Course overview
Understand the structure of tax-dispute handling, the importance of reasons and evidence, and why current rules, procedures and timeframes must always be verified.
Learning outcomes
- Understand the distinction between an enquiry, review and formal dispute at a high level.
- Explain why reasons, records, evidence and chronology matter in a dispute.
- Organise a dispute-readiness file using a clear issue-and-evidence structure.
- Draft a factual issue summary for internal review without overstating conclusions.
- Understand objection and appeal concepts at an educational level.
- Recognise when current SARS procedure and professional representation should be consulted.
Who should attend
Taxpayers, entrepreneurs, directors, finance teams, bookkeepers, administrative staff and professionals who support the preparation and organisation of tax-dispute information.
Course content / modules
- 1Understanding tax disputes and administrative decision points
- 2Reviewing assessments, reasons and disputed issues
- 3Evidence, chronology and document control
- 4Objection concepts and structured issue presentation
- 5Appeal concepts and escalation pathways
- 6Internal review, governance and communication
- 7Authoritative-source and professional-advice checkpoints
Practical application
The course is designed to connect concepts to practical workplace and business situations. Activities may include:
- Build a chronology from a sample tax dispute.
- Create an evidence index and identify gaps.
- Separate facts, assumptions and disputed issues.
- Prepare an internal escalation note identifying matters requiring current procedural advice.
Assessment approach
Knowledge checks and/or assessments may be used according to the configured learning path.
Certificate information
A course-completion certificate may be issued when the configured completion requirements are met. No accreditation status is asserted.
Regulatory, tax and compliance information can change. MFTC learning content is educational and does not replace personalised tax, accounting, legal or regulatory advice. Learners should verify current requirements with the relevant authority or an appropriately qualified professional before acting.