Mapping South African Tax Scope to Live Beam Machine Pages
Detailed map of the major South African tax-scope items from the Beam Machine source specifications against the current live BM routes, manuals, and delivery status.
Mapping South African Tax Scope to Live Beam Machine Pages
This page is the truth table for the big South African tax-scope document versus the live Beam Machine UI.
Product: Beam Machine
Module: Tax Scope Reference
Role: Product, Delivery, Tax Users, Support, Documentation
Difficulty: Intermediate
Time: 10 minutes
Last Updated: 2026-03-10
Version: Current Beam Machine app build in this repo
Before You Start
- Use this page when someone quotes the source tax specification and asks, "Where is that in the app?"
- Do not use this page as a filing guide by itself.
- Keep ../99-functionality-gap-map.md open if you need the wider product truth as well.
What is this page?
This is the source-to-UI crosswalk for Beam Machine tax scope. It stops two common problems:
- pretending the full South African tax specification is already live on-screen,
- and ignoring the fact that some real tax support already exists in Beam Machine today.
When do you use this?
Use this page when:
- writing or reviewing manuals,
- answering client or user questions about tax capability,
- or planning what still needs to move from source specification into live product behavior.
Where does the live BM tax work happen?
Primary live tax routes:
/dashboard/tax/vat-periods/dashboard/tax/vat-returns/dashboard/tax/provisional/dashboard/tax/itr14-prep/dashboard/tax/calendar/dashboard/tax/risk-heatmap/dashboard/tax/grants/dashboard/tax/draft-packs/dashboard/tax/defence/dashboard/tax/provisions/dashboard/transfer-pricing/dashboard/fixed-assets/*
How to read the scope map
- Find the tax topic from the source specification.
- Check the current BM route or manual.
- Read the status honestly:
- Live means a real BM screen exists for that work area.
- Partial means BM supports some of the job, but not the full tax process.
- Missing means the source scope exists, but the current UI does not expose it as a real workflow.
South African tax scope map
| Tax scope item from source spec | Current BM route or support area | Best current manual | Status | What that really means today |
|---|---|---|---|---|
| ITR14 company income tax return | /dashboard/tax/itr14-prep |
03-preparing-itr14-and-emp201.md | Partial | BM gives a company-tax worksheet, not the full dynamic SARS ITR14 return and schedules |
| Small Business Corporation logic | No dedicated live route | 11-understanding-company-tax-adjustments-and-assessed-losses.md | Missing | Users still need external qualification and tax-rate analysis |
| Controlled foreign company support | No dedicated live route | This page | Missing | Not exposed as a user workflow in the current BM UI |
| Corporate restructuring tax rollovers | No dedicated live route | This page | Missing | Group and statutory routes exist, but tax-neutral restructure support is not exposed as a live tax workflow |
| ITR12 individual return support | No dedicated live route | This page | Missing | Current BM tax UI is not exposing an individual-return workflow |
| EMP201 monthly employer declaration support | /dashboard/tax/itr14-prep and payroll pay runs |
10-understanding-employer-tax-and-emp501.md | Partial | Monthly totals are supported, but not a full filing pipeline |
| EMP501 employer reconciliation | Payroll data only, no dedicated route | 10-understanding-employer-tax-and-emp501.md | Missing | BM has source data support but not a visible reconciliation workbench |
| Dividends tax | No dedicated live route | This page | Missing | No visible dividends-tax module or return workflow is currently exposed |
| Withholding tax on interest and royalties | No dedicated live route | This page | Missing | Not surfaced as a live tax process in the current build |
| Transfer pricing compliance | /dashboard/transfer-pricing |
../modules/22-working-in-transfer-pricing.md | Partial | A transfer-pricing work area exists, but do not assume full documentation thresholds, filing, or OECD pack automation from route visibility alone |
| Country-by-country reporting | No dedicated live route | This page | Missing | No visible CbCR workflow in current BM staff UI |
| GloBE / Pillar Two | No dedicated live route | This page | Missing | No visible Pillar Two workflow in current BM staff UI |
| Tax asset register / capital allowances | /dashboard/fixed-assets/* |
12-understanding-fixed-asset-tax-allowances-and-recoupments.md | Partial | BM has fixed-asset evidence and control screens, but not a full tax-allowance engine |
| VAT period control and VAT201 generation | /dashboard/tax/vat-periods and /dashboard/tax/vat-returns |
01-understanding-vat-periods-and-vat201.md | Live | This is the strongest live tax workflow in BM today |
| Provisional tax tracking and penalty support | /dashboard/tax/provisional |
02-managing-provisional-tax.md | Live / Partial | The route is live for tracking and estimator support, but not a full SARS IRP6 filing workbench |
| Tax calendar and due-date control | /dashboard/tax/calendar |
04-using-tax-calendar-and-deadlines.md | Partial | A planning calendar exists, but it is not a full all-obligations statutory calendar |
| Tax risk scoring | /dashboard/tax/risk-heatmap |
05-reviewing-tax-risk-heatmap.md | Live | A real risk heatmap exists for review |
| Grants and incentives | /dashboard/tax/grants |
06-managing-grants-and-incentives.md | Live / Partial | A review dashboard exists, but not every incentive workflow is visible as an end-to-end process |
| Draft tax packs | /dashboard/tax/draft-packs |
07-working-with-tax-draft-packs.md | Live / Partial | Draft-pack monitoring exists, but treat it as a governed review area, not full autonomous filing |
| Tax defence and dispute tracking | /dashboard/tax/defence |
08-handling-tax-defence-items.md | Live | A real dispute-tracking workspace exists |
| Tax provisions | /dashboard/tax/provisions |
09-reviewing-tax-provisions.md | Live / Partial | Provision records are visible, but full tax-accounting automation is not proved by route visibility alone |
Common Questions & Issues
"The source specification mentions it, so why is there no SOP page?"
Why this happens: The source specification is broader than the currently proven UI.
Fix: Only write full SOP pages for real routes and real actions. Use status maps for the rest.
"Can I tell users the tax module is complete?"
Why this happens: Route visibility creates false confidence.
Fix: No. Some important tax work is live, some is partial, and some still exists only in source scope.
"Why is transfer pricing marked partial?"
Why this happens: A work area exists, but route existence does not prove complete documentation, filing, threshold, or OECD pack automation.
Fix: Treat the module as real, but keep scope claims conservative until the workflow is fully evidenced in UI and delivery.
What's Next
- Read 00-tax-guide-index.md for the route-by-route tax guide shelf.
- Read ../99-functionality-gap-map.md for the wider product truth beyond tax.
Related Pages
- 01-understanding-vat-periods-and-vat201.md
- 02-managing-provisional-tax.md
- 03-preparing-itr14-and-emp201.md
- ../modules/05-working-in-tax.md
SA Compliance Reference
- South African tax work often spans VAT, company tax, employer tax, transfer pricing, and supporting schedules that may not all live in one software screen.
- Use this map to stay honest about what Beam Machine currently supports versus what still needs external working papers or future delivery.
Still Stuck?
- If you are writing docs, do not invent a workflow that is not visible in the UI.
- If a user asks for a missing tax feature, route them through the gap map and delivery plan instead of pretending it exists.
- Contact support:
support@veva.co.za
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