Introduction

The SARS readiness programme must be completed by all newly registered Tax Practitioners.

Category: Taxation

Information

Format: Recorded webinars and Assessment

CPD Units: 5 Non-verifiable

Product Description

This programme is a compulsory requirement to register as a SARS Tax Practitioner after 1 July 2022. While it is not compulsory for tax practitioner who registered before this date we encourage all CIBA tax practitioners to study the SARS materials available.

The Objective of the Programme

The objectives of the SARS Tax Practitioner Readiness Programme is to ensure that prospective tax practitioners:

1. Understand their obligations and responsibilities, and
2. Provide services to their clients in a professional and ethical manner adhering to SARS’s processes and requirements.

Is the assessment compulsory?
Successful completion of the programme is compulsory for all new tax practitioners registering on or after 1 July 2022.

If you are transferring from another RCB have not been registered with as a SARS tax practitioner with another RCB during the 6 months prior to registering with CIBA.

Description

The SARS Tax Practitioner Readiness Programme was developed by SARS and delivers important information in terms of professional expectations. It contains information on the obligations and responsibilities of tax practitioners as well as applicable SARS processes and policies to be adhered to. It is not testing technical tax knowledge, i.e. application of the Income Tax Act.

The SARS videos and slides included in the course Modules provide the knowledge deemed necessary to complete the assessment successfully. You are required to:

1. Watch the videos
2. Study the presentation slides
3. Complete the assessment (60 questions)

SARS prescribes a 90% pass rate for successful completion of the programme. You will have 3 attempts to complete the assessment, noting that finalisation of your registration as tax practitioner will depend on successful completion. If you fail all 3 assessments, you will be subjected to a 3 months ‘cool down’ period, during which time you cannot retake the assessment.

Learn more about what is means to be a tax practitioner on the SARS website and download the SARS Guide on the Criteria for the Registration of Tax Practitioners.

Important Notice

*Please note it is very important for you to watch the relevant webinars and familiarise yourself with the content contained in the slides. The assessment tests the content of the videos and slides. It does not test your tax knowledge. It tests your ability to operate the eFiling system and adhere to SARS’s processes. Don’t assume you are familiar with the content and SARS processes. Watch the videos and listen carefully. If you watch the videos you should obtain the strict 90% grade. The level of the content is at a moderate level and therefore any failure will be construed as the individual not having the correct knowledge and competencies required to become a Tax Practitioner.

*Due to strict requirements from SARS you will have 3 attempts to complete the assessment with a pass mark of 90%. Should you fail the assessment, your access will be blocked. Please email jarrod@myciba.org to request access to another assessment for your 2nd and 3rd attempt. After 3 failures will be prohibited from writing the assessment and will be blocked for 3 months, after which you will be able to reattempt the quizzes.

*It is important to study the slides with care and not only watch the recordings. Some information is only provided in the slides. Set the time aside and study the videos and slides to successfully pass.

What will set you apart

By the end of this webinar you will:

• Understand SARS Objectives
• Understand legislation regarding the tax administration act
• Have insight into regulatory codes for tax practitioners
• Know the correct SARS channels to follow
• Understand E-filing and the E@syFile app

Course breakdown

1. Introduction
2. Module 1: Legislation
3. Module 2: Criteria for recognition of controlling bodies
4. Module 3: How to register as a tax practitioner
5. Module 4: Getting started, becoming SARS Ready
6. Module 5: Channels of Engagement
7. Module 6: eFiling
8. Module 7.1: eFiling Employer Tax Season made easy
9. Module 7.2: e@syFile Employer Tax Season made easy
10. Module 8.1: Debt management
11. Module 8.2: Dispute resolution
12. Module 8.3: Complaints and escalations
13. Module 8.4: Registered Representative
14. Module 8.5: Deceased Estates
15. Module 8.6: Deregistration of a Tax Type
16. The Office of the Tax Ombud Process
17. Assessment

Presenter

SARS

Certificate

The following event is awarded 5 Non-verifiable CPD units

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Support

For general queries please email support@myciba.org, for technical queries please email technical@myciba.org.