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  • WEBINARS
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WEBINARS 24/25

Comments
​Thanks very much Mark - always valuable insights as per usual.
David Cudlipp
Great Webinar Mark! It's good to know we are not the only ones who suffer the fate of SARS incompetence!
John Edwards
 Absolutely love these webinars. Thank you Mark. Have a blessed weekend
Ursula Fanourakis
SURVIVING SARS AND THE TAX ADMINISTRATION CRISES
You are invited to a critical webinar where we will confront the systemic failures in tax administration that are burdening the profession and threatening the ability of tax practitioners to serve their clients effectively.
This is not theoretical. This is what is happening in the field.
Click here for quiz
https://www.flexiquiz.com/SC/N/dd40f93a-6fda-4b9d-b8ad-5249d4c05847
tax_administration_rules.pdf
File Size: 51 kb
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questions_from_users.pdf
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vat_rules.pdf
File Size: 198 kb
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Comments
Thank you Mark.  The best as always
John Foonk
 Thank you, Mark — it’s always good to get some advice.
Wishing you a lovely weekend!
Deniece Horne
 Yes send these to SARS. Thanks for a great webinar Mark
Donald Hutchinson
 Thanks Mark, as always, and excellent session!
Sandy Stewart
sars_webinar_pack.pdf
File Size: 83 kb
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reasons_verification_and_audit.pdf
File Size: 231 kb
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sars_failures_white_paper_rewritten__1_.pdf
File Size: 153 kb
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Comments
​Hi Mark, always very productive to attend your webinars. Sometimes you scare the s@#t out of me but that is also productive, nevertheless always something new and advisable to take from your webinars. Please keep up the good work.
Bennie Burger
Thoroughly enjoyed the session and most definitely don't feel alone......hahahaha.
Ursula Farnourakis
Dear Mark,  You may never retire!  We will be lost.
John Foonk
Enjoyed the webinar. Just realised we are fighting a broken system and we cannot recoup our costs.
Pieter Grobler
Made my week from this webinar.
Gretha Hart


HOW TO DEAL WITH SARS’S MOST UNEXPECTED REQUESTS
SARS is increasingly using tactics that convert legitimate tax refunds and small liabilities into larger liabilities. Even worse, they’re often blocking our ability to file objections or submit necessary supporting documents — leaving many practitioners stuck.
⚠️ What do you do when SARS blocks your response submission?
⚠️ How do you ensure your documentation is framed correctly under the law?
⚠️ What strategies can you apply to keep your client protected?
⚠️ What to do when system faults prevent you from meeting your mandate?

This critical webinar will address:
• How SARS is creating increased liabilities through administrative manoeuvres
• What every tax practitioner needs to know about tax administration rights and procedures
• How to legally frame documentation to avoid rejection
• Using AI TAXMAN to respond rapidly and effectively to even the most bizarre SARS requests
• Live case studies and examples
Click here for quiz
https://www.flexiquiz.com/SC/N/ff5f3a4a-0c03-4bca-a70e-23cb7d9a2765

