EMPLOYEE’S TAX AND BENEFITS WORKSHOP | Tax Consulting South Africa

Exciting News! Our third Employees Tax and Benefits workshop is in the works for the 9th and 10th of April 2024!

Stay tuned for more updates.
Thank you for your continued support!

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REGISTRATION IS NOW CLOSED!

WE ARE FULLY BOOKED.

All interested delegates are welcome to reach out to us on event@taxconsulting.co.za to register for our overflow event list.

WHO SHOULD ATTEND:

The past attendees have ranged from new entrants to the HR profession, with little or no basic knowledge of tax and payroll practices, to advanced HR, payroll and reward professionals. We have even had MD’s attend our training.

*Attendance Certificates will be issued to everyone for the purpose of obtaining CPD points at their respective professional bodies

The training is tailored specifically to the needs of attendees. It will typically cover the basics of employees’ tax, personal tax computations and benefits. Our training starts with the assumption of a zero-knowledge base and takes delegates step-by-step through the basic calculations which build up to more complex computations. We will be performing approximately 40-60 practical calculations during the two days.

Delegates walk away with the ability to do actual tax calculations and verifications as opposed to just the technical theory.

This training opportunity forms part of Tax Consulting SA’s industry contribution, and you are encouraged to register your wider HR or finance teams. This is a safe learning environment, where the emphasis is on true knowledge transfer and learning.

THE TRAINING INCLUDES UNDERSTANDING THE FOLLOWING:

Understanding NEW Tax Tables following the Budget Speech.
Annual Rebates for individuals following the Budget Speech.
Annualised tax calculations.
Bonus month tax computation.
Tax refunds where part-year employment.
Additional tax where more than one source of income.
Unemployment Insurance Fund (UIF) and Skills Development Levy (SDL).
Pension/Provident, retirement annuities, medical aid rules, travel allowance computation etc.
Employee benefits include pension, provident, defined contribution and defined benefit, medical aid, life cover, disability cover (permanent health insurance and income protection), lifestyle benefits, etc.
Cost to Company vs. Basic Plus Benefits remuneration structures.
Basics of Expatriate Tax.

SOME MYTHS THAT WILL BE DEBUNKED:

Fringe benefits are taxed at different rates and there is super tax;
My salary is taxed at my fixed marginal rate;
My annual increase is taxed at a higher rate;
Cost to Company Remuneration Structures are taxed higher than a Basic Plus Remuneration Structure;
Bonuses are taxed higher and would be best if this is paid on a separate pay run; and
My salary is taxed on a monthly amount.

FEEDBACK FROM PREVIOUS ATTENDEES

“I enjoyed the Workshop. I feel more confident in my position. Tanya (Tosen) was very helpful and patient with us to ensure that we understood every step. The most value-adding item that was covered included the various calculations of the tax and UIF and being able to explain tax calculations to employees. All items covered were valuable to me.”
– Employee’s Tax and Benefits Workshop Attendee

“I liked the examples and explanations of how to calculate tax. She (Tanya Tosen) was knowledgeable and presented the information well. The most value-adding item that was covered included gross-up and salary structure.”
– Employee’s Tax and Benefits Workshop Attendee

“All the various tax calculations were a great help and it will help in explaining calculations to staff.”
– Employee’s Tax and Benefits Workshop Attendee

“For a payroll nerd and after doing payroll for 20 years, this workshop was amazing and an excellent refresher! Even learning a few new tricks!”
– Attendee, Premier FMCG (Pty) Ltd

“It is a comprehensive course dealing with the most important aspects of employee income and benefits. The step approach makes it easy to follow and understand.”
– Attendee, Premier FMCG (Pty) Ltd

“The workshop was very relevant and the team was very passionate and enthusiastic. I really enjoyed the workshop, it was informative.”
– Attendee, Mphazima Accounting Services

“Probably one of the best workshops I’ve attended.
The combination of theoretical explanations and practical exercises makes the learning experience engaging and effective.
Integrating PAYE concepts into a fun and interactive workshop is a great way to enhance understanding.
This is a workshop that must form part of any HR or Tax professional’s annual development plan.
See you soon (again)!”
– Employee Tax and Benefits Workshop Attendee

ABOUT THE PRESENTERS

Tanya Tosen

Tanya Tosen’s experience spans over the mobility, HRIS, payroll, tax, and benefits spheres.

She holds a B-com Financial Accounting degree, a Computer Science diploma as well as an Advanced Certification in Tax from the University of Pretoria.

Jerry Botha

Jerry has over 25 years of experience and is a well-respected and leading tax professional in South Africa. He enjoys presenting and is passionate about tax and international individuals. Jerry founded Tax Consulting South Africa in 2005, which has become South Africa’s largest independent tax practice.

Jerry is the principal author of two editions of the LexisNexis “Expatriate Tax” textbook, as critically acclaimed by the esteemed Judge Dennis Davis. He was also the tax technical advisor to the Expatriate Petition Group, which argued against the complete repeal of the expatriate tax exemption in Parliament, resulting in a partial win; with the R1m (now R1,25m) threshold introduction in 2017.