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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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| 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.