Taxpayers’ Rights, Entitlements and Obligations

Overview

South Africa’s Tax Ombud, Judge Bernard Ngoepe, published South Africa's first Compilation of Taxpayers' Rights, Entitlements and Obligations, a collection of principles emanating from various sources, including the Constitution of the Republic of South Africa and the Tax Administration Act.

This practical webinar will cover the most pressing issues experienced by tax professionals when assisting clients to deal with enforcing taxpayers’ rights and entitlements , including:

• Important fundamental obligations as a taxpayer and fiscal citizenship.
• Fundamental principles relating to taxpayers’ rights.
• The entitlement of taxpayers to complain without fear of victimization.
• The right to access to information in a fair, unbiased and just tax system.
• Standard of quality and timely service from SARS.
• Tax practitioners’ right to make certain requests, proposals, or applications to SARS.

The webinar will include a discussion and live Q&A session with the Office of the Tax Ombud (OTO).

Competencies developed in this CPD

After attending this webinar, you will be able to:

• Advise clients about taxpayers’ right and entitlements.
• Understand importance of fiscal citizenship in an open and democratic society.
• Secure access to information in a fair and unbiased manner. 
• Ensure your clients get quality and timely service from SARS.
• Assist clients to access the services of the Office of the Tax Ombud.
• Submit requests, proposals and/or applications to SARS to uphold taxpayer rights.

Presenter

Gert van Heerden

Senior Manager: Legal Services and Systemic Investigations, Office of the Tax Ombud

Gert van Heerden was appointed as the Senior Manager: Legal Services at the OTO in May 2015. He has 11 years’ post-admission experience in the legal field specialising in taxation. His key areas of interest are tax dispute resolution, debt recoveries and administrative law.

After completing his articles and being admitted as an attorney in 2008, Gert joined SARS as a legal advisor in the Legal Delivery and Support Department for the Gauteng Central Region. In 2010, he was appointed as the dedicated legal specialist for the High Complex Debt Team based at Megawatt Park in Sunninghill, Johannesburg. In May 2012, he was appointed as Manager of the Legal Delivery and Support Department in Gauteng Central.

In 2014, he joined the legal department of Afrocentric Health (Pty) Ltd, where he was Senior Manager until he joined the OTO. His academic background includes a BCom, LLB and LLM (International Trade), all from the North-West University.

CPD

This event and successful completion of the online assessment will secure 2 hours verifiable output Tax CPD points.

Event Investment

Complimentary access.

Payments and 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 Taxfaculty`s bank account.
• Only written notice of cancellation will be recognized.
• 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.
• Taxfaculty`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.