The videos listed below are recordings of webinars held- click on the Arrow Head to play the videos. Notes are provided in most cases. Run the quiz (after you have viewed the video) and if you pass you will receive a CPD certificate which you may use for unverified CPD hours.

28_of_2011_tax_administration_act_2021.01.20_-_to_date.pdf
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document_with_links.docx
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7 MAJOR ISSUES IN COMPLIANCE YOU HAVE TO DEAL WITH BEFORE THE YEAR END
Webinar recorded on Feb 19, 2021 at 8:30 AM CAT.
We are nearly done with the next financial year and we need to get our ducks in a row!
* Final provisional tax pointers before payment date * Follow up on S234 - why this has to change * Avoidance vs Evasion
* Vat refunds not being paid * PAYE errors best way to deal with them * The mandate engagement letter you must have
* Format of some letters you must write to SARS to protect the taxpayer
We will also discuss any other issue that may arise
After registering, you will receive a confirmation email containing information about joining the webinar.
Quiz click on the link below
https://www.flexiquiz.com/SC/N/7f97ec7f-d822-41c7-967b-55ff0bdba240
28_of_2011_tax_administration_act_2021.01.20_-_to_date.pdf
File Size: 1780 kb
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terms_and_conditions.pdf
File Size: 44 kb
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tax_mandate_february_2021.docx
File Size: 32 kb
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CRIMINAL SANCTIONS FOR MINOR TAX OFFENCES AND OTHER MATTERS
Webinar recorded on Feb 05, 2021 at 8:30 AM CAT.
You all know how I go off about risk aversion and why you need a signed mandate from each client. We now have criminal sanctions for minor tax offences, so for something quite simple the taxpayer can land up in jail. Imagine if this happens to one of your taxpayer clients and its your fault! We will discuss the Explanatory Memorandum on this as well as discuss what changes we need to make to our mandate letter.
We will also discuss some of the other issues that have now come into the law.
After registering, you will receive a confirmation email containing information about joining the webinar.
Quiz - Click on the link below
https://www.flexiquiz.com/SC/N/97a8c392-956a-4140-845e-f591804da5c9

calculating_provisional_tax_p2_in_february_-_notes.pdf
File Size: 197 kb
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e-book_on_provisional_tax_version_2.pdf
File Size: 1590 kb
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how_to_process_p2_2021_from_one_screen.pdf
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LIVE WEBINAR PROVISIONAL TAX P2 THE PLANNING IS NOW OR NEVER - LEARN WHY ITS DIFFERENT TO P1 BEFORE ITS TO LATE
Webinar recorded on Jan 15, 2021 at 8:30 AM CAT.
Sign up if you have not already done so and receive my 10 step plan for Provisional Tax P2 as well as sample letters.
You need to start the process for P2 February year ends right now, while at the same time you catch up with tax returns.
The important thing is you have to start early and not leave it for the last minute.
In this webinar we will show you how, taking into account the law and the relief rules and the latest changes that we know by the date of the webinar.
After registering, you will receive a confirmation email containing information about joining the webinar.
Quiz - Click on the link below
https://www.flexiquiz.com/SC/N/921228b7-f975-43aa-9219-8da5d5eba279
provisional_tax_p2_tax_notes_webinar_20th_november.pdf
File Size: 538 kb
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prov_forms.pdf
File Size: 525 kb
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PROVISIONAL TAX P2 THE PLANNING IS NOW OR NEVER - LEARN WHY ITS DIFFERENT TO P1
Recorded of webinar held on Nov 20, 2020 at 8:30 AM CAT.
I said I was not going to do a Prov Tax webinar until next year! I have changed my mind as the rules are different and we need to start the planning process right now, otherwise we miss the boat!
Have you noticed how quick the time passes – the days just fly by. Before you know it you will be processing P2 February year ends with little time to spare as you catch up with tax returns.
You really need to understand the processes in regard to the provisional tax relief as the way you do P2 is very different to the way P1 was processed. The important thing is you have to start early and not leave it for the last minute.
In this webinar we will show you how, taking into account the law and the relief rules!
After registering, you will receive a confirmation email containing information about joining the webinar.
Quiz - Click on the link below
https://www.flexiquiz.com/SC/N/42f44596-23a0-47aa-91bc-5fc1558fccef
start_of_the_new_tax_season_2021_1.pdf
File Size: 729 kb
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auto_assessment_2.pdf
File Size: 239 kb
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10 TIPS AND TRAPS ABOUT INDIVIDUAL TAX RETURN (ITR12) PRODUCTION 2020
Recording of the webinar held on Oct 02, 2020 at 8:30 AM CAT.
Tax return production has become very specific and requires an in depth knowledge on how to do it properly. This webinar is about showing you the Tips Tricks and Traps on how to do it fast and accurately and for the system to check production as you go. We will show you that if you use Sky Tax that you will save at least 40 minutes a year per taxpayer and maybe a lot more.

