Accreditation Application as Provider Tax Professional Occupational Qualification. SAQA ID: Learnership No. 01/Q010048/00/400/8

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Accreditation Application as Provider Tax Professional Occupational Qualification SAQA ID: 93624 Learnership No. 01/Q010048/00/400/8

Content 1. Introduction 2. Instructions 3. Type of Application 4. Administration Fee Structure 5. Section A: Organisational Information A1: Organisational Details A2: Contact Details 6. Section B: Knowledge Competency Provider B1: Accreditation with the Council for Higher Education (CHE) B2: Registration with the Department of Higher Education and Training to offer the programmes(s) listed in B1 B3: List the Modules of the Tax Professional Qualification which you attend to offer B4: Staff Responsible for the Tax Professional Qualification Knowledge Modules B5: Documents to be submitted in support of the Application 7. Section C: Practical Skills Provider C1: List the Modules of the Tax Professional Qualification which you intend to offer C2: Staff Responsible for the Tax Professional Qualification Practical Skills Modules C3: Teaching of Practical Skills Modules C4: Assessment of Practical Skills Modules C5: Documents to be submitted in support of the Application

8. Section D: Workplace Experience Provider D1: Number of Learners on Learnership Programme D2: Existing Approval as a Workplace Training Provider D3: Provision on Workplace Experience Modules D4: Training Programme D5: Registered Tax Practitioners D6: Training Supervisor Details D7: SETA and Skills Levy Details D8: Employer Undertaking D9: Documents to be submitted in support of the Application 9. Section E: Training Officer Authentication Annexure A: Checklist for New Applicants Annexure B: Monitoring Site Visit Checklist 10. Version Control: April 2014_R. de Kock Feb. 2016_ July 2016, C. Laubscher Feb.2017, C.Laubscher

1. Introduction All Knowledge, Practical Skills and Workplace Experience Training Providers seeking accreditation with SAIT must complete this Application Document and submit all the required documentation as stated. This document should be read with the Tax Professional Qualification: Accreditation Policy and Procedures. A site visit will be conducted as part of the approval process for new accreditation applications, followed by periodic site monitoring visits. Please refer: Annexure A: Site Visit Checklist for New Applications Annexure B: Checklist for Monitoring Site Visits. 2. Instructions Applications must be complete to enable SAIT to proceed with the accreditation process. To assist with this, if you have queries regarding the application, please contact Caretha Laubscher, SAIT Head of Education and Standards at claubscher@thesait.org.za. Guidelines for completion of Accreditation Application: All applicants must complete Section A. Applicants applying to become accredited as a Knowledge Provider must complete Section B. Applicants applying to become accredited as a Practical Skills Provider must complete Section C. Applicants applying to become approved as a Workplace Experience Provider must complete Section D. The head of training or the head of the business unit or department responsible for the Tax Professional Learnership has to complete sign Section E. Please ensure that all the relevant sections are completed and necessary documentation as requested attached. Return application to Caretha Laubscher, SAIT Head of Education and Standards..

3. Type of Application Mark Complete the following Sections Organisational Information Knowledge Competency Provider Practical Skills Provider Workplace Experience Provider Training Officer Authentication Section A Section B Section C Section D Section E 4. Administration Fee Structure Application and Accreditation Fees Mark Knowledge Competency Providers are accredited by QCTO Practical Skills Provider are accredited by QCTO Workplace Experience Provider R6 845 Practical Skills and Workplace Experience RPL Exemption Application (Assess POE & Logbook) R3 250 Per Learner

Monitoring Fees Mark Knowledge Competency Provider monitored by QCTO n.a Practical Skills Provider monitored by QCTO n.a Workplace Experience Provider Monitoring every 3 years R5 550 Workplace Experience Provider Monitoring annually (Assess example POE & Logbook) R3 250 Learnership Fees iro Training Contracts Number of Learners Registration of Contract per Learner R 750 Annual Administration Levy iro each Learner R 250 Candidate Fees Including VAT Mark Tax Professional Knowledge Competency Assessment (RPL Entry Exam) Tax Professional External Integrated Summative Assessment (Final Exam) R4 500 R 5 950

5. Section A: Organisational Information A1: Organisational Details Please provide details of the organisation. Name of Organisation Faculty / School Department VAT Number Physical address Postal address Telephone number Fax number Website A2: Contact Details Please provide details of the person directly responsible for the Tax Professional Qualification Accreditation Application of the organisation. Title First Name Surname Position Telephone Number Mobile Number Fax Number E-mail Address

6. Section B: Knowledge Competency Provider SAIT will recommend possible skills development providers to the QCTO for formal accreditation. B1: Accreditation with the Council for Higher Education (CHE) Is your institution currently accredited by the CHE to offer qualifications in taxation? Yes No If Yes please provide the following information regarding the qualification(s) Qualification Name (as registered on the NLRD) NLRD Qualification ID NQF Level If No, is your organisation accredited by the CHE to offer any other (related) qualification(s)? Yes No B2: Registration with the Department of Higher Education and Training to offer the programme(s) listed in B1 above Is your organisation or institution registered with the Department of Higher Education and Training to offer the qualifications listed in B1? Yes No B3: List the Modules of the Tax Professional Qualification which you intend to offer List the Knowledge Modules for which you want to be accredited. Please refer to the Tax Professional Qualification Curriculum Document for further guidance. If the content of the modules correspond with the content of a qualification for which you are already accredited by the CHE, please provide details of the qualification and the specific course(s) in which the Tax Professional Qualification s content will be offered.

