Overview

The IT3(t) submission process has become a key focus area for SARS, forming part of its strategy to improve tax compliance through the use of third-party data. With SARS increasingly prepopulating individual tax returns using this data, accurate and timely IT3(t) submissions are more critical than ever. As we enter the second year of mandatory IT3(t) submissions, tax practitioners face evolving requirements, new technical challenges, and additional governance expectations. This session is designed to help you navigate both the foundational requirements and the latest developments, ensuring you are well-prepared for successful submissions.

Webinar Content

In this practical webinar, Carmen Westermeyer and Mandy Graaf will guide you through:

• A refresher on the core IT3(t) submission requirements
• Updates and key changes from the first year of submission to the current year
• Governance documentation required, including distribution resolutions
• A comparison of submission portals and selecting the most suitable platform
• Technical considerations and common system issues to be aware of
• Best practices to ensure reconciliation of tax return data for donors, trusts, and beneficiaries
• SARS’s use of IT3(t) data in prepopulating individual tax returns — what this means for practitioners

Competencies Developed

After attending this webinar, delegates will:

• Understand both foundational and updated IT3(t) submission requirements
• Be able to accurately prepare and reconcile the necessary financial and governance data
• Identify and resolve common submission challenges and technical errors
• Choose and navigate the appropriate submission platform
• Recognise the importance of IT3(t) data in SARS’s broader compliance and prepopulation strategies
• Gain practical insights to improve accuracy, efficiency, and compliance in handling IT3(t) submissions

Presenters

Mandy Graaf

FCIS FCIBM

Mandy completed her Chartered Secretary South African qualification whilst working for Deloitte from 1997 to 2001. In 2001 she joined a local firm of Chartered Accountants and Auditors in Pietermaritzburg. She was promoted to financial manager and headed up the accounting practice covering trusts, close corporations, small companies, partnerships, farmers and individuals. Wanting to pursue a career in tax, she left this firm in February 2014 and joined Ash, Hellberg & van Rooyen Chartered Accountants.

 During her position as Tax Manager and heading up the entire tax practice, she completed her HDip Tax and ADip Tax (Advanced Diploma in Tax Procedural Law) through Thomas Jefferson School of Law and passed both with distinction. She started running her own tax practice in September 2016 specialising in dispute resolution, trusts and SARS compliance.

Carmen Westermeyer

BCom(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 these webinars 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 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:  R386.00
• 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.