The videos listed below are recordings of webinars held- click on the pics to access the videos. Notes are provided under details when the video opens.
WEBINAR ON HOW TO DEAL WITH THE P2 PROVISIONAL UNDERSTATEMENT PENALTY
The understatement penalty on P2 Provisional Tax is causing much consternation for Tax Practitioners. I am pretty sure you are finding a number of your clients in this situation owing to the following;
1. The taxpayer does not have the cash flow to make the correct payments and underpays.
2. The taxpayer pays the tax a day late owing to some technical difficulty on the internet or because they are away.
3. The taxpayer forgets about a capital gain that he or she earned and it’s not included.
It gives me great pleasure to invite you to a webinar on the 7th September at 8.30 for 120 minutes to introduce you to Costa Divaris South Africa’s leading tax expert who is going to tell us all how we should deal with this situation and the letters we should write to SARS to try and deal with this terribly unfair situation.
RUN THE VIDEO AND THEN RUN THE QUIZ TO OBTAIN A CPD CERTIFICATE - CLICK HERE
The understatement penalty on P2 Provisional Tax is causing much consternation for Tax Practitioners. I am pretty sure you are finding a number of your clients in this situation owing to the following;
1. The taxpayer does not have the cash flow to make the correct payments and underpays.
2. The taxpayer pays the tax a day late owing to some technical difficulty on the internet or because they are away.
3. The taxpayer forgets about a capital gain that he or she earned and it’s not included.
It gives me great pleasure to invite you to a webinar on the 7th September at 8.30 for 120 minutes to introduce you to Costa Divaris South Africa’s leading tax expert who is going to tell us all how we should deal with this situation and the letters we should write to SARS to try and deal with this terribly unfair situation.
RUN THE VIDEO AND THEN RUN THE QUIZ TO OBTAIN A CPD CERTIFICATE - CLICK HERE
SKY TAX THE NEW FEATURES AND HOW TO PROCESS AN ITR12 FOR 2018 1 hour 56 minutes
The time has come for us to start thinking about the 2018 tax season if we have not yet done so and make all the necessary plans and arrangements.
We have added a number of new exciting features which we would like you to see.
We have developed a technology that will allow you to track and control every aspect of tax return production that will blow you away. In fact, a number of records have been broken. One Tax Practitioner completing 90 returns single handed in 2 days.
This webinar will be suited for all Accfin Users - Users of competitive systems and -Especially if you are manual!
RUN THE VIDEO AND THEN RUN THE QUIZ TO OBTAIN A CPD CERTIFICATE - CLICK HERE
The time has come for us to start thinking about the 2018 tax season if we have not yet done so and make all the necessary plans and arrangements.
We have added a number of new exciting features which we would like you to see.
We have developed a technology that will allow you to track and control every aspect of tax return production that will blow you away. In fact, a number of records have been broken. One Tax Practitioner completing 90 returns single handed in 2 days.
This webinar will be suited for all Accfin Users - Users of competitive systems and -Especially if you are manual!
RUN THE VIDEO AND THEN RUN THE QUIZ TO OBTAIN A CPD CERTIFICATE - CLICK HERE
UNPACKING PROVISIONAL TAX FOR 2018 - and HOW TO AUTOMATE IT 1 hour 53 minutes
Its almost time to submit P1. You need to plan now as a simple mistake will cost you, baring in mind what awaits you for P2.
A discussion on provisional tax, the interpretation note and the new penalty laws which now kick in with the P2 payment which you need to be aware of when you do P2. We will go through provisional tax in detail and deal with all the controversial issues. There will be worked examples of how penalties arise.
You don't want to leave the planning for the last minute when you are under pressure with tax returns and you have to understand how the new penalty laws can really hurt.
Its almost time to submit P1. You need to plan now as a simple mistake will cost you, baring in mind what awaits you for P2.
A discussion on provisional tax, the interpretation note and the new penalty laws which now kick in with the P2 payment which you need to be aware of when you do P2. We will go through provisional tax in detail and deal with all the controversial issues. There will be worked examples of how penalties arise.
You don't want to leave the planning for the last minute when you are under pressure with tax returns and you have to understand how the new penalty laws can really hurt.
ITR12 STATEMENT OF ASSETS AND LIABILITIES 1 hour 12 minutes
In my interaction with many tax practices I have discovered that many people who work in tax departments don’t really understand how the statement of assets and liabilities works and the significance of what it means in the production of ITR12’s. In my view if the statement of assets is not correct or not submitted this could be viewed as a material misrepresentation which could cause the assessment to be open forever. In this webinar we will handle the principles of the capital reconciliation and the rules that force the triggering of the requirement that a statement of assets must be submitted. Interpretation of the living expenses is fundamental in producing the statement of assets. We will be making use of Sky Tax to illustrate exactly how the statement of assets works.