bank_statement_verification_or_audit.pdf
File Size: 56 kb
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assessment_flow_chart.pdf
File Size: 52 kb
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Comments
Thank you so much.  This was a much needed webinar.
Fruma Kruger
Excellent webinar   remember  SARS  Rissik street with Stone and Vice in charge.
Malcolm Mcintyre
Thank you Mark, very informative and AI is fabulous.
Dianne McArthur
Your webinars are always enjoyable and very informative. Will get my boss to look into getting AI TAxman. Thank you.
Ingri Myburgh
 Thank you Mark. Always very insightful. Thank you for your work.
Susan Rodgers
 Thank you so much, I learned a lot and enjoyed the webinar. All you mentioned is so true. we will keep fighting!!!
Rina Van der Walt
contentious_tax_webinar_-_accfin_20250523.pptx
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CONTENTIOUS TAX ADVISORY EXPERTISE
Prepare for the battlefield of SARS Contentious Taxes in this engaging webinar tailored for tax practitioners facing the South African Revenue Service (SARS) intensified compliance and enforcement efforts.
As SARS intensifies its compliance and enforcement efforts with cutting-edge AI and unrelenting tactics, hear from The Burrows a Contentious Tax Advisor how you can come prepared to the battlefield.
Explore strategies to navigate increased scrutiny, tackle contentious tax challenges, and safeguard your clients in the ever-evolving tax landscape. Join us for an empowering session that equips you with the tools to strengthen your arsenal in this unavoidable battlefield.
In the webinar we will:
• Explain what contentious taxes are
• Explore SARS administrative landscape
• Explore SARS procedural and enforcement landscape
• Understand its implications for the taxpayer
• Highlight risks for the taxpayer and tax practitioner
• Examine appliable case studies
This webinar will help you gain valuable insight into the SARS contentious tax landscape and set you on the path to mastery where you can ensure administratively and procedurally fair taxation for your clients.
Click here for quiz
​https://www.flexiquiz.com/SC/N/86180815-be2b-477f-921c-fd2aa0899368
ai_and_sars_tax_landscape.pdf
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how_ai_and_sars_are_transforming_the_tax_landscape.pdf
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THE IMPORTANCE OF AI IN TAX COMPLIANCE
Webinar Content
In this webinar, Mark will discuss:
• What SARS is doing with automation, including pre-populated returns, automated risk assessments, and AI-powered compliance monitoring.
• How SARS is collecting and integrating critical data from EMP501 submissions, IT3T distributions, ITR14 shareholder disclosures, and beneficial ownership records.
• The implications of SARS tying all this data together to create a full compliance picture.
• Why tax practices must connect all their companies and trusts into a single system to ensure compliance across the board.
• How building AI systems tailored to tax practices can streamline operations, automate processes, and enhance decision-making.
• A risk-based approach to navigating this interconnected data environment.
• Leveraging AI to learn tax laws, stay up to date with compliance updates, and meet SARS’s evolving requirements.
• Integrating multiple disciplines in accountants’ offices to meet new regulatory demands.
​
​​Click Here For Quiz
https://www.flexiquiz.com/SC/N/989916b6-c816-41aa-9f4a-e00e2793f06a
lapd-intr-in-2012-01-provisional-tax-estimates__3__in1.pdf
File Size: 294 kb
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law_the_changing_provisional_tax_processes_2024_5.pdf
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PROVISIONAL TAX UPDATE P2 2025
We are excited to invite you to an exclusive webinar on Provisional Tax Updates, where we will delve into the latest developments, key considerations, and essential strategies to navigate provisional tax effectively.
I will explain why provisional tax is the most important tax that a taxpayer will pay!
Why Provisional Tax Matters:
* Provisional tax ensures your tax obligations are met progressively throughout the year, helping you avoid unnecessary penalties and interest.
* Staying compliant not only safeguards your clients but also aligns with SARS requirements, making year-end tax filing more seamless.
Why Timely Filing of Annual Tax Returns Is Essential:
* Late filing can result in costly penalties and jeopardize your tax compliance status.
* Proper and timely submissions improve cash flow management and allow you to focus on business growth without tax-related stress.
* Don’t miss this opportunity to gain insights from industry experts and ensure your tax affairs are handled with precision and confidence.
​​​Click Here For Quiz
https://www.flexiquiz.com/SC/N/9edef41b-84fe-48d3-b496-62eaac55c31a
1a._drafting_and_crafting_letters.pdf
File Size: 247 kb
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LETTER WRITING
• How to Get the Most Out of AI TAXMAN New Release available
Understand the inner workings of our AI products and how they’re tailored to streamline your workflow. How to obtain the letters you want and ask about the law.
• The Evolution of AI Knowledge
Gain insights into how often we update our systems and how our AI learns to provide better, more accurate responses.
• Introducing AI Secretarial Launch in January
Be the first to experience our latest innovation: AI Cosec. This new tool is set to revolutionize how secretarial tasks are managed, offering seamless integration and unmatched efficiency. Resolutions, minutes, and the law in seconds!
Why Attend?
• Stay ahead in leveraging AI for tax and secretarial solutions.
• Discover practical tips to maximize ACCFIN AI's capabilities.
Who Should Attend?
This webinar is ideal for:
• Tax practitioners and Secretarial Practitioners looking for smarter solutions. • Accounting professionals interested in integrating AI into their processes.• Current ACCFIN users eager to learn more about our evolving technology.
​
​​Click Here For Quiz
https://www.flexiquiz.com/SC/N/0c9cf4f5-d3ab-4f50-b1d3-8eccf6ec1c00

1._mastering_objections_and_appeals.pdf
File Size: 291 kb
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1a._drafting_and_crafting_letters.pdf
File Size: 247 kb
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2._notes_on_tax_administration.pdf
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3._assessment_and_objection_flow_chart.pdf
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LAUNCH OF AI TAXMAN CLICK HERE FOR AI TAXMAN
We launch AI Taxman together with the main theme of presenting how to write letters to SARS. Do you know Tax Administration like you should, there are all kinds of hidden traps that you should know about! Its time to get on top!
In a field where every moment matters, AI TAXMAN is set to transform how you communicate with SARS. As the first and only tool of its kind, AI TAXMAN enables you to generate precise, legally grounded letters in record time, solving a critical issue: non-responses from letters lacking legal support.
Will be Integrated seamlessly with SKY TAX, AI TAXMAN crafts each letter with legal accuracy, significantly reducing the chance of being overlooked. We invite you to embrace the future of tax communication—say goodbye to non-responses and welcome efficient, effective correspondence.
Join us for an exclusive webinar to see AI TAXMAN in action and learn how it can revolutionise your SARS communications. Discover how AI TAXMAN generates legally sound letters in seconds, helping boost response rates and minimise frustrating delays. Don’t miss this opportunity to be at the forefront of tax technology.
​​Click Here For Quiz
https://www.flexiquiz.com/SC/N/61c8ef14-d713-483f-9255-19be11e6de7f
1._mastering_objections_and_appeals.pdf
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2._accfin_sky_letter_writer__3_.pdf
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3._introducing_our_new_ai_systems_for_tax_practitioners.pdf
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Don't Fall Behind—Embrace AI with Accfin's New AI Tax Systems
We are thrilled to announce the launch of our groundbreaking AI-powered Tax GPT solution—a game-changer in the field of tax and VAT legislation analysis. We have already told everyone about our AI Letter Writer Generation tool. We now have much more.
Imagine being able to ask your tax textbook a question and receive a precise answer in seconds with sections of the tax act. Need an illustrative example to clarify a complex concept? Just ask, and it's right there at your fingertips. Want to do a calculation type in the figures and it’s there in Our Tax Legislation GPT makes this a reality, providing instant access to comprehensive tax information and personalized assistance like never before.
Key Features:
  • Instant Access to Tax Legislation: Quickly retrieve information on tax and VAT laws without sifting through dense legal texts.
  • Smart Letter Writing Assistance: Draft professional tax correspondence with ease using our AI-powered writing assistant, tailored specifically for tax and accounting communications.
  • Advanced Search Capabilities: Seamlessly explore legislation, articles, and legal documents to find exactly what you need, when you need it.
  • Interactive Learning: Engage with AI as you would with a personal tutor, asking questions and receiving detailed, easy-to-understand explanations.
In a rapidly evolving digital landscape, it's essential for accounting firms to embrace AI and integrate it into their daily operations. Our Tax GPTs not only streamlines your workflow but also enhances accuracy and efficiency, giving you a competitive edge.
We invite you to experience firsthand how our innovative solution can transform your practice. Join us for Fridays webinar at 8.30 – the webinar will be recorded. We will show our letter writer and the new AI legislation.
Click below if you have not already signed up for the webinar.
​​Click Here For Quiz
https://www.flexiquiz.com/SC/N/d6e37bba-b72b-4b77-b01d-a3c6f6ee710f


