-
Resolving Current Tax Issues in
Practice
- Tax Helpline: Ask an Expert
- Tax Library: Online Tax Acts & SARS Resouces
- TaxCafe with Carmen Westermeyer: A Discussion Forum Resolving Practitioner Issues In Tax Practice
- eFiling Clinic: How to Work Around System Failures
- Mastering SARS Biometrics & RR Updates
- Practical Guidance: How to Resolve VAT Issues in Practice
- Mastering IT3 Returns
- Resolving Current VAT Issues in Practice: Going Concern, Exports, Shelf Companies, and New Registration
- Navigating the IT3(d): A Guide for Tax Practitioners
- IT3(t): A Guide for Tax Practitioners
- 2026 ITR12 Filing Season: Practical Guidance
- Practical Guidance: Completing 2026 ITR12T
- Practical Guidance: Completing 2026 ITR14
- Demystifying Tax Directives
- Mastering SARS Verifications Requests
- Trusts: Current Tax Issues in Practice
- Tax Dispute Resolution: RFC, NOO, and Appeals
- Negotiating Tax Debt and Payment Arrangements with SARS
- Successfully Appealing SARS Penalties
- eFiling Helpline: Ask an Expert
- eFiling Clinic: How to Work Around System Issues
- E@syFile 2026
- Filing IT3(t): A Practical & Technical Guide
- Filing IT3(d): A Practical & Technical Guide
- Customs Registration, Licensing and Accreditation on SARS eFiling
- Strategic Analysis of Management Statements in Business Advisory Practice
- Building a Business Advisory Practice: From a Compliance Practice to Business Advisory
- 2025 Year-end Annual Tax Update
- 2026 Budget & Tax Update
- Monthly SARS Update with Prof Jackie Arendse
- VAT Refresher
- CGT Refresher
- Taxation of Trusts
- 2026 Year-end Annual Tax Update
- Taxation of Expats
- Debt Compromise vs Deferred Payment Arrangements: Choosing the Right Path
- Taxation of Expats: SARS Pitfalls and Solutions
- Current Tax Issues: Taxation of Individuals
- Provisional Tax: Practical Guidance to Avoid Penalties and Interest
- Crypto Taxation: Trading vs Investment, Leverage, and Loan
- Taxation of High Net Worth Individuals
- Navigating Tax Implications of Remote Work for South Africans
- Practical Guidance: Completing 2026 ITR12 Filing Season
- CGT: Back to Basis
- Establish a Thriving Wills and Estates Practice

- ITR14 Challenges: Practical Solutions for Corporate Tax Issues
- Tax Considerations of Farming Operations
- Debt Compromise vs Deferred Payment Arrangements: Choosing the Right Path
- Cross-Border Transactions and Tax Implications
- SMME Tax Risk Management: From Compliance to Strategic Advisory
- Corporate Restructuring
- Mandatory VAT apportionment reporting to SARS
- Practical Guidance: How to Resolve VAT Issues in Practice
- VAT Refresher: Back to Basics
- Mastering VAT Objections and Refunds
- Taxation of Trusts
- Filing Beneficial Ownership: Practical Guidance
- Practical Guidance: 2026 ITR12T
- Interest-Free Loans (Section 7C)
- Trust Filing Season
- International Estate Planning
- Taxation of Expats
- Double Taxation Agreements
- Practical Guidance: Emigration and Tax
- Functional Analysis in Transfer Pricing: A Practical Guide
- Tax Risks: Controlled Foreign Companies
- Transfer Pricing Risk Analysis

