow you to manage your audit successfully.