1._drafting_and_crafting_letters.pdf
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Mastering Legal Correspondence with SARS – A Webinar for Tax Practitioners
Working with the tax profession for many years I can see why as a profession we are not being more successful with SARS!
Navigating the complexities of tax law is challenging enough without the added task of crafting effective, legally sound correspondence with the South African Revenue Service (SARS). If you've ever felt unprepared when writing letters to SARS, you're not alone—and we have the perfect solution for you. I will teach you secrets that will get you a lot further.
Introducing Our New E-Book and ChatGPT Toolkit which will be launched commercially soon afterwards:
• Editable Letter Templates: Access printed forms of the most commonly needed letters, ready for you to customize.
• ChatGPT-Powered Assistance: Simply state your problem and receive a draft letter to SARS crafted for your specific needs.
What You'll Learn:
• Structuring Letters Effectively: Meet legal standards while maintaining clarity and professionalism.
• Referencing Laws Accurately: Correctly cite sections of the Act to strengthen your position and demonstrate due diligence.
• Adapting Communication Styles: Tailor your approach for different scenarios, from informal inquiries to formal disputes.
• Customizing Drafts Efficiently: Use our provided templates to fit specific circumstances, enhancing your efficiency.
• Avoiding Common Pitfalls: Learn what to avoid maintaining credibility and prevent legal missteps.
​Click Here For Quiz
​https://www.flexiquiz.com/SC/N/8e36b798-38aa-49cc-bfc1-49e34f6a2b33
1._mastering_objections_and_appeals.pdf
File Size: 377 kb
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2._legal-lsec-tadm-pn-2023-03-notice-3146-gg-48188-new-dispute-resolution-rules-promulgated-under-s-103-10-march-2023.pdf
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3._legal-intr-in-15-exercise-of-discretion-to-extend-the-period-to-lodge-an-objection-or-appeal.pdf
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4._letter_examples.pdf
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5_verification_of_s_24_c_1.pdf
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Mastering Tax Objections and Appeals: Navigating the Process with Confidence
We are excited to invite you to our upcoming webinar, "Mastering Tax Objections and Appeals: Navigating the Process with Confidence",
In this session, we will dive deep into the objections and appeals process, providing valuable insights on how to effectively challenge SARS decisions, avoid common pitfalls, and safeguard your clients' interests. Whether you're a seasoned tax professional or just starting out, this webinar will equip you with the essential knowledge to handle tax disputes with greater clarity and efficiency.
As part of the session, we will also discuss a real-life case study where an objection and appeal progressed to an Alternative Dispute Resolution (ADR). This practical example will give you an inside look at how the process works and how to navigate it effectively.
Key takeaways include:
• Step-by-step guide to lodging objections and appeals
• Understanding critical timeframes and procedures
• Common mistakes to avoid and how to correct them
• Insights into how SARS handles objections
• Strategies to improve your success rate
• Detailed review of an ADR case study and lessons learned
Don't miss out on this opportunity to enhance your tax expertise and stay ahead in a complex regulatory environment.
We look forward to having you with us.
​Click Here For Quiz
https://www.flexiquiz.com/SC/N/4a1c7812-10f0-48bb-9867-f8f3c6c787c9

