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New tax regulation will spruce up the industry

05 February 2013 | Compliance - Regulatory | General | Fiona Zerbst

Pravin Gordhan made it sound as if rogue tax practitioners were a dime a dozen in his budget speech last year, when he declared that they owe over R260m to the government in their personal capacity.

Perhaps there are a lot of tax-dodging practitioners lurking in the hallways at SARS, but the picture is a little more complex than one might think.

Stiaan Klue, chief executive of the SA Institute of Tax Practitioners, says that imminent regulation that will force tax advisers to comply with the Tax Administration Laws Amendment Act No. 21 of 2012 will be a good thing for the industry. But the aim is not to persecute practitioners but in large part to “save them from themselves”, as many are working without tax qualifications.

Tighter regulation

The reality is that there was previously no obligation for tax practitioners to continue their education when they were operating within an unregulated space. The industry was fairly lenient towards the roughly 17 000 tax practitioners in South Africa without tertiary or further higher education qualifications.

Now, however, legislation will demand that all tax practitioners be registered from 1 July 2013, when the new tax season starts, and this means they will need to satisfy the regulator that they are safe to practice.

There are broadly two categories of practitioner that will need to undergo competency assessments to comply with the legislation.

There are older practitioners who perhaps retired and set up consultancies post-retirement, relying on matric and many years of experience to get by; and then there are practitioners who qualified more than five years ago and have not updated their knowledge since (as we know, rapid and dramatic changes to tax laws are common).

“The regulator has no desire to strike anyone off the roll.” says Klue, “We don’t want to set people up for failure. But from 1 July 2013 SARS will have a mandate to report practitioners to their controlling regulator for gross negligence or recklessness, so it is better for practitioners to submit to being assessed.”

What will this entail?

There is still time for practitioners to brush up on their knowledge and pass the competency assessments, says Klue.

The South African Institute of Tax Practitioners (SAIT) was appointed in November last year as the National Board Examination Adjudicators for tax professionals and its tax refresher courses are set out here

Information about the CPD Competency Assessment (2012 Amendments) can be found here

Weeding out the unscrupulous

The alternative to continuing their professional education is potentially being struck off the roll by the controlling regulator, says Klue, so practitioners need to take this seriously.

The tax industry has had a murky reputation thanks to rogue advisors and it is anxious to clean up its act. This legislation will weed out the unscrupulous and encourage the negligent to sharpen up (“The issue with tax is, we don’t always know what we do and don’t know until we test ourselves,” says Klue).

The FAIS Act made a big difference by weeding out dishonest financial service providers (or what a colleague has called ‘the Lance Armstrongs of the profession’!), so the tax fraternity looks forward to seeing practitioners belonging to a controlling body and getting their own tax affairs in order.

Editor’s thoughts:

SARS has indicated that it wants to close loopholes in terms of tax evasion – tax arbitrage opportunities have made it easy for companies to play the system. This, too, will be addressed this year in the interest of improving compliance and taking action against practitioners who commit fraud. Do you think SARS will successfully crack down on tax dodgers in 2013? Comment below or email [email protected]