Mode of delivery (D=distance, R=residential) Semester in which Module will be offered Tax Professional Learnership Qualification Corresponding Qualification (CHE) Name of Module Mark Modules for Accreditation with X Module Number NQF Level Credits Name of Qualification NLRD ID Name of Course / Module NQF Level Credits The Principles of Tax Administration Principles of Commercial Law and Business Enterprise Analysis and Interpretation of Financial Statements General Income Tax Principles Personal Income Tax, Partnerships, Farming Enterprises and Trusts 041301241103KS001 6 12 120315241103KS002 7 10 041301241103KS003 7 22 041301241103KS004 6 5 041301241103KS005 8 10 Corporate Income Tax 041301241103KS006 8 12 Employment Related Tax Consequences Other Taxes: Customs and Excise Duty, Donations Tax, Property Taxes and Securities Transfer Tax 041301241103KS007 7 5 041301241103KS008 7 6 Value Added Tax (VAT) 120315241103KS009 8 8 Administration of Estates 120315241103KS010 8 8

B4: Staff Responsible for the Tax Professional Qualification Knowledge Modules Please provide the following information on the members of staff who will offer the Knowledge Modules for the Tax Professional Qualification. Name Position in Department (e.g. Senior Lecturer) Highest Educational Qualification B5: Documents to be submitted in support of the Application The following documents have to be submitted in support of the Accreditation Application: Please refer to the QCTO application documents: a. Skills Development Provider Accreditation Application Form b. Criteria and guidelines for accreditation of skills development providers. Suggested Support Documents to be submitted: a. For each of the modules as listed in the table per Section B3, learning outcomes and assessment criteria as per the organisations or institutions study guides. b. Examination papers, including the report of the external examiner. c. CV s of the members of staff responsible for the Knowledge Modules of the Tax Professional Qualification as listed in the table per Section B4.

Section C: Practical Skills Provider SAIT will recommend possible skills development providers to the QCTO for formal accreditation. C1: List the Modules of the Tax Professional Qualification which you intend to offer List the Practical Skills Modules for which you want to be accredited. Please refer to the Tax Professional Qualification Curriculum Document for further guidance. Name of Module Mark Modules for Accreditation with X Module Number NQF Level Credits Register Taxpayers, Calculate Tax Liabilities and Finalising Income Tax, Payroll Tax and VAT Returns Review / Audit Tax Balances Mediate Tax Disputes Write Tax Opinions and Reports Demonstrate Ethics and Professional Conduct in a Tax Environment 241103PS00001 8 30 241103PS00002 8 20 241103PS00003 8 10 241103PS00004 8 10 241103PS00005 8 10 C2: Staff Responsible for the Tax Professional Qualification Practical Skills Modules Please provide the following information on the members of staff who will offer the Practical Skills Modules for the Tax Professional Qualification. Name Position in Organisation Highest Educational Qualification Years of Practical Experience in a Tax Environment

C3: Teaching of Practical Skills Modules Please describe the measures that you have taken to ensure that real-life practical examples are used in the teaching of the Practical Skills Modules. C4: Assessment of Practical Skills Modules Please describe how the Practical Skills Modules will be assessed. C5: Documents to be submitted in support of the Application The following documents have to be submitted in support of the Accreditation Application: Please refer to the QCTO application documents: a. Skills Development Provider Accreditation Application Form b. Criteria and guidelines for accreditation of skills development providers. Suggested Support Documents to be submitted: a. For each of the modules as listed in the table per Section C1, learning outcomes and assessment criteria as per the organisations or institutions study guides. b. Assessment papers. c. CV s of the members of staff responsible for the Practical Skills Modules of the Tax Professional Qualification as listed in the table per Section C2.

7. Section D: Workplace Experience Provider D1: Number of Learners on Learnership Programme Please give an indication of the number of learners that you would be registering for the Learnership. To enter this Learnership a minimum of an NQF level 6 qualification in the fields of commerce or accountancy or law is needed. Year 2016 2017 2018 2019 Number of Learners D2: Existing Approval as a Workplace Training Provider Is your Organisation currently approved as a Workplace Training Provider by any of the following Professional Bodies? Professional Body Yes SAICA SAIPA ACCA LSSA CIMA Other (please provide details)

