Professional Certificate in Transfer Pricing (Intake 1 & 2 2023)

Skill Level: Beginner

Professional Certificate in Tax Dispute Resolution (Intake 1 2023)

Overview

Tax disputes are rising. Tax practitioners must have a solid grasp of the rules and practice of tax dispute resolution. Drafting an objection and appeal is considered an art and a science. Whilst the way in which an objection is drafted is very much dependent on the facts and procedure, it is also about substance and presentation. The professional skill to draft and present valid objections and appeals mitigate the risk and liability for the taxpayer.

The course will provide practical guidance to students in relation to the most common types of tax dispute issues in practice. The course includes the process to effectively deal with a SARS query, verification or audit, and the formal dispute and appeal aspects after an assessment. This course is based on the law and practice applicable to tax dispute resolution and is based on several actual and real-life case studies.

Mode of delivery

Online learning with flexible weekly study plans.

Effort and duration

Duration: Eight months.

Weekly effort: Four to six hours a week.

What you will learn in this course

The course will cover the following modules and topics:

  • Introduction to the Tax Administration Act (TAA) and taxpayer rights during a SARS audit.
  • The types and notices of assessments.
  • The onus of proof and prescription of assessments.
  • Remedies other than objection and appeal and drafting reduced assessment requests.
  • Penalties and remittance procedures and drafting remittance requests.
  • Overview of objection and appeal remedy and the right to ask for reasons.
  • Objections and drafting an objection.
  • Appeals and drafting an appeal.
  • Interlocutory applications and suspension of payment.
  • Capita selecta.

This programme is for you if:

  • You are a registered tax practitioner and need to build your tax dispute resolution skills.
  • You are a tax professional adviser or lawyer.
  • You are an in-house tax practitioner at a large corporate firm and need to build your confidence, skills, and competencies to apply principles in your daily work.
  • You are seeking the experience and practical scenarios in order to respond to tax dispute resolution work.

Admission requirements

Open to individuals currently working within taxation, finance, or tax law. An NQF 7 qualification in taxation, law or accounting is recommended.

Outcomes

On successful completion of this programme, you should be able to:

  • Advise on the rights and responsibilities of taxpayers and tax practitioners.
  • Successfully navigating audits and queries from SARS before an assessment is issued.
  • Proactively mitigate SARS penalties.
  • Draft an objection.
  • Deal with disputed assessments, including effectively suspending the obligation to pay a disputed amount.
  • Manage the dispute resolution process with SARS.
Accreditation

This course is presented as a short learning programme (SLP) by The Tax Faculty (TTF). TTF is recognised as a continuous professional development (CPD) provider by controlling bodies accredited in terms of the Tax Administration Act, 2011 (Act No 28 of 2011), and holds accreditation with the Quality Council for Trades and Occupations (QCTO) as a skills development partner (SDP) under the Skills Development Act, 1998 (Act No 97 of 1998).

Assessment and award of certificate

Learners are assessed via a number of practical assignments and a final integrated assessment. Successful learners will receive a short learning programme certificate of competence issued by The Tax Faculty. In addition, this just-in-time learning programme also qualifies for verifiable Tax CPD.

Student support and online campus

The academic and practical skills component of the qualification is delivered on The Tax Faculty's online Tax Campus.

This will be your virtual campus for the duration of the programme. The course is presented as micro-learning videos, study guides, practice quizzes, discussion forums, practical case studies, assignment briefs and guided presentations on how to master case studies and assignments. Academic lecturers are available on the Q&A portal as they would be in a classroom.

At the beginning of each semester, you'll be presented with the course content plan, a study plan and important assignment dates which are set out at manageable deadlines. This will help you study at your own pace.

In addition, you will be allocated a course consultant who will help you navigate the online campus, support you with your weekly participation and deadlines, and will be able to answer any administrative queries you may have.

Flexible payment options

Payment option 1: Once-off payment 

R21 950.00.

