What's new

• Business details: tick whether you submit the VAT201 on eFiling and pay electronically. If not, it is due by the 25th.
• Compliance and the VAT201 screen date the return by that setting. Every business starts ticked, so no date changes until you untick.
• A money-out line on a filed VAT201 can no longer move between capital goods (field 14) and other goods (field 15).
• Refusals on a filed VAT201 now give SARS's own step, a Request for Correction on eFiling, not "ask your accountant".
• Two VAT201s that share days can no longer both be marked filed, nor one for longer than a VAT period can be.
• Undoing a provisional or annual tax filing now waits until later returns of the same tax year are undone.
• A pay-run deduction linked to a bill no longer counts as a payment of that bill on a payments-basis VAT201.
• Payments basis: money paid before a supplier's bill counts on the bill's date, unless paid up front or a progress payment.
• "What was this money?" is now asked on both VAT bases, and an unanswered payment holds its VAT201 from being marked filed.
• Recording or undoing a change of VAT basis now places supplier credit notes again, and Tax-ready shows the change's amount.
• Supplier invoices: say whether you hold the supplier's tax invoice. "Not yet" keeps its VAT off every VAT201 until you do.
• A VAT201 can't be marked filed until you confirm the tax invoices for the bills it claims that have none kept.
• Change of VAT basis: a supplier credit note held on account now counts with its bill, and the books follow filed returns.

New version of our Terms and Privacy Policy

Effective 12 November 2026

Our website's home, pricing, sign-up and Help Centre front pages now use Google and Meta advertising cookies for visitors not signed in. Nothing changes inside the app.

• A sole proprietor or partnership now claims vehicle costs less the private part, worked from the logbook or your estimate.
• A company or trust sees what it may reimburse per kilometre. Vehicle lease and finance interest have their own Money Out categories.
• Interest carries no VAT, so Money Out no longer lets you claim VAT on it.
• VAT on a hired car or double cab cannot be claimed, as on one you bought. A hired bakkie can.
• A late VAT claim runs five years from the VAT period in which the supplier's 21 days to invoice ended.
• Where your VAT cycle has not changed, that is up to one return later than before.
• After a change of VAT cycle, the five years run from the return you marked filed for that time.
• Second-hand goods: a payment claimed in its own period is no longer held to the five years.
• On Turnover Tax, half of all you got for an asset used mainly for business counts. Others add nothing.
• A sale above cost shows the capital gain, exclusion and inclusion rate; a mainly private building's private share shows apart.
• TT03 and TT02 warn above R1,5 million of asset sales in three years, counted from the day you joined, if known.
• Business details now asks from which 1 March you pay Turnover Tax or normal tax, and keeps the dates.
• You can also date the tax you are on now, and take back any date you recorded in error.
• A business that has left Turnover Tax cannot rejoin it. Worklog cannot record a change SARS made inside a year yet.
• Every year screen, return and reminder now follows the tax of its own year. Returns marked as filed keep their form.
• On a saved item, Count in g instead now shows, and the figures you typed are kept in the new unit.
• A pay run warns you when Worklog has no tax tables yet for the tax year of its pay date.
• Selling a building you also live in: the main-home limit is R3 million for a sale from 1 March 2026.
• Invoice basis: VAT claimed on the unpaid part of a bill paid up front now goes back with other bills.
• Final pay follows BCEA section 40: leave that is due is always paid out, a part-finished cycle after four months.
• Provisional tax spells out the Period 2 penalty tests and the top-up date, instead of sending you to an accountant.
• The EMP501 screen says you may also file on eFiling, for up to 50 certificates per submission.
• The VAT registration and Turnover Tax limits are marked as 2026 Budget figures that are not yet law.
• Unused ETI: the EMP201 screen says how it carries over and when SARS pays it out.
• A cancelled or lapsed plan's notice says when deletion starts, as the Privacy Policy does.
• The WhatsApp bot says what it read when your login may not log that money.
• A View login opens a transfer with every box locked.
• Money Out no longer offers the receipt tick on pay-run and tax-filing rows.
• The offline page says transfers you logged are kept on the phone too.
• On a phone, Loggy's button hides while you type in a form.
• Pale arrows, ticks and counts are darker and easier to read.
• A CSV import that fails its check gives the real reason.
• A quote's already-paid warning names no amount for a login without Money In access.
• A bank statement line close to a transfer you saved shows that transfer too.

• A pay rate under the minimum wage is now said on the Staff Register and in the pay run.
• Retrenchment now shows severance pay, a week's pay per completed year, and when SARS taxes it as a severance benefit.
• The Advance form and Quick Log ask you to tick that the worker signed the agreement. A changed amount clears the tick.
• The pay run asks once before it takes a repayment off an advance with no tick. Without it, nothing comes off.
• A pay-run correction that takes pay back names the debt and asks whether the worker agreed to it in writing.
• When one person owes more than R3 000 in advances and loans, you are warned it may be a taxable benefit.
• A staff loan with no interest, over R3 000, is now taxed through PAYE, UIF and SDL in the pay run.
• An advance now says what it is for, so a study loan or a qualifying home loan carries no taxable benefit.
• The payslip and the IRP5 worksheet show the loan benefit under code 3801. It is not paid in cash.
• The UIF declaration is now due before the seventh day, so by the 6th. The payment is due by the 7th.
• UIF dates move back to the last business day when they fall on a weekend or public holiday.
• A business whose first employee started after February no longer sees last year's COIDA return as overdue.
• Payments basis: a sale of R100 000 or more is declared in the VAT period you invoice it, as the Act says.
• Bad debts on those large sales can be written off for VAT, and their credit notes count the day they are issued.
• Payments basis: a security deposit counts for VAT once it is applied to the invoice, not on the day you receive it.
• Business details now says who may use the payments basis, and warns when your business type is left out.
• A VAT201 cannot be marked filed while money received before an invoice is still unanswered.
• You can record a change of VAT basis in Business details, from the first VAT period on the new basis.
• Each VAT period is worked on the basis in force for it. A return you marked filed keeps its own basis.
• Worklog works the change-of-basis amount (VAT Act s15) and puts it in VAT201 field 12 or 18, with its working.
• A payable amount goes on the last return on the old basis; a refund goes on the first return on the new.
• The working lists debtors and creditors on the last day of the old basis, and what each adds or leaves out.
• A return marked filed keeps carrying its amount. If the amount later moves, Worklog says so and names SARS's step.
• A second change of basis counts the first one's amount, so every sale and bill is counted once.
• The SARS overview and dashboard card now show the VAT201's VAT due. Needs you today lists an amount that moved.

