The videos listed below are recordings of webinars held- click on the picture to play the videos. Notes are provided. 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.
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| provisional_tax_january_2020.pdf |
| notes_on_inc_tax_provisional.pdf |
| lapd-intr-in-2012-01_-_provisional_tax_estimates.pdf |
| sars_efiling_terms_and_condition.pdf |
| mandate_letter_and_disclaimer_decemberl_2019_edition_1.docx |
| individualresponses.pdf |
| uae_oct_2019_ca_randtangle_presentation.pdf |
Click Below for Attendance Certificate
https://www.flexiquiz.com/SC/N/30db7979-4520-4cb7-bf25-18c3719df905
https://www.flexiquiz.com/SC/N/30db7979-4520-4cb7-bf25-18c3719df905
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Retirement Annuity Pension and Motor Vehicles
The video of the webinar held on Jul 12, 2019 at 8:30 AM CAT. Here are some facts from the last SARS statistics released December 2018! Contribution to Pension and Retirement Annuity was the largest deduction at R182,6 billion which was 85,7% of all deductions granted. Pension, Provident and Retirement Annuities paid on behalf of employees was the largest fringe benefit at R102,7 billion (59,7% of total fringe benefit assessed) Travel was the largest allowance at R27,4 billion which was 24,5% of total allowances assessed. Join me for a webinar on the above topics and the fringe benefits on company cars. Notes and a CPD certificate will be issued after a short quiz.. After registering, you will receive a confirmation email containing information about joining the webinar. RUN THE VIDEO AND THEN RUN THE QUIZ CLICK HERE MEDICAL CONTRIBUTIONS EXPENSES AND CREDITS AND SARS ATTACKS
Medical expenses plays a huge part in the preparation of ITR12 tax returns! It is interesting to note that medical aid paid on behalf of employees is one of the largest fringe benefits being roughly R48 billion which is about 74% % of total fringe benefits assessed. We will go through the latest SARS Documents and the legislation and view calculations on Sky Tax. There will also be an opportunity to relate your own experience with SARS and to understand why medical expenses are under attack from SARS. As usual some notes and a CPD certificates will be issued. RUN THE VIDEO AND THEN RUN THE QUIZ CLICK HERE |
Some comments that came through on the webinar
Grada Van Der Meulen Thanks for everything. As usual a wonderful webinar. Dean Wingrin Thank you! Always appreciate the invitation and the comments from personal experience. Theresa Mary Breitensteiner Once again, thank you for a great session. Always so informative. Keep warm and enjoy the weekend. 
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THE NEW FEATURES IN A BACK-OFFICE SYSTEM FOR THE 2019 SEASON
Video Recording of a webinar on Jun 28, 2019 at 8:30 AM CAT. - 1 hour There are a number of new important features that SARS have provided for BACK-OFFICE Tax systems for the 2019 season. Join us for a free webinar! We are sure some of the features will blow you away. Willem our e filing developer will lead you through the new features. PROVISIONAL TAX 2019 THE LAW AND PRACTICE
Video recording of webinar on Jun 14, 2019 at 8:30 AM CAT -11am 2 HOURS SARS has issued a new Practice Note on Provisional Tax dated 19 February 2019. We are going to discuss the practice Note pointing out law and controversial issues relating to provisional tax. 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 of non compliance could be quite dire. If you do Provisional Tax you should WATCH. Notes and CPD are available. To download the notes open the video by clicking on the picture and then click on Details on the top right. RUN THE VIDEO AND RUN THE QUIZ CLICK HERE Some comments that came through on the webinar Judy McLeod Thanks Mark, always clear and to the point - much appreciate you sharing your knowledge. Yvette Mellis Thank you Mark, Always good to catching up and refreshing our understanding before the start of any filing season. Martin Womack Lovely and very informative. Don Hutchinson Thank you Mark for a great webinar once again. I look forward to reading your notes. We are now using the Appointment letter and mandate letter. RISK AVERSION WITH SKY TAX
