Tax & Cost-to-Company Workshop with Tax Consulting South Africa

Please join us in-person for our market-leading 2-day workshop that incorporates the fundamentals surrounding employees’ tax.

REGISTRATIONS CLOSED DOWNLOAD THE AGENDA

Co-presenter: Jerry Botha

Co-presenter: Tanya Tosen

Fee: R4,750 (excl. VAT) for 2 days

Registrations Closed

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 48 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 the Tax Tables
Rebates
Annualised tax calculations
Bonus month tax computation
Tax refund 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 including 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

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.

KEY AREAS OF THE PRESENTATION

The tax residency tests in South Africa.
The two ways of breaking tax residency, and compliance for non-residents.
Where you remain tax resident, your compliance obligation and claiming the expatriate exemption.
Basic rules for legally minimizing your tax obligation.
Family wealth migration planning, tax structures and refresher on the do’s and don’t’s.
Practical tax and financial planning considerations for expatriates; and
Tax risk management, SARS audit approach and Coming Clean with SARS.

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

ABOUT THE SPEAKERS

Jerry Botha

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.

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.

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Tax Consulting Cost-to-Company 2-day Workshop
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Terms and Conditions
Cancellation: Please note that registrants will be held liable for the full fee if registration is not cancelled by 7 July 2023 or if the delegate is a ‘no show’.
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THE TRAINING INCLUDES UNDERSTANDING THE FOLLOWING:

SOME MYTHS THAT WILL BE DEBUNKED:

Who Should Attend:

ABOUT THE SPEAKERS

REGISTER TODAY!

Terms and Conditions