Memberships

You are one step from becoming a SAIT member with particular key interest in Taxation, Customs or Affiliation. Explore our range of membership designations tailored and designed to suite your need.

  • Chartered Tax Adviser (SA)
    Duration
    12 months
    Package price
    R 6,739.13

    The Chartered Tax Adviser (CTA) designation is the highest-level tax practitioner designation awarded by SAIT. It is intended for the most experienced and specialised tax professionals with a strong academic and practical background in taxation, accounting, law, or economics

    CTA members operate at the highest level of tax advisory or tax litigation, often engaging in matters of a highly complex and sophisticated nature. While some CTAs remain involved in tax compliance, this is typically limited to large-scale clients such as listed companies, multinationals, or long-established family groups

    CTA holders possess specialised skills across the full array of taxation areas, including, business income taxes, indirect taxes, large entity payroll taxes. 

    Many focus on narrow areas of tax or niche economic sectors such as miningfinancial servicesenergyenvironment, or global disciplines such as mergers and acquisitionsinternational taxationglobal mobility, and cross-border restructuring

     

    1. MAIN ENTRY CRITERIA 

    The CTA designation is awarded through a two-phase process: 

    • Phase 1: Submission of a Portfolio of Evidence (PoE) evaluated by SAIT 
    • Phase 2Competency Assessment evaluated by a panel of subject matter experts 


    PHASE 1: Portfolio of Evidence (PoE) 

    1.1 Academic Requirements 

    Applicants must submit a certified copy of an NQF Level 9 or higher SAQA-recognised qualification in taxation (preferred)accounting, or law

    Note: Applicants with an NQF Level 8 qualification may be considered under the SAIT Recognition of Prior Learning (RPL) policy but will need to meet additional requirements. 


    1.2 Tax Work Experience 

    Applicants must demonstrate one of the following: 

    • 10 years of tax-related work experience, with at least 5 years dedicated to client-specific tax matters in South Africa (preferred); 
    • OR 
    • 8 years of tax-related work experience that includes: 
    • Completion of the SAIT Tax Professional / Tax Adviser structured workplace experience programme 
    • Successful completion of the SAIT Board Exam.  

    detailed CV must accompany the application, clearly outlining tax roles, responsibilities, and duration of experience. 


    1.3 Cover Letter Letter 

    Through a 1 to 2-page cover letter, applicants must demonstrate their excellent knowledge, skills and expertise in taxation. The candidates should take note of the following guidelines when compiling the cover letter: 

    • Complexity of tax-related work (e.g., client size, analytical depth) 
    • Impact and innovation in tax work 
    • Ability to assess and manage tax risk 
    • Demonstrated tax technical leadership 
    • Degree of autonomy or leadership in tax advisory 
    • Clear statement of tax specialisations 

    The Candidate must also explicitly indicate their main areas of specialism in taxation.  

    Note: If unsuccessful, applicants must wait 12 months before reapplying. 

     

    1.4 Recommendation Letters 

    Applicants must submit recommendation letters(s) from tax practitioner on a standard template who: 

    • Have worked closely with the applicant in the past five (5) years 
    • Endorse the applicant's exceptional tax competence and client service 

    Additional requirements: 

    • One (1) referee should preferably be a CTA member; or 
    • Two (2) written by a tax practitioner as defined (director-level or equivalent).  

     

    1.5 Compliance Requirements 

    Applicants must: 

    • Declare a clear criminal record and authorise a background check 
    • (No financial or tax crimes for the past 5 years) 
    • Provide evidence of SARS tax compliance (in good standing) 

     

    PHASE 2: Competency Assessment 

    Applicants who successfully complete Phase 1 will be invited to a panel-based competency assessment

    1.6 Mode of Assessment 

    • Conducted virtually or in-person 
    • Individual oral assessment by a panel of subject matter experts 

     

    1.7 Assessment Schedule 

    • Conducted twice a yearMarch and October 

     

    1.8 Duration 

    • Maximum of 2 hours 
    • Applicant has 30 minutes for their presentation 

     

    1.9 Presentation Requirements 

    The applicant must present a technical piece of tax work. The presentation must include: 

    • Relevant background facts of the case 
    • The tax issue, problem, or query 
    • Application of the law to the facts, and resolution 
    • Any technical nuances, uncertainties, or judgments exercised 

    Presentation must be submitted 5 days before the assessment date. 

     

    1.10 Assessment Structure 

    • The chairperson presides over proceedings 
    • Assessment is based on a formal evaluation rubric 

    The panel will: 

    • Ask two questions based on the presentation, designed to probe technical understanding 
    • Pose a hypothetical scenario requiring the candidate to adapt their position 
    • Invite the candidate to provide commentary on tax implications, alternatives, and reasoning 

     

    1.11 Outcome of the Assessment 

    • Candidate exits after the assessment 
    • Each panellist completes a rubric and scores independently 
    • The chair moderates and facilitates consensus 
    • Decision is final. Unsuccessful candidates may reapply after 3 years. 

     

    2. SARS Readiness Programme 

    In accordance with the SARS requirements for Recognised Controlling Bodies (RCBs) and registered tax practitioners, all applicants must complete the SARS Readiness Programme as a mandatory requirement to register as a practitioner. 


