Overview

In the 2025 regulatory landscape—where accuracy, transparency, and digital competence were essential—this practical session equipped tax professionals to approach the Filing Season with clarity and confidence.

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

Participants gained 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 clarified the trust reporting process, distinguishing “Submitting Entity” from “Reporting Entity” and offering guidance on completing IT3-01 and IT3-02 forms.

Additionally, participants explored the SARS Online Query System (SOQS) as a tool for handling administrative tasks beyond eFiling. From pre-filing preparation to data corrections and trust compliance, the session provided a comprehensive, practical framework to optimise filing season performance.

Webinar Content

• Compliance Foundations: Getting it Right from the Start

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

• Provisional Tax

  • Calculated accurate estimates and managed multiple income sources and credits.
  • Addressed auto-assessments and guided proactive taxpayer communication.

• Trust Filing Season

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

• Correcting Third-Party Data

  • Resolved issues with banking, investment, or trust distribution data.
  • Tracked submissions on the Third-Party Data Platform and engaged with providers.

• Fixing IRP5 / Tax Directive Errors

  • Rectified IRP5 mismatches, missing directives, and formatting issues.
  • Accessed updates via employer e@syFile or liaised directly with issuing authorities.
  • Managed directive reissue and validation steps on eFiling.

• Personal Income Tax

  • Managed auto-assessments and editing mechanisms.
  • Uploaded supporting documents and verified third-party data (IRP5s, medical aid, investments).
  • Used the “Refresh Data” function to retrieve updated third-party records.

• Leveraging the SARS Online Query System (SOQS)

  • Used SOQS for administrative functions not available on eFiling.

Competencies Developed

By the end of the session, participants:

• Enhanced their understanding of personal income tax, provisional tax, and trust filing requirements.
• Developed practical skills in SARS eFiling navigation, including SOQS usage.
• Gained the ability to identify and rectify data errors in IRP5, directives, and third-party information.
• Improved confidence in handling trust compliance and IT3 reporting.
• Acquired strategic insights for 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 Technician, Tax Practitioner, Tax Accountant CPD subscribers and Practice Packages. Not a CPD subscriber yet? Click here to register now.

• Regular price:  R345.00
• Special rate for SAIT members:  R276.00
• 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.