Tax Technician
Resource Centre & Subscription Plan


Resource Centre and Practice Support:

Monthly Plans     Yearly Plans

From R{{ plan.bf_price }}/user /{{ plan.interval + 'ly' }}
From R{{ plan.min_price }}{{ plan.price }}/user /{{ plan.interval + 'ly' }}

{{ plan.name }}

{{{ plan.description }}}


From R{{ plan.bf_price }}/user /{{ plan.interval + 'ly' }}
From R{{ plan.min_price }}{{ plan.price }}/user /{{ plan.interval + 'ly' }}

{{ plan.name }}

{{{ plan.description }}}


Your Plan
You have selected the {{ selectedPlan.name }} ({{ selectedPlanPrice }} /user / {{ selectedPlan.interval | capitalize}}) plan.
Company
Company Staff Add Staff
No staff Member found. Please add New staff Members

{{{ errors.invite.first_name[0] }}}

{{{ errors.invite.last_name[0] }}}

{{{ errors.invite.cell[0] }}}

{{{ errors.invite.alternative_cell[0] }}}

{{{ errors.invite.email[0] }}}

{{{ errors.invite.id_number[0] }}}


Cancel Invite
Pricing Groups
Practice Size Maximun Users Price
{{{ pricing.name }}} {{{ pricing.max_user }}} {{{ pricing.price }}}
{{ address.errors.id_number[0] }}
{{ address.errors.id_type[0] }}
{{ address.errors.country_of_issue[0] }}
{{ address.errors.incometax_reference_number[0] }}
*Fields are required for donation

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

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.

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') }}
{{ forms.subscription.errors.get('id_number') }}
{{ forms.subscription.errors.get('account_number') }}
{{ 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 01 March 2024.

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

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.

{{ forms.subscription.errors.get('otp') }}
{{ forms.subscription.errors.get('terms') }}



Your Subscription Plan

Live Events for 2024:

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:      
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:      
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
       
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:      
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
Surviving a SARS Audit Live Webinar April 2 hours
SARS Responsiveness and Appointments Live Webinar May 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
       
International Tax:      
Practical Guidance: Emigration and Tax Live Webinar June 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:

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
Navigating eFiling Micro Learning Course March 2024

 

Your Plan
You have selected the {{ selectedPlan.name }} ({{ selectedPlanPrice }} /user / {{ selectedPlan.interval | capitalize}}) plan.
Company
Company Staff Add Staff
No staff Member found. Please add New staff Members

{{{ errors.invite.first_name[0] }}}

{{{ errors.invite.last_name[0] }}}

{{{ errors.invite.cell[0] }}}

{{{ errors.invite.alternative_cell[0] }}}

{{{ errors.invite.email[0] }}}

{{{ errors.invite.id_number[0] }}}


Cancel Invite
Pricing Groups
Practice Size Maximun Users Price
{{{ pricing.name }}} {{{ pricing.max_user }}} {{{ pricing.price }}}
{{ address.errors.id_number[0] }}
{{ address.errors.id_type[0] }}
{{ address.errors.country_of_issue[0] }}
{{ address.errors.incometax_reference_number[0] }}
*Fields are required for donation

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

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.

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') }}
{{ forms.subscription.errors.get('id_number') }}
{{ forms.subscription.errors.get('account_number') }}
{{ 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 01 March 2024.

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

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.

{{ forms.subscription.errors.get('otp') }}
{{ forms.subscription.errors.get('terms') }}

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 Individual Tax Practitioners who run their own practices and bookkeepers.

Your Plan
You have selected the {{ selectedPlan.name }} ({{ selectedPlanPrice }} /user / {{ selectedPlan.interval | capitalize}}) plan.
Company
Company Staff Add Staff
No staff Member found. Please add New staff Members

{{{ errors.invite.first_name[0] }}}

{{{ errors.invite.last_name[0] }}}

{{{ errors.invite.cell[0] }}}

{{{ errors.invite.alternative_cell[0] }}}

{{{ errors.invite.email[0] }}}

{{{ errors.invite.id_number[0] }}}


Cancel Invite
Pricing Groups
Practice Size Maximun Users Price
{{{ pricing.name }}} {{{ pricing.max_user }}} {{{ pricing.price }}}
{{ address.errors.id_number[0] }}
{{ address.errors.id_type[0] }}
{{ address.errors.country_of_issue[0] }}
{{ address.errors.incometax_reference_number[0] }}
*Fields are required for donation

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

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.

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') }}
{{ forms.subscription.errors.get('id_number') }}
{{ forms.subscription.errors.get('account_number') }}
{{ 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 01 March 2024.

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

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.

{{ forms.subscription.errors.get('otp') }}
{{ forms.subscription.errors.get('terms') }}

Need Help ?

Explore Smarty