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Your compliance dashboard is ready.
Tax Year
2024/25
Compliance Score
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Calculating...
Due This Month
—
Upcoming submissions
Overdue
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Check calendar
Invoices Logged
0
this financial year
🚀 Getting Started
0 / 5
📋 Upcoming Deadlines
This QuarterVAT201 Preparation
Auto-filled from your invoices. Verify before submitting to SARS eFiling.
⚠ Preparation aid only. These figures are derived from your invoice data and must be verified before submission. OneTouch is not a registered tax practitioner and accepts no liability for VAT penalties or assessments.
EMP201 Payroll Summary
Monthly payroll submission to SARS. UIF capped at R17,712/year (R1,476/month).
⚠ Preparation aid only. Verify all PAYE, UIF, and SDL figures before submitting your EMP201 on SARS eFiling. OneTouch accepts no liability for penalties or interest arising from incorrect submissions.
IRP6 Provisional Tax Estimate
Estimate your provisional tax liability using 2025/26 SARS tax brackets.
⚠ Estimate only. This calculation uses standard SARS 2025/26 brackets and does not account for all taxpayer-specific circumstances. Verify with a registered tax practitioner before submitting your IRP6 on eFiling.
ITR14 Annual Preparation Pack
Full year financial summary for your accountant to complete the ITR14 submission.
Compliance Score
Good Standing—
compliant
Calculating your compliance score...
This Month's Checklist
📅 Compliance Calendar
All SARS deadlines for the year. Plan ahead to stay compliant.
January
EMP201 (Dec payroll)
7 Jan
VAT201 (Nov–Dec)
31 Jan
February
EMP201 (Jan payroll)
7 Feb
IRP6 2nd Period
28 Feb
March
EMP201 (Feb payroll)
7 Mar
VAT201 (Jan–Feb)
25 Mar
April
EMP201 (Mar payroll)
7 Apr
IRP6 1st Period
1 Apr
May
EMP201 (Apr payroll)
7 May
VAT201 (Mar–Apr)
25 May
June
EMP201 (May payroll)
7 Jun
ITR14 Annual Return
30 Jun
July
EMP201 (Jun payroll)
7 Jul
VAT201 (May–Jun)
25 Jul
August
EMP201 (Jul payroll)
7 Aug
IRP6 1st Period
31 Aug
September
EMP201 (Aug payroll)
7 Sep
VAT201 (Jul–Aug)
25 Sep
October
EMP201 (Sep payroll)
7 Oct
EMP501 Recon
31 Oct
November
EMP201 (Oct payroll)
7 Nov
VAT201 (Sep–Oct)
25 Nov
December
EMP201 (Nov payroll)
7 Dec
IRP6 2nd Period
31 Jan
✅ Accountant Checklist
This month's submissions and preparation tasks.
📁 Financial History
Monthly snapshots, document history, bank transactions and opening balances.
YTD Revenue
R 0
YTD Expenses
R 0
YTD Profit
R 0
YTD VAT Owing
R 0
Period Audit Trail
Loading...Total Income
R 0
Total Expenses
R 0
VAT Collected
R 0
Outstanding
R 0
All Documents
🧾
No invoices yet
Click "+ Create Invoice" to get started.
📈 Business Financials
Monthly income vs expenses, profit/loss, and AI saving tips.
Total Revenue
R 0
from invoices
Total Expenses
R 0
from invoices
Net Profit
R 0
profit margin
Income vs Expenses
IncomeExpenses
💡 AI Business Tips
PRO🔗 Bank Reconciliation
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Total Captured Income
R 0
all invoices
Bank Verified
R 0
matched payments
Outstanding
R 0
unverified
Confidence
0%
🏦 Bank Transactions
No statement
💡Upload your bank transactions (CSV or Excel) to automatically track your income and expenses.
📂
Drop your file here or click to browse
CSV or Excel exported from your bank's transaction history (not PDF statements)
Tip: If you downloaded a PDF, go back and export from transaction history instead.
