GREATSOFT CRM RELEASE NOTES

Transcription

1 GREATSOFT CRM RELEASE NOTES CONTENTS INTRODUCTION...2 PREREQUISITES...2.NET Framework Requirements...2 Web Config Addition...2 GREATSOFT CRM...3 CLIENT MAINTENANCE...3 CLIENT TASKS...3 PROCESSING...3 TIMESHEETS...3 ALERTS...4 REPORTS...4 GREATSOFT TAX...5 ITR ITR RETURNS GENERAL EFILING SERVICE AUTOMATION APPLICATION GREATSOFT SEC REGISTERS OTHER SEC CHANGES CRM Client Release Notes Page 1 of 13

2 INTRODUCTION This document summarises the enhancements introduced and issues addressed in CRM PREREQUISITES.NET FRAMEWORK REQUIREMENTS CRM and higher requires.net Framework 4.5. WEB CONFIG ADDITION 1. SMTP Configuration The SMTP setup is configured with settings in the web.config. This is required if using the Forgot Password feature visible on the Login screen. All other s are generated from Task Centre. To disable legacy approval s, switch on the system option: eapprove->system->disable IIS for Approval notifications The following settings must be configured to enable the SMTP for the Forgot Password feature: <system.net> <mailsettings> <smtp from=""> <network defaultcredentials="false" host="" port="" enablessl="true" password="" username="" /> </smtp> </mailsettings> </system.net> 1.1. Web.config Attributes SMTP From Network defaultcredentials : Default set to False Host Port enabless1 Password Username 1.2. Change Password Use the client s preferred address : SMTP Server : SMTP Server Port Number : Default set to True to use secure connection : SMTP Password : SMTP Username A custom can be set up, which is automatically sent to users when requesting assistance for a forgotten password via the Login screen. Open Administration Change Password and customise the default message if required, using the ##USERNAME## and ##LINK## parameters. CRM Client Release Notes Page 2 of 13

3 2. efiling Service Remote login The efiling Service Automation application no longer processes efiling requests in its own capacity but rather requests the web application to run the processes on its behalf. As such, the efiling Service uses a special login page to initiate the requests securely. The following section must be added to the <configuration> section: <location path="security/remotelogin.aspx" allowoverride="false"> <system.web> <authorization> <allow users="?" /> </authorization> </system.web> </location> GREATSOFT CRM CLIENT MAINTENANCE 1. Unpaid Entries shown in the Client s record in CRM was updated to use the Invoice Office for Credit Notes and Receipts. 2. For individual entities, the Client Date of Birth is exposed on the Client Record View screen. CLIENT TASKS When creating new Tasks for Clients, the Task Open Date defaults to the Period Start Date. PROCESSING 1. An additional Narration field is included for users to capture more information when transferring WIP entries. 2. Excluded terminated employees from the Approver and Requestor drop-down lists on the WIP Adjustments screen. Terminated employees will only be available for selection when the Requestor has open batches. 3. The Standard Fee drop down lists in the Processing screens are now sorted alphabetically. 4. In Credit Note Allocations, the Office filter has changed to include all offices and not only the office of the employee logged in. 5. Improved the invoice search in the Edit Invoices screen where users can search by Invoice Number or Invoice Amount. The search field uses the "Starts With" method. 6. The client s outstanding debtors balance is now displayed with the name in the Client lookup in Receipts. TIMESHEETS 1. The date range in Timesheet Approvals now defaults to include up to Today's Date. If the System is still in Last month, users may not realise there are unapproved time or expenses for the current period. 2. When an Employee's Start Date falls within a timesheet period, the employee could not select that Period for Timesheets. This is resolved by allowing the Employee to create a new timesheet for the period that includes their Date Start but users are prevented from capturing time prior to the Employee Start Date. CRM Client Release Notes Page 3 of 13

4 ALERTS When marking an alert (on any page) as cleared/uncleared, the system returns focus back to the first page; this is corrected to remain on the page the user is working on. REPORTS The Debtors Control Periodic Report was reset as Landscape layout, and not Portrait. CRM Client Release Notes Page 4 of 13

