Occupational Certificate: Tax Technician NQF6

The Occupational Certificate: Tax Technician NQF6 prepares learners for working as tax technicians, and it equips them with the skills that they need to submit tax returns and deal with tax compliance issues. This qualification also aims to enhance the quality of tax compliance services provided to the public by private practitioners and by SARS.

Once learners have completed this qualification, they will be able to register with a regulating authority and with SARS, as required by legislation. This qualification, however, does not qualify learners to be registered as accounting officers.

Course code:

CTXT-601

Accreditation status:

Accredited by the QCTO.

  • SAQA ID: 94098
  • NQF level: 6
  • Credits: 399
  • Occupational code: 331303
  • Curriculum Code: 331303001
  • Learnership Code: 01/Q010057/99/399/6

The QCTO will issue the Occupational Certificate: Tax Technician to learners who successfully complete the Qualification.

Credo Business College is accredited by the QCTO to offer the Occupational Certificate: Tax Technician NQF6 and is currently the only skills provider registered with the QCTO to offer this qualification. This has been confirmed by the South African Institute of Tax Professionals (SAIT).

  • QCTO registration number: Occupational Certificate: Tax Technician QCTO: SDP/16/0106

This qualification is recognised by the SAIT for full membership and professional status, and it leads to the designation Tax Technician (SA).

Course duration:

Full Qualification:
Learners who adhere to the minimum requirements for entry into the full qualification are offered a 2-year programme that can be completed according to the distance learning via online learning method.

RPL Programme:

The RPL Programme consists of a Taxation Academic Bridging Programme and a Workplace Experience Assessment done via a Portfolio of Evidence (PoE) entailing a logbook or training log.

The 1-year Taxation Academic Bridging Programme aims to bridge between the learner’s current theoretical knowledge and the required level of theoretical knowledge and practical skills.

The Workplace Experience Assessment can be completed in one of the following ways:

  • Simultaneously with the academic programme, extended up to a year, should the learner be employed and have sufficient workplace experience.
    OR
  • Through a full learnership at a tax workplace provider after completion of the Taxation Academic Bridging Programme. The learnership can be completed in a period of 18 – 36 months, depending on the specific employer’s training programme.
    OR
  • Through an ad-hoc mentorship programme on a volunteer basis with a Credo-approved tax workplace provider.

The RPL Programme is offered via either distance learning or blended learning.

Entry requirements:

Full Qualification
Learners must hold one of the following:

  • National Senior Certificate
  • National Senior Certificate (Vocational) at NQF4

This programme is for learners with no tertiary qualifications or tax work experience

OR

RPL Programme (for learners with tax experience)
Learners must have tax-related work experience, and must hold at least one of the following qualifications:

  • National Diploma in Accounting
  • National Diploma in Cost Management
  • BCom Degree with taxation as subject
  • Any NQF5 or NQF6 qualification with accounting and taxation as subjects

Assessment and award:

There are two (2) examinations that learners need to pass prior to obtaining the Qualification:

  • Initial Test of Competence (ITC), which is part of the academic programmes.
  • External Integrated Summative Assessment (EISA), after successful completion of all three (3) of the components.

The Knowledge and Practical components are covered by Credo Business College. All learners who have passed the Tax Technician ITC assessment have successfully completed the first two (2) components of the Qualification. For the Workplace Experience component, the learner will complete and submit a Logbook / Portfolio of Evidence as part of the Learnership (full qualification) or an RPL logbook (RPL Programme). The Tax Technician Learnership can be completed in 18 – 36 months, depending on the specific employer’s training programme.

After successful completion of the Work Experience component and submitting the statement of results for the Tax Technician ITC, learners will qualify to write the Tax Technician External Integrated Summative Assessment (EISA), compiled and assessed by SAIT.

Successful learners will obtain the Occupational Certificate: Tax Technician (NQF Level 6) issued by the QCTO. The Qualification is recognised by SAIT for full membership and professional status. The Qualification leads to the designation Tax Technician (SA).

 

Additional information:

After successful completion of this qualification, learners can further their studies with the Occupational Certificate: Tax Professional (NQF8).