Payment option 2: Debit order

Application fee (non-refundable): R1 950.00.

Six instalments: R3 850.00 per month.
Total: R25 050.00.

* First debit order will be collected on course start date. Remaining debit orders will be collected on the first day of each month.

Payments and cancellations

  • All required minimum payments must be made by direct EFT or by credit card before the commencement of a course. The once-off payment is required to be paid before the course start date, as well as the application fee of learners on a debit order plan (the first debit order is also required on the start date of the course).
  • Kindly note that should debit order payment terms not be adhered to; legal action will be taken and access to the online learning platform suspended.
  • Proof of payment may also be requested before access to the platform will be communicated, should your payment not reflect on The Tax Faculty’s bank account.
  • Only written notice of cancellation will be accepted.
Conditions


For all short learning programmes (SLPs) with a seven-month or less rollout period, the following will apply:

  • If the cancellation is requested more than 10 working days prior to the course start date, no cancellation fee will be applicable.
  • If the cancellation occurs less than 10 working days prior to the course start date, a 100% cancellation fee will be applicable.
  • Students who register for a course and fail to attend will be held liable for the full course fee.
  • The course application fee is non-refundable.
  • The Tax Faculty’s liability in the case of a course being cancelled will be limited to a refund of the course fee.
  • Students who have failed to successfully complete the course, and wishing to repeat will be charged the full course fee to repeat.

Why wait?

Get your application in to avoid disappointment. Click below to start your application.

Skill Level: Beginner

Professional Certificate in Tax Advisory and Opinions (Intake 2 2023)

Overview

Research into future skills has determined that it is critical for tax professionals to not only be tax subject matter experts, but also to be equipped to advise their clients on complex and dynamic business transactions.

This requires the ability to identify tax issues and the best course of action from both a business and a tax perspective. This course will also focus on the professional skill to draft and present valid opinions that mitigates the risk and liability for the taxpayer through several real-case scenarios.

Expand your network online with The Tax Faculty as you learn alongside a cohort of like-minded individuals and gain essential skills for the future of work.

Mode of delivery

Online with flexible weekly study plans.

Effort and duration

Duration: Four months.

Weekly effort: Four to six hours per week.

What you will learn in this course

The course is delivered online and covers the following modules, topics and practical areas:

Module 1: Tax research

  • Overview of tax research.
  • Legislation.
  • South African Revenue Service (SARS) interpretation.
  • Judicial decisions.
  • Other research sources.

Module 2: Tax advisory

  • What constitutes a tax opinion.
  • Opinion formats.

The course is for you if:

  • You are a registered tax practitioner and need to build your tax advisory skills.
  • You are an associate manager at an advisory firm, or a person transitioning into associate manager level.
  • You are an in-house tax practitioner at a large corporate firm and need to build your confidence, skills, and competencies to apply principles in your daily work.
  • You are seeking the experience and practical scenarios to respond to tax advisory work.

Admission requirements

A solid foundation of taxation is required for this course, particularly corporate taxation. The admission requirements are, therefore:

  • NQF 7 with tax as a subject and two-years tax experience.
  • Alternatively, the Occupational Certificate: Tax Technician (NQF 6) with an additional two-years tax working experience.

Outcomes

After successful completion of this course, you will be able to:
  • Clarify and define the tax issues across tax types.
  • Identify the relevant legislation, regulations and judicial decisions pertaining to the issue at hand.
  • Formulate an opinion on the best course of action to address or mitigate the issue.
  • Draft a projection on the impact the course of action will have on the entity’s tax liability.

Accreditation

This course is presented as a short learning programme (SLP) by The Tax Faculty (TTF). TTF is recognised as a continuous professional development (CPD) provider by controlling bodies accredited in terms of the Tax Administration Act, 2011 (Act No 28 of 2011), and holds accreditation with the Quality Council for Trades and Occupations (QCTO) as a skills development partner (SDP) under the Skills Development Act, 1998 (Act No 97 of 1998).

