TAX RECORD KEEPING
Secure, centralised tax record keeping
WHY TAX RECORD KEEPING MATTERS
SARS expects you to keep records for years, and to produce them on request
Under the Tax Administration Act, you must keep your tax records for at least five years from the date each return is submitted and longer if a return is still outstanding, or if an objection, appeal or audit is in progress. Records can be kept electronically, but they still have to be complete, orderly and available the moment SARS asks.
That’s hard when records live in personal drives, email threads and SharePoint folders that no one fully controls. Files go missing, versions multiply, and the person who filed the return has often moved on. Konsise Drive removes that risk by keeping every entity’s tax records in one secure, structured place with the full context of each filing attached.
WHAT YOU GET
Everything about every filing, in one place
Konsise Drive is purpose-built for tax records, not a generic folder,
A permanent home for every tax record
A single, organised, searchable place for each entity’s tax documents, replacing scattered SharePoint folders, drives and inboxes.
Full context on every filing
Each return shows who prepared and reviewed it, the documents attached to it, and the related SARS correspondence, so the whole story sits together.
SARS statements and correspondence, automatically
Statements of account and correspondence for VAT, PAYE, Corporate Income Tax and Provisional Tax are downloaded and filed against the right entity.
Payment and submission tracking
Trackers auto-populate with SARS data, broken down by entity, tax type and date, and export to Excel whenever you need them.
VAT determination, built in
Determine input and output VAT, generate submission summaries, submit to SARS, and have the records stored automatically.
Nothing gets lost
Records are permanently stored, version-controlled, backed up and encrypted, with role-based access so files can’t be accidentally deleted or stranded on someone’s laptop.
ENTERPRISE-GRADE SECURITY
Your clients’ data, protected and audit-ready
FAQ
Frequently asked questions about Konsise drive.
What is Konsise Drive?
Konsise Drive is a secure, structured storage solution for tax documents, filings, and supporting records. It organises and contextualises every file, eliminating the chaos of traditional storage systems.
How does Konsise keep my tax documents secure?
Konsise uses enterprise-grade encryption, access controls, and compliance frameworks to protect sensitive tax data, ensuring secure storage and controlled access.
Can Konsise replace SharePoint or File Explorer for tax records?
Yes, and it improves on them. Konsise adds structure, context, automated SARS integrations, and permanent backups specifically designed for tax record keeping.
Does Konsise automatically pull documents or data from SARS?
Yes. Konsise downloads Statements of Account and correspondence for VAT, PAYE, Corporate Income Tax, and Provisional Tax, populating your records instantly.
Can I export tax record data for audits or internal reporting?
You can export all tracked submission and payment data to Excel, making internal audits and governance reviews much faster and more accurate.
How does Konsise prevent file loss?
All records are permanently stored, version-controlled, and backed up. Files cannot be accidentally deleted or misplaced.
How long must you keep tax records in South Africa?
Under the Tax Administration Act, you must keep records for at least five years from the date a return is submitted. If a return is still outstanding, keep the records until it’s submitted and then for five years; if an objection, appeal or audit is in progress, keep them until that is finalised. Records may be kept electronically, provided they remain complete, orderly and available for SARS.
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Bring every tax record into one secure place
Stop hunting through drives and inboxes at audit time. Book a personalised walkthrough, or start a free 45-day trial, no credit card required.