Occupational Certificate: Tax Technician NQF 6

Tax Technician

About this course

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:

  • Knowledge
  • Practical experience
  • Workplace Experience

Accreditation

2023/2024 Enrolment Dates

TBC

Credo Business College Tax Course - Occupational Certificate: Tax Technician NQF 6

Qualification Description

This qualification was designed to enhance the skills and professional competence of tax technicians, responding to the growing demand for expertise in South Africa. The qualification emphasises the tax technician’s role in ensuring entities adhere to tax legislation, internal controls, and calculations. It serves as a valuable learning pathway for those seeking full professional status, covering all aspects of corporate, personal, value-added, and payroll taxation within the South African context. Recognising the value of professional body membership, the qualification aligns with industry preferences and enables tax technicians to effectively handle and resolve tax compliance issues. The focus on practical application aims to elevate the quality of tax services provided by private practitioners and the South African Revenue Service, ultimately contributing to improved tax collection, economic growth, and regulatory objectives.

Training format

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.

Admission Requirements

The minimum entry requirement for this qualification is:

  • NQF Level 4 qualification with Accounting and Mathematical Literacy.

Certificate

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.

Careers

Roles of a qualified tax technician:

  • Register taxpayers.
  • Check and classify tax records and source documents.
  • Calculate and compute tax liability.
  • Submit tax returns.
  • Produce tax packs for audit and review functions.
  • Analyse assessments.
  • Initiate, consult and manage Alternative dispute resolution (ADR) process.
  • Manage administrative processes and fiduciary responsibilities.

Additional Opportunities

Further studies:

This qualification provides opportunities for progression pathways that can be achieved with further studies, e.g.

  • Advanced Diploma in Taxation; NQF 7
  • Diploma: Law and Taxation; NQF Level 6

Membership:

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.

Assessment

EISA

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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Course Modules

This qualification is made up of compulsory Knowledge, Practical Skill and Work Experience Modules

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  • General Tax Fundamentals, Level 6, 35 Credits.
  • Personal Income Taxation, Level 6, 15 Credits.
  • Employment Payroll Taxation, Level 5, 10 Credits.
  • Corporate Income Taxation, Level 5, 10 Credits.
  • Value-added Tax, Level 5, 15 Credits.
  • Tax Administration, Practice Management and Ethics, Level 5, 15 Credits.
  • Compliance, Ancillary Explanations and Revenue Authority / Taxpayer Engagement Related to Personal Income Taxation, Level 6, 40 Credits.
  • Compliance, Ancillary Explanations and Revenue Authority / Taxpayer Engagement Related to Employment Payroll Tax Returns, Level 5, 25 Credits.
  • Compliance, Ancillary Explanations and Revenue Authority / Taxpayer Engagement Related to Corporate Income Taxation, Level 6, 40 Credits.
  • Compliance, Ancillary Explanations and Revenue Authority / Taxpayer Engagement Related to Value-Added Taxation, Level 5, 15 Credits.
  • Manage Activities Related to Taxation Compliance and Ancillary Explanations, Level 6, 130 Credits.
  • Engage with Revenue Authority and Taxpayers on Taxation Related Issues, Level 5, 50 Credits.

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