We will cover the full spectrum of a tax return from simple to complex including the statement of assets and capital reconciliation. We will also show you how you can protect yourself against the risks with some risk aversion features.
Who should attend - every tax practitioner who does a tax return for a taxpayer
You will receive a CPD certificate after you have answered a quiz.
After registering, you will receive a confirmation email containing information about joining the webinar.
Quiz - Click on the link below
https://www.flexiquiz.com/SC/N/61f6367f-f84a-40e0-8701-04ee7b79f9f6
foreign_tax_credit_problem.pdf
File Size: 636 kb
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paye_and_foreign_tax_credit.pdf
File Size: 551 kb
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paye_problem.pdf
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ISSUES ON THE PROVISIONAL TAX STATEMENT OF ACCOUNT
Recording of the webinar held on Sep 18, 2020 at 8:30 AM - 10:00 AM CAT.
There are some issues in the way that the Provisional Tax Statement of accounts are being presented especially in regard to individuals who have claimed Covid19 relief.
The question is do we really understand how the relief is calculated where there is PAYE and Foreign Tax credits. Whats even more important is that we don't know how to fix the problem if it exists. I hope to have some answers at the webinar but if not will advise you afterwards if you have registered.
A CPD will be issued after you have answered the quiz.
Quiz - Click on the link below
https://www.flexiquiz.com/SC/N/ea440b51-d67e-49f6-9992-83bc220e4cb2
lapd-intr-in-2012-15_-_late_objection_exercise_discretion.pdf
File Size: 154 kb
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EXERCISE OF DISCRETION IN CASE OF LATE OBJECTION OR APPEAL  
Run the recording for a webinar held on September 11, 2020.​
We will discuss the interpretation note on this aspect as I think many Tax Practitioners are falling foul of the rules in regard to not been able to make objections in time or because of system failure. The note deals with the rules and time limits on how to get around this. We will discuss what happens when you cant make an objection or if you miss a notice.
There will be notes and a CPD will be provided after the quiz has been answered.
After registering, you will receive a confirmation email containing information about joining the webinar.
Quiz - Click on the link below
https://www.flexiquiz.com/SC/N/16729dea-0c1e-43ea-8872-ba55728fc790
new_developments_in_next_phase_of_individual_filing_season_media_release_27_august_2020.pdf
File Size: 26 kb
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individual_provisional_tax_covid19_relief.pdf
File Size: 452 kb