 

Click here to register

 

Qualification Pricing:

 

Offering Credo Individual
Offerings Costing
Credo Package
Offerings Costing
Full Qualification – 2-year programme (distance learning)
Including ITC Preparation Course & ITC Assessment
R35 000 R35 000
RPL Programme – 1-year programme (blended learning) R22 500
  • Academic Bridging Course
    Including ITC Preparation Course & ITC Assessment
R20 000
  • PoE Mentorship Programme
R4 950
RPL Programme – 1-year programme (distance learning) R17 500
  • Academic Bridging Course
    Including ITC Preparation Course & ITC Assessment
R15 000
  • PoE Mentorship Programme
R3 850
ITC Preparation Course R3 950
Credo ITC Assessment R3 250
Credo ITC Assessment & ITC Preparation Course R6 500
POE Mentorship Programme R3 850
Credo EISA Preparation Course R4 500

 

Qualification Overview

The Occupational Certificate: Tax Technician consists of three (3) components:

  • Knowledge is completed through studies at an accredited training provider;
  • Practical is completed through studies at an accredited training provider or approved workplace providers;
  • Workplace Experience is completed at an approved workplace provider or through RPL and Mentorship Programmes at tax workplace providers.

Knowledge component – to be completed through Credo Business College:

  • Tax Legislation
  • Tax Administration
  • Taxation of Business
  • Taxation of Individual
  • Value Added Tax
  • Commercial Law
  • Financial Accounting
  • Basic Principles of Cost and Management Accounting
  • Management of Business
  • Ethics and Risks

Practical component – to be completed through Credo Business College or through an approved workplace provider:

  • Complete registration documents or register taxpayer online
  • Draft, check, and classify tax records and source documents
  • Compute tax liability using relevant legal, accounting, and tax principles
  • Submit tax returns
  • Produce tax packs for audit and review functions
  • Analyse assessments
  • Initiate and manage the ADR process
  • Maintain ethical, fiduciary, and administration responsibilities related to a tax technician

Workplace experience component – to be completed through an approved workplace provider or through RPL and a Mentorship Programme:
(Note: Should a learner not be exposed to a certain key focus area in the workplace, an RPL Case Study will be provided to be completed as part of the PoE.)

  • Complete registration documents or register taxpayer online
  • Draft, check, and classify tax records and source documents
  • Capture tax liability using relevant legal, accounting, and tax principles
  • Submit tax returns
  • Produce tax packs for audit and review functions
  • Analyse assessments
  • Participate in the ADR (objection only) process
  • Maintain timesheets

Training methodology and learner support:

There are two training options available for this course:

  • Distance learning via online learning
  • Blended learning

Distance Learning or Online Learning
Credo Business College offers a full online experience. The online platform is designed to be mobile/tablet-first and completely responsive, as more of our busy learners choose these devices to work on the move. Studying online is a great way to gain a qualification while still being able to work, parent, or juggle the many commitments that define most adult lives. If a learner feels at ease using digital technology, is happy to study independently, and is looking for a learning style that offers flexibility, then distance learning via online learning is an ideal option. Learners have 24/7 access to a huge range of digestible resources and engaging content to aid their learning. These include:

  • dedicated tutor support via email and online
  • e-books, interactive quizzes, and self–assessment tests
  • study guides for key focus areas
  • recordings per unit standard
  • personalised study plans
  • assignment submission and feedback reviews
  • regular learning checks and practice assessments
  • facilitator’s dashboard, which enables facilitators to see where the learner is in their course and to reach out if a student is struggling or would benefit from a revision class in a particular area

Blended Learning

This is a well-structured programme, which incorporates a study guide for each module / unit standard, assignments, face-to-face tutoring, practical assessments that form part of formative learning and summative assessments, and / or Logbooks or Portfolios of Evidence (PoE).

This mode of delivery includes, but is not limited to:

  • a structured learning programme based on learners accepting responsibility for their own learning
  • study guides for key focus areas
  • contact classes
  • structured feedback on assignments through an online learning platform
  • writing of formative assessments after key focus areas
  • continuous contact with the academic facilitators and PoE mentors through the online learning platform

Learner Support

The focus and success of Credo Business College’s learner support lies within our mentoring strategy. We use the mentoring process to build relationships, which gives the mentor an opportunity to share their professional and personal skills and experiences, and to – through the process of sharing, talking, and listening – provide our learners with a safe space in which they can explore, grow, and develop. Typically, mentorship is based on a one-to-one relationship, but it can also work in a group. It focuses on encouragement, constructive feedback, openness, mutual trust, respect, and a willingness to learn and share.

In every learning programme where we implement the mentorship strategy, we adapt the mentorship programme to suit the needs of our learners as they progress in their courses.

Part of our monitoring strategy is to evaluate learners on an ongoing basis to establish whether they are meeting their milestones. Learners are then identified as low risk, medium risk, or high risk. High risk learners receive immediate attention, which includes personal mentoring. We’ve used this monitoring and mentoring strategy with great success in various projects, as it gives an immediate understanding of how the learners are doing.

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