• Pick the VAT category SARS gave you, A to E, in Business details. Your VAT201 now covers the right months.
• A six-monthly (D) VAT201 covers six months, and an annual (E) one twelve, ending in the months you pick.
• Changing your VAT category now says SARS sets it, and a change starts from a future date, with two exceptions.
• On WhatsApp, a goods word right after part of a saved name, like Cashbuild tiles for Cashbuild George, is asked about.
• On WhatsApp, Engen oil R150 for a saved supplier is read back and waits for YES, if no other saved contact fits.
• On WhatsApp, a surname with a trade, like Mokoena plumbing, is asked about before it is saved.
• On WhatsApp, when two saved contacts fit, it asks Which one? Reply 1, 2 or 0 if it's someone else.
• In Quick Log, contacts that fit a name show as buttons, up to three. Nothing saves until you tap.
• Messages about an entry name a contact your login can't see by the name you wrote.
• On WhatsApp, a login that can't see the Staff Register is no longer asked about it.
• Quick Log asks before any typed money out is saved. Nothing is recorded as paid without your yes.
• On a card, tap Yes, it was paid on each entry before Save all. On WhatsApp, reply YES to the read-back.
• A photo of a slip always asks too.
• Goods bought for money are an expense. If the item is on your stock list, the app offers to add it too.
• A word that doubts the payment, like will pay or a bill, is asked about first, in its own question.
• Every amount in your words is used, quoted or named as not logged. Amounts written in words are not read.
• A number of 50 or less counts only straight after for, vir or x, or before boxes, bags, units, packs or rolls.
• Grand, mln, mio and bil are read as size words, like R5 grand or R2 mln.
• A word glued to an amount, like R5xyz, is quoted as typed, with no value worked out.
• Typed money out always asks the VAT question: VAT, the tax invoice's VAT amount, or NO VAT. Words never claim it.
• A slip claims only the VAT it prints, from the first card, the in-tray or a passed card. No printed VAT asks.
• After YES on WhatsApp, a slip saves the VAT it printed, not a recalculated amount.
• Words like for my baby or my wife now ask Business or personal, never decide it. Personal claims no VAT.
• A list or basket gets the VAT question, with a hint. If only some of it carries VAT, give the VAT amount.
• Zero-rated goods, like veggies, fuel or a flight, still ask the VAT question. The card adds a hint.
• I paid for them now prices on the count and unit on the card, like 2 kg at R120 a kg.
• Goods added to stock from Quick Log are filed as trading stock, unless you pick a category.
• These change to standard: white bread, duck or ostrich eggs, olive oil, motor oil, lubricants, aviation kerosene and unmarked paraffin.
• A bill word no longer removes the amount: the entry waits for your yes, with a hint to add it under Bills.
• A staff advance is asked about like other money out, so it is not recorded as paid without your yes.
• With a bill word, any other amount in your words is still named. Nothing is recorded as paid without your yes.
• On WhatsApp, PERSONAL saves the entry as personal, and the reply says so. Besigheid and Persoonlik work too.
• Quick Log asks Business or personal for words like for private use, vir my baba and at home.
• A full stop or comma after an amount no longer hides it from the not logged note.
• A figure after VAT, like VAT R20, is named like any other. Other currencies and bare numbers are quoted as typed.
• Figures that add up to an entry's amount, like R840 plus R40 delivery, are carried by it.
• Log it again?, a pick, a name check and BUSINESS or PERSONAL: your reply logs it, or leads to the VAT question.
• A typed SARS tax payment asks once: the tax year, which also logs it.
• A second message while a read-back waits does not drop it: the bot says the new one is not logged.
• On WhatsApp, answer a VAT question with the tax invoice's VAT amount, like R65,20. More than 15/115 of the total is refused.
• A card passed on or left in the in-tray keeps the slip's printed VAT and your business or personal pick.
• A new message replaces a waiting entry only when its question asked you to send it again.
• On WhatsApp, typed income is read back and waits for YES, like money out. Hours and trips still log at once.
• A bare amount is a VAT answer only while a VAT question that offered it is waiting.
• On WhatsApp, a photo or caption that reads as income is read back and waits for YES too.
• An unpaid invoice that fits: YES links the payment, NEW logs a new sale, NO drops it. The question quotes the entry.
• A note says what the entry reads as, never that it is logged, until you answer. A sum is shown.
• In the name question, NEW logs it for the name you wrote. NO or CANCEL never logs anything.
• Zero-rated or exempt readings, like diesel, ask NO VAT or the VAT amount. A reply of VAT is not worked out.
• A list or basket that reads as zero-rated is refused a plain VAT reply too: give the VAT amount, or NO VAT.
• A bill word with another amount: if separate, send it on its own; if what was paid, reply NO, send only it.
• A YES is not a VAT answer: the bot repeats the VAT answers.

