The Tax & Accounting Practice Training & Resource Centre subscription provides you and your employees with access to best-in-class training and technical solutions to serve your clients with confidence.
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Practice Size | Maximun Users | Price |
---|---|---|
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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.
Please select your topics, you have selected ({{ countSelectedFeatures }}{{ getMaxFeatures!=0?'/':'' }}{{ getMaxFeatures!=0?getMaxFeatures:'' }})
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Tax 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 |
International Estate Planning | 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 |
Farming Tax: What Every Farmer Needs to Know | Live Webinar | June | 2 hours |
Demystifying Deferred Taxation | Live Webinar | August | 2 hours |
Cross-border transactions and tax implications | Live Webinar | August | 2 hours |
Tax Compliance for NPOs | Live Webinar | August | 1 hour |
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 and 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: | |||
Forex and Interest: A focus on Section 24I and 24J | Live Webinar | April | 2 hours |
BEPS and its impact on South African taxpayers | Live Webinar | June | 2 hours |
Foreign Direct Investments (FDI) | Live Webinar | July | 2 hours |
A Practical Guide to Exchange Control & International Tax | Live Webinar | August | 2 hours |
Cross Border Considerations for Tax Advisors | Conference* | September | 8 hours |
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 |
Customs and Excise: | |||
Practical Guidance: Customs Registration, Licensing and Accreditation | Live Webinar | May | 2 hours |
Customs Regulations: Impact on South African Retail and Imports | Live Webinar | July | 2 hours |
Transfer Pricing: | |||
Functional Analysis in Transfer Pricing: A Practical Guide | Live Webinar | October | 2 hours |
Practical Application of the Arm's Length Principle | Live Webinar | November | 2 hours |
Accounting Topics: |
Mode |
Month |
CPD hours |
Technology and Innovation in Accounting: | |||
AI-powered Accounting Tools | Live Webinar | January | 2 hours |
Latest Technology Trends in Accounting | Live Webinar | February | 2 hours |
Automation in Accounting Practices | Live Webinar | March | 2 hours |
Cloud Accounting Solutions | Live Webinar | March | 1 hour |
Using AI for Enhanced Compliance and Financial Predictions | Live Webinar | April | 2 hours |
Advanced Cybersecurity Practices for Accountants | Live Webinar | May | 4 hours |
Leveraging Technology for Improved Client Services | Live Webinar | June | 2 hours |
Overcoming Resistance to Technology Adoption | Live Webinar | June | 1 hour |
Legislation and Regulatory Updates: | |||
Monthly Compliance and Legislation Update | Live Webinar | Monthly | 2 hours per session |
Companies Act and CIPC updates | Live Webinar | February | 4 hours |
Non-compliance with Laws and Regulations (NOCLAR) | Live Webinar | February | 1 hour |
Compliance with UIF, COIDA, and SDL | Live Webinar | March | 2 hours |
Ensuring Compliance with Government Departments | Live Webinar | May | 2 hours |
Annual Accounting Updates (2025/2026) | Live Webinar | November | 4 hours |
Business Advisory and Valuations: | |||
Conducting Business Valuations | Live Webinar | February | 4 hours |
Fundamentals of Financial Statement Analysis | Live Webinar | February | 2 hours |
Estate Planning: Wills and Trusts | Live Webinar | March | 2 hours |
Strategies for Estate Planning and Trust Administration | Live Webinar | March | 2 hours |
Mergers, Acquisitions, and Restructuring Advisory | Live Webinar | April | 4 hours |
Managing a Successful, Efficient, and Thriving Accounting Practice: | |||
Efficient Practice Management Systems | Live Webinar | February | 2 hours |
Client Relationship Management | Live Webinar | February | 1 hour |
Financial Planning for Accounting Firms | Live Webinar | March | 1 hour |
Workflow Automation in Accounting | Live Webinar | March | 1 hour |
Talent Recruitment and Retention Strategies | Live Webinar | April | 2 hours |
Enhancing Firm Profitability | Live Webinar | May | 1 hour |
Building a Sustainable Practice | Live Webinar | June | 2 hours |
Legal and Compliance Updates (Companies Act, CIPC) | Live Webinar | July | 2 hours |
Effective Communication with Clients and Teams | Live Webinar | August | 1 hour |
Technology Solutions for Practice Management | Live Webinar | September | 2 hours |
Financial Reporting and IFRS | |||
Drafting Financial Statements (full IFRS) | Live Webinar | February | 4 hours |
Addressing Common Challenges in Financial Reporting | Live Webinar | March | 2 hours |
Independent Reviews and Financial Reporting | Live Webinar | April | 2 hours |
Crafting Comprehensive Financial Statements | Live Webinar | April | 2 hours |
Accounting for Attorney Trusts | Live Webinar | May | 2 hours |
Resolving Financial Reporting Issues in Practice | Live Webinar | June | 2 hours |
Drafting Financial Statements (IFRS for SMEs) | Live Webinar | July | 2 hours |
Professional Skills and Ethics: | |||
Monthly Accountants Discussion Forum | Live Webinar | Monthly | 2 hours per session |
