Sunday, February 05, 2012

 

Tax Year End Workshops (March 2012

Please take note of the dates and information below regarding our Annual Tax Year End Workshops.

The workshops will cover the usual Budget Speech “in a Nutshell” as well as how these changes / updates impact payroll processing and Employee packages in general. We will also provide updates on looming items such as the proposed Youth Subsidy, National Health Insurance, Medical Credits and the tax implications of proposed changes regarding Employer funding of / contributions to retirement funding instruments and insurances. As usual we will dedicate some time to other items of interest that effect day to day payroll management.

We will send out a detailed agenda shortly, but as an initial guideline, the format of the workshop will include a morning session on SARS related matters with a short update on the e@syFile facility, followed by a detailed product specific session in the afternoon for those clients who require an update on all the enhancements and new facilities (particularly around the new HR functionality!!) released during the past 12 months.

Dates & Venues
CAPE TOWN -Tuesday 6th March 2012
Atlantic Imbizo Conference & Function Studio, 2nd Floor Clock Tower Offices, Clock Tower Centre, Victoria & Alfred Waterfront, Cape Town

DURBAN - Thursday 8th March 2012
Southern Sun Elangeni,  63 Snell Parade, Durban

JOHANNESBURG - Tuesday 13th March 2012
Killarney (Golf) Country Club, 60 Fifth Street, Lower Houghton, Johannesburg (in the newly IMPROVED conference hall)

Cost
The workshop will cost R900.00 per delegate (excl. VAT). Workshop materials, refreshments and a light lunch are included in the price.

Bookings
Kindly complete the Booking Form and send to: 086 639 9483 or via email to workshops@psiber.co.za. Please note that no bookings will be accepted unless a completed Booking Form has been received. On receipt of the Booking Form an invoice will be issued which is payable prior to attendance of the workshop. For further information please contact Meagan Kinsman on 011 454 1074 or via email at meagan@psiber.co.za or workshops@psiber.co.za.

 

Interim IRP5's & Tax Update Workshops (September 2011)

Please see below all supporting documentation available for your convenience -

Tax Year End Workshop (March & April 2011)

hosted by PSIberWORKS & LabourNet Payroll Solutions

Supporting Documentation

This year’s workshop is jam packed with useful information and updates, all aimed at helping you to:

  • understand the Budget Speech from a payroll perspective;
  • given these new amendments, still find ways to minimise your employees tax burden;
  • ensure that your company is fully compliant with all the new SARS and the DOL requirements;
  • get you ready for the 2011 Filing Season;
  • get the best out of your payroll system.

This year has also seen some radical proposals regarding the future of labour brokers and other similar service providers and as such we have enlisted input from legal experts which will be shared at the seminar. They will be at the workshops to share some thoughts and ideas with you on how all these changes as well as all other recent changes to the LRA, BCEA and EEA acts will impact your organisation and how to deal with these changes. There will also be sufficient time to have all your questions answered about this hot topic.

Speakers


  • Rob Nowicki (CEO of the PSIber Group)
  • IR Specialists (LabourNet)
  • Johan Stegmann (Product Specialist - the PSIber Group)

Agenda


  • 08h00 – 09h00         Registration
  • 09h00 – 10h30         Session 1 – Budget Speech and its impact on Payroll
  • 10h30 – 11h00         Mid-morning refreshments served
  • 11h00 – 12h30         Session 2 – Tax Year End & Submissions to SARS
  • 12h30 – 13h30         Light lunch served
  • 13h30 – 15h00         Session 3 – LRA, BCEA & EEA Changes
  • 15h00 – 15h30         Mid-afternoon refreshments served
  • 15h30 – 16h30         Session 4 – PSIberWORKS Functionality Overview
  • 16h30                       Feedback and close

Workshop Content


Session 1 will focus on the Budget Speech and its implications on payroll processing :

  • Budget in a nutshell.
  • What’s the impact on Payroll?
  • SITE Tax – how its demise over the next 2 / 3 years will be handled.
  • Company Cars and Travel Allowances - the new 20 / 80 dilemma and its implications.
  • New tax rules / implications regarding retrenchment and lump sum payments. 
  • A quick look at other changes such as Insurance Schemes, payment of professional fees, employee share schemes, indemnity insurance, OID, UIF and others.
  • Time permitting – what’s happening in other African tax authorities.  

