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Annual Declaration

Tax Practitioner

Tax Practitioner Declaration

  1. Tax Practitioner Declaration
  2. Review & Submit

SAICA TAX PRACTITIONER ANNUAL DECLARATION

1. Protection of Personal Information Act

Collection and Lawful Processing of Personal Information:

SAICA respects your privacy and recognises the importance of protecting your privacy in respect of your personal information. By completing and submitting this declaration, SAICA will collects and/or verifies, and processes your personal information in the conducting and conclusion of the compliance and/or monitoring processes.

What Personal Information we collect and process: SAICA will collect and/or verify, and process your personal information, including but not limited to your full name, identity number, SAICA membership number and contact details.

Processing of Personal Information: The personal information SAICA collects and/or verifies, and processes for the purpose it is collected for.

Please follow this link for our Data Protection Notice: https://saicawebprstorage.blob.core.windows.net/uploads/Data_Protection_Notice_Website_Final_Approved__310823.pdf

By completing and submitting this Tax Practitioner Annual Declaration, I, as the deponent, acknowledge that the facts contained therein and the declarations made fall within my personal knowledge and belief, are true and correct and I furthermore also understand the contents of this declaration.

LATE DECLARATION QUESTIONS

2. GENERAL INFORMATION

2.1. Please ensure that the details below align to that on your SARS eFiling profile – specifically your RAV01 form. Call the SARS Contact Centre if you’re uncertain of how to confirm your details on your RAV01 form or refer to the SARS External Guide for guidance.

2.2. Please confirm your personal details (If your details have changed, please update your personal information on the SAICA Member Portal and ensure that all details provided align with details on your RAV01 form):

3. TAX PRACTITIONER REGISTRATION STATUS

3.1. Please select the applicable answer:

(If you are providing tax advice or completing tax returns for a fee and you are not registered as a Tax Practitioner, you will be guilty of committing a criminal offense in terms of section 234(c) of the Tax Administration Act, 28 of 2011)

Please refer to your Registration, Amendments and Verification (RAV01) form on your SARS eFiling profile to confirm which RCB you are registered with.

Tax Practitioner Registration Details

If you registered in the year , the CPD requirement for tax practitioners may be apportioned. If you registered in a prior year, you are required to attain the full CPD hours for the year .

Registration

It is important to provide the month in which you registered during the SAICA membership period to ensure that the CPD hours are correctly apportioned if you were not registered for the full membership period.

4. TAX PRACTITIONER OBLIGATIONS

4.1. Tax Practitioners have until 31 December to attain the required CPD hours and 5 January to submit the declaration. No exemption will be granted to Tax Practitioners for the CPD requirement. Tax Practitioners over the age of 70 also need to adhere to this requirement. If you registered for the first time as a Tax Practitioner in the calendar year, you must still submit an annual declaration and must keep a record of your CPD activities undertaken which should be uploaded on the Member Portal.

4.2. Please take careful note of the change in process for the reporting cycle

4.2.1. ALL Tax Practitioners are required to submit both their annual tax practitioner declaration together with ALL verifiable CPD hours for Tax Practitioners. This is due to the challenges experienced and delays occasioned in prior years in obtaining this CPD evidence from Tax Practitioners who were selected for monitoring. Accordingly, the process has changed for and ALL Tax Practitioners will be required to upload ALL verifiable CPD hours for Tax Practitioners when submitting the annual tax practitioner declaration.

4.2.2. Only Tax Practitioners who are selected for monitoring will be required to produce the criminal clearance checks and SAICA will make contact with you under a separate communication, should you be selected for monitoring.

4.3. Tax Practitioners must attain a minimum of 18 verifiable CPD hours annually, consisting of the following:

  • 10 tax hours;
  • 2 ethics hours; and
  • 6 hours must relate specifically to the services provided by the individual, such as audit, financial reporting, or similar areas. If the tax practitioner exclusively offers tax services, then it is acceptable for these additional hours to be fulfilled through relevant tax-related CPD activities (e.g., training in tax, audit, or financial reporting). Tax practitioners are required to participate in CPD-related initiatives and must retain appropriate proof of attendance such as CPD certificates or attendance registers. Please note that routine work performed in the course of providing services to clients such as preparing reports or other client deliverables does not qualify as verifiable CPD. Only structured learning activities that provide measurable learning outcomes will be accepted.

4.4. Tax practitioners must retain their CPD records for a period of 5 years.

4.5. Take note that no time extension will be granted to Tax Practitioners to fulfill the CPD requirement after 31 December . You may obtain sufficient CPD for by answering Integritax quizzes on eVOLVE and attending SAICA seminars, for example the monthly TechTalk: Tax, Ethics in Practice, Tax in Practice which you may book via the SAICA website.