5 GREATSOFT TAX ITR12 1. Tax Calc: Adjusted the taxable portion of code 3860 to match code 4474 if the latter exceeds the value of code ITR14 1. The following SARS changes have been made to the ITR14 form, effective 9 December 2017: Container Company Information Description Added the following question to the Company Information section: Did the company cease to be a resident during this year of assessment? This question will display from the 2016 year of assessment onwards and is applicable to all company types. The question will appear if No is responded to Is the company resident in South Africa for income tax purposes?. Added the following section to the Company Information wizard: This section will display from the 2016 year of assessment onwards and is applicable to all company types. The Specify the number of Customs registration numbers. question will appear if Yes is responded to Does the company have Customs registration number(s)?. A number of 1 to 99 is accepted in the Specify the number of Customs registration numbers. field. Added the following section to the Company Information wizard: This section will display from the 2017 year of assessment onwards and is applicable to all company types. Removed the following questions from the Company Information wizard for the 2017 year of assessment onwards: CRM Client Release Notes Page 5 of 13

6 Will the company be claiming any Foreign Tax credits not relating to Capital Gain transactions in terms of s6quat and/or a treaty? Will the company be claiming any Foreign Tax credits not relating to Capital Gain transactions in terms of s6quin? Foreign Tax Credits Refunded/Disc harged Added the following question to this section for the 2017 year of assessment onwards: The value declared in this field will increase normal tax payable in the tax computation. Dormant Company Details The following items have been added to this section for returns relating to the 2016 year of assessment onwards. This section will expand with Did the company receive any taxable passive income? and Taxable passive income (code 4290) if Yes is responded to Is the company acting as, or carrying on the activities of, a nominee? The Taxable passive income field will be unlocked if Yes is responded to Did the company receive any taxable passive income? Effect on tax calculation: Taxable passive income declared next to code 4290 will be included in the taxable income of the company for the current year of assessment and will be subject to normal tax. CRM Client Release Notes Page 6 of 13

7 If the company solely derived passive income during the year of assessment without carrying on a trade, then the balance of assessed loss brought forward from the previous year of assessment will be disregarded (i.e. it will not be set-off against the current year s passive income) and will not be carried forward to subsequent years of assessment. Non- Residency From the 2016 year of assessment onwards, this section will expand with a Date on which the company ceased to be a resident field: Condition: This field will only display if Yes was responded to Did the company cease to be a resident during this year of assessment? in the Company Information section: The date indicated in the Date one which the company ceased to be resident field must fall within the current year of assessment and may therefore not be after 31 March 2016 (for the 2016 year of assessment) and 31 March 2017 (for the 2017 year of assessment). Additional Assessment Information From the 2016 year of assessment onwards, this section will expand with the following questions: CRM Client Release Notes Page 7 of 13

8 Special Economic Zones From the 2017 year of assessment onwards, the return will expand with the following section if Yes is responded to the Is the company a qualifying company as defined in section 12R? question in the Company Information section: The Please select the Special Economic Zone(s) the company is located in field will only appear if Yes was responded to Is the company located in a Special Economic Zone(s)?. If Other is selected, then the relevant special economic zone(s) must be indicated in the If you selected "Other as a special economic zone(s), please list them here field. The following notification will appear if No is responded to any of the questions listed in this section: It was indicated that all the provisions of s12r were not met, therefore the company cannot be regarded as a qualifying company within a Special Economic Zone. As a result, the company is neither eligible for the 15% tax rate concession, nor for the section 12S accelerated allowance on buildings within Special Economic Zones. Please update the response to the Special Economic Zone question in the Company Information section or review the declarations in the Special Economic Zone section. Please note that this validation is not yet implemented on SARS efiling and will therefore not prevent non-qualifying taxpayers from claiming the section 12S allowance. Effect on tax calculation: The normal tax payable by qualifying companies within special economic zones will be calculated by applying a tax rate of 15% to taxable income. Condition: All questions in the Special Economic Zone section must be answered in the affirmative, else the standard tax rate of 28% or the Small Business Corporation tax rates (whichever is applicable) will be applied. If the company qualifies as a Small Business Corporation and also operates in a Special Economic Zone, then normal tax will be imposed at the lower of 15% or the effective tax rate in terms of the progressive Small Business Corporation tax rates. Balance sheet for a Body Corporate, Share Block Added a field for Non-current assets Vehicles. CRM Client Release Notes Page 8 of 13

9 Company or Micro Business Tax computation for a Body Corporate or Share Block Company From 2016 onwards, an error message will display if the calculated profit is not equal to zero and the selected source code is 3018 or 3019: Tax Computation - ValidateRules: Due to the exemption of levy income in respect of Body Corporates/Share Block companies, please select the source code relevant to the declared taxable profit/loss. Note that source codes 3018 and 3019 solely pertains to levies, which are entirely exempt in terms of section 10(1)(e). These source codes can therefore only be used if the calculated profit is zero. Note that these codes cannot be selected if the body corporate or share block company incurred a loss since section 23(f) prohibits the deduction of expenditure incurred in the production of exempt income. Schedules must be prepared in all cases where the questions below are answered in the affirmative. Schedules must be retained for a period of 5 years after submission of this return. Balance sheet for a Small Business Added field for Vehicles : Income Statement for a Small Business Added field for Insurance proceeds received : Balance sheet for Dormant Company Added field for Vehicles : CRM Client Release Notes Page 9 of 13

