Your Tax Practice Training & Resource Centre
Resource Centre & Subscription Plan


Support your practice and staff with the full suite of training and technical resources

The Tax 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.


Resource Centre and Practice Support:


Additional Practice Support:

  • A monthly report detailing your staff learning activities.
  • Access to online learning and development portal to manage all your employees training.
  • CPD Logbook and access to the SAICA reflective plan through Infiniti.
  • Private learning and development support from a dedicated consultant.
  • An annual report which can be used to support the work skills plan to submit to your relevant SETA for funding.

Cost structure:

Monthly cost:

  • 3 - 5 users: R199 per user per month
  • 6 - 20 users: R169 per user per month
  • 21 - unlimited users: R139 per user per month

Yearly cost:

  • 3 - 5 users: R2 388 per user per year
  • 6 - 20 users: R2 028 per user per year
  • 21 - unlimited users: R1 668 per user per year*
Monthly Plans     Yearly Plans

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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.

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Your Subscription Plan

Live Events for 2024:

Tax Topics:

Mode

Month

CPD hours

Managing a Successful, Efficient, and Thriving Tax Practice:      
The Tax Professional of the Future: What to Expect & How to Respond Live Webinar April 2 hours
Unleash the Power of AI in Tax Practice: Practical Guidance to leverage ChatGPT Live Webinar May 2 hours
Efficiency Hacks for the Busy Small Tax Practice Live Webinar May 2 hours
Tax Technologies: Why Tax Practitioners Should Care Live Webinar June 2 hours
SARS Tax Return Automation and the Evolution of Tax Compliance Live Webinar June 2 hours
Moving Beyond Compliance and Becoming a Trusted SME Advisor Live Webinar July 2 hours
Ethics in Tax Practice Live Webinar August 4 hours
       
Tax Updates:      
Annual Tax Update 2023/2024 Workshop* & Live Webinar November 2023 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
Making Sense of the 2024 Budget: A Tax Perspective Live Webinar February 2 hours
2024 Annual Budget and Tax Update Workshop* & Live Webinar March 4 hours
Annual Tax Update 2024/2025 Workshop* & Live Webinar November 4 hours
       
eFiling:       
Tax Practice Support: Resolving eFiling Issues Live Webinar Bi-monthly 2 hours per session
e@syFile: 2024 Employer Annual PAYE Reconciliation Live Webinar April 2 hours
       
Individuals Tax:      
Advising High Net Worth Individuals Live Webinar March 2 hours
Ensuring Tax Efficiency: When Tax is Triggered on Cryptocurrencies Live Webinar April 2 hours
Practical Guidance: Tax Returns for South Africans Working Abroad Live Webinar May 2 hours
Current Individual Taxpayer Issues: Practical Guidance Completing the ITR12 Workshop* & Live Webinar July 4 hours
       
Payroll:      
PAYE Compliance Made Easy Live Webinar February 2 hours
Annual Payroll Update Live Webinar April 2 hours
       
Provisional Tax:      
Provisional Tax: Practical Guidance to Avoid Penalties and Interest Live Webinar June 2 hours
       
Corporate Tax:      
Current Corporate Taxpayer Issues: Completing the ITR14 Live Webinar May 2 hours
Taxation of SMMEs Live Webinar August 2 hours
Tax Compliance Considerations of Public Benefit Organisations Live Webinar September 2 hours
Demystifying Deferred Taxation Live Webinar October 2 hours
       
Capital Gains Tax:      
CGT: Focus on Current Issues in Practice Live Webinar April 2 hours
       
VAT:      
Practical Guidance: Current VAT Issues in Tax Practice Live Webinar January 2 hours
Practical Guidance: Navigating VAT Refunds and Objections Live Webinar March 2 hours
VAT Refresher Live Webinar May 4 hours
       
Trusts:      
Taxation of Trusts Live Webinar March 2 hours
Application of Attribution Rules in Trusts Live Webinar April 2 hours
Practical Guidance: ITR12T Current Tax Issues Live Webinar August 2 hours
       
Tax Administration & SARS Operations:      
Strategies for effective interaction with SARS Live Webinar April 2 hours
SARS Responsiveness and Appointments Live Webinar April 2 hours
Surviving a SARS Audit Live Webinar April 2 hours
Practical Guidance: Tax Debt Management & Application for Compromise Live Webinar May 2 hours
Tax Dispute Resolution Live Webinar June 2 hours
Strategies for Effective Tax Planning and Administration Live Webinar July 2 hours
Best practices in managing SARS queries and verifications Live Webinar August 2 hours
Practical Guidance: Tax Return Corrections & Voluntary Disclosure Live Webinar September 2 hours
Drafting a Compelling Motivation for the Remission/Reduction of Tax Penalties Live Webinar September 2 hours
Practical Guidance: SARS Verification and Requests for Relevant Material Live Webinar October 2 hours
Practical Guidance: Dealing with Tax Administrative Burdens Live Webinar October 2 hours
Negotiating Tax Debt and Payment Arrangements with SARS Live Webinar November 2 hours
Lunch Hour Conversation with the Tax Ombud Live Webinar Quarterly 1 hour
       
Estates:      
Death & Taxes: Estate Duty, Income Tax & VAT Live Webinar May 2 hours
Modernisation & Online Services for the Administration of Deceased Estates Live Webinar September 2 hours
Protecting Intergenerational Wealth & Succession Planning Live Webinar October 2 hours
       