- Digital Workflows for SARS and CIPC: Automating the Administrative Burden
- 2026 Tax Techologies
- Fundamentals of AI for Tax Accountants
- Advanced Application of AI
- Integrating Systems for Seamless Workflow and Operations: From Manual to Digital
- Integrating The Tax Faculty Resource Centre in Tax Advisory Service
- Cybersecurity for Small Practices: Safeguarding Client Data in a Cloud Environment
- GenAI Tools for Enhancing Client Engagement
- Enhancing Data Accuracy with GenAI
- AI for Tax Accountants: Beyond the Hype – Practical Use Cases
- 2026 Annual Payroll Update
- Employees Taxes and Fringe Benefits
- Fringe Benefits
- Reconciling Payroll
- Right of Use of Motor Vehicle and Travel Allowances
- Mastering the Online Deceased Estates Portal
- Preparation of Liquidation & Distribution Accounts
- Estate Planning for Wealth Preservation
- The Role of Trusts in Estate Planning
- Establish a Thriving Wills and Estates Practice
- Application Procedure for Warehouses and Rebates Facilities
- Migration of Customs and Excise traders to the new Registration, Licensing, and Accreditation (RLA) system
-
Practice Tools & Templates
- Advanced Personal Tax Calculation
- CGT Calculator
- CIPC Beneficial Ownership Mandate
- CIPC Compliance Checklist
- Companies Secretarial Templates
- Corporate Tax Calculator
- FICA Toolkit
- Directors Loan Agreement Template/Sample
- Foreign Tax Credits Calculator
- Framework Remission of Penalties
- Letter of Disengagement
- Letter of Engagement
- Loan Subordination Agreement Template/Sample
- Voluntary Disclosure Program Application Template
- Strategic Planning
- Client Acquisition Strategies: Leveraging Referrals and Word-of-Mouth
- Planning to Adopt Generative AI in a Tax Practice
- Strategies to Improve Fee Collection and Cashflow
- Staff, Culture, & Capacity
Development
- Organisational Excellence: Concepts and Practice
- Developing a Culture of Effective Time Management
- Capacity Building: Recruit Work-Ready Staff to Advance Organisational Excellence
- Capacity Development: Upskill Staff to Advance Organisational Excellence
- Capacity Building: Change Management to Advance Organisational Excellence
- Capacity Building: Personal and Team Effectiveness
- Capacity Development: Project Management
- Financial Management
- Costing, Billing, and Cash Flow Management Strategies
- Improving Fee Collection and Cashflow in Tough Economic Times
- Professional Compliance & Quality
Control
- Quality Management in Tax and Accounting Practice
- Ethics and Risk in the Age of Generative AI: What Every Tax Accountant Must Know
- Cybersecurity for Small Practices: Safeguarding Client Data in a Cloud Environment
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A Your Complete Tax & Practice Mastery Hub:
| Mode | Month | Tax Technician Plan | Tax Practitioner Plan | Tax Accountants Plan | |
SARS & Tax
Administration |
|||||
Resolving Current Tax Issues in Practice |
|||||
| Tax Helpline: Ask an Expert | On Demand Support | ✔ | ✔ | ✔ | |
| Tax Library: Online Tax Acts & SARS Resouces | On Demand Resource | ✔ | ✔ | ✔ | |
| TaxCafe with Carmen Westermeyer: A Discussion Forum Resolving Practitioner Issues In Tax Practice | Live Webinar | Monthly | ✔ | ✔ | ✔ |
| eFiling Clinic: How to Work Around System Failures | Live Webinar | Bi-Monthly | ✔ | ✔ | ✔ |
| Mastering SARS Biometrics & RR Updates | Live Webinar | May | ✔ | ✔ | ✔ |
| Practical Guidance: How to Resolve VAT Issues in Practice | Live Webinar | March | ✔ | ✔ | ✔ |
Practical
Application |
|||||
| Mastering IT3 Returns | Live Webinar | April | ✔ | ✔ | ✔ |
| Resolving Current VAT Issues in Practice: Going Concern, Exports, Shelf Companies, and New Registration | Live Webinar | May | ✔ | ✔ | ✔ |
| Tax Dispute Resolution: RFC, NOO, and Appeals | Live Webinar | May | ✔ | ✔ | ✔ |
| Practical Guidance: Completing 2026 ITR14 | Live Webinar | May | ✔ | ✔ | ✔ |
| Navigating the IT3(d): A Guide for Tax Practitioners | Live Webinar | May | ✔ | ✔ | ✔ |
| 2026 ITR12T Filing Season: Practical Guidance | Live Webinar | June | ✔ | ✔ | ✔ |
| Demystifying Tax Directives | Live Webinar | June | ✔ | ✔ | ✔ |
| Practical Guidance: Completing 2026 ITR12T | Live Webinar | July | ✔ | ✔ | ✔ |
| 2026 ITR12 Filing Season: Practical Guidance | Live Webinar | July | ✔ | ✔ | ✔ |
| IT3(t): A Guide for Tax Practitioners | Live Webinar | September | ✔ | ✔ | ✔ |
| Negotiating Tax Debt and Payment Arrangements with SARS | Live Webinar | September | ✔ | ✔ | ✔ |
| Mastering SARS Verifications Requests | Live Webinar | October | ✔ | ✔ | |
| Successfully Appealing SARS Penalties | On-Demand Resource | ✔ | ✔ | ✔ | |
eFiling Support:
|
Mode | Month | Tax Technician Plan | Tax Practitioner Plan | Tax Accountants Plan |
| eFiling Helpline: Ask an Expert | On-Demand Support |
✔ | ✔ | ✔ | |
| eFiling Clinic: How to Work Around System Issues | Live Webinar | Bi-monthly | ✔ | ✔ | ✔ |
| E@syFile 2026 | Live Webinar | April | ✔ | ✔ | ✔ |
| Filing IT3(d): A Practical & Technical Guide | Live Webinar | May | ✔ | ✔ | ✔ |
| Filing IT3(t): A Practical & Technical Guide | Live Webinar | September | ✔ | ✔ | ✔ |
| Customs Registration, Licensing and Accreditation on SARS eFiling | On-Demand Resource | ✔ | ✔ | ||
Business Advisory
|
Mode | Month | Tax Technician Plan | Tax Practitioner Plan | Tax Accountants Plan |
| Monthly Accountants' Discussion Forum | Live Webinar | Monthly | ✔ | ||
| Strategic Analysis of Management Statements in Business Advisory Practice | Live Webinar | February | ✔ | ||