• A payments-basis VAT201 holds its money, bills and credit refunds: a change that could move a figure is refused. Credit notes save.
• You can't undo a VAT201 while a later VAT201 is still filed. Worklog names the later one to undo first.
• You can't undo a VAT201 once you have recorded a correction or an extra still claimed later.
• If only an extra was claimed later, SARS holds the return as filed, and the refusal says so.
• When you record an extra claimed on a later VAT201, you pick that VAT201 from a list. You can't type one.
• Two tabs can't overwrite each other's record on a filed VAT201. You are asked to reload.
• I've dealt with this asks you to confirm what you are recording. You can take a record back.
• A VAT201 can't be marked filed twice for the same period.
• An IRP6 or an annual return can't be marked filed twice for the same tax year and period.
• A refused mark books no payment.
• Later VAT201s are offered only within five years, and if filed, on your cycle, or already in your last record.
• I took it off starts empty and records only what you type, never more than is left.
• While anything is claimed there, the later card shows each take-off and records a further one.
• The card says the day you told Worklog you filed a Request for Correction.
• The card says the figure to type is lower than your books only when it really is.
• It names as claimed later only what was really claimed there, and says what is still to claim.
• A return filed before field 1A is corrected with a capital sale in field 1A, not field 1.
• Money can't be matched to an invoice you have removed.
• A filed IRP6 or income tax return now prints the figures you filed, with today's working beside it marked now.
• If your books move after you file an IRP6 or income tax return, a card says what moved and by how much.
• A payments-basis VAT201 now also holds receipts and payments of opening invoices and bills, and supplier refunds you received.
• VAT claimed late on the payments basis still counts on your next open return; the filed one stays as filed.
• A login that can't see all your books prints today's working with a banner, not a mix of filed and partial figures.
• IRP6 and annual return pages ignore 'already paid' and 'provisional tax paid' boxes you type over, so no false 'books moved' card.
• A supplier credit note dated in a filed VAT201 is saved if its date is valid. The card shows what moved.
• A credit note with a refund or use already in a filed return still can't be changed.
• On that card, a claim that fell goes by a Request for Correction. A claim that rose goes on your next VAT201.
• The card lists the fields to type by eFiling's own numbers, fields 1 and 1A with the VAT included.
• I've dealt with this records what you did and what SARS now holds. A Request for Correction can be recorded alone.
• After you record it, the card compares your books with what SARS holds, and lists no entries.
• Needs you today says a recorded return no longer matches what SARS holds, not what you filed.
• A take-off names each later VAT201 and its amount. A later return's own correction keeps the extra claimed on it.
• On the payments basis, a supplier credit note dated in a filed period now warns you before you save.
• On the payments basis, a supplier credit note lowers later payments of its invoice, or counts when it is refunded or applied.
• A filed payments-basis VAT201 leaves purchases whose VAT the law denies, such as staff welfare, alone: no return claimed that VAT.
• Re-filing a purchase between categories that sit in the same VAT201 field still saves after you file.
• A monthly allowance on the Staff Register is now shared out on weekly and fortnightly pay runs, with the working shown.
• On a pay run you can enter a travel allowance. Only 80% of it counts for PAYE, or 20% if you say.
• A Staff Register allowance can now be marked as a travel allowance, so the pay run puts it on the Travel line.
• On a pay run you can enter an annual payment, such as a bonus or leave pay, taxed by the annual-payment method.
• Leave pay paid after the last salary is now taxed on the year's pay so far, not on that month alone.
• A bonus earned in the pay period is added to the salary and taxed with it, and the IRP5 shows salary.
• UIF and the skills levy now follow the tax Acts: a travel allowance counts only 80%, or 20%.
• The UIF declaration now shows the pay UIF is worked on, not the whole gross.
• A pension or provident fund contribution comes off before PAYE and shows on the IRP5.
• A fund contribution above the usual one comes off the bonus. With none on record it is shared in proportion.
• The most a fund contribution can take off is now checked through the year and across a period's runs.
• The pay run asks about a top-up whenever the period you set overlaps an earlier run.
• A second weekly or fortnightly pay run for the same period is taxed on that period's whole pay.
• UIF is now worked on the month for every pay frequency, up to the monthly ceiling.
• A pay run after the month's UIF reached its ceiling saves with no UIF.
• A voided or redone pay run no longer leaves the month's UIF short: the month's next run takes the difference.
• Where a run's pay can't carry the month's UIF, the business pays the rest and it still shows on the UIF return.
• Voiding a pay run now warns if the month's UIF will be short or over, and by how much.
• Void warning: counts what was deducted or paid, and counts as owed back to the employee only what came off their pay.
• A nil-UIF pay run's card says plainly when the month holds more than it owes, and what is owed back.
• For someone 65 or older on a scheme, PAYE takes off the additional medical credit, shown apart from 4116 on the IRP5.
• A run with no regular pay in its period takes no medical credit unless you tick that fees were paid.
• Where earlier UIF was over-deducted, the pay run nets it off first and says which part the business paid.
• A pay run with no UIF now saves once the month already holds all that is due, not only at the ceiling.
• The IRP5 worksheet shows the part of a travel allowance that counted, marked to confirm.
• The IRP5 worksheet PDF now shows the 4116 medical scheme fees tax credit.
• A saved payslip keeps a bonus earned in the pay period as its own line, adding up to the gross.
• A saved payslip's Basic line now adds up to its gross wages to the cent.
• We delete a closed business's records within 30 days of the deletion date, or 7 days after a late warning.
• We try to warn the owner first.
• If a warning cannot be sent, the purge goes ahead no later than 30 days after the deletion date.
• The warning before the 12-month step now says your login will be emptied.
• Deleting your records now keeps your PayFast debit order record, so a late payment can't restart a cancelled plan.
• Our own billing records are kept for seven years, as the Companies Act requires.
• Delete my records: if your subscription is still running, the account stays open until it ends.
• Delete my records now stops every debit order for this business first, and tells you if one cannot be stopped.
• Twelve months after an account closes, a login left in no business with records is emptied: no email, no password.
• Our AI provider deletes what you send within 30 days, except where the law or safety rules need it kept longer.
• Until new accounts open, Home and Pricing say so and let you ask on WhatsApp, instead of offering a free trial.
• If you ask on WhatsApp to hear when new accounts open, you get one message, and then your request is deleted.
• When you are logged in, Pricing and Help always show your plans, never the wait for new accounts.
• Without Pay Run, a login sees net wages and advances by amount only, with no names.
• PAYE, UIF and SDL reach it as one figure per day, tax, account, payment method and ticked state.
• A login with a report tool, such as Profit and Loss, sees the named pay rows. Others see figures only.
• Its rand totals match the owner's, but a few counts differ, so that who was paid stays private.
• The counts that differ: Reconciliation, Bank vs books, Money by method, Banking's and Accounts' number of transactions.
• Spend reports and Cash Flow include wages for a login without Pay Run, so their totals match the owner's.
• In SARS, the provisional working in Income tax needs Provisional Tax, and the annual working needs Annual Tax.
• A login sees tax deductions, credit notes and rate cards only through a tool that uses them, such as Invoices or Stock.
• Payroll screens now say the staff register or pay runs aren't open to your login, instead of showing R0 or No employees.
• For a login that has set up two-factor, direct table and file access needs its code. Some functions are not covered yet.
• A login that holds EMP201 but not SARS can now open the EMP201 return.
• On a supplier bill, Take it off and Mark it paid work for a login without Pay Run.
• A bill linked to a pay-run deduction is not marked paid: that money was kept back, not paid to the supplier.
• Worklog doesn't link a pay-run deduction or payroll-tax payment to a supplier bill, and a bill ignores an old one.
• The bill's sheet, Mark paid, Mark unpaid and the rebuild ignore such an old link.
• VAT201 on the payments basis, and a few database checks, may still count such an old link.
• An old deduction link's Remove the link button needs Money out and Supplier Invoices edit, the pay-run row, and a writable business.
• No Pay Run, both imports: lines saying SARS, EMP201 or PAYE, up to 14 days after the due date, come in unticked.
• In the statement import, a ticked-back VAT201 or provisional tax line keeps its tax category.
• Both imports decide every bank line the same way. Only the bank CSV import can't import a line the books hold.
• Bank CSV import: the EMP201 amount can't import, nor can a wage matched to the cent with no tax word.
• Both imports match a staff advance first. A line naming SARS or a tax never takes one. The CSV can't import it.
• Picking or changing the statement's account asks every question again. A hand tick is kept only while the line's reasons are unchanged.
• A line is the EMP201 when it says EMP201, a payment reference, PAYE, UIF or SDL, at exactly the month's amount.
• A line that can't import says what booked it. A different payment goes in by hand with + Add.
• Any other line that says SARS, EMP201, PAYE, UIF or SDL, or has a PAYE number, comes in unticked with a box.
• Also unticked, with a box: a SARS line matching a recorded tax payment within 5 days, and a likely repeat.
• Any other line at exactly a pay month's PAYE, UIF and SDL gets a box, unless it names only another tax.
• Income tax beside employee, staff, payroll, salary or wage words is PAYE, not another tax, so it gets that box.
• That rule only adds a box. An advance's line stays that advance; a saved move on its own day stays that move.
• Every line at that amount gets a box, not just the first. "SARS CUSTOMS" at that amount gets one too.
• A line boxed only for that amount, even with a word like TAX OCT, is labelled Same amount as your payroll tax.
• With Pay Run, a VAT201, IRP6 or other tax that names itself and has nothing of the payroll's imports as before.
• Both imports: a net-wage amount whose words name SARS or a tax comes in unticked, with a note.
• Bank CSV import: a category column that says tax comes in unticked, unless the words name that same tax.
• Net of PAYE or wages less tax is read as wages, not tax, when the amount matches a net wage.
• The statement shows one note per line; a line you mark as a move may add that move's note.
• A line boxed only for a near repeat shows its repeat note alone.
• A boxed line's note gives every reason, a saved move within two working days included, and an advance at its amount.
• The statement import never blocks: lines the bank CSV can't import come in unticked, and any can be ticked.
• With Pay Run but no Staff register, importing a statement stops if you have pay runs: the tax incentive is unknown.
• If Worklog can't read your payments, Banking, its reports, a bill's sheet and statement import now say so, not show nothing.
• On WhatsApp, a PDF or forwarded file sent twice within two minutes is read once, and the second copy is told why.
• On WhatsApp, a slip file is logged once. A re-taken photo or typed slip is asked about, by amount, payee and day.
• On WhatsApp, a name that is not quite a saved name is asked about before it is saved or linked.
• On WhatsApp, a title like Mr or Mrs that your saved contact does not have asks first: it may be someone else.
• On WhatsApp, a job word right beside a saved name, like Thabo wall, is asked about before it is saved.
• On WhatsApp, a sale you send twice on the same day is asked about before it is logged again.
• On WhatsApp, a first name that fits two of your saved contacts is asked about before anything is saved.
• On WhatsApp, a sale or hours for another person is logged on its own, unless it needs its own question.
• On WhatsApp, a sale for the same amount from a shared first name is held with a question.
• On WhatsApp, hours sent twice in a day are asked about, including hours answered WORK or with no customer.
• On WhatsApp, a repeat question names no other entry to a login that cannot view that tool.
• In Quick Log, the same slip file can't be saved twice. The card says so and offers only Same, skip it.
• Money in or out saved with no signal is checked against your books at sync, and held if it may be logged.
• If your books can't be read at sync, the entry waits, never saved unchecked. After three refused checks, keep or discard it.
• A slip file already logged can only be discarded from Entries that need attention. It is never sent again.
• On WhatsApp, a YES to Log it again? no longer asks again what you already answered: customer, work or billing.
• On WhatsApp, a job or goods word right after a saved name, like Sipho plumbing or Cashbuild tiles, is asked about.
• On WhatsApp, Me straight after from, to or by counts as a title, so R450 from Me Nkosi is asked about.
• On WhatsApp, a logged slip's amount, payee and day are told only to a login that can view Money Out.
• On WhatsApp, for a slip already logged, the whole invoice is one cost: don't log a second.
• On WhatsApp, if a logged slip's invoice is more, the rest is still owed: log it under Money Out when paid.
• On WhatsApp, an unpaid supplier invoice warning names the invoice for logins that can see Supplier Invoices, and names nothing for others.
• VAT claimed on a supplier bill left unpaid for 12 months now goes back to SARS as output tax, in field 12.
• Needs you today warns you a VAT201 ahead, so you can pay that bill first. Paying it later claims the VAT again.
• A bill whose VAT you could not claim, like staff meals, never has VAT paid back when it stays unpaid.
• A supplier credit used to pay another bill counts as a payment of that bill, for VAT on bills unpaid 12 months.
• A supplier credit note after those 12 months nets off the VAT already paid back: never more than you claimed.
• A bill paid up front counts 12 months from that payment's period, unless its return was filed before that rule.
• VAT is claimed back on a late payment only when something was paid, never because a credit note settled the bill.
• After a VAT cycle change, the Balance Sheet may date the charge a month off the VAT201.
• The Balance Sheet can date an up-front bill's charge away from the VAT201 if its return was filed before that rule.
• If Worklog cannot read your filed returns' lines, it claims nothing back on late payments, says so, and holds the filing.
• Money Out starts on No VAT to claim for fuel and overseas travel. Life and disability cover cannot claim VAT.
• Money Out asks, with nothing picked, for vehicle licences, flights, hotels, rent, water, electricity and short-term insurance.
• Beside your private-use ruling, say whether its percentage allows for exempt income. Items can then claim their own percentage.
• Used goods from a private seller: land, buildings and company sellers can now be claimed. Used computers and phones earn no claim.
• A purchase can now only be saved under a category from the list, so the VAT rules always see it.
• Every profit figure now carries the VAT paid back on a bill unpaid for 12 months, so the screens agree.

