Business, Commerce and Management Studies Finance, Economics and Accounting

Employee Tax Responsibilities in South Africa Training

SAQA US 252145 | NQF 2 | Credits 2 | Duration 1 Day
From $691 per delegate

Description

This course equips employed individuals with a clear understanding of their tax responsibilities under South African law. Learners will gain practical knowledge of how to comply with tax obligations, including completing tax returns and understanding tax certificates. The course ensures that employees can confidently manage their personal tax affairs and avoid common pitfalls.

Learning Outcomes

  • Apply the principles of South African tax law to identify personal tax responsibilities as an employed individual.
  • Analyze different types of income and deductions to accurately complete a tax return.
  • Evaluate the tax implications of fringe benefits and allowances received from an employer.
  • Demonstrate the correct procedures for submitting tax returns and making payments to SARS.
  • Implement record-keeping practices to support tax compliance and respond to SARS queries.
  • Interpret tax certificates (IRP5/IT3(a)) and understand their role in the tax process.

Target Audience

This course is designed for employed individuals in South Africa who need to understand their personal tax obligations. It is suitable for employees at all levels, from entry-level to management, who want to ensure compliance with SARS requirements.

Prerequisites

None — open enrollment

Course Outline

Day 1: Understanding Employee Tax Responsibilities

Objectives:
• Explain the legal framework for employee tax in South Africa
• Identify different types of employee taxes and their purposes
• Calculate PAYE, UIF, and SDL contributions correctly
• Apply tax directives and understand tax certificates
• Recognise common payroll compliance requirements

Topics:
• Overview of South African tax legislation (Income Tax Act, SARS requirements)
• Employee vs independent contractor classification
• PAYE (Pay-As-You-Earn) calculation and withholding
• UIF (Unemployment Insurance Fund) contributions
• SDL (Skills Development Levy) obligations
• Tax directives: when and how to apply
• Issuing IRP5/IT3(a) certificates and tax reconciliation
• Penalties and interest for non-compliance

Practicals

No practicals for this training.

This course is made up of exercises and case studies delivered alongside the theory — no separate practical sessions are required to complete it.

Summatives

Each delegate is assessed continuously throughout the course and a final summative test at the end.

Daily Exercises — 30%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 30% to the final total.

Final Test — 70%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 70% to the overall mark.

Final Total
Component Out of Weight
Daily Average (multiple choice) 100% 30%
Final Test (multi-answer multiple choice) 100% 70%
Final Total 100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

Certificate of Completion

Awarded to delegates who achieve an overall mark of 50% or higher on the Final Total (Daily Average 30% + Final Test 70%).

How it works
  • Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
  • Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
  • You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
  • If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.
Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 35% off
100 40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.

