Tax season means hundreds of PDFs - bank statements, tax certificates, invoices - and someone has to open every one, read it, and key the numbers into a spreadsheet. Draft does that in minutes. You get an accurate first draft of the working paper, mapped to the return, ready for your team to review and file.
Drop your client's documents - tax certificates, bank statements, invoices, scanned receipts. Draft reads them, extracts the data, and produces a working paper ready for the return.
Drop the documents as they arrive - IRP5s, IT3(b)s, medical aid certs, bank statements, trial balances, VAT invoices. PDF, scan, or digital. Draft identifies each one automatically.
Draft reads every document - scanned or digital - and pulls out source codes, amounts, transaction data, and line items. Bank transactions get classified automatically.
Your team opens the working paper, checks the figures against the source documents, and exports to Excel. The data capture is done. They go straight to the return.
Individual, company, provisional, VAT, employer reconciliation, and trust returns. Each one with its own document types, extraction rules, and working paper format. Draft handles the differences so your team doesn't have to.
Every IRP5, IT3(b), medical aid cert, and RA cert - read, extracted, and mapped to your working paper. Source codes go in; ITR12 sections come out. Multiple documents per client consolidated into a single working paper.
Working paper grouped by ITR12 section: income (source codes 3601, 3605, 3606), deductions (pension 4001, RA 4006), tax credits (Section 6A medical credits at R364/month per person), and tax paid (PAYE 4101, UIF 4102).
Bank statements classified, income sources consolidated, estimates grounded in real data instead of guesswork. Freelancers, commission earners, rental property owners, sole proprietors - all handled.
Consolidated income and expense working paper with bank transactions classified into income and expense categories. P1/P2/P3 estimate inputs grounded in actual bank data rather than the previous year's assessment plus 10%.
This is where the volume hits. A company with twelve months of bank statements across multiple accounts can generate hundreds of PDFs. Draft reads them all, classifies every transaction, and produces a working paper you can review in an afternoon instead of building over three days.
Company working paper following the revenue-to-taxable-income cascade. Every transaction classified into Revenue, Cost of Sales, Operating Expenses, Employee Costs, and Finance Costs. High-volume datasets aggregated into manageable summaries.
The same classification exercise every period - automated. Input and output VAT from bank statements and invoices, ready to file. Bi-monthly, monthly, or six-monthly periods all supported.
Input/output VAT summary per period. Capital items flagged for separate treatment. VAT201 field mapping. Transaction detail available for review and adjustment before filing.
Payroll data reconciled against IRP5s, EMP501 schedules populated, discrepancies flagged before SARS does. Monthly EMP201 and annual EMP501 workflows both supported.
EMP501 reconciliation schedule with IRP5 totals tied to payroll. PAYE/UIF/SDL amounts verified against monthly EMP201 submissions. Discrepancy report highlighting mismatches for review before submission.
Trust income, distributions, and capital gains compiled into a working paper for ITR12T filing. Income attribution to beneficiaries tracked with conduit principle applied correctly.
Trust working paper with income split between trust-level taxation (at 45% flat rate) and beneficiary-level distributions. CGT at the 80% inclusion rate for trusts (or 40% for special trusts). Beneficiary allocation schedule for cross-referencing to individual ITR12s.
Reads codes 3601, 4001, 4101 and dozens more directly from IRP5 PDFs. Every code mapped to its ITR12 section. IT3(b) codes 4201, 4216, 4217 for interest and dividends. This mapping is hardcoded from SARS specifications, not inferred.
Individual working papers map to ITR12 sections. Company working papers follow the revenue-to-taxable-income cascade that feeds into ITR14. The output is structured the way you need it for the return you're filing.
FNB, ABSA, Standard Bank, Nedbank, Capitec - each bank's format parsed individually. Different column layouts, different date patterns, different transaction descriptions. Transactions classified into income and expense categories specific to SA tax return requirements.
Scanned certificates, digital PDFs from banks and insurers, spreadsheets and CSVs. Draft reads them all. Your clients don't need to change how they send things - whatever arrives in the email, Draft can process it.
Track outstanding documents per client. Send reminders automatically. Give clients a portal link where they upload directly into Draft - no more email attachments and WeTransfer links.
Email reminders go out on your schedule - not when someone remembers to send them. Personalised per client based on which documents are still outstanding. Follow-up escalation built in.
Each client gets a unique link. They upload their documents directly - IRP5s, bank statements, certificates - and the files land in Draft ready for processing. No more chasing attachments across email threads.
Draft knows what documents each client type needs - salaried, freelancer, commission earner, company, rental property owner. Outstanding items tracked automatically. You see the gaps at a glance.
Scale your practice, not your headcount. Buy return bundles in Rands - use them when you need them.
IRP5, IT3(b), medical aid cert, RA cert, bank statements. Working paper with ITR12 section mapping, medical tax credit calculation, retirement fund deduction.
Bank statements, trial balances, transaction classification. Company working paper with P&L categorisation and tax position at 27%. Line-item raw data tab included.
Input and output VAT from bank statements, period by period. Capital item flags. VAT201 field mapping. Per filing period - bi-monthly, monthly, or six-monthly.
Your data stays yours. Encrypted in transit and at rest. POPIA compliant - we process documents as your operator under Section 21. No document data is used for training or shared with third parties.