New version of our Terms and Privacy Policy

Effective 8 November 2026

Deletion within 30 days of the date (or 7 days after a late warning); logins in no business with records emptied; seven-year billing records; Anthropic 30-day, Usage Policy; sign-up requests.

Purchase order drafts, proof signs on your costs and the funding pack

• You can keep an unfinished purchase order as a draft and finish it later.
• A purchase order draft has no number. It gets its number when you issue it.
• A purchase order draft starts no approval. If your business needs approval, it goes for approval when you issue it.
• Above the Purchase Orders list, a switch shows Issued or Drafts.
• A save that is refused no longer uses up a purchase order number.
• If you may only look at invoices, quotes or purchase orders, you can now open a draft to see its lines.
• When you issue a draft from the Drafts tab, the new document opens, and closing it takes you back to the list.
• On Team and Complete, each cost and bill shows a sign: slip kept, tax invoice kept, only your word, or no proof.
• The signs show in Banking and Money Out, and are counted in Proof of purchase.
• On a VAT201 not yet marked filed, input VAT is split by sign.
• Over R5 000, your full tax invoice answer is now kept. Older claims, and photos Worklog read, stay amber until you confirm.
• Funding pack, on Team and Complete: your own records in one PDF and one spreadsheet, for a loan application.
• You find the funding pack under Reports, then Financials Reports.
• The funding pack shows your last finished tax year, and this year so far marked as still open.
• The funding pack has no staff names, no ID numbers and no full account numbers.
• Business details has two new optional boxes: your CIPC registration number and your income tax reference number.
• The funding pack prints each of those numbers only if you fill it in.
• On a new item, tapping g or ml changes your count and prices. Prices that are not whole cents are refused.
• The reset page now takes a link that is only used up when you tap Continue there.
• The 6-digit reset code works on the reset page, and the Check your email screen says where to type it.
• New passwords show the rules before you type: 10 or more characters, a small letter, a capital and a digit.
• A refused password is now said in plain words, on the reset page and on the new-account page.
• If your login ends after a password reset, you go to the login page and are told why.
• A healthy login is no longer told Your session has ended when only signal failed. The entry waits to send.
• With no signal and a login that ran out, the first Money In or Out is kept on your phone at once.
• A cost kept offline past its slip now lands showing no proof, and the sync pill says to attach it again.
• A cost that names a slip waiting to be cleared away now keeps the slip.
• Compliance shows Reading until your staff and filings are loaded, instead of No employees.

Drafts for invoices and quotes

• You can keep an unfinished invoice or quote as a draft and finish it later.
• A draft has no number. It gets its number when you issue it.
• Above the Invoices and Quotes lists, a switch shows Issued or Drafts.
• An invoice's issue date can't be a day that hasn't come yet.
• A save that is refused no longer uses up an invoice or quote number.
• A declined or removed quote can no longer be made into an invoice.

