Sky Tax Knowledge
Practitioner guides, workflows and tips for getting the most out of Sky Tax.
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Revised Tax Mandate (AI / POPIA Template)
Editable Word template — a revised tax mandate covering AI usage and POPIA compliance for your firm. Complete a short form and we'll email the editable Word document straight to your inbox.
Articles
Why Accfin Uses Practitioner-Controlled eFiling Access
Accfin strongly supports taxpayers knowing, understanding and approving their tax affairs. Our policy is about controlling who can change or submit information — not about withholding information from the taxpayer.
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Why Sky Uses a One-Screen Approach — Control, Speed and Confidence for Serious Practitioners
Some Sky screens look busy. That is deliberate: one screen, one process, full control — built for high-volume professional practice work.
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ITR14 Filing: Stop Capturing — Start Producing
How Sky Tax turns the ITR14 from a manual SARS form into a structured production process driven by the trial balance.
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Sky Sticky Notes: The Built-In CRM System for a Modern Tax Practice
A built-in CRM-style reminder and communication system that keeps instructions, follow-ups, and staff responsibilities attached to the taxpayer record.
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Paperless Document Management in Sky
Good document management is essential in a modern tax, trust, secretarial, FICA and compliance practice.
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Sky: Why Transaction Evidence Must Be Available at the Point of Processing
In a modern tax and accounting practice, the transaction itself is only part of the story.
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Why Finalising Sky Transactions Matters
Finalising is a control point — it locks completed transactions, protects data integrity and tells the practice which records are ready for SARS.
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The Importance of Filters in Sky
Filters in Sky are a game changer — they turn huge client and document lists into targeted, manageable views, and they can be stacked repeatedly.
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ITR14 Videos
Short walkthroughs showing how Sky imports a trial balance and produces the ITR14 without recapturing data.