Overview

Individual taxpayers contribute the largest share of revenue to the South African tax system, making personal income tax one of the most significant areas of tax compliance and advisory work. While SARS has simplified many aspects of the filing process over the years, ongoing legislative, administrative, and compliance developments continue to create challenges for taxpayers and practitioners alike.

This session provides an essential update on the latest individual tax requirements, common compliance pitfalls, key deductions, and current SARS focus areas. Attendees will gain practical insights to help clients remain compliant, avoid unnecessary penalties, and maximise legitimate tax benefits ahead of the filing season.

Webinar Content

This webinar will cover:

• Who is required to submit an income tax return.
• The consequences of failing to submit a return, including current penalty considerations and SARS enforcement trends.
• Updates and practical considerations relating to key deductions:
  • Medical expenses
  • Travel deductions
  • Retirement fund contributions
• Current SARS compliance hotspots affecting individual taxpayers.
• Important tax planning and compliance reminders for clients ahead of the next tax year.
• Recent administrative developments and practical considerations impacting individual tax compliance.

Competencies Developed

By attending this webinar, participants will be able to:

• Determine when an individual taxpayer is required to submit a tax return.
• Assess the risks and consequences associated with non-submission of returns.
• Apply the latest rules relating to medical, travel, and retirement contribution deductions.
• Identify current SARS areas of focus and compliance risk.
• Advise clients on practical steps to improve compliance and reduce potential penalties.
• Prepare clients effectively for upcoming filing seasons and year-end tax planning considerations.

Presenter

Carmen Westermeyer

Com(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
• 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.