Monthly TaxCafé Discussion Forum: Resolving Current SARS Issues in Practice - September 2025
Duration: 2 hours
Price: R195.00
Monthly TaxCafé Discussion Forum: Resolving Current SARS Issues in Practice - September 2025
Presenters : Carmen Westermeyer
Overview
Are you feeling stuck with technical tax questions or unsure where to find answers? The TaxCafé Discussion Forum offers an interactive, workshop-style video where you can "Ask Me Anything." Carmen and the delegates collaborate to provide practical solutions and insights. Content is driven entirely by participants, ensuring a tailored experience focused on the most pressing issues tax professionals face. Topics include current eFiling challenges, tax return complications, and complex legal matters.
Video Content
In this session, a range of important tax topics is explored, including:
-
Verification/Audit Overreach and Unreasonable Demands:
SARS requests excessive proofs (e.g., all invoices, third-party bank statements, photos for home office), turning verifications into audits without notice, including rejections despite submissions. -
Home Office Expense (HOE) Claims Rejected:
Multiple cases of valid HOE deductions are disallowed, with demands for proofs of payment (PoPs), photos, and repeated verifications. -
Provisional Tax (IRP6) Issues:
Calculations, underestimation penalties, SMS errors for compliant filings, reallocations, and arrangements. -
Deceased Estates and DEC Letters:
Delays in DEC letters (21+ days), second registrations, splitting IT3b pre/post-death, and biometrics for updates. Around 20 discussions. -
VAT Registrations and Rejections:
Repeated rejections without reasons, retrospective registrations, and input claims on assets. -
Non-Residency Status Problems:
Resets to resident, passport updates, foreign IDs, and DTA implications. -
PAYE/EMP501 Reconciliations and ETI Reversals:
Glitches such as unclaimed ETI being revoked, overpayments not refunded, and resubmissions not updating. -
Profile Transfers and Access Issues:
Transfers fail (e.g., stuck in "awaiting authorisation"), shared access problems, and security details updates. -
Capital Gains Tax (CGT) Calculations:
Apportionment for properties/rentals, base costs for shares, stolen proceeds, and foreign gains. -
Biometrics for Security/Registrations:
New feature for updates, with mixed success using OTPs and facial recognition. -
Payment Arrangements and Reallocations:
Setting up arrangements (>6 months), reallocating mispayments (e.g., provisional to annual tax). -
UIF/COIDA Registrations and Issues:
Delays, updates, and employer-employee relationships for sole proprietors. -
Payment Allocations & Refunds Mishandled:
Provisional tax paid under wrong reference/tax type, PAYE credits journaled to odd periods, PAYE “refunds” refused versus income tax refunds auto-paid; CMO reallocation difficulties. -
Trusts & Deceased-Estate Administration:
New BO capture at registration, DEC letter timing versus post-death interest, ITR12T “audit” without notice, ROT versus directive mismatches, and access blocked by outdated security emails.
Competencies Developed
After attending this discussion forum video, participants are:
- Informed about the best solutions to resolve taxpayer issues.
- Competent to efficiently and proactively address issues experienced in their practice.
- Able to guide staff to effectively assist/support clients with systemic tax issues.
- Informed about available resources for resolving taxpayer issues.
- Guided on where to find relevant guides and FAQs on SARS-related concerns.
Related Webinars
TaxCafé Discussion I The process for declaring CGT of residences that are not a primary residence, yet also have exemptions
Monthly TaxCafé Discussion Forum: Resolving Current SARS Issues in Practice - April 2024