| Advanced Financial Statement Analysis | Live Webinar | February | ✔ | ||
| Trust Administration | Live Webinar | March | ✔ | ||
| Guiding Clients on BBBEE Compliance | Live Webinar | July | ✔ | ||
| Building a Business Advisory Practice: From a Compliance Practice to Business Advisory | Live Webinar | August | ✔ | ||
| Integrated Estate & Business Succession Planning | Live Webinar | September | ✔ | ||
| Business Advisory for Distressed Businesses | Live Webinar | October | ✔ | ||
| Financial Modelling & Analysis | Live Webinar | November | ✔ | ||
Technical
Competence |
Mode | Month | Tax Technician Plan | Tax Practitioner Plan | Tax Accountants Plan |
| 2025 Year-end Annual Tax Update | Live Webinar | Nov/Dec 2025 | ✔ | ✔ | ✔ |
| Monthly SARS Update with Prof Jackie Arendse | Live Webinar | Monthly | ✔ | ✔ | ✔ |
| Monthly Compliance and Legislation Update | Live Webinar | Monthly | ✔ | ||
| 2026 Accounting Standards Update | Live Webinar | January | ✔ | ||
| IFRS 18: Presentation and Disclosure | Live Webinar | January | ✔ | ||
| Drafting Financial Statements: Back to Basics | Live Webinar | February | ✔ | ||
| 2026 Budget & Tax Update | Workshop* & Live Webinar | March | ✔ | ✔ | ✔ |
| VAT Refresher | Live Webinar | March | ✔ | ✔ | ✔ |
| CGT Refresher | Live Webinar | April | ✔ | ✔ | ✔ |
| IFRS Refresher | Live Webinar | April | ✔ | ||
| Mastering Independent Reviews | Live Webinar | April | ✔ | ||
| Revenue Recognition (IFRS 15) | Live Webinar | May | ✔ | ||
| Accounting for Attorney Trusts | Live Webinar | May | ✔ | ||
| Leases (IFRS 16) | Live Webinar | June | ✔ | ||
| Drafting Financial Statements: A Practical Approach | Live Webinar | July | ✔ | ||
| Taxation of Expats | Live Webinar | July | ✔ | ✔ | |
| Accounting for Farming | Live Webinar | July | ✔ | ||
| Taxation of Trusts: Compliance Risks | Live Webinar | August | ✔ | ✔ | |
| New IFRS for SME | Live Webinar | August | ✔ | ||
| 2026 Accounting Standards Update | Live Webinar | November | ✔ | ||
| 2026 Year-end Annual Tax Update | Workshop* & Live Webinar | November | ✔ | ✔ | ✔ |
Taxation of
Individuals |
Mode | Month | Tax Technician Plan | Tax Practitioner Plan | Tax Accountants Plan |
| Provisional Tax: Practical Guidance to Avoid Penalties and Interest | Live Webinar | February | ✔ | ✔ | ✔ |
| Crypto Taxation: Trading vs Investment, Leverage, and Loans | Live Webinar | May | ✔ | ✔ | |
| Taxation of High Net Worth Individuals | Live Webinar | May | ✔ | ✔ | ✔ |
| Current Tax Issues: Taxation of Individuals | Live Webinar | June | ✔ | ✔ | ✔ |
| Taxation of Expats: SARS Pitfalls and Solutions | Live Webinar | July | ✔ | ✔ | ✔ |
| Practical Guidance: Completing 2026 ITR12 Filing Season | Live Webinar | July | ✔ | ✔ | ✔ |
| Navigating Tax Implications of Remote Work for South Africans | Live Webinar | August | ✔ | ✔ | ✔ |
| Debt Compromise vs Deferred Payment Arrangements: Choosing the Right Path | Live Webinar | September | ✔ | ✔ | ✔ |
| CGT: Back to Basis | On-Demand Resource | ✔ | ✔ | ✔ | |
| Establish a Thriving Wills and Estates Practice | On-Demand Resource | ✔ | ✔ | ||
Corporate Tax |
Mode | Month | Tax Technician Plan | Tax Practitioner Plan | Tax Accountants Plan |
| ITR14 Challenges: Practical Solutions for Corporate Tax Issues | Live Webinar | May | ✔ | ✔ | ✔ |
| Tax Considerations of Farming Operations | Live Webinar | August | ✔ | ✔ | ✔ |
| Debt Compromise vs Deferred Payment Arrangements: Choosing the Right Path | Live Webinar | September | ✔ | ✔ | ✔ |
| Cross-Border Transactions and Tax Implications | Live Webinar | September | ✔ | ✔ | |
| SMME Tax Risk Management: From Compliance to Strategic Advisory | Live Webinar | October | ✔ | ✔ | ✔ |
| Corporate Restructuring | On-Demand Resource | ✔ | ✔ | ||
VAT
|
Mode | Month | Tax Technician Plan | Tax Practitioner Plan | Tax Accountants Plan |
| Mandatory VAT apportionment reporting to SARS | Live Webinar | January | ✔ | ✔ | ✔ |
| Practical Guidance: How to Resolve VAT Issues in Practice | Live Webinar | March | ✔ | ✔ | ✔ |
| Mastering VAT Objections and Refunds | Live Webinar | April | ✔ | ✔ | ✔ |
| VAT Refresher: Back to Basics | On-Demand Resource | ✔ | ✔ | ✔ | |
Trust Compliance &
Administration |
Mode | Month | Tax Technician Plan | Tax Practitioner Plan | Tax Accountants Plan |
| 2026 ITR12T Filing Season: Practical Guidance | Live Webinar | July | ✔ | ✔ | |
| Taxation of Trusts | Live Webinar | August | ✔ | ✔ | |
| Trust Filing Season | Live Webinar | August | ✔ | ✔ | |
| Filing Beneficial Ownership: Practical Guidance | On-Demand Resource | ✔ | ✔ | ✔ | |
| Interest-Free Loans (Section 7C) | On-Demand Resource | ✔ | ✔ | ||
International Tax
|
Mode | Month | Tax Technician Plan | Tax Practitioner Plan | Tax Accountants Plan |
| Taxation of Expats | Live Webinar | July | ✔ | ✔ | |
| International Estate Planning | Live Webinar | October | ✔ | ✔ | |
| Double Taxation Agreements | On-Demand Resource | ✔ | ✔ | ||
| Practical Guidance: Emigration and Tax | On-Demand Resource | ✔ | ✔ | ||
| Functional Analysis in Transfer Pricing: A Practical Guide | On-Demand Resource | ✔ | ✔ | ||
| Tax Risks: Controlled Foreign Companies | On-Demand Resource | ✔ | ✔ | ||
| Transfer Pricing Risk Analysis | On-Demand Resource | ✔ | ✔ | ||
AI & Technology
|
Mode | Month | Tax Technician Plan | Tax Practitioner Plan | Tax Accountants Plan |
| Digital Workflows for SARS and CIPC: Automating the Administrative Burden | Live Webinar | February | ✔ | ✔ | ✔ |
| CIPC Masterclass: Beneficial Ownership, Annual Returns & Deregistration | Live Webinar | March | ✔ | ||
