Tax Practice: On the Move - SARS operations

Topic: Personal Income Tax: Simplify Your Tax Filling Process

What we'll cover:

This informative session will cover a range of key topics designed to help attendees navigate the personal income tax process with clarity and confidence. The session will begin by outlining the qualifying criteria for personal income tax and detailing the registration process to ensure correct setup with SARS. It will then explore essential considerations to review prior to submitting a tax return, with a focus on minimising errors and avoiding penalties.

Attendees will gain a clear understanding of the process and implications of ceasing South African tax residency, including the relevant tax obligations and reporting requirements. The session will also provide practical guidance on completing and submitting personal income tax returns efficiently.

In light of SARS' 2025 auto-assessment process, the session will highlight its implications and explain why this development presents a valuable opportunity for tax practitioners to enhance their advisory role and add value for clients. The discussion will also cover common risk areas that tend to attract SARS scrutiny and provide strategies to mitigate these effectively. Finally, insights will be shared on how SARS conducts audits and how to respond confidently if a return is selected for review.

Why attend?

Whether you are a first-time taxpayer or an experienced tax practitioner, this webinar offers valuable insights to support personal income tax compliance. Participants will gain expert tips to maximise accuracy, identify new opportunities such as auto-assessments, and stay informed on evolving regulatory changes.