Upcoming Training Sessions
Online training — attend live sessions from anywhere via our virtual classroom.
Start End Delivery Season Price Action
Fri 11 Sep 2026 Fri 11 Sep 2026 Virtual Spring 2026 $691 Register
Thu 01 Oct 2026 Thu 01 Oct 2026 Virtual Spring 2026 $691 Register
Wed 21 Oct 2026 Wed 21 Oct 2026 Virtual Spring 2026 $691 Register
Wed 09 Dec 2026 Wed 09 Dec 2026 Virtual Summer 2026 $691 Register
Tue 12 Jan 2027 Tue 12 Jan 2027 Virtual Summer 2026 $691 Register
Mon 15 Feb 2027 Mon 15 Feb 2027 Virtual Summer 2026 $691 Register
Fri 05 Mar 2027 Fri 05 Mar 2027 Virtual Autumn 2027 $691 Register
Thu 11 Mar 2027 Thu 11 Mar 2027 Virtual Autumn 2027 $691 Register
Wed 17 Mar 2027 Wed 17 Mar 2027 Virtual Autumn 2027 $691 Register
Tue 08 Jun 2027 Tue 08 Jun 2027 Virtual Winter 2027 $691 Register
Mon 28 Jun 2027 Mon 28 Jun 2027 Virtual Winter 2027 $691 Register
Fri 23 Jul 2027 Fri 23 Jul 2027 Virtual Winter 2027 $691 Register
Thu 09 Sep 2027 Thu 09 Sep 2027 Virtual Spring 2027 $691 Register
Wed 29 Sep 2027 Wed 29 Sep 2027 Virtual Spring 2027 $691 Register
Tue 19 Oct 2027 Tue 19 Oct 2027 Virtual Spring 2027 $691 Register
Wed 08 Dec 2027 Wed 08 Dec 2027 Virtual Summer 2027 $691 Register
Tue 28 Dec 2027 Tue 28 Dec 2027 Virtual Summer 2027 $691 Register
Mon 17 Jan 2028 Mon 17 Jan 2028 Virtual Summer 2027 $691 Register
On-Campus training — face-to-face sessions at our training venues across Africa and beyond.
Showing all 492 sessions across 26 venues
Start End Venue Season Price Action
Mon 10 Aug 2026 Mon 10 Aug 2026 Pretoria, South Africa Winter 2026 $1,037 Register
Tue 11 Aug 2026 Tue 11 Aug 2026 Abu Dhabi, UAE Winter 2026 $3,872 Register
Wed 12 Aug 2026 Wed 12 Aug 2026 Durban, South Africa Winter 2026 $1,550 Register
Wed 12 Aug 2026 Wed 12 Aug 2026 Mauritius Winter 2026 $2,468 Register
Thu 13 Aug 2026 Thu 13 Aug 2026 Cape Town, South Africa Winter 2026 $1,712 Register
In-House training — we bring the trainer to your organisation, tailored to your team.
Start End Delivery Season Price Action
Mon 14 Sep 2026 Mon 14 Sep 2026 Your Premises Spring 2026 $896 Register
Fri 09 Oct 2026 Fri 09 Oct 2026 Your Premises Spring 2026 $896 Register
Thu 29 Oct 2026 Thu 29 Oct 2026 Your Premises Spring 2026 $896 Register
Thu 17 Dec 2026 Thu 17 Dec 2026 Your Premises Summer 2026 $896 Register
Wed 20 Jan 2027 Wed 20 Jan 2027 Your Premises Summer 2026 $896 Register
Tue 23 Feb 2027 Tue 23 Feb 2027 Your Premises Summer 2026 $896 Register
Mon 08 Mar 2027 Mon 08 Mar 2027 Your Premises Autumn 2027 $896 Register
Fri 19 Mar 2027 Fri 19 Mar 2027 Your Premises Autumn 2027 $896 Register
Thu 25 Mar 2027 Thu 25 Mar 2027 Your Premises Autumn 2027 $896 Register
Wed 16 Jun 2027 Wed 16 Jun 2027 Your Premises Winter 2027 $896 Register
Tue 06 Jul 2027 Tue 06 Jul 2027 Your Premises Winter 2027 $896 Register
Mon 26 Jul 2027 Mon 26 Jul 2027 Your Premises Winter 2027 $896 Register
Fri 17 Sep 2027 Fri 17 Sep 2027 Your Premises Spring 2027 $896 Register
Thu 07 Oct 2027 Thu 07 Oct 2027 Your Premises Spring 2027 $896 Register
Wed 27 Oct 2027 Wed 27 Oct 2027 Your Premises Spring 2027 $896 Register
Thu 16 Dec 2027 Thu 16 Dec 2027 Your Premises Summer 2027 $896 Register
Wed 05 Jan 2028 Wed 05 Jan 2028 Your Premises Summer 2027 $896 Register
Tue 25 Jan 2028 Tue 25 Jan 2028 Your Premises Summer 2027 $896 Register
Training Discounts
Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 35% off
100 40% off

3% off per 5 delegates, up to 40% for 100+

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