Overview

Mastering SARS verification requests is an essential skill for modern tax practitioners. This webinar provides a practical and strategic guide to navigating SARS verification processes effectively and confidently. The session explores how SARS verifications operate in practice, the legal framework governing verification requests, and the practical implications for taxpayers and practitioners.

Participants will learn how to compile structured and defensible verification packs, communicate effectively with SARS, and minimise the risk of disputes and additional assessments. The webinar also highlights common pitfalls encountered during verifications and provides practical guidance on responding to Requests for Relevant Material, drafting persuasive supporting correspondence, and managing the verification process from initiation through to resolution.

This session is designed to equip practitioners with the practical tools, technical understanding, and confidence required to manage SARS verification requests efficiently, professionally, and successfully.

Webinar Content

• The legal framework governing SARS verifications
• Understanding the verification process and SARS procedures
• Applying the burden of proof in practice
• Managing Requests for Relevant Material effectively
• Building structured and defensible tax verification packs
• Drafting effective supporting correspondence and cover letters
• Common mistakes that lead to disputes and additional assessments
• Practical solutions to real-world verification challenges
• Strategies to reduce the risk of escalation and disputes

Competencies Developed

By attending this webinar, participants will be able to:

• Understand SARS verification processes and the relevant legislative framework
• Evaluate and respond effectively to Requests for Relevant Material
• Apply the burden of proof principles in practical verification scenarios
• Develop structured tax packs to support tax return submissions
• Identify and avoid common verification pitfalls and procedural errors
• Manage verification requests professionally from initiation to resolution
• Improve communication strategies when engaging with SARS during verifications

Presenter

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 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

• 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 be received 2 days after the event, legal action will be taken
• Proof of payment will be requested at registration, if payment does not reflect on Tax Faculty's bank account.
• Cancellations:
  • Only written notice of cancellation will be recognized.
  • 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.