notes_on_it3-t.pdf
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gen-enr-01-g03-–-guide-for-the-submission-and-declaration-of-it3-third-party-via-efiling-–-external-guide.pdf
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gen-enr-01-g02-guide-for-submission-of-third-party-data-using-the-https-channel-external-guide.pdf
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IT3-T AND TRUST RETURNS
Navigating the complexities of tax returns, especially with the recent introduction of the IT3-T distributions upload for Trusts, can be a daunting task. The requirement for Trusts to upload their Distributions commencing the 1st of March and ending 30 September 2024 adds another layer of complexity to an already intricate process. We understand that the preparation of tax returns often becomes a stop-and-start affair, marred by the frustration of missing crucial pieces of information such as ID numbers, addresses, and more.
Recognising these challenges, the Sky Tax Team is excited to announce a groundbreaking solution designed to revolutionize the way you manage trust tax returns – the release of our Verify Algorithm which is part of the IT3-T process. This innovative tool is specifically tailored to address the pain points of Tax Practitioners and Trust Administrators by swiftly identifying any missing data necessary for the tax return process.
The importance of ensuring that all permanent data required for tax returns is accurately recorded cannot be overstated. With the Verify Algorithm, you can now instantly verify that all essential information is in place before the filing process begins. This means that when the financial data comes in, you can be confident that all the permanent data has been thoroughly checked for any missing bits. 
We will be using Sky to show you how it works.
​
Click Here For Quiz
https://www.flexiquiz.com/SC/N/9fa33b3f-70e7-4740-9848-bdded15e4b10
1._notes_section_93_1_d.docx.pdf
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2._vat_201606_review_application_and_proof.pdf
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3._invalid_vat_debt_201606__2_.pdf
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6._lprep-draft-2021-71-draft-in-on-reduced-assessments-meaning-of-readily-apparent-undisputed-error-16-august-2021.pdf
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TAX ADMINISTRATION SERIES S 93 (1) d & OTHER MATTERS
We are pleased to invite you to an insightful webinar on Section 93(1)(d) and other remedies of the Tax Administration Act, 2011, which concern the reduction of assessments by SARS where there are readily apparent errors on an assessment or a return. The section allows SARS to reduce an assessment if it is satisfied that there is an error or understatement in the assessment that is attributable to a factual error made by the taxpayer or SARS. The provision gives SARS the authority to correct these mistakes, which might have resulted in an incorrect tax liability being assessed.
This remedy will work without you having to go through the objection and appeal process provided you follow the right steps.
I will also be going through a successful review application that I have used for a S93 (1) d application where SARS ignored the original request. 
​
Click Here For Quiz
https://www.flexiquiz.com/SC/N/9be3f44b-d3c7-4832-a7cf-95a0f44be525
​

1._discussion_note_on_interpretation_note_132.pdf
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2._notes_for_webinar_16_august_2024.pdf
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3._taa2011215.pdf
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4._vat_note_3.pdf
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5_legal-intr-in-132-persons-not-eligible-to-register-as-a-tax-practitioner-and-deregistration-of-registered-tax-practitioners-for-tax-non-compliance__1_.pdf
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SARS Interpretation Note 132 and aspects of the Tax Administration Act (TAA)
We are pleased to invite you to an insightful webinar on a new SARS Interpretation Note 132 and aspects of the Tax Administration Act (TAA). This session is designed to provide an in-depth understanding of crucial topics impacting tax practitioners and businesses alike. 
Key Topics to be Covered:
1. SARS Interpretation Note 132: Detailed exploration and practical implications. provides guidance on individuals who are not eligible to register as tax practitioners and the conditions under which registered tax practitioners may be deregistered for non-compliance with tax obligations.
2. Prescription of Assessment under the TAA: Understanding the rules and exceptions.
3. SARS’s Authority to Pierce the Veil of Prescription: When and how SARS can challenge the prescription period.
4. Non-Applicability of Prescription: Scenarios where prescription does not apply and the implications.
5. Onus of Proof: Clarifying the responsibilities of taxpayers and SARS.
6. Assessment vs. Notice of Assessment: Differences, implications, and best practices for compliance.
7. Verification vs Assessment: Confusion reigns to SARS advantage.
Click Here For Quiz
​https://www.flexiquiz.com/SC/N/dfda3655-0c36-4c38-b60c-a3aac1bcdbf4

