Overview

Join Talitha Muade, Office of the Tax Ombud’s Senior Manager: Operations, in this webinar as she unpacks the dispute resolution process and your right as taxpayer. She will cover complaints relating to dispute resolutions, debt management and verifications.

Webinar content

This webinar covers the following:

• The right to object and appeal and finalisation within reasonable timeframes.
• How and when does a tax dispute arise?
• When may a taxpayer lodge a complaint about a dispute at the SARS Complaint Management Office or with the Office of the Tax Ombud (OTO)?
• The process of objecting to an assessment.
• What is an alternative dispute resolution (ADR), who initiates it and how does it work?
• What are the monetary thresholds for ADR’s and the rights and obligations of parties during an ADR process?
• How are systemic issues treated by the OTO as opposed to normal day-to-day complaints?
• What are the possible systemic issues that may be brought to the attention of the OTO by tax practitioners?
• What are the current systemic issues on the register of the OTO?
• How to submit possible systemic issues for investigation by the OTO.
• Important lessons learnt from the past OTO Systemic Investigation Reports.

Competencies developed in this CPD

After attending this webinar, you will be:

• Informed about available resources to resolve taxpayer issues.
• Competent to lodge a complaint or dispute.
• Able to advise clients about the ADR process.

Who should attend?

Registered tax practitioners.

Presenter

Talitha Muade

OTO Senior Manager: Operations

Talitha Muade has been appointed as Senior Manager Operations at the OTO since October 2014. Talitha has more than 12 years’ experience in management and over seven years in senior management at the OTO. She has extensive experience working for government departments and Chapter 9 institutions as well as experience in the private sector. Her passion lies in operations strategy, customer service strategy and staff empowerment.

She has held many and varied roles in sectors such as finance (ABSA), the petroleum industry (BP SA), and has held the positions of Deputy Manager: Finance and Administration at the Independent Electoral Commission (IEC), North-West. She was also Head of the Local Office at the South African Social Security Agency (SASSA) Madibeng, as well as that of branch manager at the Doringkloof and Pretoria North branches of SARS.

Her academic background includes a BCom in Business Management and Industrial Psychology (North-West University), Management Development Programme (University of Pretoria), MBA: Operations and Decision Management (North-West University). She is currently busy with her LLB.

CPD

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

Event Pricing

Free for all.

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 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.