Assessment and award of certificate

Learners are assessed via a number of practical assignments and a final integrated assessment. Successful learners will receive a SLP certificate of competence issued by The Tax Faculty.

In addition, this just-in-time learning programme also qualifies for verifiable Tax CPD.

Student support and online campus

The academic and practical skills component of the qualification is delivered on The Tax Faculty's online Tax Campus.

This will be your virtual campus for the duration of the programme. The course is presented as micro-learning videos, study guides, practice quizzes, discussion forums, practical case studies, assignment briefs and guided presentations on how to master case studies and assignments. Academic lecturers are available on the Q&A portal as they would be in a classroom.

At the beginning of each semester, you'll be presented with the course content plan, a study plan and important assignment dates which are set out at manageable deadlines. This will help you study at your own pace.

In addition, you will be allocated a course consultant who will help you navigate the online campus, support you with your weekly participation and deadlines, and will be able to answer any administrative queries you may have.

Flexible payment options

Payment option 1: Once-off payment

Total: R16 950.00.

Payment option 2: Debit order

Application fee (non-refundable): R1 950.00.

Four instalments: R4 450.00 per month.
Total: R19 750.00.

* First debit order will be collected on course start date. Remaining debit orders will be collected on the first working day of each month.

Payments and cancellations

  • All required minimum payments must be made by direct EFT or by credit card before the commencement of a course. The once-off payment is required to be paid before the course start date, as well as the application fee of learners on a debit order plan (the first debit order is also required on the start date of the course).
  • Kindly note that should debit order payment terms not be adhered to; legal action will be taken and access to the online learning platform suspended.
  • Proof of payment may also be requested before access to the online platform will be communicated, should your payment not reflect on The Tax Faculty’s bank account.
  • Only written notice of cancellation will be accepted.
  • Learners who have failed to successfully complete the course and wish to repeat, will be charged the full normal fee to repeat.

Conditions

For all short learning programmes (SLPs) with a seven-month or less rollout period, the following will apply:

  • If the cancellation is requested more than 10 working days prior to the course start date, no cancellation fee will be applicable.
  • If the cancellation occurs less than 10 working days prior to the course start date, a 100% cancellation fee will be applicable.
  • Students who register for a course and fail to attend will be held liable for the full course fee.
  • The course application fee is non-refundable.
  • The Tax Faculty’s liability in the case of a course being cancelled will be limited to a refund of the course fee.

Why wait?

Get your application in to avoid disappointment. Click below to start your application.

Skill Level: Beginner

Professional Certificate in Estate and Trust Administration (Intake 2 2023)

Dealing with death and assets is always a challenging affair. The administration of deceased estates is a critical compliance function for the orderly winding-up of the financial affairs of the deceased, and the protection of the financial interests of heirs. Considering various instruments and the tax consequences in the estate planning process is crucial in protecting assets for future generations.

This practical online short course will equip you with the knowledge and technical skills to be able to wind up a deceased estate and to advise clients in the estate planning process.

At the end of this course, you will be able to draft the liquidation and distribution account in the process of efficiently winding-up a deceased estate and advise clients about the use of trusts, draft a valid trust deed, and attend to the effective administration of a trust.

Mode of delivery

Online learning with flexible weekly study plans.

Effort and duration

Duration: Seven months.

Weekly effort: Six to eight hours per week.

What you will learn in this course

The course will cover the following modules and topics:

  • Introduction to the estate landscape and procedural aspects.
  • Trust law and practice.
  • Donations tax and estate duty.
  • Estate planning.
  • Deceased estate administration process and drafting the liquidation and distribution account.

This course is for you if:

  • You are a tax consultant, employee of accounting, banking, and legal firms who, inter alia, specialise in the winding-up of estates and estate planning.
  • You are an employee at the Master of the High Court or SARS.