Last Friday we learnt how we need to be risk averse in our tax practice. This week we are going to learn how we can automate all these processes with SKY TAX! After registering, you will receive a confirmation email containing information about joining the webinar. RUN THE VIDEO AND RUN THE QUIZ CLICK HERE |
Some comments that came through on the webinar
Don Hutchinson Thanks Mark - some information is definitely very scary but at least we are now aware of the problem areas we can address them. I am actually looking forward to the filing season - with Accfin it's dead simple. Great webinar thank you. Jean Barboure I used Accfin last year for the 1st year and it made a huge difference to client control and efling control Anso Van Eyk Accfin is just the best back office system, so much easier! |
PLAN THE NEW TAX SEASON 2019 held 31 May 2019
The 2019 season for tax returns and the 2020 season for provisional tax returns hits you virtually at the same time. As Tax Practitioners we need to start the plan for the new season right now as it will get away from us very soon. It is my intention to go through the procedure of what you should be doing from this moment on - in a video of a webinar. Some of the topics that I will be covering will be as follows; *Make sure you have got your engagements and mandates in place. *Calculate your fees and profits in advance. *Start writing to your clients requesting information with the date that you require the information from, so that you can start the process. *At the same time plan the 2020 provisional tax season which is coming up. *In regard to the above we are going to cover some risk control features that are absolutely necessary for the start of the new season; *We will deal with some of the terms of the SARS e-filing terms and conditions and I will point out some traps and why it is absolutely necessary. RUN THE VIDEO AND RUN THE QUIZ CLICK HERE Some comments that came through on the webinar Richard Swanepoel The webinars are always simple to understand and always relevant to our everyday work and problems, always good to attend. Thanks Jorge Teixeira Thanks Mark for another well presented webinar. Have a great weekend. Wilna Scholtz Can I just mention - when I moved over to Accfin it made my life a lot easier. The filing of returns and keeping track of client information is so much easier now. Thank you very much Mark. |
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CAPITAL GAINS TAX
A discussion of the length and breath of Capital Gains Tax. We will discuss all the income tax aspects of capital gains. RUN THE VIDEO AND RUN THE QUIZ CLICK HERE SOME INTRICACIES OF AN ITR14 AND RISK CONTROL
The production of company tax returns is ongoing throughout the year! Join me in this free webinar where we will discuss some of the intricacies of doing ITR14’s. SARS does not use Source Codes and there are different ways of allocating line items to the SAR’s financials on the tax return. I will be illustrating the build-up of an ITR14 tax return using Sky Tax Technology. We will also deal with risk control helping tax practitioners protect themselves against risk. RUN THE VIDEO AND RUN THE QUIZ CLICK HERE |
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THE IT14SD AND HOW IT CAN STAB YOU IN THE BACK AND -
This is a recording of a webinar held on Mar 08, 2019 at 8:30 AM. 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 systems After registering, you will receive a confirmation email containing information about joining the webinar. Notes and a template can be download from the details of the video RUN THE VIDEO AND RUN THE QUIZ CLICK HERE |
DIVIDENDS COMPANIES ACT AND INCOME TAX ACT REQUIREMENTS FREE VIDEO WEBINAR -2HOURS
Join us for a VIDEO webinar HELD on Feb 08, 2019 at 8:30 AM
Please join me for a free webinar on Dividends Companies Act and Income Tax Act requirements
Dividends - Companies Act and Income Tax Act requirements as follows;
• Distribution Definition (not as simple as you think).
• Income tax Act
• Capitalisation shares
Click on details of the video for the Notes. A CPD certificate will be supplied after answering the quiz.
RUN THE VIDEO AND RUN THE QUIZ CLICK HERE
Join us for a VIDEO webinar HELD on Feb 08, 2019 at 8:30 AM
Please join me for a free webinar on Dividends Companies Act and Income Tax Act requirements
Dividends - Companies Act and Income Tax Act requirements as follows;
• Distribution Definition (not as simple as you think).