D3: Provision on Workplace Expereince Modules Does your Organisation have the required client base and the resources to provide the following Workplace Experience Modules as per the Tax Professional Qualification Curriculum? Workplace Experience Component: Private Practice Name of Module Resources Available to Deliver Training Yes / No NQF Level Credits Register Taxpayers and Finalise Income Tax, Payroll Tax and VAT Returns Review Income Tax, Payroll Tax and VAT Returns Complete ADR Form related to Income Tax, Payroll Taxes and VAT Write Tax Opinions related to Tax Disputes, Business Models and Investment and Estate Planning 7 78 8 48 8 48 7 48 OR Workplace Experience Component: SARS Name of Module Resources Available to Deliver Training Yes / No NQF Level Credits Check Registered Taxpayers and Identify Potential Examinations / Audits Examine or Audit Taxpayers Income Tax, Payroll Tax and VAT Returns Formulates a Response to an ADR Form related to Income Tax, Payroll Taxes and VAT Write Tax Opinions related to Tax Disputes, Business Models and Investment and Estate Planning 7 48 8 78 8 48 7 48

D4: Training Programme Please provide details about how you plan to run the Training Programme in your Organisation. Provide, for example details of how learners will be placed in specialist units or how they will rotate in the organisation. Attach detailed training plan. D5: Registered Tax Practitioners How many of the staff members in your organisation are registered with SARS as Tax Practitioners? D6: Training Supervisor Details Please provide the following details of the Training Supervisor(s) who will be responsible for the Learners in your Organisation: Name Position in Organisation Highest Educational Qualification Years of Work Experience in a Tax Environment Professional Body Membership

D7: SETA and Skills Levy Details SETA your Organisation is currently registered with Skills Development Levy Number D8: Employer Undertaking As an employer, will you be able to make the following commitment to your learners: Yes / No Register the Learnership Agreement with the SAIT Recruit and select Learners for the Learnership Programme Provide the Learner with the necessary Workplace Experience, Supervision and Mentorship for the particular Learnership Be able to provide Training on all the Workplace Experience Modules relevant to Private Practice or SARS Provide Training Supervisors in line with the Mentor / Learner ratio guidelines set by SAIT Release the Learner to attend Training at the Training Provider or, if the Learner studies through Distance Education, to work through the Relevant Study Material Ensure that the Learner will be Assessed by a Registered Assessor If answered no, kindly provide details why the specific area(s) will be a challenge or present problems?

D9: Documents to be submitted in support of the Application The following documents have to be submitted in support of the Accreditation Application: Proof of current Approval as a Workplace Training Provider by a Professional Body as listed in the table per Section D2. Detail Training Plan as listed per Section D4. List of Training Supervisors details as listed in the table per Section D6. Proof of Registration with relevant SETA as listed per Section D7. Tax Clearance Certificate. 8. Section E: Training Officer Authentication This section should be signed by the senior person responsible for the delivery of the training I hereby declare that the above information is correct, valid and accurate and all the supporting documents are submitted with the application form. Signed at on the of 20 Signature Full Name Title

Annexure A: Checklist for New Applicants A.1. Requirements for Knowledge Component Criteria Requirements for Knowledge Component Accreditation Committee Comments Training Facilities Qualified Staff Course Material Course Assessment DHET Registration SAQA Registration Adequate training rooms, equipment, research support and learning management systems Sufficient number of appropriately qualified members of staff Quality training materials, guides and course outcomes that match the Knowledge Modules Outcomes Quality course assessment criteria, sound assessment processes and procedures Proof of registration with the Department of Higher Education Qualification(s) registered with SAQA

A.2. Requirements for Practical Skills Component Training Facilities Criteria Requirements for Practical Skills Component Accreditation Committee Comments Adequate training rooms, equipment, research support and learning management systems Qualified Trainers Practical Skills Training Material Practical Skills Assessment Training Policies Registration with Professional Bodies, DHET or SAQA Sufficient number of appropriately qualified trainers Quality training materials, guides and course outcomes that match the Practical Skills Modules Outcomes Quality practical skills assessment criteria, sound assessment processes and procedures Training policies setting out roles and responsibilities of learners, trainers and assessors Proof of registration with Professional Bodies or training authorities as institution as well as module or programme registration

A.3. Requirements for Workplace Experience Component Criteria Capacity to Deliver Qualified Trainers Training Policies Scope of Client Base Training Programmes Registration Compliance Support to Learners Requirements for Workplace Experience Component Sufficient training capacity to deliver on all the Workplace Experience Modules Sufficient number of appropriately qualified trainers Training policies setting out roles and responsibilities of learners and trainers The scope of the employers client base sufficient to ensure exposure to all tax types and all different types of entities The quality and depth of training programmes and development plans of individuals Proof of registration with other Professional Bodies as Training Provider and registration as tax practitioner with SARS if private practice Compliance with SDL, Tax and other Statutory requirements The financial and non-financial support to learners Accreditation Committee Comments

Annexure B: Monitoring Site Visit Checklist Criteria Requirement Accreditation Committee Comments Training Infrastructure Learner Experience Trainer Experience Progress of Learners Support provided to Learners Continued capacity to deliver the training Review the training facilities, policies, systems and material to ensure quality Interview a selection of learners to get feedback of their learning experience Interview trainers, instructors and lecturers to get feedback on the training and teaching experience Review the progress of learners on the Learnership in terms of results, evaluations, and training records Review the support provided to learners, taking into account their feedback and possible changes to training policies Review the ongoing capacity in terms of appropriately qualified trainers to deliver all the modules in respect of the different learning components and accreditation approval