Search
Close this search box.
In collabOR

IN CASE YOU MISSED IT

S18A Donation Deductions at risk where your PBO’s miss the new 31 May 2024 Reporting Deadline for IT3(d) tax certificates

SECOND SESSION

29 April 2024
16:00 SA Time
Via Zoom

COMMITMENT FEE : R 368.00 incl VAT

Key Topic Areas

Why is IT3(d) reporting here?

What is IT3(d) reporting?

The impact of IT3(d) reporting on S18A donation deductions and the continued S18A exemption status of the PBO.

The IT3(d) information that needs to be reported to SARS and the channels that are available to PBO’s in reporting IT3(d) tax certificates to SARS.

  • 00Days
  • 00Hours
  • 00Minutes
  • 00Seconds

This year will mark the first time that Section 18A Public Benefit Organizations (PBO’s) are required to participate in third party data reporting through the submissions of IT3(d) tax certificates to SARS.

The deadline for these submissions is 31st May 2024. CPD Points: 1 hour per session of verifiable CPD points

The Speakers

Sidney
Fletcher

Senior Manager Trust & Deceased Estate 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.

Scroll to Top