• Income tax Act
• Capitalisation shares
Click on details of the video for the Notes. A CPD certificate will be supplied after answering the quiz.
RUN THE VIDEO AND RUN THE QUIZ CLICK HERE
ITR14 AUTOMATION - HOW SKY HANDLES THIS WITH EASE
Video webinar on Jan 25, 2019 at 8:30 AM CAT.
FREE ITR14 WEBINAR HOW SKY HANDLES THIS WITH EASE
The provisional tax season is now nearly over and we now need to concentrate on tax return production in our build up to the year end deadlines. Companies have to be done by January 2019. I will be illustrating the build-up of a ITR14 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! By attending this webinar you will learn the structure of the ITR14. We will also introduce the new features of the IT14 to be introduced soon.
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.
RUN THE VIDEO AND RUN THE QUIZ CLICK HERE
Video webinar on Jan 25, 2019 at 8:30 AM CAT.
FREE ITR14 WEBINAR HOW SKY HANDLES THIS WITH EASE
The provisional tax season is now nearly over and we now need to concentrate on tax return production in our build up to the year end deadlines. Companies have to be done by January 2019. I will be illustrating the build-up of a ITR14 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! By attending this webinar you will learn the structure of the ITR14. We will also introduce the new features of the IT14 to be introduced soon.
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.
RUN THE VIDEO AND RUN THE QUIZ CLICK HERE
ITS TIME FOR PROVISIONAL TAX P2 2019 - HOW TO AUTOMATE
ITS TIME FOR PROVISIONAL TAX P2 2019
It’s almost the provisional tax 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 your client and you! The truth be told your clients don’t understand the consequences of non-compliance
In this webinar we are going to lead you through how Sky Tax our market leading tax system does the following for you.
View System Requirements
Who should attend;-
All Accfin Users, All Tax Practitioners who are manual, All Tax Practitioners who use a competitive system like Greatsoft or CQS
RUN THE VIDEO AND RUN THE QUIZ CLICK HERE
ITS TIME FOR PROVISIONAL TAX P2 2019
It’s almost the provisional tax 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 your client and you! The truth be told your clients don’t understand the consequences of non-compliance
In this webinar we are going to lead you through how Sky Tax our market leading tax system does the following for you.
- Interacts with your SARS profile by downloading the data on the website for you to manipulate
- Allows you to file each provisional tax individually or in bulk Allows you to interact with your clients by SMS and by email Allows your client to confirm the provisional tax by digital signature Sky Tax is paperless and does everything individually or in bulk
- Discussion on how to reduce your risk exposure. Showing you some risk averse measures. Included in this webinar I will relate the current provisional tax law to the back-office system showing you all the pitfalls. We will also deal with some controversial issues. We will also show you the success of the system.
View System Requirements
Who should attend;-
All Accfin Users, All Tax Practitioners who are manual, All Tax Practitioners who use a competitive system like Greatsoft or CQS
RUN THE VIDEO AND RUN THE QUIZ CLICK HERE
IS TAX GETTING TO MUCH – MAKE THE RIGHT DECISIONS FOR 2019 Mandate and engagement letter and fees
webinar held on Dec 07, 2018 at 8:30 - 10.30 AM CAT.
The 2018 Tax Season is well underway. All your non-provisional taxpayers should have already been completed, but of course having the work load you have, the chances are they are not all completed. Now you have the provisional taxpayers tax returns to do and of course your company tax returns, and don’t forget provisional tax returns 2019 P2 and through all of this you have a holiday break, if you are lucky. Oh, and one last thing you may have forgotten, admin penalties on companies are on the way!
Is it ever going to stop? No, never! And of course, taxpayers need you because it has now become beyond their capability to deal with all the issues. They will give up in 5 minutes!
Is all this worth it, probably not! So, make it worthwhile! Only do it on your own terms;
• If you manage the risk and your client understands the risk
• If you get the right fee – chances are you are undercharging
I would like to have a webinar where I present my new edited version of the mandate or engagement letter for 2019. The letter refers to various aspects in law and points out the risk to the taxpayer and why it is so important for them to comply. This is a great educational document for your taxpayer clients. Having a signed letter on file is a fundamental way of explaining the risks and protecting yourself. We will have a discussion about fees and how you should charge!