| Masters’ Office Deceased Estate Online Registration System | Live Webinar | May | ✔ | ||
| 2026 Tax Techologies | Live Webinar | July | ✔ | ✔ | ✔ |
| Fundamentals of AI for Tax Accountants | On-Demand Resource | ✔ | ✔ | ✔ | |
| Advanced Application of AI | On-Demand Resource | ✔ | ✔ | ✔ | |
| Integrating Systems for Seamless Workflow and Operations: From Manual to Digital | On-Demand Resource | ✔ | ✔ | ✔ | |
| Integrating The Tax Faculty Resource Centre in Tax Advisory Service | On-Demand Resource | ✔ | ✔ | ✔ | |
| Cybersecurity for Small Practices: Safeguarding Client Data in a Cloud Environment | On-Demand Resource | ✔ | ✔ | ✔ | |
| GenAI Tools for Enhancing Client Engagement | On-Demand Resource | ✔ | ✔ | ✔ | |
| Enhancing Data Accuracy with GenAI | On-Demand Resource | ✔ | ✔ | ✔ | |
| AI for Tax Accountants: Beyond the Hype – Practical Use Cases | On-Demand Resource | ✔ | ✔ | ✔ | |
| Master CIPC Self Service | On-Demand Resource | ✔ | |||
Payroll Taxes and
Administraion |
Mode | Month | Tax Technician Plan | Tax Practitioner Plan | Tax Accountants Plan |
| 2026 Annual Payroll Update | Live Webinar | April | ✔ | ✔ | ✔ |
| Employees Taxes and Fringe Benefits | On-Demand Resource | ✔ | ✔ | ✔ | |
| Fringe Benefits | On-Demand Resource | ✔ | ✔ | ✔ | |
| Reconciling Payroll | On-Demand Resource | ✔ | ✔ | ✔ | |
| Right of Use of Motor Vehicle and Travel Allowances | On-Demand Resource | ✔ | ✔ | ✔ | |
Estate
Administration |
Mode | Month | Tax Technician Plan | Tax Practitioner Plan | Tax Accountants Plan |
| The Role of Trusts in Estate Planning | Live Webinar | February | ✔ | ✔ | |
| Estate Planning for Wealth Preservation | Live Webinar | June | ✔ | ✔ | |
| Mastering the Online Deceased Estates Portal | Live Webinar | September | ✔ | ✔ | ✔ |
| Preparation of Liquidation & Distribution Accounts | Live Webinar | November | ✔ | ✔ | |
| Establish a Thriving Wills and Estates Practice | On-Demand Resource | ✔ | ✔ | ||
Customs &
Excise: |
Mode | Month | Tax Technician Plan | Tax Practitioner Plan | Tax Accountants Plan |
| Migration of Customs and Excise traders to the new Registration, Licensing, and Accreditation (RLA) system | Live Webinar | March | ✔ | ✔ | ✔ |
| Application Procedure for Warehouses and Rebates Facilities | Live Webinar | November | ✔ | ✔ | ✔ |
Establishing a Modern, Efficient,
& Thriving Practice: |
Mode | Month | Tax Technician Plan | Tax Practitioner Plan | Tax Accountants Plan |
Practice Tools & Templates |
|||||
| Advanced Personal Tax Calculation | On-Demand Resource | ✔ | ✔ | ✔ | |
| CGT Calculator | On-Demand Resource | ✔ | ✔ | ✔ | |
| CIPC Beneficial Ownership Mandate | On-Demand Resource | ✔ | ✔ | ✔ | |
| CIPC Compliance Checklist | On-Demand Resource | ✔ | ✔ | ✔ | |
| Companies Secretarial Templates | On-Demand Resource | ✔ | ✔ | ✔ | |
| Corporate Tax Calculator | On-Demand Resource | ✔ | ✔ | ✔ | |
| FICA Toolkit | On-Demand Resource | ✔ | ✔ | ✔ | |
| Directors Loan Agreement Template/Sample | On-Demand Resource | ✔ | ✔ | ✔ | |
| Foreign Tax Credits Calculator | On-Demand Resource | ✔ | ✔ | ✔ | |
| Framework Remission of Penalties | On-Demand Resource | ✔ | ✔ | ✔ | |
| Letter of Disengagement | On-Demand Resource | ✔ | ✔ | ✔ | |
| Letter of Engagement | On-Demand Resource | ✔ | ✔ | ✔ | |
| Loan Subordination Agreement Template/Sample | On-Demand Resource | ✔ | ✔ | ✔ | |
| Voluntary Disclosure Program Application Template | On-Demand Resource | ✔ | ✔ | ✔ | |
Strategic Planning |
|||||
| Strategies to Improve Fee Collection and Cashflow | Live Webinar | February | ✔ | ✔ | ✔ |
| Client Acquisition Strategies: Leveraging Referrals and Word-of-Mouth | On-Demand Resource | ✔ | ✔ | ✔ | |
| Planning to Adopt Generative AI in a Tax Practice | On-Demand Resource | ✔ | ✔ | ✔ | |
Staff, Culture, & Capacity Development |
|||||
| Developing a Culture of Effective Time Management | Live Webinar | January | ✔ | ✔ | |
| Capacity Development: Project Management | Live Webinar | February | ✔ | ✔ | |
| Capacity Development: Upskill Staff to Advance Organisational Excellence | Live Webinar | March | ✔ | ✔ | |
| Capacity Building: Change Management to Advance Organisational Excellence | Live Webinar | April | ✔ | ✔ | |
| Capacity Building: Recruit Work-Ready Staff to Advance Organisational Excellence | Live Webinar | May | ✔ | ✔ | |
| Capacity Building: Personal and Team Effectiveness | Live Webinar | June | ✔ | ✔ | |
| Organisational Excellence: Concepts and Practice | Live Webinar | August | ✔ | ✔ | |
Financial Management |
|||||
| Costing, Billing, and Cash Flow Management Strategies | Live Webinar | February | ✔ | ✔ | ✔ |
| Improving Fee Collection and Cashflow in Tough Economic Times | Live Webinar | March | ✔ | ✔ | ✔ |
Professional Compliance & Quality Control |
|||||
| Ethics and Risk in the Age of Generative AI: What Every Tax Accountant Must Know | Live Webinar | February | ✔ | ✔ | ✔ |
| Non-Compliance with Laws and Regulations (NOCLAR) | Live Webinar | February | ✔ | ||
| Cybersecurity for Small Practices: Safeguarding Client Data in a Cloud Environment | Live Webinar | March | ✔ | ✔ | ✔ |
| Quality Management in Tax and Accounting Practice | Live Webinar | May | ✔ | ✔ | |
| FIC Compliance for Accountable Institutions | Live Webinar | September | ✔ | ✔ | |
| Personal Ethics | Live Webinar | October | ✔ | ||
| Business Ethics | Live Webinar | November | ✔ | ||
| Professional Ethics | Live Webinar | December | ✔ |
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 Workshops.
Practice Subscription Plans

