Gatekeeper compliance - Ability to manually add individuals (clients) without Xero
Currently, Gatekeeper compliance only allows a SARS connection to be linked to an existing Xero organisation. This is a problem for individual taxpayers who don't have (or need) a Xero account, for example, an individual whose personal income tax is handled separately from a company they own that does use Xero.
Proposed change: Allow Gatekeeper to connect directly to SARS for a client profile that isn't tied to a Xero organisation, so individual (non-provisional or provisional) taxpayers can be tracked and managed in Gatekeeper even when there's no corresponding Xero company.
Tania Steenkamp
shared this idea
Thanks for sharing this idea. 🌟 I am happy to say that this functionality is already available: a client without a Xero organisation can be connected to SARS manually in Gatekeeper.
To connect a client manually:
- In Gatekeeper, open Client Setup. Under SARS settings, select the connection icon beside the client.
- Enter the client’s SARS ISV login name, login key and registered income tax number, then select Connect.
- Under Xero authorisation, select manual connection, enter the requested details and select Save manual details.
This sets up the SARS connection, not a Xero organisation link. However, Payroll settings are available only when the client is connected to Xero, and are greyed out for manual connections.
