Resources On-Demand

How to navigate systemic issues identified by the Office of the Tax Ombud

Overview

A tax practitioner engages on a daily basis with SARS on a myriad of tax matters ranging from  mundane tasks such as submitting tax returns to tackling complex tax assessment disputes and negotiating tax compromises.

SARS has been digitalising its operations, leaving tax practitioners with a mixed bag of experiences. Their challenge is to navigate this new terrain while having reservations about the success of the digital transformation.

During the video we will shine light on what systemic issues are in the context of the Office of the Tax Ombud (OTO), and the  impact of past systemic investigations on SARS’ operations. It will also inform tax practitioners of the role they play in the OTO's investigations into systemic issues. Tax practitioners will be better equipped to deal with day-to-day challenges when engaging with SARS.

Video content

• What are systemic issues in the context of the OTO?

• What value does investigations into systemic issues add to the tax system and specifically to the day to day activities of tax practitioners?

  • The preventative nature of recommendations coming out of investigations.

  • Education and awareness with focus on the investigation into PAYE statements of account.

• Previous investigations and the impact they have had on:

  • Delayed refunds;

  • Dispute resolution;

    • Beneficial changes to the dispute resolution rules for taxpayers;

    • Feedback on recent enhancements that resulted in a more efficient administration of disputes.

• What is the tax practitioner’s role in the OTO’s investigations into systemic issues?

Competencies developed in this video

• Understand what systemic issues are in the context of the OTO;

• Understand the value of systemic investigations in the tax system;

• Recognise the impact of previous systemic investigations on SARS’ operations;

• Understand the role tax practitioners play in systemic problem investigations.

Tax Administration

Tax Administration Part 1: Introduction

---

0.5 Hour

R49.00

---

Read More

Tax Administration

Tax Administration Part 3A: Requesting reasons for an assessment

---

0.5 Hour

R49.00

---

Read More

Tax Administration

Webinar: #TaxpayersRightsMatter with the Office of the Tax Ombud 2020

---

2 Hours

R99.00

---

Read More