• Money in or out saved with no signal now waits on your phone and sends itself once the signal is back.
• The count of entries waiting on your phone now goes up as you save them, even with no signal.
• A move between accounts tried with no signal now says it wasn't saved, instead of saving itself later.

• An EMP201, UIF, EMP501 or provisional tax period with nothing in it can now be marked filed as nil.
• On Turnover Tax, a passed interim period now reads as a payment due, not an overdue return.
• COIDA's Return of Earnings can no longer be marked filed before its year has ended.
• The pay run's Summary now asks who an other deduction is for, so you don't have to go back to Deductions.
• Sick leave typed on a pay run or in Quick Log now warns when later sick leave goes over the BCEA limit.
• Adding or changing a bank account, or moving money between accounts, now needs Edit access to Money in or Money out.
• Payroll returns, VAT201 and IRP6 are no longer called overdue for a login that can't see the records they're worked from.
• UIF and COIDA now ask only for periods with an employee; a business registered for PAYE or COIDA still files nil returns.
• COIDA's Return of Earnings no longer counts a removed contractor's pay, and says when the earnings now differ from what was filed.
• The EMP501, UIF and COIDA screens now wait for staff, pay runs and rates, and say when one can't be read.
• Choosing a default account is now one step, so a failed save can no longer leave you without a default.
• My businesses now gives the same payroll due dates as each business's Compliance screen, and says when it can't read them.
• EMP201's employees-paid count no longer includes a contractor you have since removed from the Staff Register.
• With no PAYE number and someone about to start, the EMP201 row now says to register before their start date.

• An appointment paid with no signal now stays linked to its payment, even if the payment is held up.
• The Final pay checklist no longer shows notice or notice pay when a contract simply ended or someone died.

• Download everything now finishes when a kept slip is gone from storage. It says how many files were left out.
• Download everything now includes photos still waiting in your in-tray.
• A COIDA year that ended before your books began is no longer called overdue after its window closes.
• EMP201, UIF, EMP501 and provisional tax for a period before your books began are no longer called overdue after the deadline.
• A COIDA year that has ended, with no wages in Worklog, can now be marked filed.
• After a refused save, you can replace one of a seller's papers on a second-hand purchase and try again.
• A slip attached to a form you leave unsaved is now kept for 7 days, not one night.
• When your sign-in runs out, a save now asks you to sign in again, and entries waiting on your phone are kept.
• With no signal, a save no longer tells you your sign-in ended.
• The note at the bottom asks you to sign in only when you are signed out.
• On a shared phone, entries waiting to sync show only to the login that saved them; others see a count.
• Log out warns you if entries are still waiting, and keeps your waiting Quick Log messages if the sign-out fails.
• A pop-up now keeps the keyboard: Tab stays inside it, and you land back where you started when it closes.
• Faint text on the sidebar, pricing page, Help and your PDFs is now darker, so it is easier to read.
• With more than one business, each can now use the same quote, invoice or purchase order number as the other.

• A supplier invoice saved after its VAT201 was filed now counts on your next VAT201, as late Money Out does.
• A supplier credit note dated in a filed VAT201 period now counts with its late invoice on your next VAT201.
• A supplier's credit note now asks for the date printed on it, and you can correct that date later.
• You can now see which field or button you're on when you use the keyboard.
• When Worklog can't be reached but your phone is online, the page now says "Can't reach Worklog right now".

New version of our Terms and Privacy Policy

Effective 29 October 2026

Used goods from private sellers: we keep their name and photos of their VAT 264 and ID. Only the owner, or full Money Out with Proof of purchase, opens both.

• The year-end shared-costs adjustment now goes on your VAT201 as a line: field 18 to claim more, field 12 to pay back.
• Once placed on a VAT201 it is in your books too: what you owe SARS and your costs, as its own line.
• A credit note with no VAT on it still takes its sale off fields 2 and 3 of your VAT201.
• A repeating supplier invoice whose lines have no prices stops and tells you; make it by hand.
• A supplier invoice whose lines have no prices and include a non-claimable one now claims none of its VAT.
• The VAT201 working lists that VAT as never claimed and says why.
• A supplier invoice with land, an asset or tax you pay over among several lines needs a price on every line.
• Land bought on a supplier invoice now shows on the Balance Sheet's land line.
• A year-end VAT adjustment's land part is capital either way; an asset's part of a pay-back is capital, not deducted.
• With shared costs on, each supplier invoice line claims its VAT by share, like Money Out.
• A repeating supplier invoice keeps each line's answer and claims by the share of the day it is made.
• A supplier invoice no longer fails to save over a cent when its VAT is split across lines.
• Credit notes now go where SARS's VAT201 guide puts them: field 18 for ones you issued, field 12 for ones you received.
• A VAT201 you already marked filed still reads exactly as you filed it.
• VAT you can't claim on a supplier invoice (entertainment, a car, a club fee) is now a cost in your profit.
• Bought used goods from a private seller? Money Out now lets you claim the VAT on them, with no tax invoice.
• Tap "Bought second-hand from a private seller?" and attach the seller's signed VAT 264 and a photo of their ID.
• You claim only what you have paid, a payment at a time. Tap "Another payment for an earlier one" for the next.
• It goes in field 15 of your VAT201 as notional input tax, within five years of getting the goods.
• The seller's photos open only for the owner and logins with full Money Out and Proof of purchase access.
• The AI never reads them.
• Your data download now includes the second-hand paperwork you kept.
• The WhatsApp bot now asks "Can you bill this?" about hours only when it isn't sure, or they aren't billable.
• Hours it is sure are billable are logged at once, and say so. Reply UNDO if that's wrong.
• Hours that only say who worked, like "Sipho worked 8 hours", are logged as Sipho's hours, never as a customer's.
• A name on your Staff register is asked about: is that person the customer, or who did the work?
• The WhatsApp bot now also asks before saving when its reading marks any field unsure, even if it felt sure overall.
• Save all now says "check it" on a transfer, till count, advance or leave the reader wasn't sure of.
• Faint grey text and icons are darker, so they are easier to read, including the sparkle on the Log button.
• Boxes you type in and chips you tap have a clearer outline, so you can see where to tap.
• Buttons on orange or WhatsApp green now have dark text, which stands out better than white.

New version of our Terms and Privacy Policy

Effective 28 October 2026

When an owner invites someone to their business and asks us to, we email that person the invite through our email provider, Resend. Copying the link still works as before.