     

    RETAINING THE DESIGNATION 

    To maintain the designation, members must meet the following requirements annually: 


    1. Code of Conduct 

    Members must adhere to the SAIT Professional Code of Conduct and Ethics


    2. Continuing Professional Development (CPD) 

    Members must complete a total of 30 hours of CPD annually, in line with SARS and SAIT requirements: 

    • 18 verifiable hours, consisting of: 
    • 10 hours: Tax-related CPD 
    • 6 hours: Profession-related CPD 
    • 2 hours: Ethics CPD 
    • 12 non-verifiable hours of relevant learning 


     3. Annual Fees 

    All members must ensure that their annual membership fees are paid. 

    Registration Fee and Phase 1 Evaluation 

    R2,500.00 - Once-off fee to process your application and evaluate your portfolio of evidence.  

    Phase 2 Competency Assessment 

    R7,995.00 - Once-off non-refundable competency assessment fee.  

    Annual Membership Fee 

    R7,750.00 - Payable within 30 days of approval 

    Monthly Option 

    1st, 15th, or 25th of each month - Debit order option available 

  • Master Tax Practitioner (SA)
    Duration
    12 months
    Package price
    R 6,375.65

    DESCRIPTION 

    The Master Tax Practitioner (MTP) designation is aligned with professions in the accounting, legal, and broader financial services fields, but with a specialised focus on advanced taxation

    Most Master Tax Practitioners are engaged in high-level tax advisory or tax controversy work. Those involved in compliance typically handle only the most complex tax returns, such as those of listed entities or large corporate groups

    Master Tax Practitioners operate across various tax types, including, corporate income tax, Value-added tax (VAT), Personal income tax, and limited payroll tax. In most cases, MTPs have cultivated a subspecialisation in international taxation, mergers and acquisitions, wealth planning, corporate restructuring, and tax policy or tax litigation. 



    AWARDING CRITERIA 

    To be awarded the Master Tax Practitioner designation, applicants must meet the following three core requirements: 


     

    1 - Academic Component 

    Applicants must have completed a National Qualifications Framework (NQF) Level 9 qualification that is either wholly or primarily focused on taxation. Acceptable qualifications typically include a Master's degree or LLM (Master of Laws) in Taxation, either from South African or international institutions

    Accepted qualification titles at NQF Level 9 include: 

    • MCom in Taxation 
    • MAcc in Taxation 
    • MCom (Accounting) – Taxation 
    • MPhil in Taxation 
    • MPhil (Accounting) – Taxation 
    • LLM – Master of Laws 
    • LLM – South African Tax Law 
    • LLM – International Tax Law 
    • PhD – Tax Policy(accepted in specific cases depending on content focus) 

     

    2 - Experiential Learning or Experience Component 

    Applicants must have engaged in tax work as their primary or sole activity for at least five (5) consecutive years within the past ten (10) years

    Evidence of this requirement must be submitted in the form of a resume of tax experience, verified by an employer or other senior tax professional

     

    3 - Competency Assessment 

    Applicants must provide SAIT with the following: 

    • Verified proof of tax work experience 
    • Proof of an NQF Level 9 qualification, as listed above 
    • Proof of a clear tax record 
    • Proof of a clear criminal record 

     

    4 - SARS Readiness Programme 

    In line with SARS-recognised criteria for Recognised Controlling Bodies (RCBs) and registered tax practitioners, all applicants must complete the SARS Readiness Programme before registering as a tax practitioner. 

     

    RETAINING THE DESIGNATION 

    To maintain the designation, members must meet the following requirements annually: 

    1 - Code of Conduct 

    Members must adhere to the SAIT Professional Code of Conduct and Ethics

     

    2 - Continuing Professional Development (CPD) 

    Members must complete a total of 30 hours of CPD annually, in line with SARS and SAIT requirements: 

    • 18 verifiable hours, consisting of: 
    • 10 hours: Tax-related CPD 
    • 6 hours: Profession-related CPD 
    • 2 hours: Ethics CPD 
    • 12 non-verifiable hours of relevant learning 

     

    3 - Annual Fees 

    All members must ensure that their annual membership fees are paid. 

    Registration Fee 

    R800.00 - Once-off fee to process your application 

    Annual Membership Fee 

    R7,332.00 - Payable within 30 days of approval 

    Monthly Option 

    1st, 15th, or 25th of each month - Debit order option available 

  • General Tax Practitioner (SA)
    Duration
    12 months
    Package price
    R 6,375.65

    The General Tax Practitioner (GTP) designation is associated with the broader family of accounting, legal, and financial service professions, with a specific and advanced focus on taxation

    A General Tax Practitioner is responsible for preparing and reviewing tax returns, handling tax disputes, and drafting tax opinions. While their primary focus is on compliance, they also provide advisory and tax controversy services in support of that work. 


