Licensed Tax Practitioner: Compiler (Transferred)

Specialise in taxation and become a Licensed Tax Practitioner: Compiler.

Date:

1 January, 2025

Time:

Available from 08:00

Hours:

1 hour

CPD Units:

1

Category:

Taxation

Group:

Channel 3: Specialisation

Format:

Self-study

Out of stock

Product Information

CIBA was awarded the status of Recognised Controlling body (RCB) in terms of Section 240A(2) of the Tax Administration Act on 27 May 2021 by SARS, meaning CIBA tax practitioner licenses enable members to register with SARS as a tax practitioner.

CIBA’s Licensed Tax Practitioner: Compiler license assess the practitioner’s commitment to providing ethical tax services and on successful completion demonstrates the competency level of a CIBA designation holder to provide general and less complex tax compliance and support services for individuals and other entities related to:

  • preparing, reviewing and submitting tax returns,
  • reviewing completed tax records,
  • verifying and availing source documents,
  • submitting tax objections, and
  • managing SARS queries, audits and assessments prior to judicial involvement.

CIBA recognises the Tax Practitioner status obtained through other Recognised Controlling Bodies registered with SAQA. The member will not be required to complete an assessment, but will have to complete a declaration regarding CIBA’s Statement of Standards on Tax. CIBA’s Statement of Standards on Tax is provided as part of the license content and forms the professional foundation of a CIBA member’s tax profession.

For further information regarding CIBA’s licenses click here.

What will set you apart

The objective of this license is to equip Business Accountants to:

  • Be able to apply with SARS as a tax practitioner.
  • Understanding of members responsibilities when performing tax services.
  • Understand CIBA’s Statement of Standards on Tax and promote their uniform application within a tax firm.
  • Foster increased public compliance with and confidence in our tax system through awareness of good standards of tax practice.
  • Enhance the business accountant professional designations.
  • Use the license as proof of competency to provide tax services.

Event breakdown

The license consists of the following:

  1. Declaration
  2. Learning Material: Webinar
    • Introduction to CIBA Licenses
    • Introduction to CIBA Statement of Tax Standards
    • Understanding Advisory Services
    • CPD & Certificate
  3. Learning Material: CIBA’s Statement of Standards on Tax
    • STS 110 – Ethics and ethical constraints
    • STS 120 – Personal competencies and skill set
    • STS 130 – Non-compliance with laws and regulations
    • STS 210 – Client/engagement acceptances and continuation
    • STS 220 – Quality deliverables
    • STS 230 – Form and content of advice to taxpayers
    • STS 240 – Engagement hand over to other tax professional
    • STS 310 – Standards of interaction with third parties
    • STS 320 – Standards Governing Referral
    • STS 410 – Evaluation of involvement of external specialists

Certificate

The following event is awarded 1 CPD unit in Taxation

Presenter/s

- Select -

Marina Pretorius

Associate Director: Tax Services, Kreston Advisory Pretoria (Pty) Ltd

Marina joined Kreston Advisory Pretoria in March 2021 after specialising in tax at KPMG for the last 13 years. She is an experienced tax advisor who holds an H. Dip (Tax) Degree. She completed her articles at Deloitte where she also passed the CA(SA) qualifying examination. She worked in the UK on large, listed clients for 2 years and joined the KPMG tax department in 2007. As Associate Director and head of KPMG’s Global Compliance Managed Services business unit, she is highly experienced in tax and accounting reporting requirements for large multinationals.

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