Comments

Added by elna, 04 May 2015
Ek wil graag hulp he met die voltooiing van my belasting form vir my besighied.
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Added by GaanSekerVerdoemWord, 04 Jul 2013
Ek is al meer as 30 jaar in die bedryf. het by SARS Johannesburg gewerk vir meer as 12 jaar. Was in beheer van die belastingafdeling vir 'n geregistreerde Geoktieerde Rekenmeester vanaf 1998 en harloop al my eie besigheid van dieselfde jaar af. Ek het BAIE kursusse (onder andere AVB, BTW, Rekeningkunde, menige Inkomste belasting, LBS, Hereregte, Seelregte) gedoen terwyl ek by SARS gewerk het en NOOIT onder 85% vir enige kursus gekry nie. Ek het sertifikate in bestuursontwikkeling laer en hoer vlak. Frankly, ek't my MAL gestudeer aan al daai dinge - vandag moet ek hoor dit beteken net absoluut NIKS vir my nie !!! watse malligheid is dit ??? Verder, ons word verplig om aan hierdie sogenaamde "controling body" te behoort, wat die "sondebokke" moet uitsif en k*ntroleer. Maar ek sukkel al van 01 Junie 2013 om geregistreer te word. Ek kan nie eers noem HOEVEEL e-mails, telefoonoproepe en sms's ek moet stuur - dan moet ek ten minste 'n week wag om SLEGS EEN ENKELE vraag beantwoord te kry. Almal vra verskoning omdat hulle gedurig so lank vat om terug te kom na my toe en ek't selfs 'n belofte gekry dat 'n persoon "persoonlik na my saak sal omsien en my persoonlik stap-vir-stap sal help om die registrasie VOOR 01 Julie 2013 gedoen te kry". MAAR noodeloos om te se - ek is nog PRESIES waar ek was 4 weke terug. Nerens, behalwe dat my naam ten minste nou al op SAIT gelys is om te kan inlog. Maar nog geen toets gedoen nie - nie 'n registrasienommer nie --- net NIKS verder !!! Ek is SO ongelooflik terleurgesteld in hierdie hele AAKLIGE besigheid. SAIT moet ONS k*ntroleer - WIE k*ntroleer HULLE ??? swak, swak, swak !!!
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Added by GaanSekerVerdoemWord, 04 Jul 2013
Ek is al meer as 30 jaar in die bedryf. het by SARS Johannesburg gewerk vir meer as 12 jaar. Was in beheer van die belastingafdeling vir 'n geregistreerde Geoktieerde Rekenmeester vanaf 1998 en harloop al my eie besigheid van dieselfde jaar af. Ek het BAIE kursusse (onder andere AVB, BTW, Rekeningkunde, menige Inkomste belasting, LBS, Hereregte, Seelregte) gedoen terwyl ek by SARS gewerk het en NOOIT onder 85% vir enige kursus gekry nie. Ek het sertifikate in bestuursontwikkeling laer en hoer vlak. Frankly, ek't my MAL gestudeer aan al daai dinge - vandag moet ek hoor dit beteken net absoluut NIKS vir my nie !!! watse malligheid is dit ??? Verder, ons word verplig om aan hierdie sogenaamde "controling body" te behoort, wat die "sondebokke" moet uitsif en k*ntroleer. Maar ek sukkel al van 01 Junie 2013 om geregistreer te word. Ek kan nie eers noem HOEVEEL e-mails, telefoonoproepe en sms's ek moet stuur - dan moet ek ten minste 'n week wag om SLEGS EEN ENKELE vraag beantwoord te kry. Almal vra verskoning omdat hulle gedurig so lank vat om terug te kom na my toe en ek't selfs 'n belofte gekry dat 'n persoon "persoonlik na my saak sal omsien en my persoonlik stap-vir-stap sal help om die registrasie VOOR 01 Julie 2013 gedoen te kry". MAAR noodeloos om te se - ek is nog PRESIES waar ek was 4 weke terug. Nerens, behalwe dat my naam ten minste nou al op SAIT gelys is om te kan inlog. Maar nog geen toets gedoen nie - nie 'n registrasienommer nie --- net NIKS verder !!! Ek is SO ongelooflik terleurgesteld in hierdie hele AAKLIGE besigheid. SAIT moet ONS k*ntroleer - WIE k*ntroleer HULLE ??? swak, swak, swak !!!
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Added by Hester, 17 Jun 2013
Het enige iemand al die sait cpd competency assessment gedoen?
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Added by Humphrey, 05 Feb 2013
Of equal if not more importance is to get our illustrious leaders to stop with the corruption, over-spending, awarding deals to BEE firms that produce an inferior job (RDP houses for an example) that need redoing at tax payers expense
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Added by Piet Swart, 05 Feb 2013
My persoonlike gevoel is dat iemand alweer nog n scheme uitgedink het om geld in die staat se koffers te kry met lisensie gelde ens. Ek is amper 20 jaar in die finansiele industrie as n adviseur en moet belasting aangeleenthede met klient bespreek om slaggate uit te wys asook so min as moontlik belasting af te staan ten opsigte van aftredes ens. Ek het 19 jaar terug die eerste keer n belasting eksamen moes skryf by Ou Mutual se verpligte opleiding. Onlangs moes ek 120 krediete he om verder te praktiseer as makelaar en moes NQF level 5 slaag. Oner andere is n hele val aan belasting afgestaan waaroor eksamen geskryf was. Nou wonder ek of dit vir my gaan tel. Ek behartig 500 kliente se e-filing namens hulle dus indien SARS of wie ook al my organisasie profiel gaan toemaak sit 500 kliente sonder enige advies rondom belasting voltooiing en sal daar maar weer deur SARS boetes begin hef word omdat opgawes nie voltooi was nie. SARS kan ook voor hulle eie deur begin vee want die sogenaamde CALL Centers se personeel is somtyds nie eers opgewasse om my te help met aangeleenthede waarmee ek sukkel nie. EK is n registered TAX konsultant nou wonder ek wat gaan nou gebeur ? Miskien is daar ander wat n antwoord vir my het.
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