Tax Practice on AtlasOS
AtlasOS for Tax Practice (tax_practice) is tailored for specialist tax practitioners focused on SARS return filing, provisional tax management, dispute resolution, and tax advisory. It shares the same sidebar layout as Accounting Firm but with a different module set — AFS Reports and CIPC/Secretarial are OFF, and the default landing view is Inbox (not Tasks), putting email triage front-and-centre.
Default Configuration
| Setting | Value |
|---|---|
| Firm Type Key | tax_practice |
| Solo Mode | No |
| Default Landing View | Inbox |
| Entity Types | Pty (Ltd), Individual, Trust, Close Corporation, Sole Proprietor |
Modules Enabled by Default
| Module | Status | Notes |
|---|---|---|
| Smart Inbox | ON | AI-powered email triage via Gmail |
| Tasks | ON | Task lists, review checklists, assignments |
| Compliance Calendar | ON | SARS deadlines auto-generated per client |
| Client Portal | ON | Secure client document exchange |
| Time Tracking | ON | Billable hours per client / engagement |
| Billing | ON | Invoices and payment tracking |
| Management Accounts | ON | Income statements, balance sheets, KPIs |
| Broadcasts | ON | Bulk email to client segments |
| Contracts | ON | Engagement letters — draft, send, e-sign |
| Onboarding Forms | ON | Client intake forms |
| Chat | ON | Real-time chat with clients via portal |
| AI Agents | ON | Autonomous workflow agents |
Modules Disabled by Default
AFS Reports (OFF), CIPC/Secretarial (OFF), Payroll Obligations, Sales CRM, Audit, Accounting Sync, SLA Tracking, Project Milestones, and all Nonprofit modules.
Note: Unlike Accounting Firm, Tax Practice has AFS Reports OFF and CIPC/Secretarial OFF by default. Enable them in Settings → Modules if you prepare annual financial statements or manage CIPC annual returns.
Compliance Bodies
| Jurisdiction | Bodies | Pre-Seeded Obligation Types |
|---|---|---|
| South Africa | SARS | VAT eFiling, PAYE Filing, PAYE Payment, EMP501 Annual, Provisional Tax 1–3, ITR14, ITR12, ITR12T |
| Zambia | ZRA | ZM VAT Monthly, PAYE Monthly, WHT Monthly, QPD 1–4, ITX Annual |
Terminology
Tax Practice uses standard accounting terminology:
| Standard Label | Tax Practice Label |
|---|---|
| Client | Client |
| Engagement | Engagement |
| Compliance Deadlines | Deadline Rules |
| Service | Service |
Sidebar Layout
Identical to the accountingDefault layout:
| Group | Label | Items | Expanded? |
|---|---|---|---|
| — | (standalone) | Dashboard | — |
| — | (standalone) | Smart Inbox | — |
| Work | Work | Tasks, Projects, Calendar, Task Workflows | Yes |
| Clients | Clients Management | Clients, Entity Groups, Persons, Client Portal, Account Manager | Yes |
| Finance | Finance | Time & WIP, Billing | No |
| Compliance | Compliance | Deadline Rules, Onboarding | No |
| Documents | Documents | Documents, Bank Statements | No |
| Reporting | Reporting | Financial Reports, Practice Intelligence | No |
| Audit | Audit & Quality | Audit Engagements, ISQM 1, CPD Tracker | No |
| Admin | Administration | Activity Log, AI Agents, Settings | No |
Note: The Audit & Quality group appears in the sidebar but its items require the
auditmodule (OFF by default). Enable the Audit module in Settings to use these features.
Key Differences from Accounting Firm
- Default landing view is Inbox (not Tasks) — email triage is the primary workflow
- AFS Reports OFF — focused on tax returns, not annual financial statement preparation
- CIPC/Secretarial OFF — no company secretarial work by default
- Payroll Obligations OFF — no payroll compliance tracking
- Same sidebar layout (accounting default)
Tax-Specific Workflows
SARS Return Season
The compliance calendar is the core workflow tool:
- ITR12 individual returns auto-generated per client entity
- ITR14 company returns with year-end-aware due dates
- Provisional Tax deadlines (IRP6) — first, second, and third payments
- VAT eFiling obligations per VAT period
Dispute Resolution
Use Tasks and Documents together for SARS dispute management:
- Create structured task workflows for objection and appeal processes
- Track dispute status with document uploads and timeline
- Link correspondence via Smart Inbox to the client entity
Shared Features
These features work identically to the accounting vertical — refer to the linked docs:
- Smart Inbox — AI email triage
- Compliance Calendar — Deadline auto-generation
- Time & Billing — Billable hours and invoicing
- Documents — Upload, classify, and manage files
- Client Portal — Secure document exchange
- AI Agents — Autonomous workflow agents