1._notes_on_planning_provisional_tax_and_the_tax_return_process.pdf
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1._law_the_changing_provisional_tax_processes_2023_4.pdf
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2._lapd-intr-in-2012-01-provisional-tax-estimates-1.pdf
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4._detailed_overview_of_the_provisional_tax_process_on_sky_tax.pdf
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5._who_is_a_provisional_taxpayer.pdf
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6._technical_briefing__provisional_p1_and_p2_2024_sky_tax_ver_5.pdf
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WEBINAR LEGAL AND PRACTICAL ASPECTS OF PROVISIONAL TAX
We are pleased to invite you to our upcoming webinar on Provisional Tax: Legal and Practical Aspects, designed to help you navigate the complexities of provisional tax with confidence.
Topics Covered:
1. Legal Aspects of Provisional Tax
o Understanding the legal framework
o Key legislation and regulations
o Interpretation notes for clarity
2. Practical Aspects
o Step-by-step guide to provisional tax submissions
o Common pitfalls and how to avoid them
o Ensuring compliance and accuracy
Key Takeaways:
• In-depth knowledge of the legal requirements
• Practical tips to ensure nothing is missed in your provisional tax submissions
• Answers to your specific questions during the Q&A session
We look forward to your participation in this informative session. Your understanding of provisional tax is crucial for maintaining compliance and optimizing your tax position.
NOTES AND A CPD will be provided after you answer a quiz.
After registering, you will receive a confirmation email containing information about joining the webinar.
Click Here For Quiz
https://www.flexiquiz.com/SC/N/0113cd7d-10cd-43c4-8552-a9514af2522f
WEBINAR ON THE START OF THE SEASON ITR12S
Todays webinar. We discussed elements of Trust IT3s and other aspects indicated in the webinar below. Please examples of fraud cases and manual interventions. All the spaces have been removed from the video although it took 2 hours.
Click Here For Quiz
https://www.flexiquiz.com/SC/N/ae3c1a4f-bd9a-4301-b355-b7f9997768d9
gen-enr-01-g02-guide-for-submission-of-third-party-data-using-the-https-channel-external-guide.pdf
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dear_valued_stakeholder_-_trusts.pdf
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pde_lookfeel_itr12v2024.00.13.pdf
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pit_stakeholder_letter_june_2024.pdf
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pde_lookfeel_itr12v2024.00.13.pdf
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it12change2024.pdf
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The video of the webinar was lost. I have therefore added a replacement video of a Sky Feature.

WEBINAR ON THE START OF THE SEASON ITR12S
We are excited to invite you to an exclusive webinar focused on ITR12s and how to effectively manage your tax returns using Sky Tax. This session will provide a comprehensive overview of the latest features and offer valuable guidance to streamline your tax return process.
Click Here for Quiz
https://www.flexiquiz.com/SC/N/18d95bb3-98fa-4df9-9dd9-531b0e3ef681


1._law_the_changing_provisional_tax_processes_2023_4.pdf
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2._technical_briefing__provisional_p1_and_p2_2024_sky_tax_ver_6.pdf
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3._the_provisional_tax_status_problem__2_.pdf
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4._the_problem_with_tax_extensions_edited.pdf
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5._notes_on_planning_provisional_tax_and_the_tax_return_process.pdf
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WEBINAR ON THE START OF THE NEW TAX SEASON
We are excited to invite you to an exclusive webinar designed to help you get ready for the start of the tax season. We will be using Sky Tax as the backdrop to prepare you for the upcoming tax season. With less than a month left until the new tax season commences, it's crucial to start the planning process now.
In this comprehensive webinar, we will cover:
• An in-depth discussion on the provisional tax process for 2025
• Key strategies for planning the entire 2024 tax season.
• Essential tips to streamline your tax returns and provisional tax return processing.
This session is a must-attend for everyone who handles tax for clients. Whether you're an experienced professional or new to the field, you'll gain valuable insights to ensure a smooth and efficient tax season.
Click Here for the quiz
https://www.flexiquiz.com/SC/N/a1c4854a-8c1d-498a-af89-9c0ac543bb5f
6._lapd-intr-in-2012-01-provisional-tax-estimates-1.pdf
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7._gen-pt-01-g01-guide-for-provisional-tax-external-guide.pdf
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gen-enr-01-g02-guide-for-submission-of-third-party-data-using-the-https-channel-external-guide.pdf
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guide_for_the_submission_of_third.pdf
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copy_of_it3-d_import_layout.xlsx
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LAUNCH OF SKY PBO FOR IT3-D DATA UPLOADS
The deadline for the upload is the end of May 2024. There is not much time left.
* For PBOs with fewer than 20 donors: The donation data can be directly entered into an e-Filing profile. This approach simplifies the process without the need for extensive software intervention.
* For PBOs associated with accountants who use Accfin Sky: We encourage these organisations to utilise their accountant's capabilities to manage their donation data through Sky PBO.
* For other PBOs: We recommend partnering with an accounting firm or registered service provider who can manage this process on their behalf. We are happy to recommend service providers.
* Registration as a 3rd Party Data Provider: Any accounting firm intending to manage the donation processing for PBOs through Sky PBO must register their e-Filing profile as a 3rd party data provider. This registration is essential for handling IT3 (T and D) effectively and is a requirement by SARS for firms performing these services.
* Data Collection: How to do the data collection process and the population of the data spreadsheet for uploading.

Click here for the quiz
https://www.flexiquiz.com/SC/N/61635ae0-c9f4-471b-83b0-19bd7c16082d
it12change2024.pdf
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sky_software_top_features_3.pdf
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the_evolution_of_tax_software_and_the_rise_of_sky_tax.pdf
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Invitation to Discover the Latest in Sky Tax and Sky Secretarial Software
We are excited to invite you to an exclusive webinar unveiling the new season's features of Sky Tax, our premier tax preparation software. This session will provide a comprehensive overview of the latest enhancements in Sky Tax and its seamless integration with Sky Sec, setting a new standard for efficiency and reliability in tax processing.
What’s New with Sky Tax?
Explore the cutting-edge features and functionalities introduced in the latest version of Sky Tax. Learn how these improvements can streamline your tax preparation process, ensuring accuracy and compliance.
The new integration with SARS will also be discussed.
Integration with Sky Sec
Discover the synergy between Sky Tax and Sky Sec. Understand how these integrated solutions can optimize your workflow, enhance data security, and provide a unified platform for all your tax-related tasks. Sky Sec becomes an integral part of ITR14 tax return and ITR12 trust returns production.
Sky Trust Returns and IT3-T Submission
Get ahead with the details on Sky Trust returns and the IT3-T submission process. We will cover the timeline for uploads and how you can leverage Sky Tax to manage these tasks efficiently.