International Tax:      
Forex and Interest: A focus on Section 24I and 24J Live Webinar February 2 hours
International Tax Structures Live Webinar April 2 hours
Practical Guidance: Emigration and Tax Live Webinar June 2 hours
Cross Border Considerations for Tax Advisors Live Webinar August 2 hours
Taxation of Expats Live Webinar November 2 hours
       

Accounting Topics:

Mode Month CPD hours
Advisory:      
Cost and Management Accounting Live Webinar April & May 2 hours per session
Business Valuations Live Webinar June 4 hours
Conducting Business Valuations Live Webinar July 2 hours
Performing Due Diligence Engagements (ISRS 4400) Live Webinar July 2 hours
Estate Planning: Wills and Trusts Live Webinar September 2 hours
Fundamentals of Financial Statement Analysis Live Webinar October 4 hours
Advanced Financial Statement Analysis: Tools and Techniques Live Webinar November 2 hours
       
Financial Reporting:      
Drafting Financial Statements Live Webinar February, March & April 2 hours per session
Resolving financial reporting issues in practice Live Webinar April 2 hours
IFRS for SMEs updates and their implications on financial reporting Live Webinar May 2 hours
IFRS updates and their implications on financial reporting Live Webinar June 2 hours
       
Legislation and Regulation:      
Non-Compliance with Laws and Regulations (NOCLAR) Live Webinar March 2 hours
Companies Act Update Live Webinar March 2 hours
CIPC Update Live Webinar May 1 hour
Companies Act Update Live Webinar September 2 hours
Annual Audit (ISA) Update Live Webinar September 2 hours
Ensuring Compliance with Government Departments: UIF, COIDA, and SDL Live Webinar October 2 hours
Accounting Update and Refresher  Live Webinar November 4 hours
       
Professional Skills and Ethics:      
Strategies for effective communication with clients and staff Live Webinar February 1 hour
Managing workload, deadlines, and client expectations Live Webinar May 1 hour
Raising the Bar: Ethics in the Accountancy Profession Live Webinar August 4 hours
       
Quality Control Management:      
Quality Management in Accounting Practice (ISQM 1) Live Webinar September 1 hour
       
Technology:      
Latest Technology in Accounting Practice Live Webinar August 2 hours
Streamline Accounting Workflows with new Technologies Live Webinar September 2 hours
       
Specialised Topics:      
Accounting for Attorney Trusts Live Webinar August 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:

Navigating eFiling Micro Learning Course February 2024
Refresher on drafting of objections and appeals Micro Learning Course March 2024
Research and Opinion writing  Micro Learning Course March 2024
CGT Refresher  Micro Learning Course March 2024
Immigration Services: ISRS 4400 Agreed Upon Procedure Engagements Micro Learning Course TBC 2024
Independent Reviews ISRE: 2400 Micro Learning Course TBC 2024
Business Rescue Micro Learning Course TBC 2024
Reporting for Non-Profit Organizations: Best Practices and Guidelines Micro Learning Course TBC 2024
     
Self-paced Short Courses* Mode Month Available on Your Profile:
Short Course in Personal Income Tax Self-paced Short Course February 2024
Short Course in VAT Self-paced Short Course February 2024
Short Course in Current and Deferred Tax Self-paced Short Course February 2024
Short Course in Payroll Taxes and Processing Self-paced Short Course February 2024
Short Course in Basic Financial Accounting Self-paced Short Course February 2024
Short Course in Fundamentals of Corporate Income Tax Self-paced Short Course February 2024
Short Course in Taxation of Farming Self-paced Short Course February 2024
Short Course in the Fundamentals of Transfer Pricing Self-paced Short Course February 2024
Short Course in International Tax Self-paced Short Course March 2024
Short Course in Tax Implications Specific to Small Businesses and other Entities Self-paced Short Course April 2024
Short Course in Estate Duty and Deceased Taxpayers Self-paced Short Course April 2024
Short Course in Trust Law and Practice Self-paced Short Course April 2024

*These short courses are only available to Large Practices with 10 or more staff members

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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.

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Payment Options
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Your Credit Card is enrolled for 3DS Secure verification. In order for us to process your credit card, you are required to verify ownership of your credit card. In order to verify your ownership, click the "Proceed to Verification" button below.

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Technical Resource Centre

Tax Practice Support Hub: 

Practice Tools & Templates:

CIPC Beneficial Ownership Mandate
Beneficial Ownership Template
CIPC Compliance Checklist
FICA Toolkit
Companies Act Checklist
Companies Secretarial Templates
CGT Calculator
Letter of Disengagement
Contingency Fee Agreement
Foreign Tax Credits Calculator
Sample / Template Directors' Loan Agreement
Sample / Template Loan Subordination Agreement

*The Support Hub Tools & Templates will only be available from 2024

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
Practical Guidance: Removing / Gaining Access to Deceased Taxpayer Profiles 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
SARS Third Party Tax Submissions Obligations to submit IT3b certificates for interest paid Resource on-demand
Tax Risks: Controlled Foreign Companies Resource on-demand
Taxation of Labour Brokers and Personal Service Providers Resource on-demand
Transfer Pricing Life Cycle Resource on-demand
Travel Allowances Resource on-demand
Turnover Tax Resource on-demand

 

Who is this subscription plan for?

This subscription plan is suitable for Practices with 3 or more staff members. 

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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.

Select Plan Topics

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Payment Options
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Your Credit Card is enrolled for 3DS Secure verification. In order for us to process your credit card, you are required to verify ownership of your credit card. In order to verify your ownership, click the "Proceed to Verification" button below.

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Please note that your first debit order will be processed on 01 March 2024.

Your next debit order will be processed on {{ forms.subscription.debit.billable_date }} March 24

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