Managing Difficult Conversations | Live Webinar | April | 1 hour |
Coaching and Mentoring in Accounting | Live Webinar | April | 2 hours |
Running Effective Meetings | Live Webinar | May | 1 hour |
Advanced Negotiation Skills for Accountants | Live Webinar | May | 1 hour |
Personal Development and Leadership Skills | Live Webinar | June | 2 hours |
Ethical and Independence Considerations in Accounting | Live Webinar | July | 1 hour |
Presenting Skills for Accounting Professionals | Live Webinar | July | 1 hour |
Time and Workload Management: | |||
Strategies for Effective Time Management | Live Webinar | July | 1 hour |
Managing Workload and Deadlines Effectively | Live Webinar | July | 1 hour |
Overcoming Common Workload Challenges in Accounting | Live Webinar | August | 1 hour |
Tools for Improving Time Management in Accounting | Live Webinar | August | 1 hour |
Balancing Multiple Projects and Priorities | Live Webinar | September | 1 hour |
Quality Control and Compliance: | |||
ISQM1 and Quality Control for Audits | Live Webinar | May | 4 hours |
Engagement QualityReviews (ISA 220) | Live Webinar | June | 2 hours |
Annual Quality Management Update for Accounting Firms | Live Webinar | July | 2 hours |
Quality Management for Firms Performing Audits or Reviews | Live Webinar | September | 2 hours |
Other Advisory Services: | |||
Cryptocurrency and Blockchain in Accounting | Live Webinar | June | 2 hours |
Guiding Clients on BBBEE Compliance | Live Webinar | July | 1 hour |
Modern Trust Administration Strategies | Live Webinar | August | 2 hours |
Consulting on Corporate Governance and Compliance | Live Webinar | September | 4 hours |
Risk Management and Internal Controls | Live Webinar | October | 4 hours |
Financial Advisory for Distressed Businesses | Live Webinar | October | 4 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.
Microlearning Courses |
Mode |
Month Available on Your Profile: |
---|---|---|
Establish an Outsourced FIC Compliance Services Offering for Clients | Microlearning Course | March 2025 |
Expanding Your Tax Practice: A Growth Roadmap | Microlearning Course | March 2025 |
Tax Planning for Private Equity Investments | Microlearning Course | March 2025 |
Bringing Your Case to Tax Court: A Step-by-Step Guide to Navigating the Process | Microlearning Course | March 2025 |
Navigating Tax Responsibilities: A Guide for Resident Taxpayers with Foreign Trust Income from Inheritance | Microlearning Course | June 2025 |
Transfer Pricing Risk Analysis | Microlearning Course | June 2025 |
Navigating the Cancellation of Tax Directives | Microlearning Course | June 2025 |
Self-Paced Short Courses* |
Short Course in Personal Income Tax |
Short Course in Fundamentals of Corporate Income Tax |
Short Course in Current and Deferred Tax |
Short Course in Payroll Taxes and Processing |
Short Course in Value-Added Tax |
Short Course in Taxation & Administration of Trusts |
Short Course in Basic Financial Accounting |
Short Course in Estate Duty and Deceased Taxpayers |
Short Course in Taxation of SME |
Short Course in International Tax |
Short Course in Taxation of Farming |
*These short courses are only available to Large Practices with 10 or more staff members.
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Practice Size | Maximun Users | Price |
---|---|---|
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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.
Please select your topics, you have selected ({{ countSelectedFeatures }}{{ getMaxFeatures!=0?'/':'' }}{{ getMaxFeatures!=0?getMaxFeatures:'' }})
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.
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.
Please note that if you have existing debit order details listed on your account the following information will overwrite them.
Please note We've just sent an SMS to your cellphone, please enter the OTP number below in order to complete your registration.
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 |
FICA Toolkit |
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.
Topics: |
Mode: |
---|---|
Advanced Features and Practical Guidance for Streamlining Financial Reporting with Draftworx | Resource on-demand |
Analysing Payroll Calculations | Resource on-demand |
Analysing 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 |
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 |
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 |
This subscription plan is suitable for Practices with 3 or more staff members.
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Practice Size | Maximun Users | Price |
---|---|---|
{{{ pricing.name }}} | {{{ pricing.max_user }}} | {{{ pricing.price }}} |
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.
Please select your topics, you have selected ({{ countSelectedFeatures }}{{ getMaxFeatures!=0?'/':'' }}{{ getMaxFeatures!=0?getMaxFeatures:'' }})
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.
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.
Please note that if you have existing debit order details listed on your account the following information will overwrite them.
Please note We've just sent an SMS to your cellphone, please enter the OTP number below in order to complete your registration.