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Tax Technician Qualification
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The Tax Technician Qualification

The South African Institute of Tax Professionals (SAIT) is the Assessment Quality Partner (AQP) of the Quality Council for Trades and Occupations (QCTO) for the Occupational Certificate Tax Technician; SAQA ID: 94098.

The development of the Tax Technician occupational qualification for the South African tax profession was initiated by the (SAIT) during 2012, in collaboration with the Quality Council for Trades and Occupations (QCTO).

The development of this tax compliance qualification was entrusted to the SAIT by employers, academia and the broader tax and accounting professions, and supported internationally by the Irish Tax Institute and the UK Association of Taxation Technicians

In a regulatory environment that is constantly evolving, with rapid tax legislative and administrative changes, managing tax compliance has become increasingly complex. Moreover, getting tax compliance wrong can be very expensive for businesses and individuals alike. The need for expert tax compliance staff; is greater than ever. Therefore, a tax technician occupation qualification to meet the increasing need for tax compliance services, is an excellent grounding in compliance across all taxes to enhance skills and professional competence.

Qualification Documents

The Tax Technician Qualification is registered with the South African Qualifications Authority (SAQA). 

Tax Technician Qualification: Entry Requirements 

NQF Level 4 qualification.


Tax Technician Qualification: Accreditation Policies and  Procedures

This qualification is a structured learning programme that consists of a theoretical and a practical component that leads to a professional qualification that is registered on the National Qualification Framework (NQF). 

The Qualification consists of three components, namely Knowledge, Practical Skills and Workplace Experience.


Occupational Certificate Tax Technician

The Tax Technician Qualification consists of the following components:

  1. The Knowledge Component which is completed through studies at an accredited training and/or tertiary institution.
  2. The Practical Skills Component is completed through accredited short courses at training and/or tertiary institutions or accredited workplace providers.
  3. The Workplace Experience Component is completed at an approved workplace experience provider.

Candidates have to submit all three components to be eligible to write the External Integrated Summative Assessment (EISA). Candidates that pass the EISA will be awarded the Occupational Certificate: Tax Technician by the Quality Council for Trades and Occupations (QCTO)  as the Regulatory Body.

The Qualification will be recognised by SAIT for full membership and professional status. The Qualification leads to the designations Tax Technician (SA).


Recognition of Prior Learning (RPL)

Learners from non-accredited programmes and individuals already in practice can also enter and progress in the learning programme leading to the Qualification. SAIT as the AQP administers the Knowledge Competency Assessment and Practical Skills Competency Assessment that will assess learners against the assessment criteria for these components of the Occupational Qualification: Tax Technician.

Candidates can also apply to SAIT to have their previous work experience recognised for entry into the National Qualifying Competency Assessment. 


Assessment Fees

 Description  Fee
 Tax Technician Knowledge Competency Assessment  R3200
 Tax Technician review of portfolio of evidence and workplace experience logbook  R3250
 Tax Technician National Qualifying Exam (EISA)  R4500

*Please note all exams are written and only available in English.




Learners from non-accredited programmes and individuals already in practice are given the opportunity to enter into and progress in the learning programme leading to the Tax Technician Qualification.


Registration

If you are interested in writing the Knowledge Competency Assessment please apply for admission to the qualification. 

To gain admission to the qualification and register online for the entry RPL assessment (Knowledge Competency Assessment) please submit the following documents to education@thesait.org.za:

  • Application form, 
  • Detailed work Curriculum Vitae and
  • Academic transcripts. 

Documents Library:


Tax Technician Knowledge Competency Assessment

Registrations for the Tax Technician Knowledge Competency Assessment June 2017 will open soon. Please make sure that you have registered for admission to the qualification before registering online for the assessment.

  • Click to register on-line. (Online registrations are currently closed).
  • Tax Technician Knowledge Competency Assessment Rules and Regulations Guide. Read more.
  • VENUES: Venues for the SAIT Assessments June 2017 will be available closer to assessment date. 

Courses

Preparation course: Tax Technician Knowledge Competency

Please make contact with Oxbridge Training Institution for 2017 Preparation and Revision Course offerings.

Full course: Tax Technician Occupational Certificate

Tax Technician Qualifications Prospectus 2017Please read more.

Please contact Oxbridge Training Institute for more information in regards to Tax Technician complete course and/or preparation and/or revision courses. 

www.oxbridgetraining.co.za or +27(12)348 3888

 


Example Papers

Tax Technician Sample Papers

Paper 1Solution 1

Paper 2: Solution 2.


Results

The Occupational Certificate Tax Technician Knowledge Competency Assessment November 2016 was written by 116 candidates. 84 Candidates achieved a PASS. The overall pass rate for the assessment is 72%. The average percentage achieved on the November Tax Technician Knowledge Competency Assessment is 53%.

November 2016 Tax Technician Knowledge Competency ResultsClick here for the candidate results list.