Bank Transactions
| Date | Description | Amount | Type | Matched To | Status | Action |
|---|---|---|---|---|---|---|
| Upload your bank transactions above to get started | ||||||
Invoice Reconciliation Status
| Invoice | Client | Total | Paid via Bank | Outstanding | Status | Recon |
|---|---|---|---|---|---|---|
| No invoices | ||||||
⚠️ Unrecorded Transactions
No unrecorded transactions
📋 Audit Trail
No entries yet
📅 Close Session
A session can only be closed when every bank transaction is matched, assigned, classified, or ignored. Invoices do not need to be fully paid.
Session confidence
0%
Upload a statement and run auto-match
📦 Bookkeeper Handoff Pack
One-click download of everything your accountant needs. Clean, verified, ready to sign off.
🔴
Not Reconciled
Upload bank transactions and complete reconciliation before sharing with your accountant
0%
Confidence
What's in the pack
Auto-generated from your dataProfit & Loss Statement
Full income vs expenses by category
⏳
VAT Summary Report
Output vs input VAT, net payable
⏳
Full Invoice Register
All income and expense entries with dates
⏳
Tax Liability Summary
VAT, PAYE, provisional tax estimates
⏳
Select Financial Year
🔗 Accountant Access Link
Full PlanSend your accountant a secure read-only link. They can review your P&L, invoices, VAT summary and download the full bookkeeper pack — no login required.
🔒 This link grants read-only access to your financial data for 7 days. Anyone with this link can view your business financials — share only with your accountant. OneTouch accepts no responsibility for unauthorised access resulting from improper sharing.
👥 Payroll
Generate payslips, calculate PAYE/UIF/SDL and produce EMP201 prep documents.
⚠ PAYE, UIF, and SDL figures are estimates based on SARS 2025/26 tables. OneTouch is not a registered payroll service provider. The employer remains solely responsible for verifying figures and submitting EMP201 returns to SARS.
Total Employees
0
Active
Total Gross
R 0
This month
Total PAYE
R 0
To remit to SARS
Total UIF
R 0
Employer + Employee
👤 Employees
No employees yet
Add each employee once — OneTouch calculates PAYE, UIF and SDL automatically each payroll run and posts salary expenses to your books.
📄 EMP201 Monthly Prep
Summary of all PAYE, UIF and SDL deductions for your monthly EMP201 submission to SARS.
Add employees to generate your EMP201 prep.
📅 Payroll Runs
No payroll runs yet. Click "Run Payroll" to process this month.
🤖
OneTouch Assistant
Powered by Claude AI
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🤖
Hi there! I'm your South African tax assistant. Ask me anything about VAT, PAYE, provisional tax, eFiling, or SARS deadlines. How can I help?
Now
When is my VAT due?
How do I calculate PAYE?
What is provisional tax?
How do I register for VAT?
What is the corporate tax rate?
⚙ Settings
Manage your business profile, invoice branding and account.
🚀 Help & Onboarding
Want to walk through the setup guide again? Restart it any time — it won't delete any of your data.
💡 Guided Mode
Show helpful tips at the top of every section to guide you through the app.
🌍 Language
Choose your preferred language for the app.
📋 Current Plan
FreeYou're on the Free plan. Upgrade to Pro to unlock VAT201, bank analysis, reconciliation, IRP6/ITR14 and bookkeeper pack.
📊 Usage This Month
AI Calls
—
WhatsApp
—
Emails
—
Resets on the 1st of each month. WhatsApp & Email tracking available on Full plan.
🏢 Business Profile
Company Details
Tax Registration
✅ Yes
❌ No
👥 Yes
🙋 No
Invoice Bank Details
🎨 Invoice Branding
Full Plan🔑 Change Password
🔐 Privacy & Data (POPIA)
Your data is encrypted and protected under POPIA. Request deletion of your data at any time.
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