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Tax Practitioner
Resource Centre & Subscription Plan

Subscription Plan and Resource Centre

Tax Practitioner

Resource Centre and Practice Support:

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Your Subscription Plan

Live Events for 2025:

Topics:

Mode

Month

CPD hours
Managing a Successful, Efficient, and Thriving Tax Practice:      
Practice Management Strategies for Small Tax Practices Live Webinar February 2 hours
The use of AI in tax compliance Live Webinar February 1 hour
Streamlining Financial Reporting: Tools and Techniques Live Webinar March 1 hour
Tax Technologies: Why Tax Practitioners Should Care Live Webinar March 2 hours
The Future-Ready Tax Professional: Leveraging Technology and Adapting to Change Live Webinar April 1 hour
People Power in the Age of AI: Strategies for Tax Professionals Live Webinar May 1 hour
Understanding Your Firms Obligations with the Financial Intelligence Centre Live Webinar July 2 hours
Ethical Considerations in Tax Practice Live Webinar August 2 hours
SARS Tax Return Automation and the Evolution of Tax Compliance Live Webinar October 2 hours
       
Tax Updates:      
Annual Tax Update 2024/2025 Workshop* & Live Webinar November 2024 4 hours
Monthly SARS & Tax Update with Jackie Arendse Live Webinar Monthly 2 hours per session
Tax Café Practical Guidance: Resolving Current Issues with Carmen Westermeyer Live Webinar Monthly 2 hours per session
A Comprehensive Analysis of the 2025 Budget: Tax Highlights Live Webinar February 2 hours
2025 Annual Budget and Tax Update Workshop* & Live Webinar March 4 hours
Annual Tax Update 2025/2026 Workshop* & Live Webinar November 4 hours
       
eFiling:       
eFiling Discussion Forum: Troubleshooting & Enhancing Your eFiling Skills Live Webinar Bi-monthly 2 hours per session
Using eFiling for Provisional Tax Submissions Live Webinar February 2 hours
E@syFile 2025: A Practical Approach to PAYE Reconciliation and Problem Solving Live Webinar April 1 hour
Navigating the IT3(d): A Guide for Tax Practitioners Live Webinar May 2 hours
Preparing for Tax Season 2025: Key Updates and Strategies Live Webinar June 2 hours
eFiling: A Comprehensive Guide for Beginners & Advanced Users Live Webinar June 2 hours
2025 Filing Season: Navigating the Updated ITR12 Return & Auto Assessments Live Webinar July 2 hours
IT3(t) Submissions: A Practical Approach for Tax Professionals Live Webinar August 2 hours
       
Individuals Tax:      
Understanding Personal Income Tax in South Africa Live Webinar February 2 hours
Provisional Tax: Practical Guidance to Avoid Penalties and Interest Live Webinar March 2 hours
Donations Tax Live Webinar May 2 hours
Advising High Net Worth Individuals Live Webinar May 2 hours
Tax Implications of Remote Work Live Webinar May 2 hours
Tax Strategies for Small Business Owners Live Webinar June 2 hours
Practical Guidance Completing the ITR12 Workshop* & Live Webinar July 4 hours
Tax Implications of Retirement Annuities and Pension Funds Live Webinar July 2 hours
Cryptocurrency and Taxes: A Guide to Compliance Live Webinar August 2 hours
CGT: Focus on Current Issues in Practice Live Webinar August
  2 hours
       
Payroll:      
PAYE Compliance Made Easy Live Webinar February 2 hours
Annual Payroll Update Live Webinar April 2 hours
       
Estates:      
Liquidation & Distribution Accounts: Essential Tools Live Webinar March 2 hours
Inherited Assets & Capital Gains: A Seller's Guide Live Webinar April 2 hours
Death & Taxes: Estate Duty, Income Tax & VAT Live Webinar August 2 hours
Digitalisation in Deceased Estate Administration Live Webinar September 2 hours
Estate Planning for Wealth Preservation Live Webinar October 2 hours
The Role of Trusts in Estate Planning Live Webinar October 2 hours
       
Corporate Tax:      
ITR14 Challenges: Practical Solutions for Corporate Tax Issues Live Webinar May 2 hours
Demystifying Deferred Taxation Live Webinar August 2 hours
Taxation of SMMEs Live Webinar September 2 hours
The Hidden Costs of Company Closure: SARS Processing Delays and Taxpayer Anxiety Live Webinar September 2 hours
Structuring Social Enterprises for Optimal Impact and Tax Efficiency Live Webinar October 2 hours
       
