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Annual Declaration

Tax Practitioner

Tax Practitioner Declaration

  1. Tax Practitioner Declaration
  2. Review & Submit

SAICA 2023 TAX PRACTITIONER ANNUAL DECLARATION

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, we will collect and/or verify, and process your personal information in the conducting and conclusion of the compliance and/monitoring processes.

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

Processing of Personal Information: The personal information we collect and/or verify, and process will only be processed for the purpose it is collected for.

Please follow this link for our complete Data Protection

Notice: For our General Data Protection & Retention Policy and Privacy Policy please follow this link: https://www.saica.org.za/terms-and-conditions

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.

General Information

Please insert your personal details below. Note that the details inserted must 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. Note that you will be required to complete all fields. Refer to the notes when providing details to ensure that your answer is in the correct format.

1. 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 ):

2. 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 to confirm which RCB you are registered with. Refer specifically to paragraph 30 of the SARS External Guide for further details)

Tax Practitioner Registration Details

(If you registered in the 2023 year, the CPD requirement may be apportioned. If you registered in a prior year, you will be required to attain the full CPD hours for the 2023 year.)

2023 Registration

*5. If you registered with SAICA as your RCB in the 2023 SAICA membership period (1 January 2023 to date), please select the month when you registered with SAICA as a tax practitioner.

(It is important to provide the month in which you registered during the 2023 SAICA membership period to ensure that the CPD hours are correctly apportioned if you were not registered for the full 2023 membership period.)

Tax Practitioner Annual Declaration:

Tax practitioners have until 31 December 2023 to attain the required CPD hours and until 5 January 2024 to submit the declaration. No exemption will be granted to Tax Practitioners for the CPD requirement. Tax practitioners over the age of 65 also need to adhere to this requirement. If you registered for the first time as a CA(SA), AGA(SA) or AT(SA) in the 2023 calendar year, you must still submit an annual declaration and must keep your own record of your CPD activities undertaken which will need to be presented if you are selected for monitoring.

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 relating to the service provided by the individual, for example audit, financial reporting, etc. If the individual provides only tax services, then presumably additional tax CPD hours will fulfill this requirement.

Take note that no time extension will be granted to Tax Practitioners to fulfill the CPD requirement after 31 December 2023. Make sure that you have sufficient CPD for 2023 by answering Integritax quizzes on eVOLVE and attend the SAICA tax-related seminars, for example the monthly Techtalk: Tax, which you may book via the SAICA website. 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. Remember to keep 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.

NOTE: SAICA will, on a sample basis, verify Tax Practitioners’ compliance to the Tax Practitioner Annual Declaration. Please note that the monitoring process and accordingly the evidence will be requested in February 2024, with a deadline at a date to be advised for the selected sample.

Declaration

I, as deponent do hereby confirm that during the 2023 SAICA membership period (i.e. 1 January to 31 December 2023)

NOTE: A serious tax offence is defined as a tax offence for which a person may be liable on conviction to 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.

7. If your response to any of the above statements changes between today and the submission due date of the declaration, please email 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.

Back
  1. Tax Practitioner Declaration
  2. Review & Submit

SAICA 2023 TAX PRACTITIONER ANNUAL DECLARATION

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, we will collect and/or verify, and process your personal information in the conducting and conclusion of the compliance and/monitoring processes.

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

Processing of Personal Information: The personal information we collect and/or verify, and process will only be processed for the purpose it is collected for.

Please follow this link for our complete Data Protection

Notice: For our General Data Protection & Retention Policy and Privacy Policy please follow this link: https://www.saica.org.za/terms-and-conditions

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.


General Information

Please insert your personal details below. Note that the details inserted must 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. Note that you will be required to complete all fields. Refer to the notes when providing details to ensure that your answer is in the correct format.

1. 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 ):

    2. 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 to confirm which RCB you are registered with. Refer specifically to paragraph 30 of the SARS External Guide for further details)

    • Tax Practitioner Registration Details

      (If you registered in the 2023 year, the CPD requirement may be apportioned. If you registered in a prior year, you will be required to attain the full CPD hours for the 2023 year.)

      • 2023 Registration

        *5. If you registered with SAICA as your RCB in the 2023 SAICA membership period (1 January 2023 to date), please select the month when you registered with SAICA as a tax practitioner.

        (It is important to provide the month in which you registered during the 2023 SAICA membership period to ensure that the CPD hours are correctly apportioned if you were not registered for the full 2023 membership period.)

  • Tax Practitioner Annual Declaration:

    Tax practitioners have until 31 December 2023 to attain the required CPD hours and until 5 January 2024 to submit the declaration. No exemption will be granted to Tax Practitioners for the CPD requirement. Tax practitioners over the age of 65 also need to adhere to this requirement. If you registered for the first time as a CA(SA), AGA(SA) or AT(SA) in the 2023 calendar year, you must still submit an annual declaration and must keep your own record of your CPD activities undertaken which will need to be presented if you are selected for monitoring.

    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 relating to the service provided by the individual, for example audit, financial reporting, etc. If the individual provides only tax services, then presumably additional tax CPD hours will fulfill this requirement.

    Take note that no time extension will be granted to Tax Practitioners to fulfill the CPD requirement after 31 December 2023. Make sure that you have sufficient CPD for 2023 by answering Integritax quizzes on eVOLVE and attend the SAICA tax-related seminars, for example the monthly Techtalk: Tax, which you may book via the SAICA website. 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. Remember to keep 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.

    NOTE: SAICA will, on a sample basis, verify Tax Practitioners’ compliance to the Tax Practitioner Annual Declaration. Please note that the monitoring process and accordingly the evidence will be requested in February 2024, with a deadline at a date to be advised for the selected sample.

  • Declaration

    5. I, as deponent do hereby confirm that during the 2023 SAICA membership period (i.e. 1 January to 31 December 2023)

  • 7. If your response to any of the above statements changes between today and the submission due date of the declaration, please email 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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