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tax_type_transfer_poa_letter_to_the_external_stakeholders.pdf
File Size: 1120 kb
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PROVISIONAL TAX AFTERMATH AND START OF INDIVIDUAL TAX RETURNS
Watch the recording of the webinar held on Sep 04, 2020 at 10:00 AM CAT.
* WHAT TO DO IF A PROVISIONAL TAX CLIENT IS MESSED BECAUSE OF A TAX COMPLIANCE ISSUE OR YOUR CLIENT PAID THE WRONG AMOUNT
* WHAT TO DO IF SARS GAVE YOU COVID-19 RELIEF AND YOU DID NOT EVEN ASK
* PLANNING TAX RETURN PRODUCTION AS THERE IS NOT ENOUGH TIME LEFT UNTIL DEADLINE
* THE INS AND OUTS OF AUTO ASSESSMENTS - WHY A TAX PRACTITIONER CAN NEVER ACCEPT THE SARS AUTO ASSESSMENT
* WHY THE DEMOGRAPHICS ON THE ITR12 RETURN ARE SO IMPORTANT
* INDIVIDUAL TAX RETURN ASPECTS THAT YOU NEED TO KNOW
We will be using Sky Tax Software to deal with some of the issues
Webinar for all Tax Practitioners and firms who use competitive systems and who are manual. Everyone is welcome!
Click on the link below for the quiz in order to obtain the CPD
https://www.flexiquiz.com/SC/N/15575a79-acd3-4f26-bb76-2b41e6be7ed0
start_of_the_new_tax_season_2021_6.pdf
File Size: 792 kb
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HOW TO FIND OUT IF YOUR CLIENT HAS PAID THEIR PROVISIONAL TAX WITHOUT ASKING
Watch the recording of the webinar held on Aug 21, 2020 at 10:00 AM CAT.
Free webinar on VARIOUS CRITICAL TOPICS CONCERNING TAX
* AN UPDATE ON WHAT HAS COME TO LIGHT DURING THE LAST MONTH
* HOW TO TELL IF YOUR CLIENT HAS PAID PROVISIONAL TAX WITHOUT ASKING
* THE ISSUE OF BEING TAX COMPLIANT
* THE INS AND OUTS OF AUTO ASSESSMENTS - WHAT YOU NEED TO KNOW
* WHAT ARE THE RISKS FOR THE TAX PRACTITIONER IN AUTO ASSESSMENT
* WHY DID SARS INTRODUCE AUTO ASSESSMENT
* THE START OF THE NEW TAX RETURN SEASON
We will be using Sky Tax Software to deal with all the pitfalls and major new exciting features as well as various legal and practical aspects.
Webinar for all Sky Tax users and firms who use competitive systems and who are manual.
Click on the link below for the quiz in order to obtain the CPD
https://www.flexiquiz.com/SC/N/81fe751b-07a0-4343-9508-1bc1f6bdd724
auto_assessment_2.pdf
File Size: 239 kb
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start_of_the_new_tax_season_2021_6.pdf
File Size: 792 kb
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THE INS AND OUT OF AUTO ASSESSMENTS - WHAT YOU NEED TO KNOW
Watch the recording of the webinar held on Aug 07, 2020 at 10:00 AM CAT.
Free webinar on THE INS AND OUT OF AUTO ASSESSMENTS - WHAT YOU NEED TO KNOW!
Webinar for all Sky Tax users and anyone who wants to attend. We will be using Sky Tax Software to deal with all the pitfalls of auto assessments. With a new feature Sky Tax can give you a list of all taxpayers who have been auto assessed in minutes!