- Resolving Current Tax Issues in Practice
- Tax Helpline: Ask an Expert
- Tax Library: Online Tax Acts & SARS Resouces
- TaxCafe with Carmen Westermeyer: A Discussion Forum Resolving Practitioner Issues In Tax Practice
- eFiling Clinic: How to Work Around System Failures
- Mastering SARS Biometrics & RR Updates
- Practical Guidance: How to Resolve VAT Issues in Practice

- Mastering IT3 Returns
- Resolving Current VAT Issues in Practice: Going Concern, Exports, Shelf Companies, and New Registration
- Navigating the IT3(d): A Guide for Tax Practitioners
- IT3(t): A Guide for Tax Practitioners
- 2026 ITR12 Filing Season: Practical Guidance
- Practical Guidance: Completing 2026 ITR12T
- Practical Guidance: Completing 2026 ITR14
- Demystifying Tax Directives
- Mastering SARS Verifications Requests
- Trusts: Current Tax Issues in Practice
- Tax Dispute Resolution: RFC, NOO, and Appeals
- Negotiating Tax Debt and Payment Arrangements with SARS
- Successfully Appealing SARS Penalties

- eFiling Helpline: Ask an Expert
- eFiling Clinic: How to Work Around System Issues
- E@syFile 2026
- Filing IT3(t): A Practical & Technical Guide
- Filing IT3(d): A Practical & Technical Guide
- Customs Registration, Licensing and Accreditation on SARS eFiling

- Strategic Analysis of Management Statements in Business Advisory Practice
- Building a Business Advisory Practice: From a Compliance Practice to Business Advisory

- 2025 Year-end Annual Tax Update
- 2026 Budget & Tax Update
- Monthly SARS Update with Prof Jackie Arendse
- VAT Refresher
- CGT Refresher
- Taxation of Trusts
- 2026 Year-end Annual Tax Update
- Taxation of Expats

- Debt Compromise vs Deferred Payment Arrangements: Choosing the Right Path
- Taxation of Expats: SARS Pitfalls and Solutions
- Current Tax Issues: Taxation of Individuals
- Provisional Tax: Practical Guidance to Avoid Penalties and Interest
- Crypto Taxation: Trading vs Investment, Leverage, and Loan
- Taxation of High Net Worth Individuals
- Navigating Tax Implications of Remote Work for South Africans
- Practical Guidance: Completing 2026 ITR12 Filing Season
- CGT: Back to Basis
- Establish a Thriving Wills and Estates Practice

- ITR14 Challenges: Practical Solutions for Corporate Tax Issues
- Tax Considerations of Farming Operations
- Debt Compromise vs Deferred Payment Arrangements: Choosing the Right Path
- Cross-Border Transactions and Tax Implications
- SMME Tax Risk Management: From Compliance to Strategic Advisory
- Corporate Restructuring

