Resolving Current Personal Taxpayer Issues

Overview

This TaxCafé discussion forum will focus on resolving the current taxpayer issues experienced by tax practitioners. This discussion forum will provide an open dialogue and platform for tax practitioners to resolve current and “real-life” issues.

Webinar content

In the October Update we will discuss the following:

• Recording and reporting of foreign salaries.
• Issues with late submissions of income tax returns because IRP5's/IT3b's are not available.
• Practical concerns about inheritances to be paid to non-residents who never did the correct paperwork 20 years ago.
• VAT audits.
• Multiple income sources for individuals, PAYE, and tax liability.
• e@syFile issues.
• Medical expenses and claims: Issues with documentation.
• Call centre issues.
• S 24J, write-off of debit loan accounts and consequences.
• Auto assessment issues.

Competencies developed in this webinar

After attending this discussion forum webinar, you will be:

•    Informed about the best solutions to resolve current taxpayer issues.
•    Competent to efficiently and proactively resolve current issues experienced in your practice.
•    Able to guide your staff to effectively assist/support clients with their systemic tax issues.
•    Informed about available resources to resolve taxpayer issues.

Who should attend?

Chartered/professional/business accountants, registered tax practitioners, bookkeepers.

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 in 2004. She has been a member of SAICA since then.

Carmen stayed with PwC for a year as Assistant Manager, venturing into the world of commerce in 2006. In 2008, she was appointed as a lecturer at UKZN and coordinated the Taxation 300 course until December 2010. From 1 January 2010, Carmen took over the role of Academic Leader for the Taxation Department, as well as the coordination of the Postgraduate Taxation Programme. During her time as Academic Leader she had numerous opportunities to liase with SAICA on issues relating to the ITC, as well as being a member of the Tax Committee.

In December 2012 she started running ad hoc training courses for members of the profession. From December 2013, she moved into commercial training and consulting on a full-time basis. She has been involved in various training activities, such as the SAICA SMP training in 2014 and the FASSET Budget and Tax Update in 2015 and 2016.

CPD

This event and successful completion of the online assessment will secure 1.5 hours verifiable output Tax CPD points.

Event Investment

CPD subscribers: Free for all 2022 CPD subscribers.

Regular price: R495.00

SAIT member: R395.00

Group price 1 (max 5 people): R950.00

Group price 2 (max 10 people): R1 800.00

Group price 3 (max 15 people): R2 500.00

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 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 SAIT'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.

• SAIT'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.