Using the Beam Machine Tax Guide Index

This page shows you which Beam Machine tax guide to open, what each screen currently does, and where you still need SARS or professional review outside the app.

Product: Beam Machine
Module: Tax Guides
Role: Accountant, Tax Preparer, Payroll Lead, Finance Manager, Reviewer
Difficulty: Beginner
Time: 5 minutes
Last Updated: 2026-03-10
Version: Current Beam Machine app build in this repo

Before You Start

• You need access to Tax in Beam Machine.
• You should know whether you are working on VAT, provisional tax, company tax, employer taxes, or review support.
• Keep in mind that some BM tax pages are live working screens and some are review dashboards only.

What is this guide set?

This is the Beam Machine tax manual shelf. It explains the live BM tax routes in plain English, then tells you where Beam Machine stops and where SARS filing, supporting documents, or tax sign-off still happen outside the app.

In Beam Machine today, the tax area covers:

• VAT periods and VAT201 generation
• provisional tax tracking
• an ITR14 / EMP201 preparation worksheet
• a tax calendar
• and several advanced review workspaces for risk, incentives, draft packs, defence, and provisions

When do you use this?

Use this page when you know the tax job in front of you, but you do not yet know which Beam Machine guide fits that job.

If you skip this index, you can easily mistake a review dashboard for a filing workflow. That is how teams promise automation they do not actually have yet.

Where do you find these guides?

Primary path: Open the relevant page below.
Product path: Finance -> Tax
Reference: Use ../modules/05-working-in-tax.md for the wider module overview.

How to use this guide set

1. Open 01-understanding-vat-periods-and-vat201.md if you need the real VAT workflow in BM.
2. Open 02-managing-provisional-tax.md if you are tracking IRP6 periods, due dates, or penalty risk.
3. Open 03-preparing-itr14-and-emp201.md if you need the company tax and employer tax prep worksheet.
4. Open 04-using-tax-calendar-and-deadlines.md if you need the BM deadline board.
5. Open 05-reviewing-tax-risk-heatmap.md if you need entity-level risk scores.
6. Open 06-managing-grants-and-incentives.md if you are monitoring tax incentive opportunities.
7. Open 07-working-with-tax-draft-packs.md if you are managing tax draft review queues.
8. Open 08-handling-tax-defence-items.md if you are tracking disputes, objections, or voluntary disclosure work.
9. Open 09-reviewing-tax-provisions.md if you are reviewing current tax, deferred tax, or uncertain tax positions.
10. Open 10-understanding-employer-tax-and-emp501.md if you need to separate monthly EMP201 support from wider employer-tax reconciliation work.
11. Open 11-understanding-company-tax-adjustments-and-assessed-losses.md if you need to explain why accounting profit is not yet final taxable income.
12. Open 12-understanding-fixed-asset-tax-allowances-and-recoupments.md if asset depreciation and company-tax support are colliding.
13. Open 13-mapping-sa-tax-scope-to-live-bm-pages.md if you need the source-specification-to-live-UI crosswalk.

✅ Checkpoint: You should now know which guide matches the work. If you still do not, start with the screen type table below.

Screen types in the current BM tax area

Guide	BM route	What it is in the current build
VAT Periods and VAT201	/dashboard/tax/vat-periods and /dashboard/tax/vat-returns	Live working flow with create, generate, finalize, and status tracking
Provisional Tax	/dashboard/tax/provisional	Live tracking and estimate support screen
ITR14 / EMP201	/dashboard/tax/itr14-prep	Preparation worksheet, not a full SARS return
Tax Calendar	/dashboard/tax/calendar	Deadline board based on BM records
Tax Risk Heatmap	/dashboard/tax/risk-heatmap	Review dashboard
Grants & Incentives	/dashboard/tax/grants	Review dashboard
Tax Draft Packs	/dashboard/tax/draft-packs	Review dashboard
Tax Defence	/dashboard/tax/defence	Review dashboard
Tax Provisions	/dashboard/tax/provisions	Review dashboard

Deeper South African tax-reference pages

These pages are not fake product features. They exist to help users interpret the live BM tax screens safely:

• Understanding Employer Tax and EMP501 Support
• Understanding Company Tax Adjustments and Assessed Losses
• Understanding Fixed-Asset Tax Allowances and Recoupments
• Mapping South African Tax Scope to Live Beam Machine Pages

Common Questions & Issues

"Does every tax page submit directly to SARS?"

Why this happens: Tax screens often look official, so users assume the app is doing the filing itself.

Fix: Do not assume that. Read the specific guide first. Some BM screens prepare or track data only.

---

"Why are some pages so cautious if the route is live?"

Why this happens: A visible route only proves the screen exists. It does not prove full legislative coverage, document packs, or external filing integration.

Fix: Use the route, but keep the guide's scope notes. They are there to stop false confidence.

What's Next

• Read ../modules/05-working-in-tax.md for the main Tax module overview.
• Read ../tasks/05-generating-a-vat201-return.md if you need the narrower VAT201 task page.
• Read 13-mapping-sa-tax-scope-to-live-bm-pages.md if the question is really about scope versus live delivery.

Related Pages

• ../12-invoicing-banking-and-tax.md
• ../99-functionality-gap-map.md
• ../98-screen-map.md
• 13-mapping-sa-tax-scope-to-live-bm-pages.md

SA Compliance Reference

• South African tax compliance still depends on the applicable SARS process, filing channel, and support pack for the tax type involved.
• Use Beam Machine for current in-app workflow guidance, but confirm filing obligations against current SARS rules and your firm's review process.

Still Stuck?

• Start with 01-understanding-vat-periods-and-vat201.md if the issue is VAT.
• Start with 03-preparing-itr14-and-emp201.md if the issue is company or employer tax.
• Contact support: support@veva.co.za

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