Each participant will receive a copy of the mandate letter.
It certainly is a good time to get your thinking straight for the 2019 year.
After registering, you will receive a confirmation email containing information about joining the webinar.
RUN THE VIDEO AND THEN RUN THE QUIZ CLICK HERE
webinar held on Dec 07, 2018 at 8:30 - 10.30 AM CAT.
The 2018 Tax Season is well underway. All your non-provisional taxpayers should have already been completed, but of course having the work load you have, the chances are they are not all completed. Now you have the provisional taxpayers tax returns to do and of course your company tax returns, and don’t forget provisional tax returns 2019 P2 and through all of this you have a holiday break, if you are lucky. Oh, and one last thing you may have forgotten, admin penalties on companies are on the way!
Is it ever going to stop? No, never! And of course, taxpayers need you because it has now become beyond their capability to deal with all the issues. They will give up in 5 minutes!
Is all this worth it, probably not! So, make it worthwhile! Only do it on your own terms;
• If you manage the risk and your client understands the risk
• If you get the right fee – chances are you are undercharging
I would like to have a webinar where I present my new edited version of the mandate or engagement letter for 2019. The letter refers to various aspects in law and points out the risk to the taxpayer and why it is so important for them to comply. This is a great educational document for your taxpayer clients. Having a signed letter on file is a fundamental way of explaining the risks and protecting yourself. We will have a discussion about fees and how you should charge!
Each participant will receive a copy of the mandate letter.
It certainly is a good time to get your thinking straight for the 2019 year.
After registering, you will receive a confirmation email containing information about joining the webinar.
RUN THE VIDEO AND THEN RUN THE QUIZ CLICK HERE
SECTION 42 CORPORATE RESTRUCTURES
Webinar held on Nov 30, 2018 at 8:30 AM 10:30 CAT. 130 minutes
Please join me for a free webinar on Section 42 Corporate restructures Join us for a free webinar on Nov 30, 2018 at 8:30 - 10.30 AM CAT.
I will be introducing you to – Vidyanth Bhola who will discuss various aspects of Section 42 restructuring as follows;
• Why should clients “buy in.” • Process of Section 42 restructure- ticking the boxes. • Advantages of Section 42 restructure.
• Different treatment for accounting and tax. • Calculating the contributed tax capital and the tax consequences of the repayment of contributed tax capital.• Section 42 “window period.”Notes and a CPD certificate will be supplied after answering a quiz.
Vidyanth’s CV is as follows; Experience• Operating in the Tax planning field since 2007• Founder: VHA Accounting Solutions Inc• Managing Director: VHA Accounting Solutions Inc• Senior Lecturer at Damelin
Qualifications• Bachelor’s degree in B.Com.• Certified Financial Accountant• Registered Tax Practitioner• Higher tax diploma
• Post graduate Management Accounting Diploma (Cum lade) Vidyanth is registered with:• SAIT – South African Institute of Tax Practitioners• SAIBA – Southern African Business Intuition for Business Accountants• ICBA- Institution of Certified Bookkeepers and Accountants He offers the following services• Tax planning• Training
RUN THE VIDEO AND THEN RUN THE QUIZ TO OBTAIN THE CPD CLICK
Webinar held on Nov 30, 2018 at 8:30 AM 10:30 CAT. 130 minutes
Please join me for a free webinar on Section 42 Corporate restructures Join us for a free webinar on Nov 30, 2018 at 8:30 - 10.30 AM CAT.
I will be introducing you to – Vidyanth Bhola who will discuss various aspects of Section 42 restructuring as follows;
• Why should clients “buy in.” • Process of Section 42 restructure- ticking the boxes. • Advantages of Section 42 restructure.
• Different treatment for accounting and tax. • Calculating the contributed tax capital and the tax consequences of the repayment of contributed tax capital.• Section 42 “window period.”Notes and a CPD certificate will be supplied after answering a quiz.