Click here for the quiz
https://www.flexiquiz.com/SC/N/908427f6-063b-4984-9b55-e92edb276903
2._law_the_changing_provisional_tax_processes_2023_4.pdf
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technical_briefing__provisional_p1_and_p2_2024_sky_tax_ver_5.pdf
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SKY TAX - PROVISIONAL TAX P2 2024
If you are using Sky Tax to process provisional tax this webinar is a must.
Detailed discussion on Sky Tax's provisional tax processes:-
* The time line and deadlines
* Filters
* Reports
* Basic amount and the 2 tier system
* Calculation
* Letters
* Status and Sticky notes
* Filing and Payments
This webinar is for Sky Tax users.
If you are using ChatGPT we will show how you can utilise it for help.
Click here for the quiz
https://www.flexiquiz.com/SC/N/7e92030c-a9cf-45a3-b066-115280f7e673
1._lapd-intr-in-2012-01-provisional-tax-estimates.pdf
File Size: 405 kb
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2._law_the_changing_provisional_tax_processes_2023_4.pdf
File Size: 509 kb
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PROVISIONAL TAX UPDATE P2 2024
We will run through the provisional tax law and deal with many of the practical situations and will cover the following:-

* Interpretation Note 1
* Who is a provisional taxpayer - IMPORTANT for extension date purposes.
* SARS unilateral deactivation of provisional taxpayer status
* Timing of the provisional tax events
* Calculation of a penalty
* What you need to put in your letters - including a mandate
* Other topical events

Notes and a CPD will be provided after a quiz is done.
After registering, you will receive a confirmation email containing information about joining the webinar.
Click here for the quiz
https://www.flexiquiz.com/SC/N/687d8fdb-d4f6-4a27-a145-d85b92f0a17b
1._the_new_revolution.pdf
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mark_ai_powerpoint.pdf
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AI AND THE TAX PRACTICE
As a valued member of the accounting community, we invite you to our exclusive webinar, "Why Accountants Should Learn About AI to Stay Competitive."
Why should you attend?
  1. Understand the AI Landscape: Learn how Artificial Intelligence is revolutionizing the accounting industry.
  2. Skill Enhancement: Discover practical ways to integrate AI into your existing workflows.
  3. Future-Proof Your Career: Adapt and evolve with the industry by leveraging AI technologies.
  4. Network with Peers: Interact with other forward-thinking professionals in your field.
  5. SARS & AI: Learn how the South African Revenue Service (SARS) is using AI and data analytics to improve tax collections and enforce taxpayer compliance.
Ignoring AI is no longer an option for staying competitive. In today's landscape, AI adoption will differentiate those who lead from those who lag behind.
Seats are limited. Register now to secure your spot.
Click here for the quiz
https://www.flexiquiz.com/SC/N/69147bd4-edb8-43ae-8ee8-6d847993639e
01._beneficial-owner-filing-requirements-guidance-notice-25_may-2023.pdf
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02_bo_sections_of_regulations_and_acts.pdf
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03_230828_-_itr12t.21_aug_fin__002_.pdf
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04_draft_article.pdf
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06_drilling_down_through_a_trust.docx.pdf
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the-ai-accountant-pmc-2023-aug-2023.pdf
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We discuss the LATEST changes on all the compliance issues. There have been many changes on the understanding of the CIPC beneficial ownership and the FIC requirements.
* Mandate required - why this is so important * Certification of all documents - why this is so essential * We will discuss the difference between Beneficial Interest and Beneficial Ownership which many don't understand * The situation with an "Affected Company"
* Discussion on areas of disagreement in regard to trusts owning shares in a company * The uploading of the Share Register to the CIPC - mixed messages about which one should be uploaded
* We will show how to calculate who the beneficial owners of a company are through trusts * Why you can't calculate Beneficial Ownership without an organogram
* The method of doing all this work is time consuming (manually) and we still have to pressurise the CIPC to make it easier.
Click here for the quiz
https://www.flexiquiz.com/SC/N/0e215cca-8ee5-423f-b671-f92be107698b