- Mandatory VAT apportionment reporting to SARS
- Practical Guidance: How to Resolve VAT Issues in Practice
- VAT Refresher: Back to Basics
- Mastering VAT Objections and Refunds

- Taxation of Trusts
- Filing Beneficial Ownership: Practical Guidance
- Practical Guidance: 2026 ITR12T
- Interest-Free Loans (Section 7C)
- Trust Filing Season

- International Estate Planning
- Taxation of Expats
- Double Taxation Agreements
- Practical Guidance: Emigration and Tax
- Functional Analysis in Transfer Pricing: A Practical Guide
- Tax Risks: Controlled Foreign Companies
- Transfer Pricing Risk Analysis

- Digital Workflows for SARS and CIPC: Automating the Administrative Burden
- 2026 Tax Techologies
- Fundamentals of AI for Tax Accountants
- Advanced Application of AI
- Integrating Systems for Seamless Workflow and Operations: From Manual to Digital
- Integrating The Tax Faculty Resource Centre in Tax Advisory Service
- Cybersecurity for Small Practices: Safeguarding Client Data in a Cloud Environment
- GenAI Tools for Enhancing Client Engagement
- Enhancing Data Accuracy with GenAI
- AI for Tax Accountants: Beyond the Hype – Practical Use Cases

- 2026 Annual Payroll Update
- Employees Taxes and Fringe Benefits
- Fringe Benefits
- Reconciling Payroll
- Right of Use of Motor Vehicle and Travel Allowances

- Mastering the Online Deceased Estates Portal
- Preparation of Liquidation & Distribution Accounts
- Estate Planning for Wealth Preservation
- The Role of Trusts in Estate Planning
- Establish a Thriving Wills and Estates Practice

- Application Procedure for Warehouses and Rebates Facilities
- Migration of Customs and Excise traders to the new Registration, Licensing, and Accreditation (RLA) system