    AWARDING CRITERIA 

    To be awarded the General Tax Practitioner designation, applicants must meet the following three core requirements: 


     

    1 - Academic Component 

    Applicants must have completed a formal academic qualification registered on the National Qualifications Framework (NQF) at Level 7 or higher, which includes: 

    • At least two dedicated tax modules, or 
    • Multiple law modules, in the case of a Law degree 

    Acceptable qualifications include (but are not limited to): 

    • Bachelor of Commerce (BCom) in: 
    • Financial Accountancy 
    • Accounting and Informatics 
    • Chartered Accountancy 
    • Management Accountancy 
    • Forensic Accountancy 
    • General Accounting 


    • Bachelor of Business Science (BBusSci) in: 
    • Finance 
    • Finance and Accounting 
    • Accounting Science 


    • Bachelor of Accounting Science (BAccSci) 
    • Bachelor of Laws (LLB) (with sufficient tax/law module exposure) 
    • Bachelor of Commerce in Law 
    • Advanced Diploma in Accounting or Financial disciplines 
    • Bachelor of Technology (BTech) in Accounting or Finance 


    These qualifications may be obtained in South Africa or abroad, provided they meet the stated academic criteria and assessment standards. 


     

    2 - Experiential Learning or Experience Component 

    Applicants must have engaged in tax work as their primary or sole activity for a minimum of five (5) consecutive years within the past seven (7) years

    This experience must be evidenced through a resume of tax work, verified by an employer or senior tax professional


     

    3 - Competency Assessment 

    To qualify, applicants must submit the following documentation: 

    • Proof of verified tax work experience (signed by a third party) 
    • Proof of an NQF Level 7 qualification, as outlined above 
    • Proof of a clear tax record 
    • Proof of a clear criminal record 


     4 - SARS Readiness Programme 

    In line with SARS-recognised criteria for Recognised Controlling Bodies (RCBs) and registered tax practitioners, all applicants must complete the SARS Readiness Programme before registering as a tax practitioner. 

     

     

    RETAINING THE DESIGNATION 

    To maintain the designation, members must meet the following requirements annually: 

    1 - Code of Conduct 

    Members must adhere to the SAIT Professional Code of Conduct and Ethics


     2- Continuing Professional Development (CPD) 

    Members must complete a total of 30 hours of CPD annually, in line with SARS and SAIT requirements: 

    • 18 verifiable hours, consisting of: 
    • 10 hours: Tax-related CPD 
    • 6 hours: Profession-related CPD 
    • 2 hours: Ethics CPD 
    • 12 non-verifiable hours of relevant learning 


     3 - Annual Fees 

    All members must ensure that their annual membership fees are paid. 

    Registration Fee 

    R800.00 - Once-off fee to process your application 

    Annual Membership Fee 

    R7,332.00 - Payable within 30 days of approval 

    Monthly Option 

    1st, 15th, or 25th of each month - Debit order option available 

  • Tax Technician Practitioner (SA)
    Duration
    12 months
    Package price
    R 4,585.04

    The Tax Technician Practitioner designation requires foundational knowledge in accounting and law, with a specific focus on taxation. A Tax Technician Practitioner typically prepares and reviews tax returns and assists in the early stages of tax disputes. 

    Most Tax Technician Practitioners work on tax returns with low complexity, including those required by individuals, small businesses, and medium enterprises. While their core duties relate to personal and corporate tax returns, they may also be involved in payroll taxation and value-added tax (VAT)


     

    AWARDING CRITERIA 

    To be awarded the Tax Technician Practitioner designation, applicants must meet the following three core requirements: 

    1 - Academic Component 

    Applicants must have successfully completed a SAQA registered National Qualifications Framework (NQF) Level 5 qualification in taxation, accounting, bookkeeping, or a comparable field in financial services. 

    Accepted qualification titles at NQF Level 5 include (but are not limited to): 

    • Certificate in Accounting 
    • Diploma in Accounting Technician 
    • Higher Certificate in Accounting / Accountancy / Accounting Science 
    • Higher Certificate in Accounting Practice 
    • Higher Certificate in Business Administration 
    • Higher Certificate in Tax Administration 


     2 - Experiential Learning or Experience Component 

    Applicants must have engaged in tax work as their sole or primary activity for at least five (5) consecutive years within the past seven (7) years

    Evidence must be provided in the form of a resume or portfolio of tax work, verified by an employer or senior tax professional. 


     3 - Competency Assessment 

    Applicants must provide the following: 

    • Verified proof of prior tax work experience 
    • Proof of an NQF Level 5 qualification as detailed above (including completion of assessments) 
    • Proof of a clear tax record 
    • Proof of a clear criminal record 
    • Completion of a SAIT entry assessment 


     4 - SARS Readiness Programme 

    In accordance with the SARS-recognised criteria for Recognised Controlling Bodies (RCBs) and tax practitioners, completion of the SARS Readiness Programme is compulsory for individuals who wish to register as tax practitioners. 


