Overview

The conversation focuses on the role of the Office of the Tax Ombud (OTO) in ensuring fair taxation and resolving tax-related issues through the complaints process. The OTO celebrates its 10th anniversary, and delving into the procedural aspects of lodging complaints with the OTO will contribute to fewer complaints having to be rejected by the OTO.

Talitha Muade Senior Manager of Operations, addresses procedural failures by tax practitioners, including issues related to auto assessments, illogical decisions, document certification, and the deregistration of tax types. She touches on concerns about SARS officials making arbitrary rules during phone engagements and the importance of SARS issuing explanatory letters for certain actions. The role of the SARS Complaints Management Office (CMO) is discussed, as well as common procedural mistakes made by tax practitioners when submitting complaints.

Webinar Content

• Complaints procedures
• Procedural failures by tax practitioners
• Specific examples of complaints received by the OTO
• SARS' arbitrary rules
• Common reasons for the OTO rejecting complaints.

Competencies developed in this webinar

• Know what the internal SARS complaint procedure is.
• Understand the OTO complaint procedure.
• Be aware of procedural failures with complaints.
• Have insight into specific examples of complaints received by the OTO
• Understand common reasons for the OTO rejecting complaints.

Presenters

Talitha Muade

BCom, MDP, MBA 

Talitha has over 15 years’ experience in management at government departments and chapter 9 institution, and also has experience in the private sector. She has fulfilled many varied roles in sectors such as financial services (ABSA), petroleum industry (BP SA), worked as Deputy Manager Finance and Administration at Independent Electoral Commission(IEC): North West, Head of Local Office at South African Social Security Agency(SASSA) Madibeng and Branch Manager  at South African Revenue Services (SARS) Doringkloof and Pretoria North branches.

She is a hands-on senior manager who is well versed with all aspects of general management, financial management, project management and operations management. 

Talitha’s academic background includes the following: BCom: Business Management and Industrial Psychology (University of the North West), Management Development Programme (Pretoria University), MBA: Operations and Decision Management  (University of the North West).

Theo Burrows

The Tax Faculty: Technical Advisor

Theo Burrows is a seasoned Tax Practitioner with over 30 years of experience in the corporate, non-profit, and small business sectors. In addition to being a practising independent tax practitioner, he serves the tax community as a technical advisor for The Tax Faculty.

The combination of ongoing tax education and practical experience enables him to competently address more complex tax issues of both individuals and organisations. He draws on all these skills and combines them with in-depth knowledge and understanding of the tax environment to provide tax advisory services to both taxpayers and tax practitioners.

CPD

Attending this webinar and the successful completion of the online assessment will secure a certificate of completion for 1 hour of Tax CPD.

Event Investment

Free complimentary access.