- Practice Tools & Templates
- Advanced Personal Tax Calculation
- CGT Calculator
- CIPC Beneficial Ownership Mandate
- CIPC Compliance Checklist
- Companies Secretarial Templates
- Corporate Tax Calculator
- FICA Toolkit
- Directors Loan Agreement Template/Sample
- Foreign Tax Credits Calculator
- Framework Remission of Penalties
- Letter of Disengagement
- Letter of Engagement
- Loan Subordination Agreement Template/Sample
- Voluntary Disclosure Program Application Template
- Strategic Planning
- Client Acquisition Strategies: Leveraging Referrals and Word-of-Mouth
- Planning to Adopt Generative AI in a Tax Practice
- Strategies to Improve Fee Collection and Cashflow
- Staff, Culture, & Capacity Development
- Organisational Excellence: Concepts and Practice
- Developing a Culture of Effective Time Management
- Capacity Building: Recruit Work-Ready Staff to Advance Organisational Excellence
- Capacity Development: Upskill Staff to Advance Organisational Excellence
- Capacity Building: Change Management to Advance Organisational Excellence
- Capacity Building: Personal and Team Effectiveness
- Capacity Development: Project Management
- Financial Management
- Costing, Billing, and Cash Flow Management Strategies
- Improving Fee Collection and Cashflow in Tough Economic Times
- Professional Compliance & Quality Control
- Quality Management in Tax and Accounting Practice
- Ethics and Risk in the Age of Generative AI: What Every Tax Accountant Must Know
- Cybersecurity for Small Practices: Safeguarding Client Data in a Cloud Environment
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Your Complete Tax & Practice Mastery Hub:
SARS & Tax Administration |
Mode | Month |
| Resolving Current Tax Issues in Practice | ||
| Tax Helpline: Ask an Expert | On Demand Support | |
| Tax Library: Online Tax Acts & SARS Resouces | On Demand Resource | |
| TaxCafe with Carmen Westermeyer: A Discussion Forum Resolving Practitioner Issues In Tax Practice | Live Webinar | Monthly |
| eFiling Clinic: How to Work Around System Failures | Live Webinar | Bi-Monthly |
| Mastering SARS Biometrics & RR Updates | Live Webinar | May |
| Practical Guidance: How to Resolve VAT Issues in Practice | Live Webinar | March |
Practical Application |
Mode | Month |
| Mastering IT3 Returns | Live Webinar | April |
| Resolving Current VAT Issues in Practice: Going Concern, Exports, Shelf Companies, and New Registration | Live Webinar | May |
| Tax Dispute Resolution: RFC, NOO, and Appeals | Live Webinar | May |
| Practical Guidance: Completing 2026 ITR14 | Live Webinar | May |
| Navigating the IT3(d): A Guide for Tax Practitioners | Live Webinar | May |
| 2026 ITR12T Filing Season: Practical Guidance | Live Webinar | June |
| Demystifying Tax Directives | Live Webinar | June |
| Practical Guidance: Completing 2026 ITR12T | Live Webinar | July |
| 2026 ITR12 Filing Season: Practical Guidance | Live Webinar | July |
| IT3(t): A Guide for Tax Practitioners | Live Webinar | September |
| Negotiating Tax Debt and Payment Arrangements with SARS | Live Webinar | September |
| Mastering SARS Verifications Requests | Live Webinar | October |
| Successfully Appealing SARS Penalties | On-Demand Resource | |
eFiling Support: |
Mode | Month |
| eFiling Helpline: Ask an Expert | On-Demand Support | |
| eFiling Clinic: How to Work Around System Issues | Live Webinar | Bi-monthly |
| E@syFile 2026 | Live Webinar | April |
| Filing IT3(d): A Practical & Technical Guide | Live Webinar | May |
| Filing IT3(t): A Practical & Technical Guide | Live Webinar | September |
| Customs Registration, Licensing and Accreditation on SARS eFiling | On-Demand Resource | |
Business Advisory |
Mode | Month |
| Monthly Accountants' Discussion Forum | Live Webinar | Monthly |
| Strategic Analysis of Management Statements in Business Advisory Practice | Live Webinar | February |
| Advanced Financial Statement Analysis | Live Webinar | February |
| Trust Administration | Live Webinar | March |
| Guiding Clients on BBBEE Compliance | Live Webinar | July |
| Building a Business Advisory Practice: From a Compliance Practice to Business Advisory | Live Webinar | August |
| Integrated Estate & Business Succession Planning | Live Webinar | September |
| Business Advisory for Distressed Businesses | Live Webinar | October |
| Financial Modelling & Analysis | Live Webinar | November |
Technical Competence |
Mode | Month |
| 2025 Year-end Annual Tax Update | Live Webinar | Nov/Dec 2025 |
| Monthly SARS Update with Prof Jackie Arendse | Live Webinar | Monthly |
| Monthly Compliance and Legislation Update | Live Webinar | Monthly |
| 2026 Accounting Standards Update | Live Webinar | January |
| IFRS 18: Presentation and Disclosure | Live Webinar | January |
| Drafting Financial Statements: Back to Basics | Live Webinar | February |
| 2026 Budget & Tax Update | Workshop* & Live Webinar | March |
| VAT Refresher | Live Webinar | March |
| CGT Refresher | Live Webinar | April |
| IFRS Refresher | Live Webinar | April |
| Mastering Independent Reviews | Live Webinar | April |
| Revenue Recognition (IFRS 15) | Live Webinar | May |
| Accounting for Attorney Trusts | Live Webinar | May |
| Engagement Quality Reviews (ISA 220) | Live Webinar | June |
| Leases (IFRS 16) | Live Webinar | June |
| Drafting Financial Statements: A Practical Approach | Live Webinar | July |
| Taxation of Expats | Live Webinar | July |
| Accounting for Farming | Live Webinar | July |
| Taxation of Trusts: Compliance Risks | Live Webinar | August |
| New IFRS for SME | Live Webinar | August |
| Annual Audit (ISA) Update | Live Webinar | August |
| 2026 Accounting Standards Update | Live Webinar | November |
| 2026 Year-end Annual Tax Update | Workshop* & Live Webinar | November |
Taxation of Individuals |
Mode | Month |
| Provisional Tax: Practical Guidance to Avoid Penalties and Interest | Live Webinar | February |
| Crypto Taxation: Trading vs Investment, Leverage, and Loans | Live Webinar | May |
| Taxation of High Net Worth Individuals | Live Webinar | May |
| Current Tax Issues: Taxation of Individuals | Live Webinar | June |
| Taxation of Expats: SARS Pitfalls and Solutions | Live Webinar | July |
| Practical Guidance: Completing 2026 ITR12 Filing Season | Live Webinar | July |
| Navigating Tax Implications of Remote Work for South Africans | Live Webinar | August |
| Debt Compromise vs Deferred Payment Arrangements: Choosing the Right Path | Live Webinar | September |
| CGT: Back to Basis | On-Demand Resource | |
| Establish a Thriving Wills and Estates Practice | On-Demand Resource | |
Corporate Tax |
Mode | Month |
| ITR14 Challenges: Practical Solutions for Corporate Tax Issues | Live Webinar | May |
| Tax Considerations of Farming Operations | Live Webinar | August |