     

    RECOGNITION OF PRIOR LEARNING (RPL) STATEMENT 

    Alternative pathways are provided for candidates who do not meet the standard academic requirements, through Recognition of Prior Learning (RPL)

    For NQF Level 4 Candidates 

    Candidates holding only an NQF Level 4 qualification (National Certificate) may still be awarded the designation via RPL if they meet the following: 

    • Minimum of 10 years of verifiable tax experience 
    • Completion of a logbook (portfolio of evidence) 
    • Completion of the standard RPL assessment 


     

    Structured Workplace Experience (RPL Pathway) 

    Candidates who have completed the Tax Technician Occupational Qualification, which includes 3 years of structured, monitored workplace experience (learnership/internship), may use this experience to meet the 5-year work requirement. This pathway includes: 

    • Completion of a verified logbook 
    • Exemption from the SAIT entry assessment, as the qualification includes an External Integrated Summative Assessment (EISA) 


     

    Waiver for NQF Level 6 Candidates 

    Candidates with an NQF Level 6 qualification, including two dedicated tax modules, may qualify through RPL due to the advanced content and complexity of the qualification. These candidates: 

    • Are exempt from the SAIT entry assessment 


     

    Alternative Entry for NQF Level 7 Candidates 

    Candidates with a formal NQF Level 7 qualification (which includes two tax modules) are generally directed towards the General Tax Practitioner designation. However, they may opt to: 

    • Apply for the Tax Technician Practitioner designation with 3 years of unstructured tax experience 
    • Be upgraded to General Tax Practitioner status after completing 2 additional years of experience 
    • Be exempt from the SAIT entry assessment due to the level of their qualification 


     

    RETAINING THE DESIGNATION 

    To maintain the designation, members must meet the following requirements annually: 

    1 - Code of Conduct 

    Members must adhere to the SAIT Professional Code of Conduct and Ethics


     2 - Continuing Professional Development (CPD) 

    Members must complete a total of 30 hours of CPD annually, in line with SARS and SAIT requirements: 

    • 18 verifiable hours, consisting of: 
    • 10 hours: Tax-related CPD 
    • 6 hours: Profession-related CPD 
    • 2 hours: Ethics CPD 
    • 12 non-verifiable hours of relevant learning 


     3 - Annual Fees 

    All members must ensure that their annual membership fees are paid. 

    Registration Fee 

    R800.00 - Once-off fee to process your application 

    Annual Membership Fee 

    R5,272.80 - Payable within 30 days of approval 

    Monthly Option 

    1st, 15th, or 25th of each month - Debit order option available 

  • Master Customs & Trade Practitioner
    Duration
    12 months
    Package price
    R 6,375.65

    The Master Customs & Trade Practitioner designation recognises senior professionals who offer advanced consulting, dispute resolution, and strategic trade advisory services within the complex environment of international trade and customs regulation. 

    These professionals are involved in highly specialised areas such as: 

    • Customs classification under the Harmonised System (HS) 
    • Customs valuation in accordance with the World Customs Organisation (WCO) Valuation Code 
    • Rules of origin and preferential trade agreements 
    • Customs control procedures and trade documentation 
    • International trade compliance, including exchange control, indirect tax, and foreign regulatory frameworks 

    Master-level practitioners often operate at the intersection of law, commerce, and cross-border operations, providing guidance on high-risk transactions, trade strategy, and regulatory alignment across jurisdictions. 

     

    AWARDING CRITERIA 

    To be awarded the Master Customs & Trade Practitioner designation, applicants must meet both academic and extensive workplace experience requirements. Three entry routes are available, depending on the applicant's profile and expertise. 


    1 - Academic Component 

    Applicants must hold a minimum of an NQF Level 7 or 8 qualification, preferably with modules in: 

    • Customs 
    • International trade 
    • Economics 
    • Logistics 
    • Taxation 
    • Law 

    Accepted qualifications include degrees in accounting, law, economics, logistics, or postgraduate diplomas in tax, trade, or customs. 

    Applicants holding a dedicated NQF Level 6 qualification in international trade or customs are also eligible. 

    In recognition of the significant experience held by seasoned customs professionals, Recognition of Prior Learning (RPL) may be applied for the Master designation. This will be evaluated based on strategic-level, senior practical experience and peer recognition. 


     2 - Experiential Learning / Work Experience Component 

    Applicants must have a minimum of 10 years of full-time work experience in customs or trade law, within the past 12 years

    Applicants must be able to demonstrate capability in the following functional areas: 

    • Providing technical advice on laws, regulations, HS codes, rules of origin, and import/export compliance 
    • Auditing or reviewing customs compliance systems, including valuation, classification, and origin 
    • Conducting risk assessments and gap analyses on customs and trade issues 
    • Supporting and optimising cross-border supply chain strategies 
    • Developing compliance procedures, training programmes, and corrective implementation plans 


     

    3 - Routes to Designation 

    Applicants must qualify through one of the following three routes: 


     

    3.1 - Route 1: Leadership and Management Pathway 

    Applicants must meet both of the following criteria: 

    • Hold a managerial or executive-level position in customs or trade at the time of application, and 
    • Either
    • Serve as a partner or director in an advisory firm providing customs/international trade services, or 
    • Lead a customs/trade team of at least 5 full-time staff within a private company or government institution (e.g. SARS) 

     

    3.2 - Route 2: Advanced Academic Pathway 

    Applicants must hold an NQF Level 9 or 10 qualification in: 

    • International Trade Law, or 
    • Customs and Cross-Border Trade Regulation 

     

    3.3 Route 3: Peer-Recognised Expert Pathway 

    Applicants must provide three (3) written endorsements from customs or trade professionals who: 

    • Have at least 10 years of experience in the field 
    • Can attest to the applicant's expertise, leadership, and contributions to the profession 

     

    Verification of Requirements 

    Applicants must submit a: 

    • Detailed, validated resume outlining customs/trade work experience 
    • Third-party confirmation by a senior customs expert or employer 
    • Documentation supporting the selected designation route 


     

    4 - Competency Assessment 

    To demonstrate competence, applicants must submit the following: 

    • Verified proof of work experience 
    • Proof of an accredited qualification, as listed above 
    • Proof of a clear tax record 
    • Proof of a clear criminal record 
    • Completion of a SAIT entry assessment 


     

    5 - SARS Readiness Programme 

    In line with SARS-recognised criteria for Recognised Controlling Bodies (RCBs) and registered tax practitioners, all applicants must complete the SARS Readiness Programme before registering as a tax practitioner. 


