The Tax Tool Version 2021-22

(2 customer reviews)

R2,950

Purchase the 2021-22 version and receive all previous versions FREE!

The Tax Tool that generates more business for a variety of Financial Professionals such as Accountants, Tax Practitioners, Financial Planners and Advisers, Bookkeepers and more!

If you are interested in growing your business exponentially, then this is the tool for you.

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Description

Buy Version 2021-22 and get all previous versions absolutely free!

The new release for 2021-22 is here!

If your first thought is that this is a tool that calculates the tax payable by an individual for a given tax year, then you are only about 33% right.  This tool is unique and does so much more.  It is a business enabler.  In other words, it can make you a lot more money.

The Tax Tool is built to:

  • Increase the value of your advice and service to clients;
  • Calculate the various taxes payable by an individual for a specific tax year or event;
  • Quickly and professionally generate a report of a client’s tax for a specific tax year;
  • In a unique way, make the client aware of financial planning opportunities and risks they must consider;
  • Generate additional revenue/revenue streams for users through these opportunities;
  • Compliment other systems and tools used by Financial Professionals;
  • Use the tool to enhance your advice process and outcomes to clients;
  • Save time and minimise mistakes;

What is new in version 2021-22?

  • Updated with latest budget proposals and tables from the February 2021 budget speech
  • Updated Transfer Duty, Transfer Cost, and Bond Registration fees
  • Reduced file size to under 600Kb!
  • Improved layout and print results
  • Speed improvements
  • Fixed some issues that were uncovered

Please ensure you meet the system requirements before purchasing the tool.  If in doubt, get a 15-day free trial first!

Refer to our cancellation policy before buying.

 

Who will benefit most

Financial Professionals that advise and provide service in the areas of personal tax and financial planning will benefit most from using the tool.  If you are a:

  • Financial Planner
  • Financial Adviser
  • Tax Practitioner
  • Tax Consultant
  • Paraplanner
  • Accountant
  • Bookkeeper
  • or similar

then you should definitely be using this tool.

Features

T3 Version 2019-20 boasts the following features:

  • Business enablement
    • Identifies and highlights opportunities
    • Huge time saver
    • Enhanced value proposition to clients
    • Build strategic alliances
  • Easy and swift capture process
  • Personal income tax calculations
    • Considers marital status
    • Applies applicable exemptions automatically
    • Easy company car and travel allowance handling
    • Easy medical tax credits
    • Home Office Expenses
    • Travel claims
    • Applies applicable allowable deduction rules e.g. Retirement Fund Contributions, S18A Donations, etc.
    • Net tax payable by taxpayer or refund due to taxpayer
  • Retirement Fund Contributions
    • Current vs Maximum Deduction vs Own Chosen Contribution
  • Capital Gains Tax calculation
    • Multiple disposals during a year
    • Calculates taxable capital gain or capital loss
    • New CGT tool for multiple withdrawals from investments
  • Tax on Lump Sums
    • Retirement, Severance and Death
    • Withdrawals
    • Aggregation rules applied
    • Multiple withdrawals over time
  • Transfer Duty
    • Effortlessly calculate Transfer Duty, transfer costs and bond registration fees payable on property
  • Beautiful, professional and invaluable report written specifically for the client (this is where the magic is!)
    • Completely white labeled with your branding
    • Easy to read and understand
    • Print hardcopy
    • Save as a PDF and share with your client in any way you like
  • Open opportunities for collaboration, referrals and financial planning
  • Valuable support
    • Continuous development and enhancements of the tool
    • Online Documentation
    • Online training (including how to enhance your business model and grow your business)
    • Send us suggestions directly from the tool
    • Other means of contacting us

License

  • License fee provides unrestricted access to the version you buy.  For example, if you buy Version 2019-20, then the license fee covers support, minor updates and unrestricted use of this version of the tool.  A minor release will be indicated by an added letter to the current version.  For example Version 2019-20 to Version 2019-20a.
  • A reduced upgrade fee (40% discount on full price at that time) will be payable for major releases (upgrades) if you are an existing user.  In other words, existing customers will always pay 40% less than new customers for The Tax Tool.  A major release will be indicated by a change in the Version number.  For example from Version 2018-19 to Version 2019-20.
  • Minor releases include fixes, minor enhancements and sometimes new functionality.
  • Major releases include a change in the tax year, fixes, major enhancements and new functionality.
  • Customise logos used in the tool and report.
  • Can only be used on one machine.
  • If you need to use the tool on more than one machine, you need to buy additional licenses for each computer or laptop concerned.  We offer discounts for bulk licensing (5 and more machines).
  • Refer to the Disclaimer and Copyright notice included in the tool and on the reports.  By using the tool, you explicitly agree and accept these.
  • Also ensure you read our terms and conditions, privacy policy and cancellation policy.

System Requirements

  • Microsoft Windows 7 or higher (Does not work on MacOS, Tablets or Smartphones)
  • Microsoft Excel 2010 or higher (Compatible with 32-Bit and 64-Bit)
  • Enabled Macros in Excel (The tool will prompt if macros are not enabled and you can enable for the tool)

2 reviews for The Tax Tool Version 2021-22

  1. Lourens Grobler (verified owner)

    The best Tool ever.

  2. Tjaart van der Walt (verified owner)

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