Practical and legal issues will be dealt with.
Click on the link below for the quiz in order to obtain the CPD
https://www.flexiquiz.com/SC/N/5f422ce3-771c-4f3f-8d11-8d0e669ce4a5

start_of_the_new_tax_season_2021_6.pdf
File Size: 792 kb
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THE INS AND OUTS OF PROVISIONAL TAX ON SKY TAX
Run the recording for the webinar held on Jul 31, 2020 at 10:00 AM CAT.
Webinar for all Sky Tax users and anyone who wants to attend. We will be using Sky Tax Software to deal with all the pitfalls of provisional tax.
Practical and legal issues will be dealt with.
Click on the link below for the quiz in order to obtain the CPD
https://www.flexiquiz.com/SC/N/56cea82e-dafd-433b-bc9f-897485091d13
start_of_the_new_tax_season_2021_5.pdf
File Size: 756 kb
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9 MAJOR QUESTIONS YOU HAVE TO ANSWER ABOUT THIS YEARS TAX SEASON
Run the recording of the webinar held on Jul 24, 2020 at 10:00 AM CAT.
Register now!
This year there are so many things we just do not know!
By now the tax season should have opened but it has not! Your practice has already lost weeks so far with no extension of time on the deadlines. The provisional tax data has not been loaded.
The fact of the matter is if you do not have a system and a plan in place or if you are manual and you are not using your back office system properly your tax practice will not cope.
The "NEW NORMAL" dictates that tax practices now work differently!  * We will deal with the auto assessment and how this is going to affect your practice and the changes you need to make * How are you coping with provisional tax - the last assessment is not loaded - we will advise the best method of dealing with provisional tax * Why communications in the age of Covid-19 and working from home is so critical * What you need to do in the pre-season and why you need a pre-season letter to send to you clients * Display of letters you need * The plan for the season will be provided * Other matters of interest
Who should attend;- * Accfin Sky Users and Proseries Users * Practitioners who use all competitive systems * Practitioners who use e-Filing only i.e. you are manual * If You use spreadsheets * All members of tax staff in an accounting firm
Click on the link below for the quiz in order to obtain the CPD
https://www.flexiquiz.com/SC/N/5986234c-a832-4e82-95c6-cf92b5233efb

PROVISIONAL TAX 2020 THE LAW AND PRACTICE 

lapd-intr-in-2012-01_-_provisional_tax_estimates.pdf
File Size: 292 kb
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provisional_tax_january_2020.pdf
File Size: 306 kb
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notes_on_inc_tax_provisional.pdf
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PROVISIONAL TAX 2020 THE LAW AND PRACTICE 
We are going to discuss the latest Practice Note pointing out law, practice and controversial issues relating to provisional tax.
We will do the penalty calculations!
The truth be told your clients don’t understand the consequences of non-compliance and you need to explain it to them because the consequences could be quite dire.
If you do Provisional Tax you should attend.
Notes and a CPD will be granted.

Quiz - Click on the link below for the quiz in order to get the CPD
https://www.flexiquiz.com/SC/N/815d52f1-80c2-4d6e-a596-fde643ee9e7a
101: LEARN HOW TO START AND COPE WITH THE NEW TAX SEASON 2020 WITH ALL THE NECESSARY PROCEDURES
Quiz - Click on the link below to answer the quiz obtain the CPD Certificate
https://www.flexiquiz.com/SC/N/a17af1ca-2795-405e-8cfa-fe9753bad2e5
start_of_the_new_tax_season_2021_3.pdf
File Size: 732 kb
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Run the recording of webinar held on Jul 10, 2020 at 10:00 AM CAT.
This year there are so many questions on the new tax season!
Join me for this free webinar to learn what you should do and what you should not do!
Today the tax season should have opened but it did not!
Owing to the fact that the season starts late you lose 2 months of time to prepare tax returns and meet the deadlines. The fact of the matter is if you do not have a system and a plan in place or if you are manual and you are not using your back office system properly your tax practice will not cope.
Learn how to cope with this and make up the time and meet the deadlines.
* We will deal with the auto assessment and how this is going to affect your practice
* Changes on how back offices systems need to deal with the new phenomena of auto assessment * Why letter writing in the age of Covid and working from home is so critical
* Display of letters you need * The plan for the season will be provided
* Provisional tax tips you need to know about * Other matters of interest
Who should attend;-
* Accfin Sky Users and Proseries Users * Practitioners who use all competitive systems
* Practitioners who use e-Filing only ie you are manual * If You use spreadsheets
* All members of tax staff in an accounting firm
Notes and a CPD will be provided.

