Review tax and statutory workspaces

Choose a tax workspace

• Taxes: open the overall tax area.
• Workspace: review the available VAT, PAYE, LST, operations, advertising, and remittance areas.
• NSSF and PAYE: open the corresponding statutory views.
• Reconciliation and Trial Balance: compare the relevant records and balances.

Check the period and source

Select the correct period and confirm which records are included before reviewing a return or balance. Compare amounts against the underlying finance or payroll source and resolve differences before using a report.

Prepare a review

1. 1

   Choose the tax area

   Open the relevant workspace using the menu and select its reporting period.

2. 2

   Inspect the calculation or records

   Review the fields and source entries presented by the system. Confirm missing or unusual values with your finance records.

3. 3

   Reconcile

   Use Reconciliation or Trial Balance to investigate differences and check that the period balances as expected.

4. 4

   Complete approved actions

   Follow your school's tax review and statutory filing process for any export, remittance, or filing action shown.