Application for special assessment concessions

  • Candidates with special needs please complete a special concessions application form and submit to claubscher@thesait.org.za at least 1 month before scheduled assessment date.
  • Special needs candidates are requested to forward an email to claubscher@thesait.org.za. Please complete the following form: Special concessions application form.

Copies of Assessment Answer Books

  • Candidates who were unsuccessful in the previous Tax Professional Knowledge Competency Assessment, may request a copy of their script in terms of section 51 of the Promotion to Access to Information Act (Act 2 of 2000).
  • Assessment scripts are kept for 6 months after the results have been published.
  • To request a copy of your answer books and mark sheets, please complete the Request for Script application form and kindly e-mail document to education@thesait.org.za

 Request for remark

RPL: Practical Skills Competency Assessment
Learners who complete their Knowledge and Workplace Experience Components with providers that are not accredited for the Practical Skills Component, can compile a Portfolio of Evidence for assessment to obtain access to the National Qualifying Competency Assessment.
 

 

The purpose of this qualification is to prepare a learner to operate as a Tax Technician. The Tax Technician is able to provide tax compliance services by preparing and submitting tax returns, reviewing completed tax records, verifying and availing source documents.

The Qualification serves as a learning pathway for learners who have already obtained a first qualification at NQF level 4 or higher in accounting, taxation, law or any other relevant field of study.

The Tax Technician Qualification (entry NQF4, exit NQF6) provide a pathway for candidates into the Tax Professional Qualification (entry NQF6, exit NQF8) who work in private practice or SARS, who want to obtain a higher qualification and professional status.

To apply as a Tax Technician Learner, please follow the registration process as stipulated above..



EXTERNAL INTEGRATED SUMMATIVE ASSESSMENT (EISA)

The External Integrated Summative Assessment will be written in October/November 2017. Registrations will open 6 months before the assessment date. 

Application to write the Final External Integrated Summative Assessment can be made to The SAIT Head of Education and Standards, Caretha Laubscher, by e-mail, claubscher@thesait.org.za, if all three components of the Qualification have been successfully completed. 

All applications must include the following documents:

  • EISA Application form
  • Statement of Results for the Knowledge Component of the Qualification;
  • Statement of Results for the Practical Skills Component of the Qualification; and
  • A Training Record signed by a registered assessor indicating that the learner has met all the requirements of the Workplace Component of the Qualification.

If the required mark to pass is achieved in the External Integrated Summative Assessment (EISA), the Occupational Qualification: Tax Technician will be awarded by the Quality Council for Trades and Occupations (QCTO) as the Regulatory Body.

The Qualification will be recognised by SAIT for full membership and professional status. The Qualification leads to the designations Tax Technician (SA).

  

For any further information, kindly contact The SAIT Head of Education and Standards, Caretha Laubscher, by e-mail, claubscher@thesait.org.za or +27 (12) 941 0400.

.


ASSESSMENT QUALITY PARTNER INFORMATION


Accreditation

Accreditation of Training Providers for the Tax Technician Qualification

As the Assessment Quality Partner (AQP) for the Tax Technician Qualification, the SAIT is responsible for the recommendation of providers for the respective components. SAIT recommends service providers for the Knowledge and Practical Skills component for Accreditation with the Quality Council for Trades and Occupations (QCTO). Workplace Providers are accredited by SAIT.

All Knowledge, Practical Skills and Workplace Experience Training Providers seeking accreditation with SAIT, must complete the
 Accreditation Application as Training Provider and submit all the required documentation as stated.

The Accreditation Application as Training Provider should be read with the Accreditation Policy and Procedures.

Please make sure that the application is complete to enable SAIT to proceed with the accreditation process. If you have queries regarding the application process please contact Caretha Laubscher, SAIT Head of Education at 
claubscher@thesait.org.za

 


Accreditation of Skills Development Providers

The following documents are provided for your reference:

1. QCTO Criteria and Guidelines on Accreditation of Skills Development Providers (SDPs)

 


Accredited Skills Development Providers.

Oxbridge Training Institute is accredited with QCTO as Skills Development Provider for Occupational Certificate Tax Technician; QCTO SDP/16/0106.

 

Courses:

Please contact Oxbridge Training Institute for more information in regards to Tax Technician complete course and/or preparation and/or revision courses. 

www.oxbridgetraining.co.za or +27(12)348 3888


Details of Accredited Skills Development Providers Tax Technician. 

 


Accreditation of Workplace Providers

SAIT is responsible for the approval and accreditation of employers that provide the workplace experience components of the Qualification.  Read more to apply as an accredited workplace provider.

Details of Accredited Workplace Providers.

 

 

WHY REGISTER WITH SAIT?

Section 240A of the Tax Administration Act, 2011 (as amended) requires that all tax practitioners register with a recognized controlling body before 1 July 2013. It is a criminal offense to not register with both a recognized controlling body and SARS.

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