4.6. Delegates who book and attend live SAICA webcasts or face-to-face events will automatically receive a confirmation of attendance email confirming the registered delegate attended the stated webcast / event and the duration of the webcast / event.

4.7. If you are unable to attend the live event, then you are able to watch the recording on the SAICA eVolve platform – in this case you must complete the assessment and submit this as evidence.

4.8. The Integritax articles are published in the Accountancy SA – you will need to access these articles and read them before attempting to answer the quizzes and the confirmation of completion certificate must be downloaded as verifiable CPD confirmation.

4.9. Remember to upload a record of your attendance for all learning events and complete quizzes where relevant to verify the CPD for SAICA webcast events. Quizzes for SAICA webcasts are available on the eVOLVE platform on the SAICA website. You will need to answer the relevant questions after the event.

4.10. The learning and assessments must have taken place in the period under review (1 January – 31 December annually) – the reports must therefore reflect that this was completed during the relevant period. Please review your dashboard to confirm that all your quizzes were completed by 31 December .

4.11. For events that are provided by an external service provider, in the event that assessments form part of the event, please ensure that these assessments are completed before 31 December and request proof of attendance, e.g. certificates.

4.12. Read the Tax Practitioner Obligation webpage for more information on the regulatory requirements and registration/deregistration processes relating to tax practitioners.

4.13. NOTE: SAICA will, on a sample basis, verify tax practitioners’ compliance to the SARS Criteria for the Recognition of Controlling Bodies.

5. TAX PRACTITIONER DECLARATION

5.1. I, as the deponent, hereby confirm that during the SAICA membership period (1 January to 31 December ):

A serious tax offence is defined as a tax offence for which a person may be liable on conviction to or imprisonment for a period exceeding two years, without the option of a fine; or to a fine exceeding the equivalent fine under the adjustment of Fines Act 101 of 1991, currently R120 000.

6. CPD NEEDS/CONTENT DEVELOPMENT

If your response to any of the above statements changes between today and the submission due date of the declaration, please log onto the SAICA Member Portal to log a case (query) to communicate the change in circumstances. Please confirm that you understand this requirement, by selecting the option below.

Back
  1. Tax Practitioner Declaration
  2. Review & Submit

SAICA TAX PRACTITIONER ANNUAL DECLARATION

1. Protection of Personal Information Act

Collection and Lawful Processing of Personal Information:

SAICA respects your privacy and recognises the importance of protecting your privacy in respect of your personal information. By completing and submitting this declaration, SAICA will collects and/or verifies, and processes your personal information in the conducting and conclusion of the compliance and/or monitoring processes.

What Personal Information we collect and process: SAICA will collect and/or verify, and process your personal information, including but not limited to your full name, identity number, SAICA membership number and contact details.

Processing of Personal Information: The personal information SAICA collects and/or verifies, and processes for the purpose it is collected for.

Please follow this link for our Data Protection Notice: https://saicawebprstorage.blob.core.windows.net/uploads/Data_Protection_Notice_Website_Final_Approved__310823.pdf

By completing and submitting this Tax Practitioner Annual Declaration, I, as the deponent, acknowledge that the facts contained therein and the declarations made fall within my personal knowledge and belief, are true and correct and I furthermore also understand the contents of this declaration.

LATE DECLARATION QUESTIONS


2. GENERAL INFORMATION

2.1. Please ensure that the details below align to that on your SARS eFiling profile – specifically your RAV01 form. Call the SARS Contact Centre if you’re uncertain of how to confirm your details on your RAV01 form or refer to the SARS External Guide for guidance.

2.2. Please confirm your personal details (Please update your personal information on the SAICA Member Portal and ensure that all details provided align with details on your RAV01 form):

3. TAX PRACTITIONER REGISTRATION STATUS

3.1. Please select the applicable answer:

  • Please refer to your Registration, Amendments and Verification (RAV01) form on your SARS eFiling profile to confirm which RCB you are registered with.

  • Please provide, there must be requested to provide a reason to why the member is not registered as a Tax practitioner

  • Deregistration

    3.1.5. Please select the month when you deregistered as a tax practitioner:

    • Note :It is important to provide the month in which you deregistered during the period to ensure that the Tax practitioner CPD hours requirement is correctly apportioned if you were not registered for the full membership period.

    • Tax Practitioner Registration Details

      3.1.6. If you are registered with SAICA as your RCB, please note whether you registered in or a prior year:
      If you registered in the year , the CPD requirement for tax practitioners may be apportioned. If you registered in a prior year, you are required to attain the full CPD hours for the year .

