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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	August	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	September	2 hours
Tax Technologies: Why Tax Practitioners Should Care	Live Webinar	July	2 hours
SARS Tax Return Automation and the Evolution of Tax Compliance	Live Webinar	July	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:
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	July	2 hours
Practical Guidance: Tax Returns for South Africans Working Abroad	Live Webinar	July	2 hours
Current Individual Taxpayer Issues: Practical Guidance Completing the ITR12	Workshop* & Live Webinar	August	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	May	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	July	2 hours
VAT Refresher	Live Webinar	May	4 hours

Trusts:
Taxation of Trusts	Live Webinar	April	2 hours
Application of Attribution Rules in Trusts	Live Webinar	June	2 hours
Practical Guidance: ITR12T Current Tax Issues	Live Webinar	August	2 hours

Tax Administration & SARS Operations:
Engaging SARS: Effective Communication Strategies for Tax Practitioners	Live Webinar	March	2 hours
SARS Responsiveness and Appointments	Live Webinar	October	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
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	May	2 hours
Practical Guidance: Emigration and Tax	Live Webinar	June	2 hours
Cross Border Considerations for Tax Advisors	Live Webinar	September	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:
Refresher on drafting of objections and appeals	Micro Learning Course	July 2024
Research and Opinion writing	Micro Learning Course	July 2024
CGT Refresher	Micro Learning Course	July 2024
Navigating eFiling	Micro Learning Course	July 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

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Technical Resource Centre

Tax Practice Support Hub:

Examples of 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

Tools & Templates are available upon request only. Log your ticket here to request a specific tool or template that you need.

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 Tax Professionals and Accountants.

Tax Accountant
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