Overview

Join our comprehensive webinar, Taxpayer’s Rights, Entitlements, and Obligations, designed to equip tax practitioners with essential knowledge and practical skills for managing taxpayer rights effectively. This session will cover key rights such as representation, privacy, and access to information, alongside crucial obligations like timely filing, accurate reporting, and responding to SARS notices. By the end of the webinar, you will have the confidence to navigate the tax system efficiently and avoid common pitfalls.

We will also explore entitlements, including claiming rebates and deductions, using SARS eFiling services, and understanding automated processes such as auto-assessments. Whether you are an individual taxpayer or represent a business, this webinar offers valuable insights and practical tools to simplify tax compliance while maximising benefits.

Webinar Content

• Taxpayer Rights: Understand key rights, including representation, privacy, access to information, and the right to quality service from SARS.
• Fulfilling Obligations: Learn about the responsibilities of taxpayers, including accurate income reporting, meeting filing and payment deadlines, and responding to SARS notices.
• Taxpayer Entitlements: Explore available deductions, tax credits, and the benefits of SARS eFiling tools.

Competencies Developed

After attending this webinar, you will:

• Gain Comprehensive Tax Knowledge: Develop a solid understanding of taxpayer rights, entitlements, and obligations.
• Enhance Critical Thinking on Tax Representations: Understand a taxpayer’s right to make specific representations.
• Improve Practical Tax Management: Strengthen your ability to manage taxpayer obligations and effectively communicate key developments to clients.
• Refine Tax Planning Strategies: Confidently revise clients’ tax planning approaches in response to regulatory updates.

Presenters

Fundiswa Ngqeleni

Acting Senior Manager: Operations

Fundiswa has over ten years of experience in the legal field, currently serving as a Specialist in Legal Services at the Office of the Tax Ombud, where she provides legal support and conducts presentations on complex tax issues. Prior to this, she worked as a Legal Adviser at SARS for four years.

Ngqeleni’s career has spanned various roles, including claims handler and cost consultant at Scorpion Legal Protection and claims negotiator at Mutual and Federal. She holds an LLB, a Higher Diploma in Tax Law, and a Diploma in International Tax Law from the University of Johannesburg, along with several other qualifications, including a Business Rescue Certificate and a Certificate in Programme for Management Development from GIBS. She is currently completing her board exams for Company Secretary at CGISA.

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

Complimentary access.