Vidyanth’s CV is as follows; Experience• Operating in the Tax planning field since 2007• Founder: VHA Accounting Solutions Inc• Managing Director: VHA Accounting Solutions Inc• Senior Lecturer at Damelin
Qualifications• Bachelor’s degree in B.Com.• Certified Financial Accountant• Registered Tax Practitioner• Higher tax diploma
• Post graduate Management Accounting Diploma (Cum lade) Vidyanth is registered with:• SAIT – South African Institute of Tax Practitioners• SAIBA – Southern African Business Intuition for Business Accountants• ICBA- Institution of Certified Bookkeepers and Accountants He offers the following services• Tax planning• Training
RUN THE VIDEO AND THEN RUN THE QUIZ TO OBTAIN THE CPD CLICK
LEGAL AND TAX ASPECTS OF TRUSTS
Webinar held on Nov 23, 2018 at 8:30 130 minutes.
Renate Jute who will discuss various aspects of trusts as follows;
• The structure and types of a trust • Trustees responsibilities • Why do people form trusts as opposed to being taxed in their personal name? • Why are properties put into a trust – advantages and disadvantages • Compare the tax structure to an individual and company and the situation with capital gains • Vesting and distribution • Section 7 C • Importance of managing the trust • Some tax return aspects
Notes and a CPD certificate will be supplied after answering a quiz.
Renate’s CV is as follows;
Experience • Operating in the Trust accounting and administration field since 2001 • Founder: Noble Prosperity Pty (March 2018 )
• Director: iProtect Trust Accounting (September 2017 – February 2018) • Managing Director: iProtect Trust Accounting (April 2009 – September 2017)
Qualifications
• Bachelor’s degree in Psychology (UNISA, 2009) • Certified Financial Planner (University of the Free State, 2012) • Registered Tax Practitioner (SAIT, 2012) • Certificate in Administration of Deceased and Insolvent Estates (UNISA, 2017) • Internationally accredited life and business coach (2017) • Certificate in Taxation (UNISA, 2018)
Renate is registered with: • SAIT – South African Institute of Tax Practitioners • FPI – Financial Planning Institute • FISA – Fiduciary Institute of South Africa • ICR – International Coach Register
Her company Noble Prosperity offers the following services
• Deceased estate services • Skills development and training • Business architect services
RUN THE VIDEO AND THEN RUN THE QUIZ TO OBTAIN THE CPD CLICK HERE
Webinar held on Nov 23, 2018 at 8:30 130 minutes.
Renate Jute who will discuss various aspects of trusts as follows;
• The structure and types of a trust • Trustees responsibilities • Why do people form trusts as opposed to being taxed in their personal name? • Why are properties put into a trust – advantages and disadvantages • Compare the tax structure to an individual and company and the situation with capital gains • Vesting and distribution • Section 7 C • Importance of managing the trust • Some tax return aspects
Notes and a CPD certificate will be supplied after answering a quiz.
Renate’s CV is as follows;
Experience • Operating in the Trust accounting and administration field since 2001 • Founder: Noble Prosperity Pty (March 2018 )
• Director: iProtect Trust Accounting (September 2017 – February 2018) • Managing Director: iProtect Trust Accounting (April 2009 – September 2017)
Qualifications
• Bachelor’s degree in Psychology (UNISA, 2009) • Certified Financial Planner (University of the Free State, 2012) • Registered Tax Practitioner (SAIT, 2012) • Certificate in Administration of Deceased and Insolvent Estates (UNISA, 2017) • Internationally accredited life and business coach (2017) • Certificate in Taxation (UNISA, 2018)
Renate is registered with: • SAIT – South African Institute of Tax Practitioners • FPI – Financial Planning Institute • FISA – Fiduciary Institute of South Africa • ICR – International Coach Register
Her company Noble Prosperity offers the following services
• Deceased estate services • Skills development and training • Business architect services
RUN THE VIDEO AND THEN RUN THE QUIZ TO OBTAIN THE CPD CLICK HERE
FIXED AND INTANGIBLE ASSETS FROM A TAX POINT OF VIEW
Webinar held on Nov 16, 2018 2 Hours
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.
