Overview

In this webinar, attendees will be oriented to the 2024 tax filing season. They will learn strategies for managing workloads to better meet the various deadlines during the 2024 tax filing season. Key aspects of auto-assessments that are crucial for maintaining control over the process will be highlighted, including how to handle auto-assessment e-filing.

Aspects of auto-assessments that need to be known for better control over the process will be highlighted. How to deal with auto-assessment e-filing will also be covered. Additionally, the session will highlight common allowances, fringe benefits, and their related deductions for both non-provisional and provisional taxpayers, as well as how to file them on e-filing.

Webinar Content

• What you need to know about auto assessments.
• How to manage auto assessments on e-filing.
• How to handle non-provisional taxpayers' common allowances, fringe benefits, and their related deductions.
• How to handle provisional taxpayers' common trades and expenses.
• Where to go to amend the auto assessment.
• Checking third-party certificates.
• Troubleshooting missing SARS data that prevents the filing of returns.

Competencies Developed

After attending this webinar, you will:

• Understand the expectations for the 2024 tax filing season.
• Learn ideas on how to effectively manage the 2024 tax filing season.
• Know the auto-assessment process and how to handle it on e-filing.
• Identify common ITR12 non-provisional tax allowances, fringe benefits, and their related deductions, as well as how to manage them on e-filing.
• Identify common ITR12 provisional tax income and expenditure items and how to manage them on e-filing.

Presenters

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.

Anton Krynauw

Anton is the Managing Director of Krycom and has been involved with SARS eFiling since its inception in 2002. Anton has extensive experience with practice management software and the integration of the software with eFiling. 

CPD

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

Event Investment

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

• Regular price:  R460.00
• Special rate for SAIT members:  R368.00
• Group booking discounts available when you register for a group.

Payments and cancellations

• All payments must be made by EFT or by credit card, at least 3 working days before commencement of an event.
• Kindly note that should payment not been received 2 days after the event, legal action will be taken
• Proof of payment will be requested at registration if payment at that point in time has not been reflected on the Tax Faculty's bank account.
• Only written notice of cancellation will be recognised.
• Cancellation conditions:
  • If the cancellation occurs more than 4 working days prior to the event no cancellation fee will be charged.
  • If the cancellation occurs less than 4 working days prior to the event a 100% cancellation fee will apply.
• Delegates who book and fail to attend will be liable for the full event fee.
• Tax Faculty's liability in the case of an event being cancelled will be limited to a refund or credit of the event fee.
• Please click here for the full terms and conditions.