Tax Issues for Individuals (ITR12)

Overview

The Tax Issues for Individuals 2019 workshop will cover key issues for completing individual tax returns for the 2019 tax filing season. The workshop will focus on important amendments to the ITR12 return as well as technical updates, discussions around practical application and case studies.

Course Content

• Who is required to submit an ITR12?
• Persons who cease to be residents (expats)
• Declaring amounts considered to be “non-taxable”
• Dealing with amounts that qualify for exemption from normal tax
• Gross income in respect of services rendered or from employment, including directors
• Commission earners and deductions
• Income derived from the carrying of a rental trade and the deductions available, in addition to dealing with losses from rental trade
• Loss ring-fencing
• Married in community of property and amounts which fall into the joint estate (including death of a spouse married in community of property)
• Investment income
• The exemptions available in respect of interest, dividends and foreign dividends
• Declaring tax-free investment contributions and receipts
• Available deductions
• Annuities
• Lump sums from employers and severance benefits
• Declaring amounts received as a beneficiary from a trust
• Capital gains, including exclusions
• Contributions to retirement funds
• Donations to public benefit organisations
• Travel allowance and motor vehicle fringe benefits
• Lump sums from retirement funds
• Medical rebates

Presenters

Piet Nel

CA (SA)

Daylan Straude

CA (SA) MCom(Taxation)

CPD

Practical Workshop:

This event and successful completion of the online assessment will secure 5.5 hours verifiable output Tax CPD points.

Webinar:

This event and successful completion of the online assessment will secure 2 hours verifiable output Tax CPD points.

Event Investment

50% Discount for all 2019 CPD subscribers on the packages to attend the Workshop. (Not yet a subscriber? Please click here for more information).

Option 1 - Workshop

Non-member: R1595.00

Printed notes: R50.00

Click here to register for the workshop

Important: Printed copies of notes is optional and will cost additional R50 per set and must be ordered. Electronic notes will be emailed to all registered delegates 2 days prior to the event. Should you require a printed copy on the day of the workshop kindly select the printed workshop notes when registering for the event.

Option 2 - Dedicated Webinar Broadcast

This webinar is free to all CPD subscribers on the subscription packages. (Not yet a subscriber? Please click here for more information).

This dedicated CPD webinar will be presented on 30 July 2019 from 3.00pm – 5.00pm

Non-member: R575.00

Company Price: R950.00

Click here to register for the Webinar

Payments & Cancellations

• All payments must be made by EFT or by credit card, at least 3 working days before commencement of an event.
• Kindly note that should payment not been received 2 days after the event, legal action will be taken
• Proof of payment will be requested at registration, if payment at that point in time has not been reflected on Taxfaculty's bank account.
• Only written notice of cancellation will be recognised.
• Conditions:
  • If the cancellation occurs more than 4 working days prior to the event no cancellation fee will be charged.
  • If the cancellation occurs less than 4 working days prior to the event a 100% cancellation fee will apply.
• Delegates who book and fail to attend will be liable for the full event fee.
• Taxfaculty's liability in the case of an event being cancelled will be limited to a refund or credit of the event fee.
• Please click here for the full terms and conditions.