     

    RETAINING THE DESIGNATION 

    To maintain the designation, members must meet the following requirements annually: 

    1 - Code of Conduct 

    Members must adhere to the SAIT Professional Code of Conduct and Ethics


     

    2 - Continuing Professional Development (CPD) 

    Members must complete a total of 30 hours of CPD annually, in line with SARS and SAIT requirements: 

    • 18 verifiable hours, consisting of: 
    • 10 hours: Tax-related CPD 
    • 6 hours: Profession-related CPD 
    • 2 hours: Ethics CPD 
    • 12 non-verifiable hours of relevant learning 


    3 - Annual Fees 

    All members must ensure that their annual membership fees are paid. 

    Registration Fee 

    R800.00 - Once-off fee to process your application 

    Annual Membership Fee 

    R7,332.00 - Payable within 30 days of approval 

    Monthly Option 

    1st, 15th, or 25th of each month - Debit order option available 

  • General Customs & Trade Practitioner
    Duration
    12 months
    Package price
    R 6,375.65

    The General Customs & Trade Practitioner designation recognises professionals who offer specialised services in customs consulting, trade strategy, and dispute resolution across various regulatory and commercial domains. 

    These practitioners typically engage in: 

    • Customs classification under the Harmonised System (HS) 
    • Customs valuation according to the World Customs Organisation (WCO) Valuation Code 
    • Rules of origin and preferential trade agreements 
    • Customs procedures, documentation, and trade compliance management 

    Their role is central to supporting clients with technical interpretations, cross-border risk mitigation, dispute management, and the optimisation of international trade operations


    AWARDING CRITERIA 

    To be awarded the General Customs & Trade Practitioner designation, applicants must meet both academic and workplace experience requirements. 


    1 - Academic Component 

    Applicants must have completed an NQF Level 7 or 8 qualification, preferably with modules in: 

    • Customs 
    • International trade 
    • Economics 
    • Logistics 
    • Law 
    • Taxation 


    Acceptable qualifications may include: 

    • Bachelor's or Honours degrees in Accounting, Law, Economics, Logistics, or Tax 
    • Postgraduate Diplomas in Customs, Trade, or Taxation 

    Applicants with an NQF Level 6 diploma or degree that is dedicated to international trade or customs are also eligible. 

    In cases where an applicant holds an NQF 7 or 8 degree without customs or trade components, the application may be supported by: 

    • Additional certificates or diplomas in customs or trade 
    • Documented Recognition of Prior Learning (RPL) for seasoned professionals demonstrating strategic, high-level practical experience 

     

    2 - Experiential Learning / Work Experience Component 

    Applicants must have engaged in customs or trade law work as their primary or sole professional activity for at least five (5) consecutive years within the past seven (7) years

    Relevant experience includes (but is not limited to): 

    • Providing technical assistance in interpreting laws, regulations, tariff codes, and rules of origin 
    • Reviewing or auditing compliance systems related to customs valuation, HS codes, and origin 
    • Developing and implementing risk assessments or gap analyses on customs/trade compliance 
    • Advising on cross-border sourcing strategies and trade supply chain decisions 
    • Designing and delivering customs compliance procedures, training, and improvement programmes 

    Verification is achieved by submitting a detailed resume of relevant work experience, supported by a third-party validation from a senior customs or trade expert. 

     

    3 - Competency Assessment 

    To demonstrate competence, applicants must submit the following: 

    • Verified proof of work experience 
    • Proof of an accredited qualification, as listed above 
    • Proof of a clear tax record 
    • Proof of a clear criminal record 
    • Completion of a SAIT entry assessment 

     

    4 - SARS Readiness Programme 

    In line with SARS-recognised criteria for Recognised Controlling Bodies (RCBs) and registered tax practitioners, all applicants must complete the SARS Readiness Programme before registering as a tax practitioner. 


     

    RETAINING THE DESIGNATION 

    To maintain the designation, members must meet the following requirements annually: 

    1 - Code of Conduct 

    Members must adhere to the SAIT Professional Code of Conduct and Ethics


    2 - Continuing Professional Development (CPD) 

    Members must complete a total of 30 hours of CPD annually, in line with SARS and SAIT requirements: 

    • 18 verifiable hours, consisting of: 
    • 10 hours: Tax-related CPD 
    • 6 hours: Profession-related CPD 
    • 2 hours: Ethics CPD 
    • 12 non-verifiable hours of relevant learning 


     3 - Annual Fees 

    All members must ensure that their annual membership fees are paid. 

