The Professional Tax Technician (SA) designation is offered by the South African Institute of Professional Accountants (SAIPA)
The Professional Tax Technician (SA) designation allows for all the registration with SARS as a Tax Practitioner. They are able to carry out may administrative tasks relating to tax, but they usually work in a support role for a Tax Professional as they are not authorised to submit VAT or PAYE returns.
They are authorised to register individuals for income tax, prepare and file income tax returns. For VAT and PAYE, they are able to carry out registrations, but are only able to prepare returns and not submit them. They are also able to post basic notice of objections for all tax types, check the tax compliance status of a tax payer, attend to enquiries in support of Tax Professionals and attend to SMEs without complex transactions.
Admission requirements:
- Academic: National Diploma in Taxation with Accounting (NQF level 6)
- OR passed Commerce degree second year with Taxation as a major and at least Accounting 3
- Practical: 18 Months or more of verifiable practical experience in a tax environment
- Exams: CoTE Professional Tax Examination
- CPD: Total 40 CPD hours, 20 of which can be unstructured. For structured hours, they must complete 10 hours of tax, 4 hours of Financial Reporting, 2 hours of ethics, and 4 hours of other CPD.
Read more on the SAIPA site: Professional Tax Technician (SA)