Tax Calculations & Reconciliations Self-Study Package

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Enhance your tax expertise with our Tax Calculations & Reconciliations Self-Study Package: a comprehensive resource designed to help you master the fundamentals of tax computations and reconciliation processes. This package covers essential topics such as taxable income determination, company tax calculations, and capital gains tax.

Ideal for tax professionals, accountants, and business owners, this self-paced study package provides practical examples, step-by-step guidance, and case studies to ensure a thorough understanding of tax compliance and reporting. Whether you are looking to refine your skills or gain confidence in tax reconciliations, this package equips you with the knowledge needed for accurate and efficient tax management.

The following 4x self-study courses are included in the package:

COMPANY TAX CALCULATIONS

Income
Gross Income – Definition & Specific inclusions
Exempt Income
Deductions
General deductions
Specific deductions
Capital allowances
Taxable capital gains
Taxation payable for different companies
- SA Companies
- Small business corporations
- Nonresident companies
Dividend tax
Contributed tax capital
Exemptions for dividend tax
Tax implications of dividends to shareholders
Trading stock
Expenditure and allowances relating to Capital Assets
Learnership Agreements
Prepaid expenses

INDIVIDUAL TAX CALCULATIONS

Structure and discussion of the income tax calculation
Gross income
Cash allowances and taxable fringe benefits
Special inclusions
Lump sums
Exempt income
Deductions
Assessed losses
Capital gains
Pension provident and retirement annuity fund deductions
Donations deduction
Rebates
Medical aid tax credits
Provisional tax and pay as you earn paid

PERSONAL & COMPANY INCOME TAX FOR BEGINNERS

The Tax Framework (corporate taxpayers & individual taxpayers)
Exempt Income
Tax Free Investment
Dividends Tax (S64 of the Income Tax Act)
Rebates
Tax Thresholds
Tax treatment of the varying classes of taxpayers:
- Sole Proprietors and Partnerships
- Close Corporations and PTY LTD Companies
- Trusts
Micro Business – Turnover Tax
Small Business Corporations (SBC)
Independent Contractors
Personal Service Providers
Revenue Deductions
Capital Allowances
- Schedule of W&T Allowances

Taxable Income and Accounting Income
Working from Home
Capital Gains Tax (CGT) – the basics
Provisional Tax – the basics

CAPITAL GAINS TAX FOR BEGINNERS

Income tax framework
Capital gains tax structure
- Net capital gain or losses
- Annual exclusion
- Assessed Capital losses
- Aggregate capital gain / (loss)
Calculating capital gains on disposal of as asset:
- Proceeds
- Base cost
- Base cost before 01-10-2001
- Base cost after 01-10-2001
- Base costs paragraph 26 & 27
Specific exclusions
- Primary residence
Exclusions and limitations of losses
Rollover of a capital gain

All Included:

Video presented courses
Downloadable course material
Certificate of training
Assessments (optional)
SAIT Accredited - Verifiable CPD Hours (2 hours per course)

Hennie Fritz 19/11/2025

Email submission

Hello Ashton

We appreciate the excellent service in accommodating us in this way.

Best regards

Shivali Pema 10/11/2025

Good day,

Thank you for a very informative Financial Statements Webinar, truly beneficial on my end.

Thank you again for the course material and recordings

Have a lovely week!

Regards,

Hendri Fritz 30/10/2025

Good afternoon Ashton,

Thanks for the informative sessions on the Tax for Beginners Self-Study Package. It’s a great course that clearly explains how to perform the calculations. Some points are repeated throughout the sessions, but that actually helps reinforce the concepts and makes the content feel more complete especially when the speaker covers topics like Capital Gains Tax (CGT).

Thanks once again I enjoyed the course and would recommend it to anyone that has no tax experience or even wants to do their own tax.

Kind Regards

Belinda Viviers 31/10/2025

Facebook

Started with my course, big thumbs up

Thanks

Rodney Ndungase Chauke 17/08/2023

email submission

It's so professional and worth recognition.

100% Bizfacility.

I saw your course offered through Udemy, but I told myself, support local business direct, regardless of massive discount offered.

Thanks for your tireless attention to customer service.

All the best

Ushen 18/05/2023

One of the most insightful sessions I have been to and Ruzel I just wanted to say thank you for the video, material and content discussed as this was such a breath of fresh air to me. Looking forward to a few more in the coming weeks.

Much appreciated!

Zillah Abel 08/05/2023

Email Submission

Thank you so much for this course. It will be very valuable for me.

As a business owner it is overdue that I arm myself with bookkeepeing knowledge.

Kind Regards,

Barbara Theron 24/04/2023

The course was very informative and I enjoyed it, many thanks.

Kind Regards,

Melanie Thompson 13/04/2023

I was very impressed with the training. It answered real questions / issues that arise. Was really helpful.

Kind Regards,

Evette 05/04/2023

I just completed the full course.

Thank you for the amazing course, I learned so much from it!! Will definitely do more courses with Biz Facility!

Kind regards,

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