• This webinar is for anyone who wishes to understand the principles of the statement of assets and liabilities and the capital reconciliation.
• Users of Sky Tax will also benefit as we will be showing how the new features of Sky work.
• Users of competitive systems or if you are manual will also benefit from this webinar.
In my interaction with many tax practices I have discovered that many people who work in tax departments don’t really understand how the statement of assets and liabilities works and the significance of what it means in the production of ITR12’s. In my view if the statement of assets is not correct or not submitted this could be viewed as a material misrepresentation which could cause the assessment to be open forever. In this webinar we will handle the principles of the capital reconciliation and the rules that force the triggering of the requirement that a statement of assets must be submitted. Interpretation of the living expenses is fundamental in producing the statement of assets. We will be making use of Sky Tax to illustrate exactly how the statement of assets works.
• This webinar is for anyone who wishes to understand the principles of the statement of assets and liabilities and the capital reconciliation.
• Users of Sky Tax will also benefit as we will be showing how the new features of Sky work.
• Users of competitive systems or if you are manual will also benefit from this webinar.
MANDATE AND ENGAGEMENT LETTER FOR THE 2018 TAX SEASON 1 hour 48 minutes
The New Tax Season is about to start and it is time for us to start preparing for the deluge of work. I would like to have a webinar where I present my new edited version of the mandate or engagement letter, referring to various aspects of the law as well as illustrating why it is so important to have a signed mandate letter from your taxpayer clients. I will also present other important aspects of tax that has come to my notice. This webinar is a really good summary of what you are in for.
Each participant will receive a copy of the mandate.
The New Tax Season is about to start and it is time for us to start preparing for the deluge of work. I would like to have a webinar where I present my new edited version of the mandate or engagement letter, referring to various aspects of the law as well as illustrating why it is so important to have a signed mandate letter from your taxpayer clients. I will also present other important aspects of tax that has come to my notice. This webinar is a really good summary of what you are in for.
Each participant will receive a copy of the mandate.
SKY TAX THE NEW FEATURES AND HOW TO PROCESS AN ITR12 FOR 2018 - THIS IS A LIVE WEBINAR 90 MINUTES
The time has come for us to start thinking about the 2018 tax season and make all the necessary plans. To this end we are going to have a webinar to be presented by Sini the technical director and designer of SKY on Friday, 25 May 2018.
We have added a number of new exciting features which we would like you to see.
We have developed a technology that will allow you to track and control every aspect of tax return production that will blow you away.
This webinar will be suited for all Accfin Users, users of competitive systems and for firms that are manual.
The time has come for us to start thinking about the 2018 tax season and make all the necessary plans. To this end we are going to have a webinar to be presented by Sini the technical director and designer of SKY on Friday, 25 May 2018.
We have added a number of new exciting features which we would like you to see.
We have developed a technology that will allow you to track and control every aspect of tax return production that will blow you away.
This webinar will be suited for all Accfin Users, users of competitive systems and for firms that are manual.
EXERCISE OF DISCRETION IN CASE OF LATE OBJECTION OR APPEAL
SARS has recently published a draft interpretation note 15 (Issue 5) 6th April 2018 1 hour 40 minutes
In this webinar I will discuss this document as I think many Tax Practitioners are falling foul in regard to not been able to make objections in time and the draft paper deals with the mechanism on how to get around this.
The purpose of this webinar is to discuss the paper which does not deal with the example above but deals with other instances where taxpayers are unable to do the necessary objections timeously.
Please answer the question and send me some of your experiences, I would really appreciate it. If you could please give examples of similar situations that you have had in your practice and how many hours it has cost you over a year.
I will be taking the results of this exercise to SARS!
After registering, you will receive a confirmation email containing information about joining the webinar.
SARS has recently published a draft interpretation note 15 (Issue 5) 6th April 2018 1 hour 40 minutes
In this webinar I will discuss this document as I think many Tax Practitioners are falling foul in regard to not been able to make objections in time and the draft paper deals with the mechanism on how to get around this.
The purpose of this webinar is to discuss the paper which does not deal with the example above but deals with other instances where taxpayers are unable to do the necessary objections timeously.
Please answer the question and send me some of your experiences, I would really appreciate it. If you could please give examples of similar situations that you have had in your practice and how many hours it has cost you over a year.
I will be taking the results of this exercise to SARS!
After registering, you will receive a confirmation email containing information about joining the webinar.
