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Onboard and set up
You receive secure access to the CommTax Core portal. We map your tax position, business structures, and compliance calendar so the platform reflects your actual situation from day one.
CommTax Core is the operational and technology backbone of the firm. A secure document portal, structured tax workflows, and audit-ready cloud records, all under registered tax practitioner oversight. Most CommTax client relationships begin here. From Core, Advisory plugs in for SARS matters and specialist tax, and Accounting plugs in for monthly reporting and AFS, as your needs grow.
Other firms hand you bookkeeping software and walk away. CommTax Core combines a secure document portal, structured tax workflows, and audit-ready cloud storage with senior tax practitioner oversight, so the platform handles the records and structure, and people handle the tax thinking.
From onboarding to audit-ready records, this is how CommTax Core handles your tax compliance.
You receive secure access to the CommTax Core portal. We map your tax position, business structures, and compliance calendar so the platform reflects your actual situation from day one.
Upload supporting documents through the secure portal, tax certificates, invoices, expense slips, statements. Each document is catalogued, tagged, and stored in audit-ready cloud storage with a clear filing history.
Income, expenses, and tax events flow into structured workflows. Records are organised so they are ready for accounting, reporting, and review, not stored as loose files in a folder.
Provisional tax, returns, and SARS interactions are tracked through the platform under the oversight of a registered tax practitioner. Filing decisions remain professional, not automated.
Every supporting document, calculation, and submission stays available for inspection. If a verification or audit hits, the records are already in place, no scramble, no panic.
CommTax Core is not a single feature, it's the operational layer that connects records, compliance, and practitioner oversight.
Upload, store, and retrieve every supporting record, encrypted in transit and at rest.
Paper records and physical documents converted into structured digital files, catalogued and filed.
Income, expenses, and tax events organised into the structure SARS expects, not loose entries.
Provisional tax, returns, deadlines, and SARS dates tracked across the year.
Calculation logic supports the practitioner, never replaces them. Reviewed before any submission.
Filing histories, supporting documents, and calculation trails always available for inspection.
One place for documents, status, communication, and your tax position, clean and structured.
Senior, registered tax practitioners reviewing the work. The platform serves the practitioner, not the other way round.
If you ever leave, your records leave with you, full handover, no lock-in, no audit-trail loss.
Most clients arrive with one of three setups. Here is how CommTax Core compares.
| Spreadsheets & Email | Generic Bookkeeping | CommTax Core | |
|---|---|---|---|
| Document storage | Email folders, Dropbox | Paper or scattered files | Secure structured portal |
| Tax-first structure | None, DIY | Bookkeeper-led | Tax-first by design |
| Practitioner review | None | Limited or external | Built-in |
| Audit readiness | Manual scramble | Reactive | Always-on |
| Compliance calendar | None | Manual reminders | Tracked in platform |
| Records on exit | Yours, but unstructured | Often lost | Clean handover |
CommTax Core and CommTax Accounting share four defined client segments. If your situation looks like any of these, Core is built for you.
Financial advisors, brokers, sales professionals, variable income, deductions, and provisional tax structured properly.
Consultants, professionals, and independents who need clean compliance and a real audit trail as they grow.
Multiple income streams, investments, capital gains, and tax complexity, all structured in one place.
Founders and entrepreneur-led businesses that need structured records and tax-ready compliance from day one.
If your question isn't answered here, the Waiting Room is the fastest way to reach us.
Start with the Waiting Room. Tell us a little about your situation, and we'll set up your CommTax Core onboarding from there.