eFiling Courses
Select a course from the list below to find out more information.
- 1. New Registration and Navigation (Income Tax)
- 2. New Registration and Navigation (VAT/PAYE)
- 3. Complete return – Salary, RAF and Medical
- 4. Complete return – Salary, RAF, Medical and Travel Allowance
- 5. Complete return – Commission earner
- 6. Complete return – Sole proprietor/Partnership (small business)
1.
New Registration and Navigation (Income Tax)
Not registered for eFiling but would like to? This course is for you. This course will assist first time registration applicants on how to register on eFiling and how to navigate through the different functions and pages on eFiling. This will be a practical course so if you have a laptop bring it along and you can complete your registration during the session with assistance from the facilitator.
Please see the below Course Details:
Duration
2 Hours
Price
R1 000
Prerequisite
Delegate must be registered for Income Tax already. Bring your own laptop
Outcomes
By the end of the session you will be able to:
1. Register yourself on eFiling.
2. Navigate through the different functions.
2.
New Registration and Navigation (VAT/PAYE)
Are you a sole proprietor who would like to register for eFiling and manage all your tax affairs through eFiling but don’t know how to do eFiling or set this up for your business? Look no further. This course has been designed for small business who would like to have all their tax affairs managed through eFiling. This would include not only their personal income tax affairs but also those of VAT and Employees Tax.
Not registered for VAT or Employees Tax but need to? No problem this course will teach you how to add a tax subscription (a new tax type) to your income tax profile as well.
Bring your laptop for a hands-on practical session with the facilitator.
Please see the below Course Details:
Duration
3 Hours
Price
R1 250
Prerequisite
Delegate must be registered for Income Tax already Bring your own laptop
Outcomes
By the end of the session, you will be able to:
1. Register yourself on eFiling.
2. Add a new subscription (tax type) to your new eFiling profile.
3. Navigate through the different functions.
4. Add a tax type to your already existing eFiling profile.
3.
Complete return – Salary, RAF and Medical
Are you tired of the uncertainty that surrounds your tax affairs? Do you want to be able to confidently complete your return without fear of the “tax man”? Then this course is for you. If you are earning a salary and would like to claim for a retirement annuity contribution and/or a medical expense, then you have come to the right place. This course will give you an understanding of how your salary is taxed monthly and why it is that sometimes you will receive large refunds while other time it’s quite smaller.
We will cover the principles of taxation and the rules pertaining to the deduction of medical expenses. Bring your laptop along and we will show you how to complete your own return.
Please see the below Course Details:
Duration
3 Hours
Price
R1 500
Prerequisite
Already registered for eFiling. Bring your own laptop
Outcomes
By the end of the session, you will be able to:
1. Discuss the basic principles of tax relating to a person earning a salary.
2. Discuss what expenses can or cannot be claimed if you are earning a salary.
3. Discuss the rules pertaining to the medical deduction.
4. Complete your return.
4.
Complete return – Salary, RAF, Medical and Travel Allowance
Are you tired of the uncertainty that surrounds your tax affairs? Do you want to be able to confidently complete your return without fear of the “tax man”? Are you earning a salary and would like to claim for a retirement annuity contribution and/or a medical expense? Do you also have a travel allowance and would like to claim the expenses relating to this allowance? Then this course is for you. This course will give you an understanding of how your salary is taxed monthly and why it is that sometimes you will receive large refunds while other times it’s quite small. We will cover the principles of taxation and the rules pertaining to the deduction of medical expenses.
This course will also teach you what expenses can and cannot be claimed against your travel allowance. It will cover things like the detail that must be kept for your logbook, the reasons why it is important to claim, must you use a vehicle owned by you and many more.
Bring your laptop along and we will show you how to complete your own return.
Please see the below Course Details:
Duration
5 Hours
Price
R2 000
Prerequisite
Already registered for eFiling. Bring your own laptop
Outcomes
By the end of the session, you will be able to:
1. Discuss the basic principles of tax relating to a person earning a salary.
2. Discuss what expenses can or cannot be claimed if you are earning a salary.
3. Discuss the rules pertaining to the medical deduction.
4. Discuss the different ways to claim expenses against a travel allowance.
5. Complete your return.
5.
Complete return – Commission earner
Do you earn commission income and want to be able to complete your own tax return? This course is designed to assist a commission earner to complete their own return with confidence. It will cover things like the expenses that can be claimed, the source documents that must be kept, the rules around claiming a home office expense, claiming for medical expenses and retirement fund related contributions and much more.
Bring along your laptop for a more interactive session.
Please see the below Course Details:
Duration
5 Hours
Price
R2 000
Prerequisite
Already registered for eFiling. Bring your own laptop
Outcomes
By the end of the session, you will be able to:
1. Discuss the basic principles of tax relating to a person earning a commission.
2. Discuss what expenses can or cannot be claimed if you are earning commission-only versus salary plus commission.
3. Discuss the rules pertaining to the medical deduction.
4. Discuss the different ways to claim expenses against your commission.
5. Complete your return.
6.
Complete return – Sole proprietor/Partnership (small business)
Are you running your own small business or partnership? Would you like to learn how to complete your own income tax return? This course will suit a small business or trade, run as a partnership. It will cover the rules and principles relating to tax from income to the deductions that are claimable. It does not cover the taxation of private companies but rather those companies that are run in the name of the proprietor or partnership.
There will be robust discussions on the principles of taxation, especially those related to the claiming of expenses. Become well informed on your rights and obligations under the Income Tax Act so that you are ready anytime you are called to account by SARS so that you will not face the possibility of penalties.