tax_mandate_letter_anglo.docx
File Size: 25 kb
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LAST SESSION BEFORE P2 JUNE 2020 AND P1 DECEMBER 2020
Run the recording for webinar held on Jun 26, 2020 at 10:00 AM CAT for 2 hours.
In  this webinar I will be dealing with the legal aspects of provisional tax and the tax compliance issues and anything new that breaks. This is our last opportunity to get all the facts.
I will be dealing with the following items:-
* Update of provisional tax season * Why a pre-provisional tax letter is essential * Why a pre-tax return letter is essential * Why its important to track payments by clients where payments are deferred on provisional * Any other matter that comes up
After registering, you will receive a confirmation email containing information about joining the webinar.
Quiz - Click on the link below to answer the quiz obtain the CPD Certificate
https://www.flexiquiz.com/SC/N/e82a3dca-7093-4ba2-aea2-ff4bc79819ec
itr12_changes_2020.pdf
File Size: 508 kb
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pre-season_tax_letter_2.pdf
File Size: 13 kb
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PRE-SEASON TAX RESPONSIBILITIES 2020 AND 2021
Run the recording for the webinar run on Jun 12, 2020 at 10:00 AM CAT.
Last week we discussed risk elements like mandates, provisional tax letters, automatic assessments and we learnt about some of the law. This week we will add to what we learnt by dealing with the following items
The tax compliance status of a taxpayer has become a huge stumbling block lets talk about it.
* The ITR12 for the new season * Update on auto assessment * Update of provisional tax season
* Why a pre-provisional tax letter is essential * Why a pre-tax return letter is essential * Why its important to track payments by clients where payments are deferred * Any other matter that comes up
Quiz - Click on the link below to answer the quiz obtain the CPD Certificate
https://www.flexiquiz.com/SC/N/86d4768e-5169-4cb9-8c4c-06196d7c7d54

start_of_the_new_tax_season_2021_1.pdf
File Size: 720 kb
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relevant_sars_highlights.pdf
File Size: 136 kb
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THIS TAX SEASON IS TOTALLY DIFFERENT TO ANYTHING YOU HAVE EVER ENCOUNTERED BEFORE - LEARN WHAT YOU NEED TO DO - TO PLAN TRACK AND CONTROL
Run the recording for the webinar held on Jun 05, 2020 at 10:00 AM CAT.
The start of the new tax season is going to require extra effort to ensure that you are giving the correct attention to each of your tax clients. Provisional tax going forward is going to be a problem in the planning, whats even more important is that you communicate the correct message to your clients. Risks for Tax Practitioners is going to increase with a new invigorated SARS. I will Discuss how to cope with new procedures that you have to comply with.
We will cover the following:-
* Planning the season - provisional tax and tax returns * The effect of tax compliance on your practice * Risk aversion * Letters and email to clients * COVID-19 Relief for provisional * Receipt tracking * Other aspects
Notes and a CPD will be given after a quiz is answered.
After registering, you will receive a confirmation email containing information about joining the webinar.
Quiz - Click on the link below to obtain the CPD Certificate
https://www.flexiquiz.com/SC/N/867f59a0-e0ec-4796-aeee-9ea0ff58730a
lapd-intr-in-2012-15_-_late_objection_exercise_discretion.pdf
File Size: 154 kb
File Type: pdf
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EXERCISE OF DISCRETION IN CASE OF LATE OBJECTION OR APPEAL  
Run the recording for a webinar held on May 29, 2020 at 10:30 AM CAT.​
We will discuss the interpretation note on this aspect as I think many Tax Practitioners are falling foul of the rules in regard to not been able to make objections in time or because of system failure. The note deals with the rules and time limits on how to get around this. We will discuss what happens when you cant make an objection or if you miss a notice.
There will be notes and a CPD will be provided after the quiz has been answered.
After registering, you will receive a confirmation email containing information about joining the webinar.
Quiz - Click on the link below
https://www.flexiquiz.com/SC/N/16729dea-0c1e-43ea-8872-ba55728fc790

capital_gains_webinarreduced.pdf
File Size: 9412 kb
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lapd-intr-in-2012-47_-_wear_and_tear_depreciation_allowance.pdf
File Size: 203 kb
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WHY YOU NEED TO KNOW ABOUT FIXED ASSETS FROM A TAX POINT OF VIEW
Run the recording for a webinar on May 22, 2020 at 10:30 AM CAT.
 