RUN THE VIDEO AND THEN RUN THE QUIZ TO OBTAIN THE CPD CLICK HERE
Webinar held on Nov 16, 2018 2 Hours
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.
RUN THE VIDEO AND THEN RUN THE QUIZ TO OBTAIN THE CPD CLICK HERE
IF YOU USE ANY OF THE PRODUCTS LISTED BELOW YOU HAVE TO VIEW THIS RECORDING OF OUR WEBINAR
WEBINAR HELD ON 9 NOVEMBER 2018 2 HOURS - SKY TAX 60 MINUTES SKY TIME 60 MINUTES
I very often have to justify why our back-office system is better than anyone other back-office system. This webinar will illustrate how and why we are so much better !Please Join the Future and join my webinar, but only if you make use of CaseWare, Greatsoft or any other system. With Sky you will file all your tax returns and your firm’s efficiency will improve! We will show you things that you never dreamed of! Sky is the only truly integrated back-office software in RSA which runs from one app in the cloud or on your local server and does everything you need to do. Locally produced and supported. In the webinar we are going to deal with specifics as to why you should change over to Sky. We will show you why you need to make the decision to switch soon. If you have more than 50 - 100 taxpayers it will be well worth your while improving efficiency and simplifying your practice.Use our back-office system to run your whole practice and you will save many hours of labour! We also show you Sky Tax and Sky Time.
Attend this webinar if you fit the profile of being a user of CaseWare and Greatsoft back-office or any other system and you will receive an upgrade voucher and a CPD certificate.
RUN THE VIDEO AND THEN RUN THE QUIZ TO OBTAIN THE CPD CLICK HERE
WEBINAR HELD ON 9 NOVEMBER 2018 2 HOURS - SKY TAX 60 MINUTES SKY TIME 60 MINUTES
I very often have to justify why our back-office system is better than anyone other back-office system. This webinar will illustrate how and why we are so much better !Please Join the Future and join my webinar, but only if you make use of CaseWare, Greatsoft or any other system. With Sky you will file all your tax returns and your firm’s efficiency will improve! We will show you things that you never dreamed of! Sky is the only truly integrated back-office software in RSA which runs from one app in the cloud or on your local server and does everything you need to do. Locally produced and supported. In the webinar we are going to deal with specifics as to why you should change over to Sky. We will show you why you need to make the decision to switch soon. If you have more than 50 - 100 taxpayers it will be well worth your while improving efficiency and simplifying your practice.Use our back-office system to run your whole practice and you will save many hours of labour! We also show you Sky Tax and Sky Time.
Attend this webinar if you fit the profile of being a user of CaseWare and Greatsoft back-office or any other system and you will receive an upgrade voucher and a CPD certificate.
RUN THE VIDEO AND THEN RUN THE QUIZ TO OBTAIN THE CPD CLICK HERE
Retirement Annuity Pension and Motor Vehicles
Webinar held on Oct 12, 2018 at 8:30 AM CAT for 2 hours.
Here are some facts from the last SARS published statistics!
Contribution to pension and Retirement Annuities was the largest deduction at R55,8 billion which was 64,7% of all deductions granted. Travel was the largest allowance at R27,4 billion which was 25,7% of total allowances assessed. Join me for a webinar on the above topics and the fringe benefits on company cars.
Notes and a CPD certificate will be issued after a short quiz.
After registering, you will receive a confirmation email containing information about joining the webinar.
RUN THE VIDEO AND THEN RUN THE QUIZ TO OBTAIN THE CPD CLICK HERE
Webinar held on Oct 12, 2018 at 8:30 AM CAT for 2 hours.
Here are some facts from the last SARS published statistics!
