The Office of the Tax Ombud (OTO) is an independent channel of redress for taxpayers who have exhausted the normal SARS complaint system. Established in October 2013 and modelled on the Tax Ombud systems of Canada, the USA and the UK, the office works with taxpayers who have been unable to resolve service, procedural or administrative complaints.
The aim of this webinar series is to educate tax professionals about the role of the Tax Ombud and facilitate two way communication between the OTO and professionals. Topics that will be covered include:
- The role, mandate and structure of the OTO,
- The process of escalation: how and when to escalate complaints to the OTO,
- How tax professionals should interact with the OTO,
- Statistics about complaints received and resolutions achieved, and what this tells us about SARS performance.
- Case studies
SAIT members only: Webinar
Participation & Completion of the Online Assessment
will secure 2
hours Verifiable Output CPD.
Gert van Heerden - Senior Legal Specialist
BCom, LLB and LLM (International Trade)
After completing his articles and being admitted as an attorney in 2008, Gert joined SARS as a legal advisor in the Legal Delivery and Support department for the Gauteng Central Region. In 2010 he was appointed as the dedicated legal specialist for the High Complex Debt Team based at Megawatt Park in Sunninghill. In May 2012, Gert was appointed as manager of the Legal Delivery and Support Department in Gauteng Central.
In 2014, he was appointed as senior manager in the legal department of Afrocentric Health (Pty) Ltd, a position he held until he joined the Office of the Tax Ombud in May 2015. His role is to assist the Office’s internal and external stakeholders with all legal issues, from interpreting legislation to drafting and vetting legal documents.
His main goal is to assist in building the Office into an independent entity with a reputation as a trustworthy and effective organisation that will inspire taxpayer confidence in the tax system.
Free for SAIT members only.