This occupational qualification is the South African Institute of Taxation (SAIT)’s entry-level occupational qualification and takes 3 years to complete. This qualification is ideal for employees involved in tax compliance on a day-to-day basis who do not have a formal qualification; or SARS employees. The qualification was developed to prepare a learner to operate as a Tax Technician who can provide tax compliance services such as preparing and submitting tax returns, reviewing completed tax records and verifying and availing source documents for both corporate tax, individual tax, payroll tax and value-added-tax. The qualification is accredited as an Occupational Qualification (NQF 6) and consists of the following components:
Enjoy the flexibility to study at your own pace with access to Credo’s online learning platform, coupled with live online sessions, and comprehensive study guidance including unit/module notes, assignments, feedback, and revision assistance. You can complete the course even if you work during the day. Benefit from our well-designed plan and guidance – a superior solution to traditional distance learning.
The Knowledge and Practical components are covered by Credo Business College. For the Workplace Experience component, the learner will complete and submit a Logbook / Portfolio of Evidence as part of the Learnership.
Our programme offers a three-step approach:
Step 1 – Technical knowledge: Credo uses an outcome-based approach in line with the SAIT Tax Technician curriculum where technical content is covered on a functional basis. We lead the candidates through the curriculum in a logical flow based on business processes rather than a traditional linear approach.
Step 2 – Technical knowledge is supported by simulations to show candidates how the technical content is applied practically. These simulations were designed to address the practical experience outcomes and the application of the technical knowledge and are a tool to assess whether candidates can apply the principles learned. In a very controlled manner, our candidates get to experience the world of work and be equipped with the workplace readiness skills to be able to add value to an employer’s business from day 1.
Step 3 – We prepare our candidates for the examination through our EISA preparation course. This course covers all the competencies that are covered in the EISA and we provide our candidates with sufficient skills, exam technique and experience to be able to complete the EISA successfully. We also offer an EISA mock exam with one-on-one feedback.
The minimum entry requirement for this qualification is:
Upon completion of the qualification, learners will receive the Occupational Certificate: Tax Technician (SAQA ID 118770) and a Statement of Results detailing the units of learning completed.
Roles of a qualified tax technician:
This qualification provides opportunities for progression pathways that can be achieved with further studies, e.g.
The Occupational Certificate Tax Technician may lead to the SAIT membership designation “Tax Technician”. Candidates who successfully attain the Occupational Certificate are eligible to apply for this designation. Successful candidates with SAIT membership status will obtain their Tax Practitioner number with SARS.
Candidates can only achieve the Occupational Qualification if they successfully complete the External Integrated Summative Assessment (EISA) as developed and implemented by SAIT.
SAIT-accredited workplace experience
One key component of the overall programme involves on-the-job training and workplace experience, which is monitored through a structured SAIT logbook learnership and is essential for attaining the Tax Technician Occupational Qualification. Candidates must complete work experience at a SAIT-accredited workplace in the tax field, focusing on tax functions. SAIT administers this process, and candidates must be registered with SAIT to qualify.
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