    Registration Fee 

    R800.00 - Once-off fee to process your application 

    Annual Membership Fee 

    R7,332.00 - Payable within 30 days of approval 

    Monthly Option 

    1st, 15th, or 25th of each month - Debit order option available 

  • Customs Compliance Practitioner
    Duration
    12 months
    Package price
    R 4,585.04

    The Customs Compliance Practitioner designation recognises professionals responsible for the procedural and operational aspects of imports and exports, ensuring that trade activities comply with national customs legislation and international trade standards. 

    Customs Compliance Practitioners typically engage in: 

    • Preparing documentation for release and clearance on behalf of traders 
    • Submitting declarations and information to Customs and other regulatory bodies 
    • Managing the payment of duties and taxes, and handling refunds and adjustments 
    • Overseeing the entry and accounting of goods 
    • Liaising with other government agencies to secure permits, licences, and approvals 
    • Supporting post-clearance audits and assisting in dispute resolutions 
    • Offering general regulatory guidance and support in operational planning for trade compliance 

     

    AWARDING CRITERIA 

    To be awarded the Customs Compliance Practitioner designation, applicants must meet the following two core requirements: 

     

    1 - Academic Component 

    Applicants must have successfully completed a National Qualifications Framework (NQF) Level 5 qualification recognised by the Department of Higher Education and Training in South Africa. 

    In addition to the formal qualification, candidates must pass an entry assessment that demonstrates their practical competency and applied skills in Customs compliance. 


    2 - Experiential Learning / Work Experience 

    Applicants must have engaged in customs-related work as their primary or sole activity for at least five (5) consecutive years within the past seven (7) years

    To verify this requirement, applicants must submit: 

    • A detailed resume of customs work experience 
    • Third-party validation from a senior customs professional or employer confirming the scope and duration of the experience 


    3 - Competency Assessment 

    To demonstrate competence, applicants must submit the following: 

    • Verified proof of work experience 
    • Proof of an accredited qualification, as listed above 
    • Proof of a clear tax record 
    • Proof of a clear criminal record 
    • Completion of a SAIT entry assessment 


    4 - SARS Readiness Programme 

    In line with SARS-recognised criteria for Recognised Controlling Bodies (RCBs) and registered tax practitioners, all applicants must complete the SARS Readiness Programme before registering as a tax practitioner. 



    RETAINING THE DESIGNATION 

    To maintain the designation, members must meet the following requirements annually: 


    1 - Code of Conduct 

    Members must adhere to the SAIT Professional Code of Conduct and Ethics

     

    2 - Continuing Professional Development (CPD) 

    Members must complete a total of 30 hours of CPD annually, in line with SARS and SAIT requirements: 

    • 18 verifiable hours, consisting of: 
    • 10 hours: Tax-related CPD 
    • 6 hours: Profession-related CPD 
    • 2 hours: Ethics CPD 
    • 12 non-verifiable hours of relevant learning 


    3 - Annual Fees 

    All members must ensure that their annual membership fees are paid. 

    Registration Fee 

    R800.00 - Once-off fee to process your application 

    Annual Membership Fee 

    R5,272.80 - Payable within 30 days of approval 

    Monthly Option 

    1st, 15th, or 25th of each month - Debit order option available 

  • Affiliated Membership
    Duration
    12 months
    Package price
    R 3,000
  • Tax Adviser (SA)
    Duration
    12 months
    Package price
    R 6,375.65

    The Tax Adviser (TA) designation is aligned with the accounting, legal, and financial services professions, with a specialised and evolving focus on taxation

    Tax Advisers typically begin their careers within a tax subspecialisation, such as international tax, corporate tax, or value-added tax (VAT). Over time, they develop the capacity to perform a combination of compliance, tax controversy, and advisory work within their chosen specialisation. 

    Alternatively, some Tax Advisers may gain broader, horizontal experience by working across multiple related tax domains, building expertise in the various modes of tax engagement (compliance, advisory, and dispute resolution) across several subspecialisations. 


    AWARDING CRITERIA 

    To be awarded the Tax Adviser designation, applicants must meet the following criteria: 


    1 - Academic Component 

    Applicants must have successfully completed an NQF Level 8 qualification that includes: 

    • At least two dedicated tax modules, or 
    • Multiple law modules in the case of a Law degree 

    Accepted qualifications include a Bachelor Honours Degree, Postgraduate Diploma, or an Occupational Qualification in tax, accounting, or law

    Recognised NQF Level 8 qualification titles include (but are not limited to): 

    • Tax Professional Occupational Qualification 
    • BCom Honours in Taxation 
    • Postgraduate Diploma in Taxation (PG Dip Taxation) 
    • Postgraduate Diploma in Tax Law (PG Dip Tax Law) 
    • Postgraduate Diploma in International Tax Law (PG Dip International Tax Law) 


    2 - Experiential Learning / Experience Component 

    Applicants must have engaged in tax work as their sole or primary activity for a minimum of three (3) consecutive years

    This work experience must be completed as part of a structured and monitored programme, with oversight including: 

    • Completion and verification of a workplace logbook 
    • Participation in an officially recognised learnership or internship at an Approved Workplace Provider.  