fixing_the_past-sars_vdp-webinar_with_accfin.pdf
File Size: 5454 kb
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Fixing The Past - SARS Voluntary Disclosure Programme
In an effort to ensure taxpayer compliance, the South African Revenue Service (SARS) is encouraging taxpayers to come forward and apply for relief through the Voluntary Disclosure Programme (VDP).
Tax Consulting South Africa, will break down the necessary steps of the VDP process and what you should be aware of as SARS is refining its capability to detect and make it difficult and costly for non-compliant taxpayers.
Join Andre Daniels (Head of Tax Controversy and Dispute Resolution) and Colleen Kaufmann (Tax Attorney) from Tax Consulting South Africa to gain a better understanding of the following:
Key Areas of Presentation:
• What is the VDP? • Who can apply for relief under VDP? • Requirements of a valid VDP application • Importance of the VDP agreement • A step-by-step walkthrough of a VDP application
Click here for the quiz
https://www.flexiquiz.com/SC/N/af51fb98-1c5e-4b88-875a-b9a174ba00d8
drilling_down_through_a_trust.docx.pdf
File Size: 88 kb
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fic_presentation.pptx
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TWO-PART WEBINAR SERIES
PART 1. SKY FIC
We have great pleasure in announcing a new aspect of Sky Software called Sky Fic. It is common knowledge that all accounting firms are Accountable Institutions which means that every client of the practice has to FICA each of their clients.
Accfin's CEO Sini will show you the new software edition that has been added to Sky and how by using Sky's existing data a practice can FICA their client base easily!
* RMCP * The document requirements * The process
PART 2 - UPDATE ON BENEFICIAL OWNERSHIP
Mark will discuss the latest news of the changes on Beneficial Ownership.
* FATF * GLAA * The legislation
* Masters * CIPC * The process
* Supporting documents
Click here for the quiz
https://www.flexiquiz.com/SC/N/7d018bd3-f672-41c8-9e64-915cf6519f34
accfin_ait_webinar_-_introduction_slides.pptx
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ENHANCEMENTS TO THE PROCESS FOR INTERNATIONAL TRANSFERS
Without any prior notification, on 24 April 2023, SARS released new enhancements to the process for international transfers. These changes will be directly felt by all South African tax residents doing above R1m foreign investment allowance transfers, as well as financial emigration, which is now one combined SARS process.
• By attending, you will gain an understanding of :
• The context behind the change and SARS’ strategic intent;
• Why there is a risk of criminal sanction in the application process and risk mitigation hereon;
• Unpacking the supporting documents and disclosures required to get the application right;
• Latest insights received from SARS on what to expect after the application;
• Examples of successful and rejected outcomes; and
• Lessons learnt and strategy for dealing with potential SARS audits.
Click here for the quiz
https://www.flexiquiz.com/SC/N/e8aae256-08d4-4532-888b-6054a1e7c268
1_lapd-intr-in-2012-01-provisional-tax-estimates.pdf
File Size: 324 kb
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2_law_the_changing_provisional_tax_processes_2023_3.docx.pdf
File Size: 567 kb
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3_the_provisional_tax_status_problem__2_.pdf
File Size: 159 kb
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PROVISIONAL TAX P1 2024 FOR ALL PRACTITIONERS
We will run through the provisional tax law and deal with many practical situations, covering the following:-
* Interpretation Note 1
* Who is a provisional taxpayer
* SARS unilateral deactivation of provisional taxpayer status
* Timing of the provisional tax events
* Calculation of a penalty
* What you need to put in your letters - including a mandate
* Other topical events - like refusal by SARS to pay a refund where there is something missing from the SARS records
Click here for the quiz
https://www.flexiquiz.com/SC/N/5fb4d36d-4c61-4319-aaae-70183bcf1deb
1_pit_letter.pdf
File Size: 98 kb
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2_trust_letter.pdf
File Size: 127 kb
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3_tax_returns_2023.pdf
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11_fic_accountable_institutions_analysis.pdf
File Size: 113 kb
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WHAT YOU NEED TO KNOW ABOUT TAX RETURNS FOR THE 2023
We will be talking about what you need to know about the 2023 tax season which starts on the 7th July 2023. What you need to know for the following different tax return types.
ITR12 ITR12TRUSTS IT14 IRP6!
SARS has issued notices about the new season which I will present Also our opinion on who must register as an Accounting Institution with the FIC.
Sign up if you have not already to get the recording if you cant make it.
Click here for the quiz
https://www.flexiquiz.com/SC/N/81bbef3f-bca4-428d-a8b3-8c5a7a80e57f
Daniel Vorster
Thanks for your Incredible Service rendered to us small practitioners to keep us up to date and beyond with SARS, Mark. You are obviously not money-driven, but have a passion for what you do, and share your amazing hands-on knowledge via your useful Webinars and Material, often without charging a cent. God bless you, Sir! Thanks on behalf of those who never articulate their appreciation in so many words. We owe you more than money. Our gratitude and appreciation. Go well!
Debbie Tee
Mark and Team. Thank you for another excellent webinar as always! Being using Accfin / Sky for 27 years and never been dissapointed. Have a great weekend.
Carolina Van Niekerk
My first webinar with you Mark, but surely not my last  Thanks a lot
Hlatshwayo Nozizwe