VAT:      
Practical Guidance: Current VAT Issues in Tax Practice Live Webinar January 2 hours
VAT Refresher Live Webinar April 2 hours
VAT Refunds & Objections: A Practical Guide Live Webinar May 2 hours
VAT and the Digital Revolution: How to Stay Compliant in the E-commerce World Live Webinar June 2 hours
       
Trusts:      
Navigating the Complexities of Trust Attribution Live Webinar April 2 hours
Trust Taxation: What Every Practitioner Needs to Know Live Webinar May 2 hours
ITR12T: Current Issues and Practical Solutions Live Webinar June 2 hours
       
Tax Administration & SARS Operations:      
Surviving a SARS Audit Live Webinar April 2 hours
Strategies for Effective Tax Planning and Administration Live Webinar April 2 hours
A Guide to Effective interaction with SARS Live Webinar May 2 hours
Lunch Hour Conversation with the Tax Ombud Live Webinar Quarterly 1 hours
SARS Responsiveness and Appointments Live Webinar June 2 hours
Tax Dispute Resolution Live Webinar June 2 hours
Navigating Tax Forms: A Detailed Guide to Completing Your Returns Effectively Live Webinar July 2 hours
Understanding SARS's Risk Assessment System Live Webinar July 2 hours
Mastering a Tax Return Corrections & Voluntary Disclosure Live Webinar August 2 hours
Negotiating Tax Debt and Payment Arrangements with SARS Live Webinar September 2 hours
Practical Guidance: Dealing with Tax Administrative Burdens Live Webinar September 2 hours
Successfully Appealing SARS Penalties Live Webinar October 2 hours
Essential Guide to SARS Verification and Requests for Relevant Material Live Webinar November 2 hours
Client Record Management: Retention, Disposal & Security Live Webinar November 2 hours
       
International Tax:      
Double Taxation Agreements and Their Benefits Live Webinar September 2 hours
Practical Guidance: Emigration and Tax Live Webinar October 2 hours
Taxation of Expats Live Webinar November 2 hours
       

Important note: These live webinars are automatically loaded onto your profile on the day of the live event and will be accessible to watch at a later stage.

*Special discounted rates apply for all subscribers attending the live events.


 

The following Micro Learning Courses will also be included in your Subscription Plan:

Micro Learning Courses

Mode

Month Available on Your Profile:
Establish an Outsourced FIC Compliance Services Offering for Clients Microlearning Course  March 2024
Expanding Your Tax Practice: A Growth Roadmap Microlearning Course March 2024
Tax Planning for Private Equity Investments Microlearning Course March 2024
Bringing Your Case to Tax Court: A Step-by-Step Guide to Navigating the Process Microlearning Course March 2024
Navigating Tax Responsibilities: A Guide for Resident Taxpayers with Foreign Trust Income from Inheritance Microlearning Course June 2024
Transfer Pricing Risk Analysis Microlearning Course June 2024
Navigating the Cancellation of Tax Directives Microlearning Course June 2024

 

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*These fields are required. Support our cause while complying with SARS regulations by completing the above form.

The ESSENTIAL PLUS programme for Build your own is a webinar only package. Please choose {{ getMaxFeatures!=0? 'only' :'' }} {{ getMaxFeatures!=0? getMaxFeatures :'any' }} of the topics listed below. Webinars can be watched live at a pre-scheduled time and the recording will be available to re-watch via your online profile. The presenter will be available for Q & A during these webinars.

Select Plan Topics

Please select your topics, you have selected ({{ countSelectedFeatures }}{{ getMaxFeatures!=0?'/':'' }}{{ getMaxFeatures!=0?getMaxFeatures:'' }})


Payment Options
Credit Card / Debit Card

Did you know that you can now use your debit card as a credit card for making online purchases?

You have no credit card associated with your account yet, please update your credit card information in order to use this payment method.

  • Expires: ({{ card.exp_month}}/{{ card.exp_year }})
or
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{{ newcard.errors.exp_month[0] }}
{{ newcard.errors.exp_year[0] }}
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or Cancel and use existing card

An amount of R1 will be charged to activate your credit card, the R1 will be refunded within 24hours. Once you activate your credit card please proceed to payment.

Debit Order details

Please note that if you have existing debit order details listed on your account the following information will overwrite them.

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NB*

Please note that your first debit order will be processed on 22 December 2024.

Your next debit order will be processed on {{ forms.subscription.debit.billable_date }} January 25

One-Time-Pin (OTP)

Please note We've just sent an SMS to your cellphone, please enter the OTP number below in order to complete your registration.