Admission requirements

  • A minimum of a degree (NQF 7) with a basic understanding of taxable income.
  • A specific Tax Technician Occupational Qualification (NQF 6); or
  • More than 10 years' experience working in the field of taxation or administration of estates in private or public office.

Outcomes

At the end of this course, you will be able to:

  • Explain the consequences of different types of marital regimes and a married couple's ownership and control of assets in their estate.
  • Determine the normal tax consequences and capital gain consequence of a deceased person and deceased estate.
  • Assess who will be liable for all the outstanding taxes, and where the respective tax liabilities will feature in the liquidation and distribution account.
  • Contemplate the available tools that can be used in the estate planning process, including trusts and companies.

Accreditation

This course is presented as a short learning programme (SLP) by The Tax Faculty (TTF). TTF is accredited as a continuous professional development (CPD) provider by the South African Institute of Taxation (SAIT), a South African Revenue Services Recognised Controlling Body (RCB) under the Tax Administration Act, 2011 (Act No 28 of 2011).

TTF is registered as a skills development partner (SDP) under the Skills Development Act, 1998 (Act No 97 of 1998) by the Quality Council for Trades and Occupations (QCTO).

Assessment, NQF level and award of certificate

Learners are assessed via a number of formative and summative assessments. Successful learners will receive a SLP certificate issued by The Tax Faculty. This SLP certificate is non-credit bearing, however, it is pitched at an NQF 8. Successful learners articulating into the Occupational Certificate: Tax Professional (NQF 8) programme at The Tax Faculty, will obtain credits on specific knowledge modules covered in this programme. In addition, this just-in-time learning programme also qualifies for verifiable CPD.

Student support and online campus

The academic and practical skills component of the qualification is delivered on The Tax Faculty's online Tax Campus.

This will be your virtual campus for the duration of the programme. The course is presented as micro-learning videos, study guides, practice quizzes, discussion forums, practical case studies, assignment briefs and guided presentations on how to master case studies and assignments. Academic lecturers are available on the Q&A portal as they would be in a classroom.

At the beginning of each semester, you'll be presented with the course content plan, a study plan and important assignment dates which are set out at manageable deadlines. This will help you study at your own pace.

In addition, you will be allocated a course consultant who will help you navigate the online campus, support you with your weekly participation and deadlines, and will be able to answer any administrative queries you may have.

Flexible payment options

Payment option 1: Once-off payment

Total: R21 950.00.

Payment option 2: Debit order

Application fee (non-refundable): R1 950.00.

Seven instalments: R3 285.00 per month.
Total: R24 945.00.

*The first debit order will run on the course start date and then on the first of every following month.

Payments and cancellations

  • All required minimum payments must be made by direct EFT or by credit card before the commencement of a course. The once-off payment is required to be paid before the course start date, as well as the application fee of learners on a debit order plan (the first debit order is also required on the start date of the course).
  • Kindly note that should debit order payment terms not be adhered to; legal action will be taken and access to the online learning platform suspended.
  • Proof of payment may also be requested before access to the platform will be communicated, should your payment not reflect on The Tax Faculty’s bank account.
  • Only written notice of cancellation will be accepted.

Conditions

For all short learning programmes (SLPs) with a seven-month or less rollout period, the following will apply:

  • If the cancellation is requested more than 10 working days prior to the course start date, no cancellation fee will be applicable.
  • If the cancellation occurs less than 10 working days prior to the course start date, a 100% cancellation fee will be applicable.
  • Students who register for a course and fail to attend will be held liable for the full course fee.
  • The course application fee is non-refundable.
  • The Tax Faculty’s liability in the case of a course being cancelled will be limited to a refund of the course fee.
  • Students who have failed to successfully complete the course, and wishing to repeat will be charged the full course fee to repeat.

Why wait?

Get your application in to avoid disappointment. Click below to start your application.

Skill Level: Beginner