Portfolio of Evidence

Transcription

1 Portfolio of Evidence

2 Portfolio of Evidence I hereby submit my PORTFOLIO OF EVIDENCE, believing myself to be a proper person admitted to membership and being no less than eighteen years of age. Personal Particulars Surname: Full Names: Identity Number: Title: First Name: Gender: Male Female Date of Birth: D D M M Y Y Y Y Postal Address: Residential Address: Employer Name & Address: Tel. (Home) Fax. (Work) Tel. (Work) Cellular Are you currently registered with a professional body? If yes, please provide details of membership Have you ever been convicted of theft, fraud, forgery or issuing a forged document? Are you an unrehabilitated insolvent? Have you at any time been removed from an office of trust on account of misconduct? Is there any other information relating to your professional conduct of which SAIT should be aware? If yes, please provide details Optional Information To assist SAIT in measuring the success of its transformation policies, we appeal to you to indicate which racial category best describes yourself, by ticking one of the boxes below. The Board gives its undertaking that this information will only be used for the purposes of determining group statistics. African Asian Coloured White Other (Please specify) Do you have a disability as contemplated by the Employment Equity Act? 2

3 Exposure/ Experience Keys: N = current or previous exposure L = Limited current or previous exposure E = Extensive current or previous exposure to, or supervision of. Tick ONE box indication which is most applicable. VAT N L E Reference 01 - Registration 02 - Maintaining Monthly Records 03 - Completion of Returns 04 - Calculation of Penalties and Interest 05 - Input Reconciliation 06 - Output Reconciliation 07 - Deregistration 08 - Zero rated, exempt & deemed supplies Income Tax N L E Reference 09 - Registration, Returns, Records - Individuals 10 - Taxation of Different Enterprises a. Partnership b. Trust c. Company & Close Corporation 11 - Returns - Annual Returns (IT14) 12 - Provisional Tax (IRP6) 13 - Gross Income, Taxable Income 14 - Retirement Lump Sum 15 - Bad Debts, Doubtful Debts 16 - Trading Stock 17 - Practice tes & Court Decisions 18 - Review of Assessments 19 - Objection to Assessments, Lodge Appeal 20 - Deferred Taxation 21 - Tax Planning - Fringe Benefits and Allowances 23 - n-resident Tax 3

4 VAT N L E Reference 24 - Resident Basis of Tax 25 - Foreign Income & Exchange Profit 26 - Small Business Corporation 27 - Farming 28 - Secondary Tax 29 - Capital Gain Tax a. Disposals b. Proceed c.capital Gain d. Portion of Tax Gainable e. Exemptions 30 - Donations Tax a. Exemptions b. Rate 31 - Estate Duty Employees Taxation N L E Reference 32 - Registration 33 - Maintaining Monthly Records 34 - Completion of Returns 35 - Calculation of Penalties and Interest 36 - Calculation of PAYE and SITE 37 - Personal Service Co. & Trust 38 - Director s Remuneration 39 - Reconciliations 40 - Issuing of IRP5 s & IT3 s 41 - Reconciliation with Financial Statements 42 - Deregistration 4

5 Taxation Law N L E Reference 43 - Preparing opinions on tax issues 44 - Writing - of arguments for court proceedings 45 - Assistance with ADR s 46 - Articles & Publications Levies N L E Reference 47 - Registration (UIF, WCA, SDL) 48 - Calculation of Levies and Completion of Returns UIF WCA SDL 49 - Deregistration Confirmation by Employer or Recommendation By Fellow Tax Professional I, the undersigned, having read the portfolio of evidence as captured on page two of this document, and having worked with/ known Name of Applicant: For a period of Y Y M M Recommend him/her for membership of SAIT, believing him/her, from personal knowledge, to be a fit and proper person to be admitted to the membership register. Name (block letters): Company: Signature: Checklist Capacity: Date: D D M M Y Y Y Y Please ensure that the following documents are attached. (Tick applicable box). Certified copies of Proof of Evidence The relevant Application Fee I certify that all information provided in this application is true and correct. Signature of Applicant: Date: D D M M Y Y Y Y Office use only: Received: Receipt : Amount: Ex. Rec:: R 5