• VAT you can't claim (entertainment, a passenger car, a club fee) now counts as a cost in your profit.
• Costs shared with exempt sales can now claim part of their VAT. Turn on Shared costs in Business details.
• Worklog works your share from last year's books by SARS's standard method, and you confirm it.
• Money Out, Capture, Quick Log and the WhatsApp bot offer “Shared cost — claim part of it” once Shared costs is on.
• A part-private phone or internet bill claims your ruling's business-use percentage, times the year's taxable share.
• After a tax year ends, the VAT201 shows what its shared costs would claim on the year's real figures.
• Invite someone on Team and Worklog can now email them the invite. Copy link still works too.
• After an update, Worklog asks you to reload, and waits while you finish what you're saving.
• Every stock item is now counted in a unit: each, kg, g, litres, ml or metres. Pick it under Counted in.
• Changing kg to g, or litres to ml, converts the stock and its prices together, so its value stays the same.
• Adding stock in Quick Log asks "100 what?" for kg or g, and adds 2,5 kg as 2 500 g.
• Quick Log and the WhatsApp bot ask what a new item is counted in.
• A purchase's VAT question now reads “VAT on a tax invoice — claim it” or “No VAT to claim”, as SARS asks.
• Importing a banking CSV file that claims VAT over R5 000? It now asks if you have the full tax invoice first.
• A customer's refund no longer opens on 15% VAT in Money Out: there is no VAT to claim on it.
• Changing a split payment? Its note now says how: remove it in Banking and capture it again.
• A donation, with or without an s18A receipt, no longer asks about VAT: nothing was bought, so there is none to claim.
• Staff advances have their own line on the Balance Sheet, under current assets, apart from loans you made.
• The Final pay checklist now works out notice by how long they worked for you: one, two or four weeks.
• In someone's first six months, sick leave is now checked against the days worked before the sick day.
• A pay run's leave balances and payslips now show leave left at its period's end, or today if that's sooner.
• A pay run's other deduction now asks who it's for: paid over to someone else shows as owed until you pay it.
• The VAT201 now splits what you sold from the Asset Register into fields 1A and 4A, as SARS asks.
• Selling a car you couldn't claim VAT on adds no VAT; its price goes in field 3 of the VAT201.
• A car or bakkie with no purchase on record now asks what kind of vehicle it is before you save its sale.
• A motor car you owned before you registered for VAT now sells with no VAT, in field 3 of the VAT201.
• Club or society memberships (sport, social, recreation) have their own category, because SARS does not allow their VAT.
• A VAT201 you already marked filed prints exactly as you filed it.
• After you mark an appointment complete, Link one I already have picks the invoice or payment that covers it.
• New appointments open faster: they no longer read all your invoices and payments first.
• On an invoice, Already logged the money? Link it lists the exact amount first, then the same customer's.
• A banking CSV import now asks which tax year your income, provisional or turnover tax payment is for.
• Editing a payment that a paid invoice stands on now warns you if the change would show the invoice as owing again.
• A payment linked to a credited invoice no longer says the invoice becomes part paid.
• Tax year choices now go back to the year before your books started.
• Moving a payment off tax in Banking now takes the tax year off it too.
• If an in-tray item can't be marked finished, To finish now refreshes, and the message points to Banking where Undo can't help.

• Your own till count can now be undone in Quick Log even after that till was counted again.
• If Quick Log closes while something is still saving and it fails, a notice now says so on any screen.

• VAT claimed after its period's VAT201 is marked filed now counts on your next return; the filed one stays as filed.

• Claiming VAT over R5 000? Money Out, Banking's + Add and Import Statement now ask if you have a full tax invoice.
• Quick Log's Undo now also takes back a money move, till count, advance or leave, until something has used it.
• Already have mince in Items? Quick Log says so, rather than adding 2,5 kg of it again as smaller packs.
• On SARS and Labour returns, Mark as filed and Undo show only to a login that may use them; others see why.

New version of our Terms and Privacy Policy

Effective 21 October 2026

Worklog can greet you by your first name, if you give it on Sign-in & security, and deletes it with your records.

Quick Log, redesigned

• Quick Log shows everything from one message as cards together, and saves them all with one Save all.
• Snap your vehicle's dashboard and Quick Log reads the odometer into the box for you to check.
• Snap a bank statement in Quick Log and it waits for you to review on Import Statement.
• A team member who can't save a Quick Log card can pass it to the owner to finish.
• To finish suggests a category from how you filed that payer or payee before: tap Accept.
• Finish a Quick Log entry in its full form from To finish, with what's still missing marked.
• Answer a team member's question on Needs you today, by tapping or by saying the answer.
• Add your first name on Sign-in & security and the dashboard greets you by name.
• The Final pay checklist counts leave to the last day of employment you type.
• Undo on a filed return that recorded money now tells a login without full access who can undo it.
• The Terms and Privacy Policy notice now lists every change since you last agreed, not just the latest.

More you can log

• Quick Log can now log money moved between accounts, a till count, a staff advance and leave.
• Say “got 12 more boxes” and Quick Log finds the stock item you already have, and asks how they came in.
• Leave a slip with a note in the in-tray, and your bookkeeper finishes it from To finish.
• Send up to 10 slips at once, and Quick Log reads each one into its own card.
• Speaking to Quick Log now listens until you tap Done, so pauses are fine (English for now).
• Type a question in Quick Log, like “Who owes me money?”, and it answers from your books.
• From To finish, ask whoever logged an entry about it; they see your question on Needs you today.
• Add the odometer to a Quick Log trip; in March's first week the Travel Log asks for the new tax year's reading.

• Quick Log understands the day you say, like “yesterday” or “on the 3rd”, and saves it on that day.
• Quick Log asks before saving the same amount, day and person twice.
• Add a note to any Quick Log card; trips, hours and stock items now keep notes too.
• Quick Log can open an invoice, quote, purchase order or new staff form already filled in.
• Claiming VAT over R5 000 in Quick Log asks whether you have a full tax invoice.
• Leave and Pay Run stop paid sick leave past what someone has earned, counting days worked in their first six months.
• Staff employed for under 24 hours in a month pay no UIF, and the UIF declaration says why.
• ETI for staff paid for under 160 hours in a month is now scaled to their hours.
• Pay runs paid from Attendance pay a day worked for under four hours as four hours, for staff below the earnings threshold.

• Record a night-work agreement on the Staff Register, and pay runs paid from Attendance add the night allowance.
• A night-work allowance can start from a date you choose, and annual leave pay includes it.

Attendance can pay the Pay Run

• Save each person's usual week on the Staff Register, and Attendance fills in their days.
• Pay runs can now pay from the confirmed Attendance register: switch it on in Business details.
• When pay runs read the register, Sunday and public holiday work is paid at the rates the law sets.
• Correct a day a pay run already paid, and the next pay run pays or takes back the difference.
• Record short time on Attendance: pay runs that read the register pay the hours worked, and the rest is unpaid.

New: the Attendance register

• New Attendance register: keep each person's days, confirm each month, and print it for signing.
• On Attendance, “Fill the ? days” fills a month's unrecorded days in one go.
• Saved something by mistake in Quick Log? Undo your own entry for up to a day, until someone else changes it.
• Tap any field on a Quick Log card to fix it before you save.
• New To finish list: Quick Log money that still needs a category, and trips missing logbook details.
• No signal? Quick Log keeps your words and photo, and reads them once you're back online.
• New Bookkeeper access for team and accountant logins: add and finish day-to-day records, but never approve.
• Companies can add their incorporation date and first year-end, so IRP6 dates follow SARS's rules.
• A VAT201 you marked filed now shows, prints and downloads exactly as you filed it.
• Quick Log's “Open it” opens the entry itself: the trip, appointment, item, supplier or customer.