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Technical Resource Centre

Tax Practice Support Hub: 

Practice Tools & Templates:
Advanced Personal Tax Calculation
CGT Calculator
CIPC Beneficial Ownership Mandate
CIPC Compliance Checklist
Companies Act Checklist
Companies Secretarial Templates
Corporate Tax Calculator
Directors Loan Agreement Template/Sample
Foreign Tax Credits Calculator
Framework Remission of Penalties
Income Tax Calculator Basic Template
Letter of Disengagement
Letter of Engagement
Loan Subordination Agreement Template/Sample
Practical Guide to Opinion Writing
Request for the Remission of Penalties and Interest
Voluntary Disclosure Program Application Template

*Tools & Templates are available upon request. Click here to request a template. 

 

Your subscription plan includes 24-hour access to the following Resources On-Demand:

Topics:

Mode:
Advanced Features and Practical Guidance for Streamlining Financial Reporting with Draftworx Resource on-demand
Analyzing payroll calculations Resource on-demand
Analyzing VAT calculations and VAT 201 Returns Preparation Resource on-demand
Asessed Losses Resource on-demand
Capital Allowances Resource on-demand
Claiming Farming Expenditure and Allowances (Diesel Refunds) Resource on-demand
Claiming home office expenses Resource on-demand
Company formations Resource on-demand
Corporate restructuring sections 41 to 47 of ITA Resource on-demand
Corporate Restructurings, Mergers & Acquisitions Resource on-demand
Deductions Resource on-demand
Develop a Growth Strategy for your Tax Practice Resource on-demand
Dividend Tax Resource on-demand
Employees taxes and fringe benefits Resource on-demand
Employment Tax Incentives Resource on-demand
Essential Excel and Analytics Resource on-demand
Establish a Thriving Wills and Estates Practice Resource on-demand
Establish an Outsourced FIC Compliance Services Offering for Clients Resource on-demand
Interest-Free Loans (Section 7C) Resource on-demand
IT3 declarations for trusts Resource on-demand
ITA34C Assessment Resource on-demand
Mastering Soft Skills: A Guide to Effective Leadership Resource on-demand
Medical Credits Resource on-demand
Motor vehicle & entertainment expenses Resource on-demand
Practical Guidance: Customs Registration, Licensing and Accreditation Resource on-demand
RAV01 Troubleshooting Resource on-demand
Repairs and improvements Resource on-demand
Retirement lump sum benefits Resource on-demand
RLA Resource on-demand
Tax Risks: Controlled Foreign Companies Resource on-demand
Taxation of labour brokers and personal service providers Resource on-demand
Travel Allowances Resource on-demand

 

Who is this subscription plan for?

This subscription plan is suitable for Tax Professionals and Accountants. 

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{{ address.errors.postal_address[0] }}
*These fields are required. Support our cause while complying with SARS regulations by completing the above form.

The ESSENTIAL PLUS programme for Build your own is a webinar only package. Please choose {{ getMaxFeatures!=0? 'only' :'' }} {{ getMaxFeatures!=0? getMaxFeatures :'any' }} of the topics listed below. Webinars can be watched live at a pre-scheduled time and the recording will be available to re-watch via your online profile. The presenter will be available for Q & A during these webinars.

Select Plan Topics

Please select your topics, you have selected ({{ countSelectedFeatures }}{{ getMaxFeatures!=0?'/':'' }}{{ getMaxFeatures!=0?getMaxFeatures:'' }})


Payment Options
Credit Card / Debit Card

Did you know that you can now use your debit card as a credit card for making online purchases?

You have no credit card associated with your account yet, please update your credit card information in order to use this payment method.

  • Expires: ({{ card.exp_month}}/{{ card.exp_year }})
or
{{ newcard.errors.number[0] }}
{{ newcard.errors.holder[0] }}
{{ newcard.errors.exp_month[0] }}
{{ newcard.errors.exp_year[0] }}
{{ newcard.errors.cvv[0] }}
or Cancel and use existing card

An amount of R1 will be charged to activate your credit card, the R1 will be refunded within 24hours. Once you activate your credit card please proceed to payment.

Debit Order details

Please note that if you have existing debit order details listed on your account the following information will overwrite them.

{{ forms.subscription.errors.get('bank') }}
{{ forms.subscription.errors.get('account_holder') }}
{{ forms.subscription.errors.get('type_of_account') }}
{{ forms.subscription.errors.get('registration_number') }}
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{{ forms.subscription.errors.get('account_type') }}
{{ forms.subscription.errors.get('branch_code') }}
{{ forms.subscription.errors.get('account_type') }}
NB*

Please note that your first debit order will be processed on 22 December 2024.

Your next debit order will be processed on {{ forms.subscription.debit.billable_date }} January 25

One-Time-Pin (OTP)

Please note We've just sent an SMS to your cellphone, please enter the OTP number below in order to complete your registration.

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