Overview

This webinar aimed to address the most pressing questions and concerns faced by taxpayers and tax practitioners this filing season. Carmen discussed a range of crucial topics, including the challenges posed by inadequate and late responses from SARS to queries, the common issue of SARS rejecting reasons for VAT assessments, and strategies for handling lapsed turnaround times from SARS. She also covered the requirements for PAYE deductions for individuals receiving commission on revenue and the importance of maintaining supportive documents. Additionally, the session provided insights into claiming medical expenses in 2024 and the necessary supporting documents required by SARS to substantiate company claims for assessed losses to avoid being ring-fenced. Furthermore, we discussed the process for claiming tax refunds for individuals earning below the minimum tax bracket and the responsibilities of accounting firms in submitting PAIA returns on behalf of their clients.

Webinar Content

• Inadequate and late response by SARS to queries raised. 
• SARS rejecting reasons for VAT assessments.
• How to handle lapsed turnaround time from SARS.
• Requirement for PAYE to be deducted for a person who receives a commission on revenue 
• What is the importance of supportive documents? 
• Claiming medical expenses in 2024.
• How to handle lapsed turnaround time from SARS.
• Supporting documents required by SARS for companies to substantiate their claims for assessed losses to avoid being ring-fenced.
• Claiming tax refunds for persons earning less than the minimum tax bracket.
• Accounting firms submitting PAIA returns on behalf of clients.

Competencies Developed in this Webinar

After watching this webinar, viewers were able to:

• Be informed about the best solutions to resolve current taxpayer issues.
• Become competent in efficiently and proactively resolving current issues experienced in their practice.
• Guide their staff to effectively assist and support clients with their systemic tax issues.
• Be informed about available resources to resolve taxpayer issues.
• Be guided on where to find guides and FAQs on SARS-related concerns.

Presenter

Carmen Westermeyer

BCom(Honours Accounting) [UND] CA(SA)

Carmen Westermeyer graduated in 2001 from the University of Natal, Durban (now UKZN), with a BCom Honours degree in Accounting and completed her articles with PwC, where she remained until 2006. She has been a member of SAICA since then.

In 2008, she started her academic career at UKZN, where she performed a number of functions, taking on the role of Academic Leader for Taxation. On leaving academia in 2013, Carmen has been providing training and consulting services to the profession. She has presented on behalf of various professional bodies, such as SAICA, FASSET, CSSA as well as providing in-house training to numerous accounting firms. The topics covered include all aspects of income tax, VAT, estate duty as well as the health levy (sugar tax). In addition, she regularly consults on tax matters as well as assisting with SARS disputes.

She is also the Chair of the SAICA Eastern Region Tax Committee, a member of the SAICA National Tax Operations Committee and is an Accounting Member of the Tax Court.

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 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 & Cancellations

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