Tax Specialist (SA)Associate
A Professional Tax Specialist (SA) can:
- Register with SARS as a tax practitioner in terms of the Tax Administration Act
- Represent taxpayers in court
- Write tax opinions
- Mediate tax disputes
- Provide all the services performed by a Professional Tax Practitioner (SA):
- 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
- 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
- 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
Standard: To qualify as a Tax Specialist (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.
- A post-graduate qualification in Taxation, or
- Registered as a SAIPA member and in possession of a post graduate qualification in Taxation
- At least three years’ verifiable experience in an advanced tax environment
No test or assessment is required. However, where needed an Oral Summative Assessment is done.
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.
Additional optional specialisations available
A Tax Specialist (SA) in good standing can apply for other SAIPA designations and specialisations subject to meeting relevant requirements.