Overview

Are you feeling stuck with technical tax questions or unsure where to find answers? The TaxCafé Discussion Forum offers an interactive, workshop-style session where you can "Ask Me Anything." Carmen and the delegates collaborate to provide practical solutions and insights. Content is driven entirely by participants, ensuring a tailored experience focused on the most pressing issues tax professionals face. Topics include current eFiling challenges, tax return complications, and complex legal matters.

Webinar Content

Discussions typically focus on real, current issues, including:

• Verification / Audit Overreach
  SARS requesting excessive supporting documents (e.g., invoices, third-party bank statements, photos for home office), effectively escalating verifications into audits without notice — often resulting in unfair rejections.

• Home Office Expense (HOE) Claims Rejected
  Valid deductions disallowed; demands for photos, proof of payment, and repeated verification cycles.

• Provisional Tax (IRP6) Issues
  Errors in calculations, underestimation penalties, compliant filings flagged with SMS errors, reallocation challenges, and payment arrangements.

• Deceased Estates and DEC Letters
  Lengthy delays (21+ days), duplicate registrations, splitting IT3b pre- and post-death, and biometric update complications.

• VAT Registrations and Rejections
  Repeated rejections without explanation, retrospective registration problems, and disputes on input claims for assets.

• Non-Residency Status Problems
  Residency resets, passport/foreign ID updates, and DTA implications.

• PAYE / EMP501 Reconciliations and ETI Reversals
  Glitches such as revoked ETI claims, refunds not processed, and resubmissions not reflecting.

• Profile Transfers and Access Issues
  Transfers stuck in “awaiting authorisation,” shared access challenges, and outdated security detail updates.

• Capital Gains Tax (CGT) Calculations
  Complexities around apportionment for property/rentals, base costs for shares, stolen proceeds, and foreign capital gains.

• Biometrics for Security / Registrations
  Mixed results with OTPs and facial recognition for updates.

• Payment Arrangements and Reallocations
  Issues with setting up long-term arrangements, reallocating mispayments, and misallocated PAYE refunds.

• UIF / COIDA Registrations
  Processing delays, update backlogs, and sole proprietor relationship queries.

• Trusts & Deceased Estate Administration
  Beneficial owner capture requirements, DEC letter timing, ITR12T “audits” without notice, ROT vs. directive mismatches, and blocked access due to outdated emails.

Competencies Developed

After attending this discussion forum webinar, participants were:

• Informed about the best solutions to resolve taxpayer issues.
• Competent to efficiently and proactively address issues experienced in their practice.
• Able to guide staff to effectively assist/support clients with systemic tax issues.
• Informed about available resources for resolving taxpayer issues.
• Guided on where to find relevant 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 Technician, 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

• 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.