Click on the Revenue Service Request 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:
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