    3 - Competency Assessment 

    Applicants must submit the following documentation to SAIT: 

    • Proof of prior tax work experience, verified by SAIT through a structured workplace programme 
    • Proof of an NQF Level 8 qualification, as outlined above. 
    • Proof of a clear tax record 
    • Proof of a clear criminal record 

    All applicants must also successfully complete a two-day SAIT Board Assessment to demonstrate practical and theoretical competence. 


    4 - Recognition of Prior Learning (RPL) 

    Applicants who have gained unstructured tax work experience may apply for the designation via the RPL route

    This includes: 

    • A minimum of five (5) years of unstructured, verifiable tax work 
    • Completion of an alternative logbook as a portfolio of evidence 
    • Fulfilment of the same two-day SAIT Board Assessment to demonstrate practical and theoretical competence. 


    5 - SARS Readiness Programme 

    In accordance with the SARS requirements for Recognised Controlling Bodies (RCBs) and registered tax practitioners, all applicants must complete the SARS Readiness Programme as a mandatory requirement to register as a practitioner. 


     

    RETAINING THE DESIGNATION 

    To maintain the designation, members must meet the following requirements annually: 

    1 - Code of Conduct 

    Members must adhere to the SAIT Professional Code of Conduct and Ethics

     

    2 - Continuing Professional Development (CPD) 

    Members must complete a total of 30 hours of CPD annually, in line with SARS and SAIT requirements: 

    • 18 verifiable hours, consisting of: 
    • 10 hours: Tax-related CPD 
    • 6 hours: Profession-related CPD 
    • 2 hours: Ethics CPD 
    • 12 non-verifiable hours of relevant learning 

     

    3 - Annual Fees 

    All members must ensure that their annual membership fees are paid. 

    Registration Fee 

    Not Applicable 

    Annual Membership Fee 

    R7,332.00 - Payable within 30 days of approval 

    Monthly Option 

    1st, 15th, or 25th of each month - Debit order option available 

  • Transfer Pricing Specialist
    Duration
    12 months
    Package price
    R 6,375.65

    The Transfer Pricing Specialist designation is a unique professional credential within the broader field of taxation. It reflects expertise in the design, application, and defence of transfer pricing frameworks, requiring an integrated skill set that spans accounting, economics, law, and commerce

    Transfer Pricing Specialists engage in complianceadvisory, and tax dispute resolution. Most focus on the preparation of local files and master files, as well as handling the early stages of transfer pricing disputes. Those with a legal background often take on escalated dispute matters, while senior professionals typically focus on global value chain planningintercompany pricing strategies, and cross-border risk management

     

    AWARDING CRITERIA 

    To be awarded the Transfer Pricing Specialist designation, applicants must satisfy the following three core requirements: 


    1 - Academic Component 

    Applicants must hold a National Qualifications Framework (NQF) Level 8 qualification (Bachelor Honours Degree or Postgraduate Diploma) in economics, accounting, finance, or law, obtained either in South Africa or internationally

    Accepted qualification titles include (but are not limited to): 

    • BCom Honours in Taxation / Accounting / Economics 
    • Postgraduate Diploma (PG Dip) in
    • Accounting 
    • Taxation 
    • Tax Law 
    • Commerce 
    • General Accountancy 
    • Chartered Accountancy 
    • International Tax Law 
    • Accountancy (with a Tax elective) 
    • BAccSci (Hons) in Accounting Science 
    • Tax Professional Occupational Qualification 
    • LLB in Law 
    • BAdmin Honours in Economics 

    Other relevant NQF Level 8 qualifications may be accepted, subject to review. 

     

    2 - Experiential Learning / Work Experience 

    Applicants must have engaged in dedicated transfer pricing work as their primary activity for a minimum of five (5) consecutive years within the last five (5) years

    Verification requires: 

    • detailed resume outlining transfer pricing responsibilities 
    • Third-party confirmation by a senior tax professional or employer 


    3 - Competency Assessment 

    To demonstrate competence, applicants must submit the following: 

    • Verified proof of transfer pricing work experience 
    • Proof of an NQF Level 8 qualification, as listed above 
    • Proof of a clear tax record 
    • Proof of a clear criminal record 

    All applicants must also complete a SAIT Board Assessment to demonstrate practical and theoretical competence. 


     

    4. Recognition of Prior Learning (RPL) 

    The Transfer Pricing Specialist designation may be awarded via Recognition of Prior Learning (RPL) for applicants who do not meet the standard academic or experiential requirements. 

    RPL pathways include: 

    Structured Workplace Experience Alternative 

    • Minimum of 3 years of monitored, dedicated transfer pricing work 
    • Completion of a verified logbook through a structured internship or learnership 
    • May be used to meet the 5-year experience requirement under RPL 

     

    5 - SARS Readiness Programme 

    In line with SARS-recognised criteria for Recognised Controlling Bodies (RCBs) and registered tax practitioners, all applicants must complete the SARS Readiness Programme before registering as a tax practitioner. 


     

    RETAINING THE DESIGNATION 

    To maintain the designation, members must meet the following requirements annually: 

    1 - Code of Conduct 

    Members must adhere to the SAIT Professional Code of Conduct and Ethics

     

    2 - Continuing Professional Development (CPD) 

    Members must complete a total of 30 hours of CPD annually, in line with SARS and SAIT requirements: 

    • 18 verifiable hours, consisting of: 
    • 10 hours: Tax-related CPD 
    • 6 hours: Profession-related CPD 
    • 2 hours: Ethics CPD 
    • 12 non-verifiable hours of relevant learning 

     

    3 - Annual Fees 

    All members must ensure that their annual membership fees are paid. 

