Overview   

This webinar provides a practical and accessible introduction to basic tax calculations and the completion of tax returns for bookkeepers, finance professionals, and support staff involved in financial recordkeeping. Participants will gain a firm understanding of South Africa’s tax system, including the calculation of taxable income for individuals and sole proprietors, allowable deductions, fringe benefits, and the SARS submission process. Designed for professionals supporting tax-related functions, the session aims to boost confidence and accuracy in preparing compliant tax submissions. 

Join Doubt Moyo as he unpacks the core principles and practical steps involved in tax calculations and returns. With his experience in accounting, taxation, and education, Doubt will walk attendees through key tax concepts, real-world examples, and best practices for ensuring accurate and timely submissions through SARS eFiling. 

Learning objectives  

By attending this webinar you will gain the following competencies: 

• Understand the structure of the South African tax system and key tax types 
• Calculate basic income tax for individuals and sole proprietors 
• Identify allowable deductions, fringe benefits, and tax-free thresholds 
• Complete and review ITR12 and ITR14 tax returns with confidence 
• Use SARS eFiling effectively for accurate and timely submissions 

Content 

The webinar will cover the following topics:  

• Overview of the South African Tax System 
  o SARS legislation and tax administration framework 
  o Role of bookkeepers in compliance and reporting 
  o Taxpayer categories and filing responsibilities 

• Types of Tax in South Africa 
  o Income Tax, Provisional Tax, PAYE 
  o Capital Gains Tax, Donations Tax, VAT, and Transfer Duty 
  o Turnover Tax and Dividends Tax 

• Basic Income Tax Calculations 
  o Calculating taxable income for individuals and sole proprietors 
  o Understanding gross income, deductions, and taxable capital gains 
  o Using tax tables, thresholds, and rebates 

• Treatment of Key Items 
  o Business expenses and retirement contributions 
  o Medical aid tax credits and donations 
  o Handling home office expenses and crypto transactions 

• Tax Return Completion and Submission 
  o Understanding and completing ITR12 and ITR14 returns 
  o Required documentation and supporting records 
  o Avoiding common errors in tax submissions 

• Navigating SARS eFiling 
  o Step-by-step guide to submitting returns online 
  o Best practices for login, accuracy, and recordkeeping 
  o Responding to SARS verifications and audit queries 

• Ensuring Compliance and Accuracy 
  o Recordkeeping requirements and audit readiness 
  o Ethical responsibilities and consequences of non-compliance 
  o Using software tools and maintaining tax accuracy 

Obtaining your CPD certificate 

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAICA and SAIPA. 

All attendees are issued with a CPD certificate available in an online profile.   

About the presenter 

Doubt Moyo  

Doubt Moyo is a dedicated and analytical financial accountant with a strong background in accounting, taxation, and forensic auditing. He holds a Bachelor of Commerce in Accounting from Midlands State University and a BCom in Applied Accounting from Oxford Brookes University. With extensive experience as both an accountant and a lecturer, Doubt has worked with institutions such as Richfield and Dateline College, where he has overseen financial records, prepared tax returns, and educated students in various accounting disciplines. Currently, he is the Managing Partner at Aphiwe Business Services, where he continues to impart knowledge and manage comprehensive financial services for clients.  

Who should attend? 

The following persons will benefit from attending this webinar: 

• Bookkeepers. 

• Practising accountants including: CA(SA), Professional Accountant (SA), AGA(SA), FCCA, BAP(SA), BA(SA) and ACCA. 

• Trainee accountants. 

Price 

• R 265.00 - Online admission - Individual.  

• Group Price 1 - From R109 per person (up to 5 users)  

• Group Price 2 - From R71 per person (up to 10 users)  

• Group Price 3 - From R64 per person (over 11 users)  

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options. 

Additional material

By attending this webinar you will be provided with: 

• A summarised slide presentation. 

• Reference documents and/or course material where available. 

• You can ask questions during the webinar and you will also have access to the presenter after the webinar. 

Corporate training solutions  

At the Accounting Academy, we recognize the evolving needs of businesses in today's dynamic environment. Beyond our standard webinar offerings, we provide tailored corporate training solutions designed to empower your team with the latest in accounting and professional skills. Whether you're looking for online sessions or face-to-face training, our programs are crafted to ensure a comprehensive and engaging learning experience.  

Drawing inspiration from modern training methodologies, our corporate solutions are interactive, adaptable, and focused on real-world applications. We prioritize hands-on learning, ensuring your team can immediately apply their newfound knowledge in practical scenarios.  

Interested in a bespoke corporate training experience? Reach out to us at [email protected] or call 010 593 0466. Together, let's design a training program that elevates your team's capabilities and aligns with your organizational goals.  

Contact us    

Have any questions or need any assistance? Contact us today!  

• Online chat through our website.  

• WhatsApp: Start chatting (+27635026114)  

• Phone: 010 593 0466  

• E-mail: [email protected]