Overview

In today’s regulatory landscape—where accuracy, transparency, and digital competence are essential—this practical session equips tax professionals to approach the 2025 Filing Season with clarity and confidence.

The webinar provides key insights into SARS requirements for personal income tax, trust submissions, IT3(t) reporting, and provisional tax. It focuses on real-world application, including correcting IRP5 and directive mismatches, updating third-party data, and managing auto-assessments effectively.

Participants will gain practical strategies for pre-submission readiness, such as updating registered particulars, verifying bank details, appointing registered representatives, and activating relevant tax types (including IT3) on eFiling.

The session also demystifies the trust reporting process, clarifying the roles of “Submitting Entity” versus “Reporting Entity” and offering detailed guidance on completing IT3-01 and IT3-02 return forms.

Additionally, we’ll explore the SARS Online Query System (SOQS)—a strategic tool for handling administrative tasks beyond eFiling. From pre-filing preparation to data corrections and trust compliance, this is a comprehensive, practical session designed to optimise your filing season performance.

Webinar Content

• Compliance Foundations: Getting it Right from the Start

  • Updating registered particulars, bank details, and representatives on eFiling or via SOQS.
  • Ensuring taxpayer profiles are aligned with correct tax type registrations.

• Leveraging the SARS Online Query System (SOQS)

  • Using SOQS for administrative functions not available on eFiling.

• Personal Income Tax

  • Managing auto-assessments and editing mechanisms.
  • Uploading supporting documents and verifying third-party data (IRP5s, medical aid, investments).
  • Using the “Refresh Data” function to retrieve updated third-party records.

• Fixing IRP5 / Tax Directive Errors

  • Rectifying IRP5 mismatches, missing directives, and formatting issues.
  • Accessing updates via employer e@syFile or directly liaising with issuing authorities.
  • Managing directive reissue and validation steps on eFiling.

• Correcting Third-Party Data

  • Resolving issues with banking, investment, or trust distribution data.
  • Tracking submissions on the Third-Party Data Platform and engaging with providers.

• Trust Filing Season

• Understanding SARS’s trust transparency drive: resolutions, financials, ownership disclosures.
• Clarifying IT3(t) submissions, deadlines, channels, and troubleshooting.
• Mastering IT3-01 and IT3-02 return forms.
• Navigating ITR12T submissions, passive trust obligations, and rectification procedures.

• Provisional Tax

  • Calculating accurate estimates and managing multiple income sources and credits.
  • Addressing auto-assessments and guiding proactive taxpayer communication.

Competencies Developed

By the end of this session, participants will be able to:

• Enhanced understanding of personal income tax, provisional tax, and trust filing requirements.
• Practical skills in SARS eFiling navigation, including SOQS usage.
• The ability to identify and rectify data errors in IRP5, directives, and third-party information.
• Improved confidence in handling trust compliance and IT3 reporting.
• Strategic insights into preparing clients and taxpayers for auto-assessments and filing season updates.

Presenter

Priscilla van Niekerk

Priscilla van Niekerk is the founder of Tax Made Simple, a modern tax practice offering expert, efficient services globally. With 23 years of SARS experience in Debt Management, Auditing, and Learning & Development, she specialises in tax legislation, systems, and eFiling processes.

Priscilla holds a National Diploma in Cost and Management Accounting and is a certified ETDP practitioner. Known as a “full-time problem solver and part-time tax practitioner,” she is passionate about simplifying tax complexities, particularly in personal income tax and eFiling.

CPD

Attending these webinars and the successful completion of the online assessment will secure a certificate of completion for 1.5 hours of Tax CPD.

Event Investment

Free for 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 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 Tax faculty’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.
• 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.