The manner in which we handle fixed assets and intangible assets from a tax point of view has become complicated with all the changes in legislation. Please join me for a free 2-hour webinar and I will show you how to break it all down and make it workable.
After registering, you will receive a confirmation email containing information about joining the webinar.
Quiz - Click on the link below
https://www.flexiquiz.com/SC/N/06fbdcde-0732-4650-b350-06b3abd45a21
capital_gains_webinarreduced.pdf
File Size: 9412 kb
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WHY YOU NEED TO KNOW ABOUT CAPITAL GAINS - FREE LIVE WEBINAR
Run the recording for this webinar held on May 15, 2020 at 10:30 AM CAT.
As a Tax Practitioner you need to know the ins and outs of Capital Gains. In this webinar we will discuss the length and breath of Capital Gains Tax. We will deal with all the income tax aspects that you need to know.

* Statement of Assets for SARS
* Capital Reconciliation

Notes will be given and a CPD after a quiz is completed.
After registering, you will receive a confirmation email containing information about joining the webinar.
Quiz - Click on the link below
https://www.flexiquiz.com/SC/N/2306c38a-0fdf-449f-a211-f13a54a659a0
communicating_properly_with_your_clients_may2020.pdf
File Size: 258 kb
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letter_examples.pdf
File Size: 35 kb
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6 REASONS WHY PROPER COMMUNICATION WITH YOUR CLIENTS REMOTELY DURING COVID-19 IS ESSENTIAL
Run the recording for this webinar on May 08, 2020 at 10:30 AM CAT.
The words “NEW NORMAL” are words that you have been hearing very often lately! Please join me for a live free webinar where I will discuss another NEW NORMAL and the communication requirements that you need to implement in your firm in regards to the upcoming provisional tax runs and the changes to company communications for the COVID-19 situation and tax relief options.
I will make available all the letters that we produce which I have recently reviewed and updated. I will show how simple it is to communicate with your clients if you have the right tools, of course using Sky Tax which will save you loads of time and money!
Some topics to be covered: -
• What you need to insert in letters • Why it is essential for your clients to sign a mandate • Emphasis on remote communications • Automating letter writing • Why you need digital signatures in the remote new world • Late breaking news if available.
Who should attend?
• All Accfin Customers • Any firm that uses a competitive system • Anyone who only uses e-Filing
Quiz - Click on the link below
https://www.flexiquiz.com/SC/N/c2ea2903-e7e5-4f72-b33e-ebbf9bff11b3

20200329_explanatory_notes_on_covid_19_tax_measures_-_29_march_2020.pdf
File Size: 328 kb
File Type: pdf
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Quiz
www.flexiquiz.com/SC/N/b9f40159-5ad8-4f99-b4f6-f101337e908a
LEARN HOW TO MANAGE PROVISIONAL TAX RELIEF FOR COVID-19 - FREE LIVE WEBINAR
Run the recording for this webinar held on Apr 22, 2020 at 11:00 AM CAT.
It is important to understand that as far as provisional tax for companies is concerned taxpayers will calculate the provisional tax in exactly the same way as it has been done in the past using the same laws and provisions. The relief is in the way we make the payments, by SARS giving discounts on the payments depending on when the year end is and when the provisional tax payments fall due. SARS is making no change to their systems as the submission of provisional tax will be exactly the same as it has always been.
The COVID-19 provisional tax relief may be claimed if the turnover of the company does not exceed R50 million and the taxpayer is tax compliant.
In this webinar you will learn how to manage the process with Sky Tax.
After registering, you will receive a confirmation email containing information about joining the webinar.