| Debt Compromise vs Deferred Payment Arrangements: Choosing the Right Path | Live Webinar | September |
| Cross-Border Transactions and Tax Implications | Live Webinar | September |
| SMME Tax Risk Management: From Compliance to Strategic Advisory | Live Webinar | October |
| Corporate Restructuring | On-Demand Resource | |
VAT |
Mode | Month |
| Mandatory VAT apportionment reporting to SARS | Live Webinar | January |
| Practical Guidance: How to Resolve VAT Issues in Practice | Live Webinar | March |
| Mastering VAT Objections and Refunds | Live Webinar | April |
| VAT Refresher: Back to Basics | On-Demand Resource | |
Trust Compliance & Administration |
Mode | Month |
| 2026 ITR12T Filing Season: Practical Guidance | Live Webinar | July |
| Taxation of Trusts | Live Webinar | August |
| Trust Filing Season | Live Webinar | August |
| Filing Beneficial Ownership: Practical Guidance | On-Demand Resource | |
| Interest-Free Loans (Section 7C) | On-Demand Resource | |
International Tax |
Mode | Month |
| Taxation of Expats | Live Webinar | July |
| International Estate Planning | Live Webinar | October |
| Double Taxation Agreements | On-Demand Resource | |
| Practical Guidance: Emigration and Tax | On-Demand Resource | |
| Functional Analysis in Transfer Pricing: A Practical Guide | On-Demand Resource | |
| Tax Risks: Controlled Foreign Companies | On-Demand Resource | |
| Transfer Pricing Risk Analysis | On-Demand Resource | |
AI & Technology |
Mode | Month |
| Leveraging Generative AI for Practice Efficiency | Live Webinar | January |
| Digital Workflows for SARS and CIPC: Automating the Administrative Burden | Live Webinar | February |
| Modern Practice Management Solutions | Live Webinar | February |
| CIPC Masterclass: Beneficial Ownership, Annual Returns & Deregistration | Live Webinar | March |
| Workflow Automation | Live Webinar | March |
| Cybersecurity & IT Security: Protecting Your Practice | Live Webinar | April |
| Masters’ Office Deceased Estate Online Registration System | Live Webinar | May |
| 2026 Tax Techologies | Live Webinar | July |
| Emerging Technologies in Accounting Practice | Live Webinar | November |
| Fundamentals of AI for Tax Accountants | On-Demand Resource | |
| Advanced Application of AI | On-Demand Resource | |
| Integrating Systems for Seamless Workflow and Operations: From Manual to Digital | On-Demand Resource | |
| Integrating The Tax Faculty Resource Centre in Tax Advisory Service | On-Demand Resource | |
| Cybersecurity for Small Practices: Safeguarding Client Data in a Cloud Environment | On-Demand Resource | |
| GenAI Tools for Enhancing Client Engagement | On-Demand Resource | |
| Enhancing Data Accuracy with GenAI | On-Demand Resource | |
| AI for Tax Accountants: Beyond the Hype – Practical Use Cases | On-Demand Resource | |
| Master CIPC Self Service | On-Demand Resource | |
Payroll Taxes and Administraion |
Mode |
Month |
| 2026 Annual Payroll Update | Live Webinar | April |
| Employees Taxes and Fringe Benefits | On-Demand Resource | |
| Fringe Benefits | On-Demand Resource | |
| Reconciling Payroll | On-Demand Resource | |
| Right of Use of Motor Vehicle and Travel Allowances | On-Demand Resource | |
Estate Administration |
Mode | Month |
| The Role of Trusts in Estate Planning | Live Webinar | February |
| Estate Planning for Wealth Preservation | Live Webinar | June |
| Mastering the Online Deceased Estates Portal | Live Webinar | September |
| Preparation of Liquidation & Distribution Accounts | Live Webinar | November |
| Establish a Thriving Wills and Estates Practice | On-Demand Resource | |
Customs & Excise: |
Mode | Month |
| Migration of Customs and Excise traders to the new Registration, Licensing, and Accreditation (RLA) system | Live Webinar | March |
| Application Procedure for Warehouses and Rebates Facilities | Live Webinar | November |
Establishing a Modern, Efficient, & Thriving Practice: |
Mode | Month |
| Practice Tools & Templates | ||
| Advanced Personal Tax Calculation | On-Demand Resource | |
| CGT Calculator | On-Demand Resource | |
| CIPC Beneficial Ownership Mandate | On-Demand Resource | |
| CIPC Compliance Checklist | On-Demand Resource | |
| Companies Secretarial Templates | On-Demand Resource | |
| Corporate Tax Calculator | On-Demand Resource | |
| FICA Toolkit | On-Demand Resource | |
| Directors Loan Agreement Template/Sample | On-Demand Resource | |
| Foreign Tax Credits Calculator | On-Demand Resource | |
| Framework Remission of Penalties | On-Demand Resource | |
| Letter of Disengagement | On-Demand Resource | |
| Letter of Engagement | On-Demand Resource | |
| Loan Subordination Agreement Template/Sample | On-Demand Resource | |
| Voluntary Disclosure Program Application Template | On-Demand Resource | |
| Strategic Planning | ||
| Strategies to Improve Fee Collection and Cashflow | Live Webinar | February |
| Client Acquisition Strategies: Leveraging Referrals and Word-of-Mouth | On-Demand Resource | |
| Planning to Adopt Generative AI in a Tax Practice | On-Demand Resource | |
| Staff, Culture, & Capacity Development | ||
| Developing a Culture of Effective Time Management | Live Webinar | January |
| Capacity Development: Project Management | Live Webinar | February |
| Capacity Development: Upskill Staff to Advance Organisational Excellence | Live Webinar | March |
| Capacity Building: Change Management to Advance Organisational Excellence | Live Webinar | April |
| Capacity Building: Recruit Work-Ready Staff to Advance Organisational Excellence | Live Webinar | May |
| Capacity Building: Personal and Team Effectiveness | Live Webinar | June |
| Organisational Excellence: Concepts and Practice | Live Webinar | August |
| Financial Management | ||
| Costing, Billing, and Cash Flow Management Strategies | Live Webinar | February |
| Improving Fee Collection and Cashflow in Tough Economic Times | Live Webinar | March |
| Professional Compliance & Quality Control | ||
| Ethics and Risk in the Age of Generative AI: What Every Tax Accountant Must Know | Live Webinar | February |
| Non-Compliance with Laws and Regulations (NOCLAR) | Live Webinar | February |
| Cybersecurity for Small Practices: Safeguarding Client Data in a Cloud Environment | Live Webinar | March |
| Quality Management in Tax and Accounting Practice | Live Webinar | May |
| ISQM1 and Quality Control for Audits | Live Webinar | May |
| Compliance with UIF, COIDA, and SDL | Live Webinar | June |
| FIC Compliance for Accountable Institutions | Live Webinar | September |
| Personal Ethics | Live Webinar | October |
| Business Ethics | Live Webinar | November |
| Professional Ethics | Live Webinar | December |
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 Workshops.