Mark this is trully appreciated, really the information and understanding of what our country and tax seasons are revolving to is something that we would not be able to cope without your dedication to these webinars. You are truly amazing. This will benefit Accfin in the long run.
Maureen Knight
Mark your webinars are brilliant and I am really enjoying them as you give loads of practical information and they are very well presented.
1.__48648rg11585gon3444.pdf
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2._digital_signatures.pdf
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3._beneficial_interest_in_terms_of_the_companies_act.pdf
File Size: 114 kb
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5._beneficial_ownership_flyer.pdf
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6._only_the_paranoid_survive.pdf
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BENEFICIAL OWNERSHIP AND TRUST FILING UPDATE
We discuss the requirements and the updated requirements on the upload of beneficial ownership to the Masters and to the CIPC as well as all the supporting documents that you require.
* Mandate required * Certification of all documents - why this is so essential * We will discuss the difference between Beneficial Interest and Beneficial Ownership * We will discuss the Companies Act Amendments and the Government Gazette in brief * Company and Trust tax returns * The Uploading of Trusts to the Masters Office * The uploading of the Share Register to the CIPC * We will show how to calculate who the beneficial owners of a company are
* Why you can't calculate Beneficial Ownership without an organogram * The method of doing all this work is time consuming (manually) and we have to pressurise the CIPC to make it easier.
* Why you can only do this work with an integrated system and why the tax and secretarial departments have to work together.
Click here for the quiz
https://www.flexiquiz.com/SC/N/3de1c411-5e8c-4384-b928-6dffba799af1
1a._48210gon3151.pdf
File Size: 1065 kb
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2._companies_amendment_bill_saica.pdf
File Size: 735 kb
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3._beneficial_interest_in_terms_of_the_companies_act.pdf
File Size: 114 kb
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4._bo_calculation.xlsx
File Size: 12 kb
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4._the_situation_with_digital_signatures.pdf
File Size: 108 kb
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9_the_accfin_sky_portfolio.pdf
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BENEFICIAL OWNERSHIP ACCORDING TO COMPANY LAW
We have discussed the requirements on the upload of beneficial ownership to the Master so we are now going to show the next step in regard to the CIPC.
* Certification of all documents
* We will discuss the difference between Beneficial Interest and Beneficial Ownership
* We will discuss the Companies Act Amendments and the Government Gazette
* The uploading of the Share Register to the CIPC
* We will show how to calculate who the beneficial owners of a company are
* Why you can't calculate Beneficial Ownership without an organogram
* The method of doing all this work is time consuming (manually) and we have to pressurise the CIPC to make it easier.
* The formation of a group to tackle the CIPC
Click here for the quiz
https://www.flexiquiz.com/SC/N/9ac2e8fd-07ef-475b-a099-370983d9167c
Carol Nicholsen
I work on a number of Co Sec packages and infinitely prefer Accfin.  No one else provides webinars like you do.  Thank you
Debbie Boshoff
Mark thanks for the webinar. Your webinars are informative and practical 
Maureen Knight
Thank you very much Mark, this was a super very informative webinar, scary with all the info, but thankful we can call on you
Ann Van Bosch
Ok thank you!! Your webinars are so informative!
Andrew Lake "Thank goodness for Accfin - never in a million years Could I manage all this without your system."
BENEFICIAL OWNERSHIP REGISTER TO THE MASTER USING ACCFIN SKY SEC
A webinar to show you how to generate the Beneficial Ownership Register in ACCFIN SKY SEC for the Master with one click. Besides showing you how the software works you will learn about all the necessary requirements!
The software is available now!
Who should attend - everyone in practice.
A quiz for CPD click below.
https://www.flexiquiz.com/SC/N/4a7518c9-71f0-4f8b-add5-d565c46948b6
1._beneficial_interest_in_terms_of_the_companies_act.pdf
File Size: 105 kb
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5._cliffe_dekker_and_todd_corporate-investigations-alert-10-november-2021.pdf
File Size: 600 kb
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6._beneficial_ownership_flyer.pdf
File Size: 133 kb
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9._48210gon3151.pdf
File Size: 1065 kb
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TIME TO BLEND OFFICE DISCIPLINES
We have had a spate of new laws, regulations and rules which are now forcing every practice to blend some of their disciplines together. In this webinar we will talk about what has come through and why this has become important to blend departments like tax and secretarial? I will also be talking about the new objection rules and Beneficial ownership.
* ITR14 for 2023
* ITR12
* ITR12 Trusts
* Beneficial owners
Click here for the quiz
https://www.flexiquiz.com/SC/N/6d7d541b-9b29-4fca-ba78-2ec3f78f394f
5._the_problem_with_tax_extensions.docx
File Size: 26 kb
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POSTMORTEM OF THE TAX SEASON - FREE WEBINAR
Everyone will agree that it has been an incredibly tough season making this the toughest season ever! The question is, is it over? Probably not! In this webinar I would like to do a postmortem of what has occurred by having a discussion of how we coped or how we did not and what we should do for the next season. There are a number of items to discuss: -
* Trust Tax Returns and the future requirements of IT3t and IT3d
* The situation with monthly Paye - what can we expect
* What are we going to do with tax extensions which don't work
* What we know about vision 2024
* Other matters that come to light
There will be some notes and a CPD will be given after a quiz is answered.
Click here for the quiz
https://www.flexiquiz.com/SC/N/711d9b2c-b47e-421e-a5cc-9e4f7912094e

1._lapd-intr-in-2012-01-provisional-tax-estimates.pdf
File Size: 298 kb
File Type: pdf
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4._provisional_tax_article_2023.pdf
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6._tax_extension_article_2022.pdf
File Size: 436 kb
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Click here for the quiz
https://www.flexiquiz.com/SC/N/0db6bbbd-419f-457c-b47f-122965e27c0e

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