SARS TAX PRACTITIONER

READINESS PROGRAMME

What is the programme?

The SARS Tax Practitioner Readiness Programme delivers important information to new tax practitioners in terms of professional expectations. New tax practitioners will understand their obligations and responsibilities as well as applicable SARS processes and policies to be adhered to.

Completion of this programme with a 90% pass mark for each module is mandatory for individuals applying to register as tax practitioners from 1 July 2022.  Each candidate will have three attempts to complete the programme noting that finalisation of registration as tax practitioner will depend on successful completion. However, the content of the programme is a useful refresher course on the tax environment, thus existing members are encouraged to make use of the programme as well.

The SARS Readiness Programme is available Here.

There are 8 modules with effect from January 2025. The  modules for 2022/2024 are here.

Introduction

How to Guide – SARS TP Readiness Programme (PDF)

Introduction – SARS Tax Practitioner Readiness Programme (PDF)

Video Link

  •  Module 1 – Legislation 

Module 1 – Legislation (PDF)

Video Link

  •  Module 2 – Criteria for recognition of controlling bodies 

Module 2 – Criteria for recognition of controlling bodies (PDF)

Video Link

  •  Module 3 – How to register as a tax practitioner 

Module 3 – How to register as a tax practitioner (PDF)

Video Link

  •  Module 4 – Getting started, becoming SARS Ready 

Module 4 – Getting started, becoming SARS Ready (PDF)

Video Link

  •  Module 5 – Channels of Engagement 

Module 5 – Channels of Engagement (PDF)

Video Link

  •  Module 6 – eFiling 

Module 6 – eFiling (PDF)

Video Link

  •  Module 7.1 – eFiling Employer Tax Season made easy 

Module 7.1 – eFiling Employer Tax Season made easy (PDF)

Video Link

  •  Module 7.2 – e@syFile Employer Tax Season made easy 

Module 7.2 – Employer Tax Season Made Easy on eFiling (PDF)

Video Link

  •  Module 8 – part 1: Debt management 

Module 8.1 – part 1: Debt management (PDF)

Video Link

  •  Module 8 – part 2: Dispute resolution 

Module 8.2 – part 2: Dispute resolution (PDF)

Video Link

  •  Module 8 – part 3: Complaints and escalations 

Module 8.3 – part 3: Complaints and escalations (PDF)

Video Link

  • Module 8 – part 4: Registered Representative

Module 8.4 Registered Representative (PDF)

Video Link

  • Module 8 – part 5: Deceased Estates

Module 8.5 Deceased Estates (PDF)

Video Link

  • Module 8 – part 6: Deregistration of a Tax Type

Module 8.6 Deregistration of a Tax Type (PDF)

Video Link

The Office of the Tax Ombud process (PDFVideo) is also covered.

Link to SARS Readiness Programme YouTube playlist.

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