WEBINAR IN COLLABORATION WITH
FREE WEBINAR • 13 September 2024 • 10:00 SA TIME • 1 CPD POINT
IT3(t) Reporting – The Latest Updates
The IT3(t) reporting season is officially upon trusts. What once seemed like an impractical requirement for trusts with a tight deadline is now a reality, with the 30 September 2024 deadline fast approaching.
SARS has framed IT3(t) reporting as a “journey and not a sprint,” emphasising the need for ongoing adaptation. While many questions remain, new perspectives and valuable insights have been gained along the way.
Join CPD Consortium for a complimentary webinar where we will bring you up to speed on the latest IT3(t) developments tackling the key challenges and clarifying the lingering grey areas.
Key topics that will be covered:
- IT3-01 Form
- Nil IT3(t) Submissions: Requirements for submitting nil returns
- IT3(t) Tax Type Activation: Steps to ensure proper activation
- IT3(t) Tax Type Activation: Steps to ensure proper activation
- Trusts with foreign beneficiaries
- Updating the Registered Representative/Main Trustee for IT3(t) Reporting
- Trusts in the Process of Deregistration
- Trusts Exempt from IT3(t) Reporting
- Interactive Q&A
Who Should Attend:
- Tax Practitioners and Tax Consultants
- Trust Accountants
- Auditors
- Trustees
- Trust Officers
- Trust Administrators
REGISTRATION IS CLOSED
This is your chance to gain the latest insights as you prepare for IT3(t) reporting.
#IT3(t)Reporting #TaxReporting
#TaxCompliance #SARS #Trusts #TaxAlert #ReportingInsights
EVENT STARTS IN:
MEET THE PRESENTERS
Sidney Fletcher
Manager: General Tax Compliance at Tax Consulting South Africa
Sidney is a versatile and results-driven qualified Senior Tax Practitioner. He has more than 20 years of experience working for SARS and was responsible for Taxpayer Education for a big part of that period. He is a dedicated professional with extensive knowledge and his affinity for Individual Taxes makes him an excellent tax planner and skilled at tax optimisation. Committed to the best care for clients through transparent communication. Skilled in negotiation with a strong ability to problem solve to assist clients with tax problems.
Roxshanna du Toit
CPD PROJECT CO-ORDINATOR
Roxshanna is a seasoned tax professional and was until February 2024 the Head of Tax, Standard Trust Limited. As one of the market’s largest leading fiduciary services providers, she worked daily on complex matters pertaining to tax and accounting for trusts, deceased estates and the commercial and family interests which necessarily comes therewith. She has a BCom (Taxation Honours) and also served as a lead representative for the Banking Association of South Africa (BASA) in providing input to SARS directly as impacts the fiduciary arena. Her interest sphere is streamlined solutions to overcome the administrative and operational challenges of trustees, accountants, tax practitioners and executors. She considers herself as a practical generalist who excels in getting the job done, and she has been involved in untangling, resolving and ensuring compliance of some of the largest and most complex South African and international trusts, estates and family structures. Her decision to start her own practice allows her to expand her professional horizon as well as spend more quality time with her son.