10 Balance sheet for Medium to Large Business Added field for Vehicles : Income statement for Medium to Large Business Added field for Insurance proceeds received : Removed the following expense item: CRM Client Release Notes Page 10 of 13

11 Tax computation for a Small and Medium to Large Businesses Added the following item to the Non-Taxable Amounts Credited to the Income Statement section: Exemption in respect of films (s12o) Removed the following items from the Special Allowances Not Claimed in the Income Statement section: Research and development deduction (s11b) Industrial assets used for qualifying industrial policy projects (s12g) Exemption in respect of films (s12o) Added the following fields to the Special Allowances Not Claimed in the Income Statement section: Allowance in respect of land conservation in respect of nature reserves or national parks (s37d) Qualifying distributions by a REIT (s25bb). This item can only be selected if Yes was responded to Is the company a REIT (Real Estate Investment Trust as defined in section 1)? in the Additional Assessment Information section. Mark-to-market treatment in respect of financial assets and liabilities (24JB) Incurral of interest in respect of certain debts deemed to be in the production of income (s24o) Added the following field to the Amounts not Credited to the Income Statement section: Mark-to-market treatment in respect of financial assets and liabilities (s24jb) Tax Allowances / Limitations Removed the following item: CRM Client Release Notes Page 11 of 13

12 Added the following item: Does the company confirm that no other building allowances were claimed in respect of the same building for which the section 12S allowance was claimed? This field will become visible from the 2017 year of assessment onwards. Completion of this field becomes mandatory if the Deduction in respect of buildings in special economic zones (s12s) field contains a value. The Deduction in respect of buildings in special economic zones (s12s) will be cleared and locked if No is responded to this question. Added the following item: Did the company incur any interest in respect of debt(s) owed to person(s) not subject to tax as contemplated in section 23M? This field will become visible from the 2016 year of assessment onwards. Completion of this field becomes mandatory if the Interest not allowable in respect of debts owed to person(s) not subject to tax (s23m) field contains a value. The Interest not allowable in respect of debts owed to person(s) not subject to tax (s23m) will be cleared and locked if No is responded to this question. PBO Donations Capital Gains (Local/Foreign ) PBO Number: From the 2016 year of assessment onwards, this field will accept a minimum of 7 and a maximum of 13 characters (including slashes). Added the following item to this section: This value will be deducted in the computation of the Aggregate Gain or Loss. From the 2017 year of assessment onwards, a capital gain inclusion rate of 80% will be applied. CRM Client Release Notes Page 12 of 13

13 2. Foreign Tax Rebates section 6quin: This section was removed from the return for the 2017 year of assessment onwards. 3. Changes to the Tax Calc: a. Removed validation that prevents deduction of PAYE for companies not qualifying as a Personal Service Providers. b. Updated the tax calculation for the 2016 year of assessment onward to include taxable passive income derived by a dormant company. c. Updated the tax rate applicable to qualifying companies within a special economic zones to 15%. RETURNS 1. Issue addressed where error appeared on the tax return when a fee note was selected. GENERAL 1. ITR Dashboard: A new filter was added for Workflow Status. 2. ITR Workflow: The History tab was updated to reflect the Rejection of a return. 3. efiling: An issue has been addressed in the "Flag Returns Ready screen under Provisionals, where the filter for payment type did not display the correct details. EFILING SERVICE AUTOMATION APPLICATION The efiling Service Automation application no longer processes efiling requests in its own capacity but rather requests the web application to run the processes on its behalf. As such, the efiling Service no longer requires to be updated each time the CRM Web application is refreshed with a new version. The Service Application now also requires less memory resources to function and can be installed on the IIS server where the CRM web application is hosted. GREATSOFT SEC REGISTERS 1. When capturing transactions in the Allotments or Take On Shares tab, the company issuing the shares will no longer appear in the pick list which appears in the Shareholder field as the company is not permitted to issue shares to itself. 2. A new tab has been added in trust registers entitled Address Recorded at Master s Office. No workflow will be generated for addresses recorded in this tab. OTHER SEC CHANGES 1. All decimals in the turnover field in an annual return have been removed so that only whole numbers can be captured. CRM Client Release Notes Page 13 of 13