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Using the Tax Calendar and Deadlines

How to use the Beam Machine tax calendar to track VAT and provisional items, while understanding where SARS legal due dates still need to be managed outside the app.

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Using the Tax Calendar and Deadlines

This page shows you how to use the Beam Machine tax calendar as a planning board, then explains the important difference between BM dates and actual SARS legal deadlines.

Product: Beam Machine
Module: Tax -> Tax Calendar
Role: Accountant, Tax Preparer, Payroll Lead, Finance Manager, Reviewer
Difficulty: Beginner
Time: 8 minutes
Last Updated: 2026-03-10
Version: Current Beam Machine app build in this repo

Before You Start

  • You need access to Tax.
  • You should already have VAT periods or provisional tax periods in the system, otherwise the calendar will be empty.
  • Do not treat this screen as the only source of truth for statutory deadlines.

What is the tax calendar?

The tax calendar is the BM planning board for tax dates. It takes tax records already in Beam Machine and turns them into a simple deadline list.

In the current build, the calendar is driven by:

  • provisional tax periods
  • VAT periods

It does not currently show every possible South African tax obligation on one screen.

When do you use this?

Use this page when you need a quick answer to:

  • what is coming up soon,
  • what is already overdue,
  • and which tax items are still open or pending

If you rely on memory alone, you will eventually miss a deadline. That is how penalties appear for stupid reasons.

Where to find it

Primary path: Finance -> Tax -> Calendar
Route: /dashboard/tax/calendar

How to use the calendar safely

  1. Open Tax.
  2. Click Tax Calendar.
  3. Review the summary cards:
    • Total Deadlines
    • Upcoming
    • Overdue
  4. Review the table below the cards.
  5. Use the Type column to separate VAT from Provisional Tax.
  6. Read the Description column carefully to identify the period.
  7. Check the Due / End Date column.
  8. Check the Status column.

āœ… Checkpoint: You should now know which BM tax items need immediate attention.

What this date means in the current BM build

  • For Provisional Tax, the calendar uses the provisional period due date stored in Beam Machine.
  • For VAT, the calendar currently uses the VAT period end date from Beam Machine.

That second point matters. A VAT period end date is useful for planning, but it is not automatically the same thing as the legal SARS filing deadline.

What you still need to manage outside the app

Beam Machine does not currently turn this page into a full SARS obligation calendar. You still need to manage the real statutory deadline rules for items such as:

  • VAT201 filing and payment channel rules
  • monthly EMP201 filing and payment
  • ITR14 annual filing
  • EMP501 reconciliation windows

Common Questions & Issues

"Why does the VAT date here not look like the SARS filing deadline?"

Why this happens: The BM calendar uses the VAT period end date currently stored in the system.

Fix: Use this page for planning, but work from the real SARS due date for filing and payment.

"I expected EMP201 and ITR14 entries here"

Why this happens: The current BM calendar merges VAT and provisional records only.

Fix: Track employer tax and annual company tax deadlines through your wider tax calendar process until those items are added to the live BM route.

"The overdue count looks scary"

Why this happens: Overdue counts are calculated from BM record dates and open or pending statuses.

Fix: Open the underlying VAT or provisional workflow, confirm the status is still accurate, and correct stale records instead of ignoring them.

What's Next

Related Pages

SA Compliance Reference

Still Stuck?

  • Use the calendar to identify the problem, then move into the underlying tax screen.
  • Keep a firm-wide tax deadline register outside BM for obligations not yet surfaced in this route.
  • Contact support: support@veva.co.za

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