Session 2 will focus on tax year end procedures and 2011 submissions:

  • Filing Season 2011 – all the changes within e@syFile and e-Filing.
  • Yet again, dealing with previous years adjustments – the saga continues.
  • Online requests for Tax Directives – where did they go and will they ever return!
  • Tax Reference numbers – an update and what to do if you didn’t get updated. 
  • The latest on the new EMP201 and new Statement of Account (EMPSA).
  • ITA88’s – where to next?

Session 3 is a “must attend” session which will cover all aspects of recent changes to the LRA, the BCEA and the EEA legislation:

  • What are the implications.
  • What does it mean for employers.
  • Are these proposals realistic?
  • Consequences of the proposed amendments on labour brokers and recruitment companies.

Session 4 (optional) will include a brief introduction to some new and some existing functionality in the software:

  • Tax year end and extracting the files for importing into e@syfile.
  • Emailing, SMSing, auditing, security, online claims and “letting employees and managers loose” on the system via Employee Self Service.
  • Other interesting and useful features that we know you don’t know about.
  • Your software related questions and queries answered.

Cost


Each workshop will cost R1,200.00 per delegate (excl. VAT). Workshop materials, refreshments and a light lunch are included in the price. We offer group discounts as follows:

  • 3 – 5 delegates                20% discount applicable
  • 5 or more delegates         35% discount applicable

Workshop Dates & Venues


Please note that we are expecting record attendance this year therefore early bookings are essential. We will try our best to accommodate you on the date you require, however should capacity be reached for the 1st workshops scheduled in March, we have alternative dates available in April 2011 for your convenience.

  • Date              Tuesday, 8th March 2011                                                 
  • Venue            Royal Johannesburg & Kensington Golf Club             
  • Address         Fairway Ave, Linksfield North, Johannesburg 
  • Date              Wednesday, 9th March 2011                                           
  • Venue           Southern Sun Garden Court Marine Parade                
  • Address        167 Marine Parade, Marine Parade, Durban
  • Date              Thursday, 10th March 2011                                             
  • Venue           Atlantic Imbizo Conference & Function Studio
  • Address        2nd Floor Clock Tower Offices, Clock Tower Centre, Victoria & Alfred Waterfront, Cape Town
  • Date             Tuesday, 5th April 2011                                        
  • Venue          The Forum at the Campus  
  • Address       The Wanderers Building, 52 Sloane Street, Bryanston, Johannesburg
  • Date             Wednesday, 6th April 2011
  • Venue          Southern Sun Elangeni 
  • Address       63 Snell Parade, Durban
  • Date             Thursday, 7th April 2011
  • Venue          The Commodore Waterfront Hotel
  • Address       Portswood Road, Portswood Square, V&A Waterfront, Cape Town

Plenty parking is available at all venues!

Bookings


For bookings, please see options below which are available :

complete the attached Booking Form and fax it to 086 639 9483 or email to workshops@psiber.co.za

OR

complete the Booking Form online by clicking HERE.

Please note that no bookings will be accepted unless a completed Booking Form has been received. On receipt of the Booking Form an invoice will be issued which is payable prior to attendance of the workshop.

Cancellation Note :Please note that should you cancel your booking 48 hours or less, prior to the workshop, 25% of the workshop fee will be payable.

On receipt of payment an appropriate confirmation notice will be sent to you.

Contact Us

For more information or any queries you have, please contact –

Meagan Kinsman on 011 454 1074/ 453 9343or 453 9344

or via email at workshops@psiber.co.za.