VIDEO Click on the picture above to run the video of the webinar held.
QUIZ Click on the pic above to run the Quiz. it will take about 6 minutes. You need to get 80% to pass. You have 2 attempts per question, however if you fail you can rerun it. If you pass you may print a CPD certificate, which you can also print to a PDF printer driver if you have one. There will be a Request to type in your name, please type in your name correctly.
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UNPACKING PROVISIONAL TAX P2 FOR 2018 - DONT LEAVE THE PLANNING TO LATE
Its almost year end and before you know it P2 will be on top of you! You need to plan now as a simple mistake will cost you! A discussion on provisional tax, the interpretation note and the new penalty laws which now kick in with the P2 payment. We will go through provisional tax in detail and deal with all the controversial issues. There will be worked examples of how penalties arise You don't want to leave the planning for the last minute when you are under pressure with tax returns before the end of January 2018 and you have to understand how the new penalty laws can really hurt. We will deal with how a back office with digital signatures will reduce your risk exposure. I will also be dealing with some risk averse measures. After registering, you will receive a confirmation email containing information about joining the webinar. Notes will be issued. View System Requirements Who should attend;- All Accfin Users, All Tax Practitioners who are manual, All Tax Practitioners who use a competitive system The webinar is free and a CPD certificate will be supplied. After registering, you will receive a confirmation email containing information about joining the webinar. |
TWO SKY TAX PRACTITIONERS AND RISK AVERSION QUESTIONNAIRE
Webinar held 3 November 2017 - Time 1 hour 48 minutes
TWO TAX PRACTITIONERS The first hour will be a discussion with two successful tax practitioners, Debbie Classens who is the Tax Practitioner responsible for tax returns at Creda Accounting in Nelspruit. Debbie is a Master Tax Professional (SA) and has been a user of our software for many years going through all the generations of the various updates. We will also have Magriet Ortlepp a Chartered Accountant who operates as a sole practitioner in the Randburg Area. Magriet recently acquired SKY Tax and would like to tell everyone how it has changed her practice. THE RISK EVALUATION QUESTIONNAIRE In the second hour we will be using the risk evaluation questionnaire that we recently put out in order to discuss the results. What a Tax Practitioner should be doing for each aspect in some detail. Notes will be supplied on the various aspects. A CPD certificate will be issued. Run the recording and complete the the quiz to the Right. Who should attend;-
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VIDEO Click on the picture above to run the video of the webinar held.
QUIZ Click on the pic above to run the quiz. it will take about 4 minutes. You need to get every question right to pass. You have 2 attempts per question, however if you fail you can rerun it. If you pass you may print a CPD certificate, which you can also print to a PDF printer driver if you have one.
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Click on the picture above to run the video of the webinar held.
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THE ITR12 TRUST RETURN - CRADLE TO THE GRAVE OF TRUST TAX RETURNS
Date 27 October 2017 1 hour 30 minutes
There is an increasing vigour by SARS in the way trust tax returns are viewed and assessed. The continuous circle and movement of money is being constantly looked at and revised with changes being made to the returns all the time. We will go through all the returns with worked examples using Sky Tax as the backdrop. We will also deal with some legal aspects. Who should attend – Anyone involved with an ITR12 Trusts All Accfin Users, All Tax Practitioners who are manual, All Tax Practitioners who use a competitive system The webinar is free and a CPD certificate will be supplied. After registering, you will receive a confirmation email containing information about joining the webinar. |
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Click on the pic above to run the quiz. it will take about 4 minutes. You need to get every question right to pass. You have 2 attempts per question, however if you fail you can rerun it. If you pass you may print a CPD certificate, which you can also print to a PDF printer driver if you have one.
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HOW AN ITR14 SD CAN BITE YOU IN BACK ON RECONCILIATION!
