What to expect in this course

In this course you will gain a practical understanding of the basics of personal income tax in South Africa.

The course is split up into the following sections:

By the end of this course, you will have achieved the following learning outcomes:

obtain an elementary understanding of the theory of income tax
understand the basic rules relating to income tax for individuals including –
- when it is necessary to register for income tax
- when it is necessary to register for provisional tax
- when it is necessary to file a tax return
- personal income tax tables and rebates
- important dates to remember
be able to navigate SARS eFiling to complete tasks related to personal income tax including –
- registering for SARS eFiling
- obtaining your income tax number
- filing personal income tax returns
- how to read a tax assessment
- how to dispute an assessment
- how to obtain a tax clearance certificate
understand the different long-term savings vehicles and their tax benefits
devise your own long-term tax saving strategy and implement the strategy
claim back deductions and allowances from SARS and understand the basic accounting principles necessary to do so