How to add Revenue Service Request Card

Created by Christine Manickum, Modified on Wed, 17 Apr at 4:45 PM by Christine Manickum

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.