FREE ITR14SD WEBINAR 2017 Date 13 Oct 2017 1.23 Hours It is fundamental that even before we submit an ITR14 we do the necessary reconciliations for the ITR14SD. You certainly don't want to find yourself gasping for air after you are trying to reconcile on request from SARS. We will go through all the reconciliations with worked examples. Who should attend – Anyone involved with an ITR14 All Accfin Users, All Tax Practitioners who are manual, All Tax Practitioners who use a competitive system |
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FREE ITR14 WEBINAR CRADLE TO THE GRAVE 2017
FREE ITR14 WEBINAR CRADLE TO THE GRAVE 2017 Date 6 Oct 2017 1.51 Hours
The provisional tax season is now over and we now need to concentrate on tax return production in our build up to the November and January deadlines. Companies have to be done by January 2018. I will be illustrating the build-up of a tax return ITR14 using Sky Tax. I will be showing the procedure step by step from cradle to the grave, a how too of all aspects in the return! There will also be a talk about some technical aspects, When the video has loaded you can download the notes. Click on the picture to the left to run the webinar. Click here to run the Quiz and obtain your CPD certificate |
FREE ITR12 WEBINAR CRADLE TO THE GRAVE 2017 USING SKY TAX 15 September 2017 120 minutes
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PRACTICAL ASPECTS IN RUNNING A TAX COMPLIANCE PRACTICE – 2017 1 September 2017 2 hours 21 minutes
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RUNNING AN INTEGRATED BACK OFFICE TAX SYSTEM FOR MANAGING CONTROLLING AND FILING 18 August 2017
We are going to run through Sky Tax showing you aspects that you should be looking for in a back office system. How does a back office system integrate with other office disciplines. We will talk about preparation for filing provisional tax and tax returns. We will provide you with procedures to make you efficient. We will also handle the difference between cloud based and running on your internal server. |
ITR12'S LOOSE ENDS AND SOME OTHER ASPECTS 11 August 2017 1 hour 50 minutes
The final word on Retirement funds, the brought forward and the carry forward. I will have some worked examples on the calculation. Foreign income and Foreign tax credits. Donations. Trust distributions and Other Income and Deduction source codes. |
RETIREMENT CONTRIBUTIONS AND MEDICAL TAX CREDITS 28 July 2017 1 hour 55 minutes
We are now well into the tax season and it has been somewhat of a traumatic opening as opposed to previous years because of the changes. Based on webinars that I have done and questions asked I believe that there are some issues in regard to understanding the deduction for retirement annuities and especially in regard to a capital gain included in the taxable income. Medical tax credits are also handled. We go through the SARS Policy documents. |
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WEBINAR ON UNPACKING PROVISIONAL TAX 2018 14 July 2017 2 hours 9 minutes
A discussion on provisional tax, the interpretation note and the new penalty laws which now kick in with the P2 payment. We will go through provisional tax in detail and deal with all the controversial issues. You don't want to leave the planning for the last minute and you have to understand how the new penalty laws can jump up and bite you! We will relate the provisional tax to a back office system and advise how to deal with faulty data from SARS. WEBINAR ON ASPECTS OF ITR12 2017 - 2hours 10 minutes
There have been notable changes on the ITR12 as well as changes in calculation! This is a free webinar on the discussion of these changes. We will be using Sky Tax as a backdrop to the discussion. We will also be discussing aspects of e Filing. |
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STATEMENT OF ASSETS AND LIABILITIES
Webinar discussing the statement of assets and liabilities using Sky Tax as a back drop. There are notes to download. |
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ASPECTS OF ITR12
We will cover the overall makeup of the tax return. The requirements for filing and various aspects of the law. In particular, medical, cars, lump sum, capital gains, foreign income, statement of assets and anything else we consider important. We will advise what we know about the new tax return for the 2017 tax year. Everyone who is involved in tax return production should attend. |
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PROVISIONAL TAX P2 2017
The P2 process is underway for 2017! A discussion on provisional tax, the interpretation note and the new penalty laws which now kick in for sure with the P2 payment. We will go through provisional tax in detail and deal with all the controversial issues. You don't want to leave the planning for the last minute and you have to understand how the new penalty laws can jump up and bite you! Click on attachements to download the notes and diagramhe P2 process is underway for 2017! A discussion on provisional tax, the interpretation note and the new penalty laws which now kick in for sure with the P2 payment. We will go through provisional tax in detail and deal with all the controversial issues. You don't want to leave the planning for the last minute and you have to understand how the new penalty laws can jump up and bite you! Click on attachements to download the notes and diagram |
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RISK COMMUNICATIONS MANDATES TERMS AND CONDITIONS AND DIGITAL SIGNATURES
A discussion on SARS EfILING terms and conditions. We will link the terms and conditions to the mandate letter that your client should sign each year. Communications are so important from a risk control point of view. It’s important to make sure that you use the correct communications to protect you from risk in processing daily events. As part of our research into digital signatures and the move to a paperless office we will discuss the legal aspects as well as give A demonstration of how digital signatures will work. |
“We increased debtors collection receipts in December 2016 by over 50%”
“Our practice efficiency has improved substantially”
Andrew Alt - Partner
The proof is in the eating. Case Study of Sky Software for a large multi branch accounting practice.
Click here for Case Study
“Our practice efficiency has improved substantially”
Andrew Alt - Partner
The proof is in the eating. Case Study of Sky Software for a large multi branch accounting practice.
Click here for Case Study