      • Registration

        (It is important to provide the month in which you registered during the SAICA membership period to ensure that the CPD hours are correctly apportioned if you were not registered for the full membership period.)

  • 4. TAX PRACTITIONER OBLIGATIONS

    4.1. Tax Practitioners have until 31 December to attain the required CPD hours and 5 January to submit the declaration. No exemption will be granted to Tax Practitioners for the CPD requirement. Tax Practitioners over the age of 70 also need to adhere to this requirement. If you registered for the first time as a Tax Practitioner in the calendar year, you must still submit an annual declaration and must keep a record of your CPD activities undertaken which should be uploaded on the Member Portal.

    4.2. Please take careful note of the change in process for the reporting cycle

    4.2.1. ALL Tax Practitioners are required to submit both their annual tax practitioner declaration together with ALL verifiable CPD hours for Tax Practitioners. This is due to the challenges experienced and delays occasioned in prior years in obtaining this CPD evidence from Tax Practitioners who were selected for monitoring. Accordingly, the process has changed for and ALL Tax Practitioners will be required to upload ALL verifiable CPD hours for Tax Practitioners when submitting the annual tax practitioner declaration.

    4.2.2. Only Tax Practitioners who are selected for monitoring will be required to produce the criminal clearance checks and SAICA will make contact with you under a separate communication, should you be selected for monitoring.

    4.3. Tax Practitioners must attain a minimum of 18 verifiable CPD hours annually, consisting of the following:

    • 10 tax hours;
    • 2 ethics hours; and
    • 6 hours must relate specifically to the services provided by the individual, such as audit, financial reporting, or similar areas. If the tax practitioner exclusively offers tax services, then it is acceptable for these additional hours to be fulfilled through relevant tax-related CPD activities (e.g., training in tax, audit, or financial reporting). Tax practitioners are required to participate in CPD-related initiatives and must retain appropriate proof of attendance such as CPD certificates or attendance registers. Please note that routine work performed in the course of providing services to clients such as preparing reports or other client deliverables does not qualify as verifiable CPD. Only structured learning activities that provide measurable learning outcomes will be accepted.

    4.4. Tax practitioners must retain their CPD records for a period of 5 years.

    4.5. Take note that no time extension will be granted to Tax Practitioners to fulfill the CPD requirement after 31 December . You may obtain sufficient CPD for by answering Integritax quizzes on eVOLVE and attending SAICA seminars, for example the monthly TechTalk: Tax, Ethics in Practice, Tax in Practice which you may book via the SAICA website.

    4.6. Delegates who book and attend live SAICA webcasts or face-to-face events will automatically receive a confirmation of attendance email confirming the registered delegate attended the stated webcast / event and the duration of the webcast / event.

    4.7. If you are unable to attend the live event, then you are able to watch the recording on the SAICA eVolve platform – in this case you must complete the assessment and submit this as evidence.

    4.8. The Integritax articles are published in the Accountancy SA – you will need to access these articles and read them before attempting to answer the quizzes and the confirmation of completion certificate must be downloaded as verifiable CPD confirmation.

    4.9. Remember to upload a record of your attendance for all learning events and complete quizzes where relevant to verify the CPD for SAICA webcast events. Quizzes for SAICA webcasts are available on the eVOLVE platform on the SAICA website. You will need to answer the relevant questions after the event.

    4.10. The learning and assessments must have taken place in the period under review (1 January – 31 December annually) – the reports must therefore reflect that this was completed during the relevant period. Please review your dashboard to confirm that all your quizzes were completed by 31 December .

    4.11. For events that are provided by an external service provider, in the event that assessments form part of the event, please ensure that these assessments are completed before 31 December and request proof of attendance, e.g. certificates.

    4.12. Read the Tax Practitioner Obligation webpage for more information on the regulatory requirements and registration/deregistration processes relating to tax practitioners.

    4.13. NOTE: SAICA will, on a sample basis, verify tax practitioners’ compliance to the SARS Criteria for the Recognition of Controlling Bodies.

  • 5.TAX PRACTITIONER DECLARATION:

    5.1. I, as deponent do hereby confirm that during the SAICA membership period (i.e. 1 January to 31 December )

  • A serious tax offence is defined as a tax offence for which a person may be liable on conviction to or imprisonment for a period exceeding two years, without the option of a fine; or to a fine exceeding the equivalent fine under the adjustment of Fines Act 101 of 1991, currently R120 000.

    • 6. CPD NEEDS/CONTENT DEVELOPMENT

    • If your response to any of the above statements changes between today and the submission due date of the declaration, please log onto the SAICA saica@saica.co.za or you may log onto the SAICA Member Portal to log a case (query) to communicate the change in circumstances. Please confirm that you understand this requirement, by selecting the option below.

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