Please see the below Course Details:
Duration
5 Hours
Price
R2 200
Prerequisite
Already registered for eFiling. Bring your own laptop
Outcomes
By the end of the session, you will be able to:
1. Discuss the basic principles of tax relating to a sole .proprietor or partnership.
2. Discuss what expenses can or cannot be claimed.
3. Discuss the rules pertaining to the medical deduction.
4. Discuss the different expenses that can or cannot be claimed.
5. Complete your return.
7.
Complete return – Employed outside SA
Are you working outside South Africa? Not sure how this affects your tax affairs in SA?
South Africans that are working outside SA may qualify for an exemption on certain amounts of remuneration (up to a threshold) that has been earned while outside SA, only if the rules of the Income Tax Act are met. This course will assist you in understanding how the remuneration relating to work done outside SA will be taxed inside SA. Please note, residence as defined in the Income Tax Act is not the same as you would find outside of tax i.e. the Home Affairs definition. It can become quite tricky to understand whether you qualify for the exemption if you have the resident definition wrong. People tend to think that because they are working for long periods outside SA that they are now classified as a non-resident. This is not always the case.
This course will give you a firm understanding of the foreign employment tax exemption (or as some call this piece of legislation – ex-pat tax). It will also teach what documents need to be kept and how to calculate the number of days required for the exemption to be applicable.
Please see the below Course Details:
Duration
4 Hours
Price
R1 800
Prerequisite
Already registered for eFiling. Bring your own laptop
Outcomes
By the end of the session you will be able to:
1. Determine if the income that you earn qualifies for the foreign employment exemption.
2. Discuss the difference between resident and non-resident in terms of the Income Tax Act.
3. Recognise the necessary supporting documentation required for the completion and submission of your return.
4. Complete your return.
8.
Complete return – VAT
Are you registered for VAT and would like to complete/manage your own VAT returns?
This course will teach you the basic principles pertaining to the VAT return. It will look at key definitions and requirements. We will also cover the reading and interpreting of both the notice received after an audit has been done and how to read your a statement of account.
Please see the below Course Details:
Duration
3 Hours
Price
R1 500
Prerequisite
Already registered for eFiling. Bring your own laptop
Outcomes
By the end of the session you will be able to:
1. Complete your return.
2. Read/Interpret the VAT217 – Notice of Assessment.
3. Interpret the VATSA – The statement of account.
4. Discuss the rules pertaining to the submission of a request for correction.
9.
Complete return – PAYE Monthly Return (EMP201)
Are you registered to submit Employees Tax returns (PAYE) and would like to complete/manage your own monthly returns?
This course will teach you the basic principles pertaining to the PAYE, Skills Development Levy (SDL), Unemployment Insurance Contribution (UIF) and Employee Tax Incentive (ETI) return. We will look at how to calculate and amend your ETI each month. It also covers the rules around when adjustments can or cannot be made to the returns and why.
This course will look at key definitions and requirements. We will also cover the reading and interpreting of both the notice received after an audit has been done and how to read your statement of account.
Please see the below Course Details:
Duration
4 Hours
Price
R1 800
Prerequisite
Already registered for eFiling. Bring your own laptop
Outcomes
By the end of the session you will be able to:
1. Complete your return.
2. Discuss the basic principles relating to PAYE, SDL, UIF and ETI.
3. Read/Interpret the EMP217 – Notice of Assessment.
4. Interpret the EMPSA – The statement of account.
5. Discuss the rules pertaining to the submission of a request for correction.
10.
Complete return – PAYE Bi-annual Return (EMP501)
Are you having trouble submitting your reconciliation returns? This course is tailor-made for you.
This course will cover the full range of the reconciliation return processing from completion to processing the account. We will look at how to resolve balancing errors, processing errors as well as request for corrections.
ETI has become harder and harder to understand, but this course will give you a firm understanding about how to adjust your ETI, how to complete the returns and how is the refund eventually processed.
This course will be interactive so come with your queries.
Please see the below Course Details:
Duration
5 Hours
Price
R2 200
Prerequisite
Already registered for eFiling. Bring your own laptop
Outcomes
By the end of the session you will be able to:
1. Complete your reconciliation returns.
2. Discuss the basic principles relating to PAYE, SDL, UIF and ETI.
3. Resolve reconciliation return errors.
4. Discuss recon return processing.
5. Interpret the EMPSA – The statement of account.
6. Discuss the rules pertaining to the forfeiting of an ETI refund.
11.
Complete return – Provisional Tax
Provisional Tax seems to be a complicated tax system. This course will assist you in understanding that system. We cover topics like how to avoid penalties and interest and how to request a waiver of the penalty should you happen to incur them. You will be able to complete your own Provisional Tax returns.
If you want to confidently complete your Provisional Tax returns so as to avoid penalties and interest, then this course is for you.
Please see the below Course Details:
Duration
3 Hours
Price
R1 500
Prerequisite
Already registered for eFiling. Bring your own laptop
Outcomes
By the end of the session you will be able to:
1. Complete the IRP6 for the first and second period.
2. Discuss the basic principles relating to the provisional tax system.
12.
Tax Clearance System
Are you struggling to with your compliance status? Always worried about your tax clearance status? This course will give you the tools and tips for keeping your compliance status in the “green”. We cover the tax clearance system process in detail, showing you how to maintain your compliance status as well as how to use the TCS functionality on eFiling.
Bring your laptop along so that you can follow the process using your own business status.
Please see the below Course Details:
Duration
4 Hours
Price
R1 800
Prerequisite
Already registered for eFiling. Bring your own laptop
Outcomes
By the end of the session you will be able to:
1. Apply the rules applicable to compliance and the TCS system to your business.
2. Apply for a deferred payment arrangement.
3. Remedy non-compliance.