• If Worklog can't read part of your books, screens now say so and offer Try again, instead of showing zeros.
• A login that can't see some of the books is told on statements, tax screens and the dashboard what's left out.
• VAT201 rounds every figure once, so its totals add up exactly as printed.

New version of our Terms and Privacy Policy

Effective 9 October 2026

The Worklog app moved from the United States to Ireland, beside where your records are kept. Some operational data, such as request logs, may still be processed in the United States.

New: the Year-end Pack

• New Year-end Pack: one PDF and one CSV of everything your accountant asks for at year end.
• Business details asks whether you traded before your books started, so a first year's tax estimates count the right months.
• The VAT201 PDF and CSV group sales and purchases under the field each one feeds.
• Removing a refund in Banking puts the credit back on the customer's account, ready to use again.

• Paying income or provisional tax to SARS? Pick which tax year it's for, and the Tax Jar counts it there.
• Profit & Loss, the Tax Jar and IRP6 now count nothing dated before your books started.
• Move a saved invoice's, supplier invoice's or credit note's lines to another category.
• Every list screen, the Audit Log included, has PDF and CSV buttons that print the list as you see it.
• On Team, each tool now has its own permission, such as Credit Notes and Repeating Invoices.
• Before you pay back a customer's credit, Worklog has you use it on what they still owe.
• A wrong stock count is now replaced with a reason, and the old count is kept.

• VAT201 warns you when a filed return no longer matches your books, and on the invoice basis blocks changes to its figures.
• Marking a return filed, or undoing it, now shows in your Audit Log.
• Removing a bank account now deactivates it, and you can reactivate it on Bank accounts.

• Banking's accounts now sit in the Show menu under Account, so your list starts higher on a phone.
• On the Balance Sheet, tap a line under “Why it doesn't balance” to open the exact records behind it.
• On Profit & Loss, tap a line without a category to see each entry and set its category there.

• Record an advance paid back in cash or by EFT with ↩ Repayment on Advances.
• Staff advances now show in Banking and on the Balance Sheet, from the account that paid them.
• The Compliance Dashboard follows your VAT cycle, and a missed return reads “Overdue since”.
• VAT201, EMP201, UIF and other returns now open on the period that's due, not the one still running.
• Provisional tax marked “Not paid yet” no longer counts as paid.
• On a phone, open Sign-in & security from the Business Hub to switch on two-factor.

• Use Show → Who to see one person's entries on shared lists like Invoices, Quotes, Banking and Diary.
• A credit note without an invoice can now be for an amount, and can put returned goods back on the shelf.
• In the Diary, show only customer or only supplier appointments.
• VAT201 takes back only the input VAT you actually claimed when a supplier credits you.

• Every plan, Solo included, now has one free login for your accountant or bookkeeper.
• Give a customer appointment in the Diary a price, so the Diary report counts what it's worth.
• Marking an appointment complete asks how it was paid: Invoice it, Log the payment or Already recorded.
• The dashboard and Team page fit a phone better, and iPhones no longer zoom in when you tap a field.
• Screens open faster, and lists don't reload every time you come back to them.

New version of our Terms and Privacy Policy

Effective 1 October 2026

Owners now get a monthly summary email. Its note and Loggy's 'My books' answers send totals, never client, supplier or employee names, to our AI provider. Owners can turn off the email or AI features in Business details. Messages to our WhatsApp number go through Meta, and slips you save are kept as proof of purchase.

• An invoice part-paid through Banking now shows Part paid, not Unpaid.
• Quick Log keeps a till slip's photo with the expense, as its proof of purchase.
• An entry saved offline that couldn't go through now says why, with Try again or Discard.
• Leave balances follow each person's own number of working days a week.
• Tomorrow's appointments with a reminder switched on show in Needs you today, ready to send.
• The Travel Log asks where you started, where you went and why, as SARS's logbook needs.
• The annual income tax return remembers your assessed loss brought forward.

• Quick Log reads up to five things from one message, each on its own card for you to check.
• Send a photo with extra words, like “also R80 car wash”, and each becomes its own entry.

Your books, set out properly

• New General Ledger: every account with its entries, each one opening the record behind it.
• Cash Flow is now a standard statement: operating, investing and financing, with your cash at each end.
• Profit & Loss, the Balance Sheet and the Trial Balance use numbered accounts, with plain words underneath.
• Adjustments handles year-end: a bad debt to write off, money paid from your own pocket, and loan interest.
• Customer Statements show how the balance adds up, with a running balance.
• Every list opens with the same Search, Show and Sort bar.
• The Audit Log reads in plain sentences, and its search looks through your whole history.
• Tap a Needs you today item to open exactly the records it counted.
• Bank charges no longer ask for a receipt: your bank statement is the proof.
• Supplier invoices have a PDF and CSV of your record, and a ready WhatsApp message to the supplier.
• Repeat an appointment every few weeks or months, and one on the 31st no longer gets stuck on the 28th.

• Banking's + Add is now where you add money in and out, and it can also record stock sold or bought.
• Photograph or attach the supplier's tax invoice on a money-out line.
• Stock count has its own screen, under the new Stock & Assets menu.
• Credit Notes and Supplier Credit Notes have screens of their own, and a credit note no longer needs an invoice.
• New Repeating Invoices and Repeating Supplier Invoices: any schedule, pause, skip a date, or approve each one first.

• When you import a bank statement, mark money from your other account as a move; moves already saved are spotted.
• Customer statements show credited and written-off invoices as Credited or Closed, not as money received.
• Money Out no longer asks about VAT on wages, SARS payments, loan repayments or dividends.
• In a pay run, maternity and parental leave are unpaid by default, since staff claim them from UIF.
• Trips are priced at the SARS rate for the date of the trip.
• When Worklog can't save something, it now tells you why instead of doing nothing.

Balance Sheet, and ask Loggy about your books

• Ask Loggy about your own books in the new My books tab, like “Who owes me money?”
• Loggy knows which screen you're on and starts with questions about it.
• Owners get last month's figures by email in the first week of each month; switch it off in Business details.
• New Opening Balances: set what you had, and what you owed, on the day your books started.
• New Balance Sheet: what you own, what you owe and what the business is worth, on any day.
• New Trial Balance and Adjustments screens, for you and your accountant.
• Record stock counts, so stock still on your shelf no longer counts as a cost.
• An invoice is now paid by the money you log, not by a tick, so your bank balance stays right.
• Use a credit on a customer's account against one of their unpaid invoices.
• Send ready-made WhatsApp messages from your own phone: payment reminders, quote follow-ups and booking confirmations.
• Every report and document has the same two buttons: PDF and CSV / Excel.
• Pay runs give employees aged 65 and older the higher tax rebates, and add the medical aid tax credit.
• SARS due dates that fall on a weekend or public holiday move to the working day before.

