Mastering Tax Dispute Resolution in South Africa
Unlocking the Path to Compliance and Fairness
APPLICATIONS NOW OPEN
Programme Cost:
ZAR 4,800.00/ USD 250.00
SAIT MEMBERS
All SAIT Members qualify for a 10% discount.
Please email mtdrsa@academyoftaxlaw.com with your name (as registered with SAIT), email address and SAIT membership number, and we will send you your discount code.
Delivery Partner:
Obtaining a VERIFIABLE CPD Certificate:
By completing this course, you will automatically receive a participation certificate verifying 15 CPD hours.
(*This is NOT a mandatory cost – you may complete the programme without opting for the Certification Option.)
CPD Partner:
The programme’s real value lies in the practical knowledge shared by one of South Africa’s foremost advocates of Tax Dispute Resolution, Prof. Dr Daniel N. Erasmus.
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- Expand your skills and gain knowledge in an area of considerable commercial interest, enhancing your employability potential in this area.
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- Develop an in-depth and practical understanding of dispute resolution
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- Examine the latest policy developments that organisations need to deal with in an increasingly demanding regulatory environment
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- Undertake a flexible, alternative study solution to a traditional on-campus programme, tailor-made for working professionals and studied 100% ONLINE
- Improve your career prospects by gaining a high-level qualification without compromising your work commitments and gain the professional skills and practical experience businesses seek today.
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The Tax Dispute Resolution course in South Africa is designed to equip professionals with the skills and knowledge needed to navigate the complex terrain of tax audits, assessments, objections, appeals, tax board hearings, and emerging developments in tax legislation. This comprehensive course will give participants a competitive edge in managing tax disputes, ensuring compliance, and securing fair outcomes for their clients or organizations.
PROGRAMME FORMAT
Mastering Tax Dispute Resolutions in South Africa is a hybrid course. The course takes place over 6 weeks. Each week you receive materials (recording/s and reading) to complete. This will culminate in a weekly LIVE online Tutorial/ Q&A session with your lecturers.
LIVE Q&A SESSIONS
The lecturers will conduct LIVE Q&A sessions every week (for the duration of the course). This will allow students to ask relevant questions in a live Q&A environment.
Students will be given the LIVE Q&A schedule on registration.
Your Lecturers:
Prof. Dr. Daniel N. Erasmus
Schalk Pieterse
Deone Ferreira
What’s in the programme?
SESSION 1 – Material sent on 23 April 2024 (Live Session on 30 April 2024)
AUDITS: Understanding Your Rights and Obligations
- Audit requirements and taxpayer rights
- Responding to Letter of Audit findings
- Time periods and remedies during the audit process
In this session, participants will delve into the fundamental aspects of tax audits. The course will elucidate the audit requirements imposed on taxpayers and shed light on the rights individuals possess during the audit process. Participants will learn effective strategies for responding to Letters of Audit findings and explore the time periods and available remedies during the audit phase. By the end of this session, attendees will have a comprehensive understanding of how to navigate tax audits in South Africa while safeguarding their rights.
SESSION 2
– Material sent on 30 April 2024 (Live Session on 7 May 2024)
ASSESSMENTS: Grasping the Various Types and Implications
- Estimated Assessments
- Additional Assessments
- VDP Assessments
- Section 93 reduced assessments (very topical)
This session focuses on assessments, a critical phase in tax dispute resolution. Participants will gain insights into different types of assessments, including estimated assessments, additional assessments, voluntary disclosure program (VDP) assessments, and the highly topical Section 93 reduced assessments. The course will cover the key aspects of each type of assessment and discuss their implications. Participants will acquire the knowledge necessary to navigate the assessment process confidently.
SESSION 3
– Material sent on 7 May 2024 (Live Session on 14 May 2024)
OBJECTIONS: Effectively Challenging Tax Disputes
- Filing disputes and E-filing (Eddie will guest lecture here)
- Section 164 Suspension of Payments
- Content of disputes
- Procedure and Time Periods
- Rule 56 Default Judgement Applications (and case law studies)
Challenging tax disputes requires a strong understanding of objection filing procedures. This session explores the process of filing disputes and introduces participants to the e-filing system. Guest lecturer Eddie, a renowned expert in the field, will share valuable insights on objection filing. Attendees will also delve into Section 164 Suspension of Payments, learn about the content of disputes, and understand the relevant procedures and time periods. The session will also cover Rule 56 Default Judgement Applications, including relevant case law studies, to deepen participants’ understanding.
SESSION 4
– Material sent on 14 May 2024 (Live Session on 21 May 2024)
APPEALS: Navigating the Road to Resolution
- Filing of Appeals and content
- ADR rules
- Appeal time periods and ADR hearing
This session focuses on appeals, a crucial step in the tax dispute resolution process. Participants will learn how to effectively file appeals, ensuring their content aligns with regulatory requirements. The course will also cover the Alternative Dispute Resolution (ADR) rules, highlighting their significance in resolving tax disputes. Participants will understand the appeal time periods and gain insights into ADR hearings, equipping them with the knowledge needed to present their cases successfully.
SESSION 5
– Material sent on 21 May 2024 (Live Session on 28 May 2024)
TAX BOARD HEARINGS: Advocacy in Action
- Preparation
- Filing statement of appeal
- Hearing
- Rules and Procedures Around Tax Board Proceedings
Tax board hearings play a pivotal role in resolving tax disputes. In this session, participants will explore the necessary preparations for tax board hearings. They will learn how to file a statement of appeal effectively and gain insights into the hearing process. Moreover, the course will delve into the rules and procedures surrounding tax board proceedings, empowering participants to navigate this critical stage with confidence.
SESSION 6
– Material sent on 28 May 2024 (Live Session on 04 June 2024)
ANCILLARY LESSON: Keeping Pace with the Evolving Landscape
- Tax Court preparation – instruct tax attorneys etc
- Changes and amendments in the TAA Rules 2023
- Relevant and new case law
This session provides participants with essential information on Tax Court preparation. It will guide them in instructing tax attorneys and understanding the changes and amendments introduced in the TAA Rules of 2023. Additionally, participants will explore relevant and new case law, staying up to date with the latest developments in tax dispute resolution.
*Payment Options:
ONCE-OFF CARD PAYMENT
PAYMENT GATEWAY
SPLIT CARD PAYMENT
2x ZAR 2,850/ USD 150.00
Split your payment over 2 months.
Why are we also displaying in US Dollars?
We use STRIPE to facilitate Card Payments. Unfortunately, they do not process in South African Rand*.
*As a result of this, we will update the cost of the course if there is a currency fluctuation of more than 3%.
PAYMENT GATEWAY
3+ DELEGATE DISCOUNT
BOOK MORE THAN 3 DELEGATES AND GET A 15% DISCOUNT
If you book more than three delegates on the course, you qualify for a 10% discount on ALL delegates for this programme.
Please email mtdrsa@academyoftaxlaw.com to receive a unique link for your booking.
SAIT MEMBERS
SAIT MEMBERS – 10% DISCOUNT
If you are a member of SAIT (The South African Institute of Taxation) you qualify for a 10% discount on this programme.
Please send an email to mtdrsa@academyoftaxlaw.com with your name (as registered with SAIT), email address and SAIT membership number and we will send you your discount code.