TaxCafe with Carmen Westermeyer: A Discussion Forum Resolving Practitioner Issues In Tax Practice - July 2026
Duration: 2 hours
Price: R195.00
TaxCafe with Carmen Westermeyer: A Discussion Forum Resolving Practitioner Issues In Tax Practice - July 2026
Presenters : Carmen Westermeyer
Overview
The 2026 filing season presents significant operational and compliance challenges for tax practitioners. From SARS eFiling system outages and verification delays to incorrect auto-assessments, VAT suspensions, beneficial ownership requirements and trust compliance complexities, practitioners navigate an increasingly demanding environment while continuing to deliver efficient client service.
This video provides practical guidance and actionable solutions to the most common challenges currently experienced when dealing with SARS. The session moves beyond legislative theory and focuses on practical workarounds, best practices, escalation procedures and strategies that practitioners can immediately implement within their practices to improve efficiency, manage client expectations and reduce compliance risks during filing season.
Video Content
This video covers the following key areas:
- Navigating SARS eFiling system overloads, server outages and technical failures.
- Managing auto-assessments and correcting inaccurate third-party data.
- Preparing verification-ready returns and addressing prolonged verification delays.
- Understanding the implications of the increased compulsory VAT registration threshold and voluntary deregistration considerations.
- Responding to VAT registration suspensions and managing high-value diesel refund audits.
- Addressing failed Requests for Remission (RFRs) and utilising alternative SARS channels and escalation pathways.
- Managing Voluntary Disclosure Programme (VDP) applications and historical tax non-compliance.
- Practical provisional tax planning and the use of tax directives for taxpayers with fluctuating income.
- Resolving practitioner profile, taxpayer portfolio and client-linking challenges on eFiling.
- Practical guidance on beneficial ownership filings and ongoing compliance obligations.
- Managing trust compliance challenges and completing the ITR12T accurately.
- Reconciling Statements of Account and resolving payment allocation and balance discrepancies.
- Addressing frequently asked questions, common filing season mistakes, SARS escalation routes and practical tips for improving turnaround times.
Competencies Development
Upon completion of this video, participants should be able to:
- Identify and implement practical solutions to common SARS operational and system-related challenges.
- Apply best practices for managing auto-assessments, verifications and supporting documentation requests.
- Advise clients on VAT registration, deregistration and cash-flow implications arising from recent legislative changes.
- Effectively manage disputes, Requests for Remission and escalation procedures with SARS.
- Improve proficiency in handling Voluntary Disclosure Programme applications and historical compliance matters.
- Strengthen practitioner capabilities in managing beneficial ownership filings, trust compliance and taxpayer portfolio administration.
- Reconcile taxpayer accounts more effectively and resolve Statement of Account discrepancies.
- Enhance client communication and expectation management during filing season.
- Apply practical strategies that improve efficiency, reduce compliance risks and support better outcomes for both practitioners and taxpayers.
Related Webinars
Monthly TaxCafé Discussion Forum: Resolving Current SARS Issues in Practice - October 2024
Monthly TaxCafé Discussion Forum: Resolving Current SARS Issues in Practice - April 2025
TaxCafe with Carmen Westermeyer: A Discussion Forum Resolving Practitioner Issues In Tax Practice - February 2026