Overview

How many billable hours did you write off this year because a SARS verification requested the same documents twice? What would it be worth to close the next verification on the first submission?

When SARS selects a return for verification or audit, success turns on two things: (1) who bears the burden under section 102 of the Tax Administration Act (TAA) and (2) how you package and present “relevant material” required in terms of section 46 so that the first submission resolves the query rather than triggering repeat requests or escalating to an audit. 

This session will help you to develop a winning strategy and workflow, including diagnosing the SARS letter, mapping each claim to the correct statutory authority, assembling an indexed evidence pack that works within eFiling constraints (e.g., file‑count/size limits), reconciling IT3 pre‑population against the client’s records, and writing a cover letter with technically correct narratives that close the loop.

You will leave with ready‑to‑use templates (cover letter, section 102 burden map, IT3 reconciliation sheet, objection starter) and a checklist for when to escalate (and how) if timelines slip or requests become duplicative. The aim is fewer re‑verifications, reducing non-billable hours, and developing defensible files that survive objection and, if needed, ADR.

Webinar Outcomes 

By the end of this webinar, you will be able to:

1. Apply Section 102 TAA pragmatically: Determine who must prove what; translate that into a burden‑of‑proof matrix that shapes your evidence pack and narrative.
2. Assemble “relevant material” under section 46 using a structured evidence map that anticipates SARS’ next question and reduces repeat requests.
3. Neutralize eFiling & IT3 friction: Work within upload limits, bundle and index effectively, reconcile IT3 pre‑population with client records, and explain variances in one page.
4. Craft persuasive submissions: Short, legislative aligned narratives that align each document to a section/regulation/rule, closing the logic gap that often triggers generic re‑asks.
5. Operate a verification workflow: From first response to escalation to objection—using checklists, trackers, and response‑time triggers that protect WIP, shorten cycle time, and improve recoverability.

Presenter

Yolisa Dyasi

Yolisa is a seasoned Tax Specialist and registered General Tax Practitioner (SA) with extensive experience at SARS, the Office of the Tax Ombud, and in private practice. She holds a B.Com Honours in Taxation from the University of Johannesburg and currently serves as National Tax Manager for one of South Africa’s largest property management companies, overseeing tax compliance for over 2,500 commercial clients. Yolisa is a respected authority in Tax Administration, known for her strong stakeholder engagement and dispute resolution skills. She regularly contributes to tax education through webinars, publications, and media appearances.

CPD

Attending this webinar and the successful completion of the online assessment will secure a certificate of completion for 2 hours of Tax CPD.

Event Investment

Free for Tax Technician, Tax Practitioner, Tax Accountant CPD subscribers and Practice Packages. Not a CPD subscriber yet? Click here to register now.

• Regular price: R460.00
• Group booking discounts available when you register for a group.

Payments & Cancellations

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