Personal and Company Income Tax for Beginners

Insight on Tax framework and basics of tax optimization

5.00 (3 reviews)
Udemy
platform
English
language
Taxes
category
Personal and Company Income Tax for Beginners
28
students
2.5 hours
content
Nov 2023
last update
$44.99
regular price

What you will learn

Latest budget highlights

The Tax Framework

Exempt Income

Tax Free Investment

Dividends Tax

Rebates

Tax Thresholds

Tax treatment of the varying classes of taxpayers

Provisional Tax – the basics

Taxable Income and Accounting Income

Small Business Corporations (SBC)

Micro Business – Turnover Tax

South African Taxes

Why take this course?

****Please note that this course is based on South African Tax****


Tax is an integrated discipline, and in a business, it is essential to understand the rules around tax implications leading to taxable income, to ensure that tax optimization is embedded within the company / close corporation / trust. The webinar will provide both awareness and some specific tools to the taxpayer, both small and medium business owners, to enable the taxpayer to claim all legitimate deductions from their income, in order to arrive at taxable income.

Completion of the self-study online course will enable the taxpayer to confidently claim business expenses incurred in the production of income, and to ensure that the business is efficient in determining its taxable income.

This course is designed for individuals, financial staff, business owners, students or any person wanting to educate themselves on personal and company income tax and, have no or very little understanding/knowledge of how it really works. This session provides much needed insight on the Tax framework as well as the basics of tax optimization.


Topics Discussed:

  • Latest Budget Highlights

  • The Tax Framework (corporate taxpayers & individual taxpayers)

  • Exempt Income

  • Tax Free Investment

  • Dividends Tax (S64 of the Income Tax Act)

  • Rebates

  • Tax Thresholds

  • Tax treatment of the varying classes of taxpayers:

    1. Sole Proprietors and Partnerships

    2. Close Corporations and PTY LTD Companies

    3. Trusts

  • Micro Business – Turnover Tax

  • Small Business Corporations (SBC)

  • Independent Contractors

  • Personal Service Providers

  • Revenue Deductions

  • Capital Allowances

    1. Schedule of W&T Allowances


  • Taxable Income and Accounting Income

  • Working from Home

  • Capital Gains Tax (CGT) – the basics

  • Provisional Tax – the basics


All Included:

  • Video presented course

  • Downloadable course material

  • Certificate of training

  • SAIT Accredited - 4 verifiable CPD points


-----------------------------------------------------------------------------

About the presenter:

Ruzel van Jaarsveld

She has over 23 years financial and bookkeeping experience, working with many industries and corporate environments, with extensive knowledge and practical application of trial balance, payroll, VAT, PAYE returns, Inventory control, Management Accounts, E-filing and Procedures of Importing and Exporting.

She is a seasoned appointed facilitator with Biz Facility, and for numerous years has been presenting various national practical financial workshops to business owners and corporate financial staff.

Reviews

Adriana
February 23, 2024
I have learned so much, however there is so many things that come into play to understand all this information. What it helped me with is to understand income tax a little bit better and hopefully in the near future i can do the actual income tax method. I have a small business in contracting and need to learn how to do this myself. But as for SARS they want a representative who can file these information. Now the next thing for me to learn is how to work with SARS in opening a Income tax part on my personal SARS account

Charts

Price

Personal and Company Income Tax for Beginners - Price chart

Rating

Personal and Company Income Tax for Beginners - Ratings chart

Enrollment distribution

Personal and Company Income Tax for Beginners - Distribution chart

Related Topics

5116182
udemy ID
1/27/2023
course created date
1/29/2023
course indexed date
Bot
course submited by