    Registration Fee 

    R800.00 - Once-off fee to process your application 

    Annual Membership Fee 

    R7,332.00 - Payable within 30 days of approval 

    Monthly Option 

    1st, 15th, or 25th of each month - Debit order option available 

  • Tax Article Trainee
    Duration
    12 months
    Package price
    R 4,493

    Do you want to become a Tax Adviser (SA) ™?

    Enrol for the SAIT Tax Articles programme designed to add a professional title to your name.

    SAIT is a professional body registered with the South African Qualification Authority (SAQA), and we offer registered membership designations as well as accredited qualifications. These qualifications are accredited by the Quality Council for Trade and Occupations (QCTO).


    Getting started – What do you need?

    There are two routes to be followed in order to become a SAIT member through the Tax Articles programme.

    SAIT designation route

    You must have successfully completed an NQF Level 8 qualification that includes at least two modules in tax (or multiple modules in law pursuant to a Law degree). An NQF Level 8 qualification of this nature typically includes a Bachelor Honours Degree or Postgraduate Diploma in tax, accounting or law. An Occupational Qualification on an NQF level 8 such as the Tax Professional Occupational Qualification is also acceptable.

    You must secure employment within the taxation industry with an accredited SAIT Workplace Provider.

    Access the list of accredited workplace providers, here

    SAIT implements a board exam at the end of the three (3) year articles which will award you with a SAIT designation (either Tax Technician Practitioner or Tax Adviser).

    QCTO qualifications route

    Should you be required to upskill and obtain a higher accredited qualification (for example from a Degree to a Postgraduate Degree), you can pursue the tax qualification route. You will be required to prove your competence in the workplace through the tax articles programme together with part-time studies at a third-party Skills Development Provider (SDP).


    Understanding the SAIT Tax Articles programme

    The trainee work experience is recorded and evaluated on an online automated system ('logbook'), we partnered with LTS services for this offering. We implement virtual trainee induction sessions upon commencement of the tax article programme which educate the trainee and designated supervisor about the regulations, specifications, and detailed training on the 

     platform.

    Trainees become Tax Article Trainee members with SAIT while completing their programme which includes several benefits such as access to our weekly tax update mailers, weekly free webinars, monthly publications, tax helpline and much more.

    The duration of the SAIT Tax Articles programme is 3 years and is concluded with an annual board examination.


    What are the benefits of enrolling for the SAIT Tax Articles?


    ✅ Recognition with a Tax Adviser certificate/qualification

    ✅ Full SAIT membership within 3 years as a registered tax practitioner

    ✅ +-60 hours free CPD Tax Practice: On the Move Webinars

    ✅ Monitored and guided work reviews

    ✅ SAIT Tax Practice: Weekly Highlights

    ✅ Free monthly and bi-monthly tax publications

    ✅ Online LexisNexis search engine containing tax acts and SARS guidance.

  • Student Membership
    Duration
    12 months
    Package price
    R 304.34

    Overview

    Are you a final year NQF level 8 student studying for a taxation qualification?

    Let us build your career prospects by paving the way for realising your career in becoming a qualified tax practitioner with SAIT.


    Why choose us?

    We are the leading professional tax body with the largest number of tax professionals in South Africa.  We offer the highest tax designations in the country (e.g. the Chartered Tax Adviser) and are the only professional body with a dedicated tax articles programme. We are at the forefront of contributing to facilitating sound tax policy and shaping legislation, and are passionate about enhancing the tax profession by developing standards in education, compliance and performance.

    Our objective of the student membership is to connect university graduate students with prospective employers in the taxation industry. If you have decided that taxation is your passion and area of interest, you should have access to vacancies offered to prospective tax article trainee members.  SAIT aims to facilitate your transition into the job market and help you establish a successful career in taxation.


    What's in it for you?

    The SAIT Student Membership comes with several benefits to help you establish a career as a professional tax practitioner and equip you in the process.  More specifically, you will obtain:

    ✅ Job placement services: SAIT tax professionals can review your details for potential hire. You will also have access to SAIT-approved workplace providers who will advertise their vacancies for tax article trainees directly to you.

    ✅ Exclusive attendance to the SAIT student events such as the annual physical Tax Student Conference and annual Career Readiness webinars.

    ✅ Articles programme: We will facilitate your entry into a tax articles programme as a trainee or intern exclusively advertised at SAIT.

    ✅ Tax publications: You will have access to the TaxTalk magazine (bi-monthly) and Tax Chronicles Monthly journal (monthly).

    ✅ LexisNexis: You can search for tax acts, legislative history and SARS guidance on the LexisNexis search engine


    How do I apply for the SAIT Student Membership?

    You should be completing your final year of study in an NQF level 8 qualification dedicated to taxation (for example, a Bachelor of Taxation Honours, Postgraduate Diploma in Taxation or Higher Diploma in Tax Law. This qualification must be on an NQF level 8. 

  • Affiliate Membership
    Duration
    12 months
    Package price
    R 3,652.17