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Tax Technician
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Tax Technician

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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
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
Donations Tax	Live Webinar	May	2 hours
Tax Implications of Remote Work	Live Webinar	May	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

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

VAT:
Practical Guidance: Current VAT Issues in Tax Practice	Live Webinar	January	2 hours
VAT Refresher	Live Webinar	April	2 hours

Trusts:
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:
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
Navigating Tax Responsibilities: A Guide for Resident Taxpayers with Foreign Trust Income from Inheritance	Microlearning Course	June 2024

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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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Donate R{{ donations }} to assist an underprivileged learner. How will my donation make a difference?

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

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Tax Technician
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Tax Technician

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Technical Resource Centre

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Tax Technician Resource Centre & Subscription Plan

Tax Technician

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

Micro Learning Courses

Mode

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Technical Resource Centre

Tax Practice Support Hub:

Practice Tools & Templates:

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

Topics:

Mode:

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Explore Smarty

Tax Technician
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