• Forms now highlight the box that needs you, and mark the ones Worklog filled in.

• Recorded an asset sale by mistake? Tap “It never went” to undo it, and put back an asset you removed.
• Tell the Asset Register a purchase isn't an asset, and it stops asking.

• Fixing an asset sale's price, date or account in the Asset Register fixes the money too.

• Attach the supplier's tax invoice to a supplier invoice, and find it in Proof of purchase.
• Photograph a supplier invoice in Quick Log and it fills in each line for you to check.
• Sell an asset and its profit or loss shows on your Profit & Loss.
• The Asset Register asks what an asset will still be worth and when you started using it.
• Download your Asset Register as a PDF for your accountant.
• Money Out tells you when a category, like petrol, usually has no VAT to claim.

• Money Out, Quick Log and Banking's + Add ask “No VAT or 15%?” instead of guessing.
• Money Out picks 15% VAT for you only when that supplier has a VAT number.
• Attach a photo or PDF of the slip when you log an expense, and find them all in Proof of purchase.
• Paying a supplier invoice from Quick Log? Link it to the invoice, so its cost and VAT aren't counted twice.

• One payment, two things? Split it across categories on Banking's + Add, each with its own VAT.
• New Land category, because land is never written off.

• “← Back” takes you back one screen, the way you came, without leaving Worklog.
• Marking a VAT or income tax return filed? Choose “Not paid yet” and record the payment later.
• The Asset Register has three tabs, Overview, To add and What I own, and you can fix an asset's details.

Mark your returns as filed

• Mark as filed works on every SARS and Labour return; for income tax and VAT it records the payment too.
• Marked a return filed by mistake? Undo removes the filing and its payment together.
• The Rate Calculator asks your take-home pay, tax, leave and unbilled time, and sits under Price List.
• The Cost Calculator can price labour at an hourly rate saved in the Rate Calculator.
• Retirement annuity and donation deductions are capped at SARS's limits, and remembered for each tax year.
• Work out your home office deduction from floor areas and your home's running costs.
• The Tax Jar compares what you'd pay as a sole proprietor, a company, a small business corporation or on Turnover Tax.
• Pay runs show PAYE, UIF and SDL on their own lines in Profit & Loss.
• Importing a bank statement no longer counts a SARS payment twice when a pay run or filing already recorded it.

• The Asset Register is in Tools for every business type, and spots assets on supplier invoices.
• Selling an asset records the money you received, and its VAT, in the same step.
• Profit & Loss reads like an income statement: gross profit, operating profit, profit before tax.
• Tap a category box to browse SARS's full list of categories by heading.
• New categories, including consultant's fees, overseas travel, franchise fees and SARS penalties.
• The income tax screens and the Tax Jar say which tax set-up they use, with a Change link.

Income tax, worked out for you

• New Asset Register: a bakkie, machine or laptop is written off over the years SARS allows, not in one month.
• Sell or scrap an asset and Worklog works out the tax to pay back, or the extra deduction.
• SARS → Income tax works out your annual return, from your profit to your taxable income.
• Turnover Tax businesses get their TT03 annual return worked out.
• Provisional tax (IRP6) has a PDF and a step-by-step eFiling guide.
• The Tax Jar works out what to put aside from your profit for the tax year.
• Employees' tax works out each employee's IRP5/IT3(a) figures for the year.
• Save your age, medical aid members and partnership share once in Business details, and every tax screen uses them.
• Loans and money you put in yourself no longer count as sales for the VAT threshold or Turnover Tax.

• UIF, COIDA and EMP501 come with step-by-step filing guides.
• The UIF declaration lists one line per employee, with their ID number, the way uFiling asks.
• Add your UIF reference and Compensation Fund number in Business details, and they print on the returns.
• Tell Worklog your VAT period and basis, and VAT201 follows your own cycle.
• The VAT201 PDF lists every sale and purchase behind the return.
• EMP501 checks PAYE, UIF, SDL and ETI line by line against the EMP201s you filed.
• Payslips show gross pay, total deductions, job title and ID number, and contractors get a Payment Advice.
• Invoices show credits, paid to date and unit prices, and say when a sale is zero-rated or exempt.
• Worklog warns you before you send a tax invoice over R5 000 with no customer address.

• Tap + Add in Banking to add lines to the account you're looking at.
• Bank CSV import asks which account the statement is for, and brings in transfers and VAT.
• Reading a bank statement unticks lines already in your books, and CSV import skips salaries a pay run booked.

Compliance, by who you file with

• Compliance has its own section: SARS, Dept of Labour, and Licences & Permits.
• New Licences & Permits screen lists the permits that may apply to your business.
• The Compliance Dashboard, provisional tax and the Tax Jar are now on the Solo plan.
• Plans are now called Solo, Team and Complete.
• Cash-ups count one till at a time, including your float and takings you banked.
• “Is this payment for an invoice?” offers only invoices still owing.

Capture bank lines

• New capture screen in Banking: type a statement's lines for one account and save them together.
• It remembers how you filed each payee, shows the closing balance to match your statement, flags duplicates and keeps a draft.
• Set each line's category and VAT when Worklog reads your bank statement, before you import.
• A Needs proof filter in Banking lists expenses still missing a receipt.

• New Cash-up Summary report: your over and short totals for any period.
• New Cash Trend report: money in and out, month by month.
• Supplier invoices add what you buy to the stock of the product or material with the same name.
• Opening balances read off a bank statement no longer count as income.
• VAT201 leaves out sales made before you registered for VAT.
• The Audit Log also records team invites, permission changes and Business details edits.
• Filter an account's Banking lines by Reconciled or Not reconciled.

• The dashboard's Help button opens the Help Centre, with new guides for the dashboard, the Audit Log and working across businesses.

• Build your own dashboard: choose your widgets and put them in your order.
• New Audit Log: see who added, changed or removed each record, and when.
• Work in more than one business? My Businesses lets you switch, and shows what's due in each.
• Income, expenses, cash-ups and transfers get reference numbers of their own.
• Add a message, like holiday closing dates, that prints on every quote, invoice and statement.
• Sort lists by amount or document number too.
• Install Worklog on your phone's home screen straight from the dashboard.
• VAT201 and EMP201 walk you through filing on eFiling, step by step.
• On a phone, the bottom bar has Tools, Reports and Audit Log beside Home and Log.
• A public status page shows whether sign-in, your records and file storage are working.

Launch day

• Banking works one account at a time: pick an account to see only its lines.
• Every list can be sorted both ways: A to Z or Z to A, newest or oldest first.
• Reconciling a Banking line now checks it has an account, a category and proof first.
• Reading a bank statement unticks the salaries a pay run already booked.
• Deleting a payment that settled an invoice puts the invoice back to owing.
• Pay Run asks which account paid the wages, and books each person's net pay and the SARS amounts separately.
• Pay Run warns you if someone you picked has already been paid for that period.
• Credit notes can be for a plain rand amount.
• Stock goes down by itself when you invoice products and materials.