Tax Year End Workshops (March & April 2011)

Supporting Documentation

 TitleSize 
Administrative Penalty Payments34.77 KBDownload
Budget in a Nutshell214.98 KBDownload
Budget Pocket Guide 2011981.33 KBDownload
Budget Speech - 1 Inclusive growth and development265.72 KBDownload
Budget Speech - 2 Economic Policy & Outlook402.02 KBDownload
Budget Speech - 3 Employment215.28 KBDownload
Budget Speech - 4 Fiscal policy265.10 KBDownload
Budget Speech - 5 Revenue trends and tax proposals236.31 KBDownload
Budget Speech - 6 Asset and liability management305.14 KBDownload
Budget Speech - 7 Social security and health care230.08 KBDownload
Budget Speech - 8 Medium-term expenditure356.80 KBDownload
Budget Speech - Annexure A212.71 KBDownload
Budget Speech - Annexure B477.68 KBDownload
Budget Speech - Annexure C271.10 KBDownload
Budget Speech - Annexure D119.60 KBDownload
Budget Speech - Annexure E162.64 KBDownload
Budget Speech 2011473.03 KBDownload
Business Requirements Employer Reconciliation850.07 KBDownload
Business Requirements Specification180.00 KBDownload
Car Policy - Motor Dealers481.85 KBDownload
Domestic Workers Employee Agreement (pdf)153.32 KBDownload
Domestic Workers Employee Agreement (word)275.27 KBDownload
e@syFile PAYE User Guide4.85 MBDownload
e@syFile The Account Management Guide - Payment Allocation4.01 MBDownload
e@syFile The Account Management Guide - Requesting Statement of Account602.18 KBDownload
e@syFile The Account Management Guide - Revise EMP2012.40 MBDownload
eFiling The Account Management Guide - Payment Allocation3.13 MBDownload
eFiling The Account Management Guide - Requesting Statement of Account867.27 KBDownload
eFiling The Account Management Guide - Revise EMP2011.40 MBDownload
EMP101 Notice55.51 KBDownload
EMP201 e@syFile FAQs48.21 KBDownload
EMP201 FAQs46.10 KBDownload
EMP201 Guide230.99 KBDownload
EMP501 FAQs65.28 KBDownload
Employee Travel Log 2010 to 2011 (locked version)95.00 KBDownload
Employee Travel Log 2011 to 2012 (locked version)95.00 KBDownload
Employer Connect128.33 KBDownload
Employer Connect - Bulk Registration Employees86.84 KBDownload
Employer Connect - ITA88117.46 KBDownload
Employer Connect - Reconciliation Assistant88.17 KBDownload
Employer Connect - Statement of Account87.07 KBDownload
Employers News March 2011729.43 KBDownload
EMPSA Overview507.60 KBDownload
Errata Budget Review 2011255.70 KBDownload
Fringe Benefits - World Cup Benefits58.06 KBDownload
Fringe Benefits Guide168.69 KBDownload
Guide on Appl for Directive on Accomm FB Value130.35 KBDownload
IRP5 Codes Guide156.22 KBDownload
ITA88 Process Guide4.58 MBDownload
ITA88 User Guide3.21 MBDownload
Labour Relations Amendment Bill519.24 KBDownload
Learnership Letter 1 April 2011579.42 KBDownload
Learnership Tax Allowance Reporting April 201157.78 KBDownload
Learnership Tax Allowance Reporting April 2011 (1)57.78 KBDownload
PAYE Letter (SARS)75.98 KBDownload
PAYE Notice 2March201196.86 KBDownload
PAYE Overview Booklet3.74 MBDownload
Penalty Process Guide203.22 KBDownload
Personal Services Flowchart361.37 KBDownload
Personal Services Process Flow210.88 KBDownload
Process & CSV File Specification ITA88639.72 KBDownload
Rates of Interest - Table 153.75 KBDownload
Rates of Interest - Table 253.56 KBDownload
Rates of Interest - Table 333.19 KBDownload
Return of Earnings Sample939.20 KBDownload
Return of Earnings Sample pg 2722.75 KBDownload
SARS Policy Income Tax Registration35.57 KBDownload
SARS The Account Management Guide - Managing Employer Account1.56 MBDownload
SDL Quick Reference Guide554.49 KBDownload
Seasonal Workers Flowchart133.87 KBDownload
Seasonal Workers Process Flow34.77 KBDownload
Tax Payer Centricity628.71 KBDownload
Tax Proposals Budget 20112.65 MBDownload
Testing Guide ITA88142.50 KBDownload
Very Important Newsflash regarding Penaltes from SARS181.14 KBDownload