Navigate the complexities of dealing with SARS confidently.

This comprehensive self-study package equips you with practical knowledge on managing penalties and objections, understanding VAT related disputes, responding effectively to SARS requests, and escalating unresolved matters to the Tax Ombud.

Perfect for professionals seeking to strengthen their SARS engagement and dispute resolution skills.

The following courses are included in this package:

SARS: Resolving Tax Errors & Disagreements

• Matters that are subject to objection and appeal
• Steps in the complaints and dispute process:
  • Request for reasons and correcting errors
  • Complaints management office
  • Objection
  • Appeal
  • Tax board and tax court proceedings
  • Settling a dispute and the circumstances in which settlement would be inappropriate
• Suspension of payment during a tax dispute
• The mandate and authority of the Office of the Tax Ombud

VAT Dealing With SARS

• VAT Return, Payments and Refunds
• Should you be a registered tax practitioner to file a VAT return?
• Made a mistake – what now?
• Can you delay a refund?
• Penalties and Interest
• General VAT compliance
• The dispute process
• Verification process or “the pop-up letter”
• Assessments and revised assessments
• Objections (and the grounds of objections)
• Appeals

Engaging SARS - SARS Requests and Turnaround Times

• Compiling and submitting your ITR12 or ITR14
  • Compiling your information
• Types of Communications that SARS can issue?
  • Audit
  • Review
• Effective communication with SARS: how much time do you have?
  • Turnaround times as per the TAA
• Engaging SARS –what does the (TAA) Tax Administration Act say?
  • Applicable sections in the TAA to help you compile your objection.
• SARS delaying refunds to taxpayers, what can you do?
• SARS issued a letter of demand/verification –what happens if you do nothing?
• SARS issued an additional assessment – what do you do now?
• Objections 101 – getting started – the basics you need to know.
  • High level view
  • Drafting the letter to SARS
  • Suspension of Debt
  • Building your case

Objections: Escalating cases to the office of the Tax Ombud

• Notice of objection –what does the Tax administration Act say? Applicable Sections in the TAA
• High level view of Objection letter
• Different types of objections you can lodge with SARS. What are you allowed to dispute?
• Frequently objected cases – principles and legislation you need to know for Individuals and companies.
• Procedural objections – how are they different from normal objections?
• Offices, Responsibilities and values of the Tax Ombud
• Types of complaints the Tax Ombud can deal with.
• What the tax ombud cannot do.
• When should you lodge a complaint with the tax ombud?
• How to lodge a complaint
  • Steps high level view
  • Completing the complaint form

All Included:

• Video presented courses
• Downloadable course material
• Certificates of training
• Assessments (optional)
• SAIT Accredited (verifiable CPD hours)