Contribution to pension and Retirement Annuities was the largest deduction at R55,8 billion which was 64,7% of all deductions granted. Travel was the largest allowance at R27,4 billion which was 25,7% of total allowances assessed. Join me for a webinar on the above topics and the fringe benefits on company cars.
Notes and a CPD certificate will be issued after a short quiz.
After registering, you will receive a confirmation email containing information about joining the webinar.
RUN THE VIDEO AND THEN RUN THE QUIZ TO OBTAIN THE CPD CLICK HERE
MEDICAL CONTRIBUTIONS EXPENSES AND CREDITS LIVE
Webinar held on Oct 05, 2018 at 8:30 AM CAT. 2 HOURS
We are now well into the 2018 tax season and by all accounts it has been going very well. Each year SARS publishes a new paper on medical expenses setting out policy and legal issues. Based on questions we receive there are also some understanding issues on how it all works. It is my intention to do a webinar on the full medical situation where I will deal with the policy document issued by SARS as well as calculations.
It is interesting to note that for the 2016 tax year that medical aid paid on behalf of employees was the largest fringe benefit at R48 billion which was 74,1% of total fringe benefits assessed.
As usual some notes and a CPD certificates will be issued.
After registering, you will receive a confirmation email containing information about joining the webinar.
RUN THE VIDEO AND THEN RUN THE QUIZ TO OBTAIN A CPD CERTIFICATE CLICK HERE
Webinar held on Oct 05, 2018 at 8:30 AM CAT. 2 HOURS
We are now well into the 2018 tax season and by all accounts it has been going very well. Each year SARS publishes a new paper on medical expenses setting out policy and legal issues. Based on questions we receive there are also some understanding issues on how it all works. It is my intention to do a webinar on the full medical situation where I will deal with the policy document issued by SARS as well as calculations.
It is interesting to note that for the 2016 tax year that medical aid paid on behalf of employees was the largest fringe benefit at R48 billion which was 74,1% of total fringe benefits assessed.
As usual some notes and a CPD certificates will be issued.
After registering, you will receive a confirmation email containing information about joining the webinar.
RUN THE VIDEO AND THEN RUN THE QUIZ TO OBTAIN A CPD CERTIFICATE CLICK HERE
ONLY ATTEND THIS WEBINAR IF YOUR TAX DEPARTMENT IS MANUAL
webinar on Sep 21, 2018 at 8:30 AM CAT. 1 hour 30 minutes
I very often have to justify why our back office system is better by many times than using the SARS eFiling system. This webinar will illustrate how.
Only tax practitioners who are manual should attend this webinar. i.e if you don't use a back-office system!
In this webinar we will show you why you should not be manual if you have more than 50 taxpayers. We will show you how efficient it is to use a back office system and how you will save many many hours! Most important of all you wont miss income tax notices!
RUN THE VIDEO AND THEN RUN THE QUIZ TO OBTAIN A CPD CERTIFICATE - CLICK HERE
webinar on Sep 21, 2018 at 8:30 AM CAT. 1 hour 30 minutes
I very often have to justify why our back office system is better by many times than using the SARS eFiling system. This webinar will illustrate how.
Only tax practitioners who are manual should attend this webinar. i.e if you don't use a back-office system!
In this webinar we will show you why you should not be manual if you have more than 50 taxpayers. We will show you how efficient it is to use a back office system and how you will save many many hours! Most important of all you wont miss income tax notices!
RUN THE VIDEO AND THEN RUN THE QUIZ TO OBTAIN A CPD CERTIFICATE - CLICK HERE
WEBINAR ON HOW TO DEAL WITH THE P2 PROVISIONAL UNDERSTATEMENT PENALTY
7th September at 8.30 for 120 minutes
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
7th September at 8.30 for 120 minutes
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
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.
RUN THE VIDEO AND THE RUN THE QUIZ TO OBTAIN A CPD CERTIFICATE - CLICK HERE
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.
RUN THE VIDEO AND THE RUN THE QUIZ TO OBTAIN A CPD CERTIFICATE - CLICK HERE
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.
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.
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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“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
