Tax Filing: Complete Self-Study Bundle
Product Details
Learn it. File it. Submit it. Stress free.
This Tax Filing Bundle is a comprehensive self-study package for anyone who wants to understand their taxes and handle submissions the right way, without feeling overwhelmed.
This bundle brings together everything you need in one place, providing a strong foundation in how tax works for both individuals and businesses.
The following self-study courses are included:
How to Calculate Your Taxable Income Course
- Documentation needed to complete return
- Additional benefits to reduce Tax liability
- Preparing Return for Submission
- IT34 (Tax Assessment)
- Audit and Documentation if required
Filing your Second Provisional & Final Tax Return Course
- Introduction to Provisional Tax
- Filing the 2nd Provisional Tax Return (Due February 2026)
- SARS requirements for individuals vs. companies
- Calculating estimated taxable income
- Safe-harbour rules & avoiding penalties
- Completing and submitting the IRP6 on eFiling
- Top-up payments
- Preparing for Final Company Tax Submission
- Compliance, Penalties & Best Practices
How to Submit your ITR12 on E-filing - A Guide for Individual Taxpayers Course
- Introduction to individual taxation and the current individual tax rates
- Minor changes to the E-filing ITR12
- How to submit additional deductions as a salaried taxpayer
- How to submit your return as an independent contractor / sole proprietor
- Claimable deductions as an independent contractor / sole proprietor
- Expenditure deductible as a Commission Earner with an IRP5.
- How to input travel deductions with a vehicle fringe benefit
- How to claim a home office deduction
- Including the S6C solar rebate on your return (applicable to 2024)
- Declaring rental income as a property owner
- Medical Aid Expenditure and how to claim
- What qualifies as out of pocket medical expenses and how to claim these expenses
- Claiming Expenses without a medical aid
- Declaring medical aid scheme fees paid on behalf of another person
- How to include capital gains:
- On the sale of primary residence
- On investment property
- On financial assets
- Passive income such as interest received and the relevant exclusions
Navigating SARS eFiling Course
- Registration of:
- Individuals
- Companies
- Trusts
- NPO’s
- Amendments of
- Personal Details
- Banking Details
- Company/Trust/NPO Details
- Using the RAV01 form correctly
- Online Booking System
- Uploading of Supporting documents
- Using the SARS Online Query System (SOQS)
- Requesting notices/letters
- Amending incorrect registration details
- Submitting Disputes & Suspension of Payments
- Application for Tax Directives & Obtaining previous Directives
- Application for Tax Clearance Certificates
- Lodging of Complaints
- Check Compliance Status
- Registration of additional tax types (ex Payroll, VAT)
- Attending to Reviews
- Making payments
Company Tax Submissions Course
- What is Company Income Tax ?
- What are the Company Income Tax Rates ?
- Business Tax Allowances and Deductions
- Completing a Company Income Tax Return for a :
- Normal Company
- SBC Company
- Trust
- Completing an IT14SD Return for companies selected for audit by SARS
All Included:
- Video presented courses
- Downloadable course material
- Certificates of training
- Assessments (optional)
- SAIT Accredited - Verifiable CPD Hours (2 per course/session)