Tax Practitioner (SA)
AssociateFunctions
A Professional Tax Practitioner (SA) can:
- Register with SARS as a Tax Practitioner in terms of the new Tax Administration Act
- Register all tax types
- Prepare and file Income Tax returns for individuals and all types of businesses
- Prepare and file PAYE returns
- Prepare and file VAT returns
- File Notice of Objections on behalf of taxpayers
- Engage in dispute resolution on behalf of taxpayers
- Provide all the services offered by a Professional Tax Technician (SA):
- Register Individuals for Income Tax purposes
- Prepare and file Income Tax returns through SARS e-filing
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- Do VAT registrations
- Do PAYE registrations
- Prepare Basic VAT returns
- Prepare Basic PAYE returns
- Basic notice of objections for all tax types
- All tax registrations
- Applying for TCCs Check Tax Compliance Status (TCS) for taxpayers
- Attend to SMEs without complex transactions
- Attend to enquiries as support for Tax Professionals
Pathways
Standard: To qualify as a Tax Practitioner (SA), an individual needs to comply with all the academic, practical and assessment requirements specified below.
Recognition of prior learning (RPL): Individuals who have acquired sufficient technical knowledge and practical competencies can qualify through a Recognition of Prior Learning (RPL) process. The RPL process considers work experience and skills gained before, during or after academic studies, and both formal and informal learning is measured, mediated for recognition, and certified against the SAIPA Competency Framework.
Academic Requirements
- Three-year Bachelor’s degree with Taxation as a major subject, and
- At least Accounting 3
Practical requirements
- Three years of verifiable practical experience in a tax environment
Assesment
Pass the written SAIPA CoTE Professional Tax Assessment.
Unique benefits
Entry to the SAIPA development pathway. The level of experience and competence may provide mobility and articulation opportunities for members across SAIPA designations.
Access to member benefits.
Registration/Recognition status
Trade marked
Fees
Additional optional specialisations available
A Tax Practitioner (SA) in good standing can apply for other SAIPA certifications subject to meeting relevant requirements.