How to become a member of SAIPA CoTE

Existing Members 

WHY BECOME A MEMBER OF THE SAIPA CoTE

SAIPA is a SARS recognised controlling body of the tax profession in South Africa.  In terms of 240A of the Tax Administration Act 28 of 2011, SARS will only register members of approved professional bodies as tax practitioners.

This is a bid from SARS to crack down on bogus tax practitioners and to start regulating the industry.  Tax practitioners who do not meet the requirements of SARS and the recognised controlling bodies will no longer be able to conduct business.

The SAIPA Centre of Tax Excellence (CoTE) invites applications from all tax practitioners that meet the criteria for the different tax designations offered by SAIPA CoTE.

SAIPA CoTE MEMBERSHIP BENEFITS

  • Professional designation and recognition
  • The credibility attached to an organisation with a 30 year old professional history
  • Assurance by business clients that you are recognised by SARS as a good- standing, credible tax practitioner in the industry
  • New members receive SAIPA Professional Indemnity (PI) cover of R2.5 million, which is included in your annual CoTE membership fee
  • You can apply to the Financial Services Board for recognition as a compliance officer and financial services advisor in terms of the FAIS Act
  • Get representation at various relevant stakeholder forums such as SARS, CIPC etc.
  • Telephonic and email support by the SAIPA Centre of Tax Excellence service centre for technical queries and questions
  • Access to a fully resourced online tax library to search for information, solutions, guidance and answers to tax issues
  • Access to the best quality, relevant, affordable and highly discounted rates on all SAIPA Continuous Professional Development (CPD) workshops
  • A dedicated monthly online tax newsletter and a quarterly tax magazine with SARS updates
  • Receive alerts and notifications for breaking news on any tax legislation changes
  • Gaining CPD points through beneficial business partnerships (MCA TV) online CPD assessments  and business partner CPDs
  • Access to working papers, templates and sample engagement letters
  • Access to using the SAIPA Member Corporate Identity business stationery for your marketing material (logo, letterheads, business cards)
  • Access to the reciprocal benefits with national and  international  professional bodies, including  CPA in Ireland, IPA in Australia,  CFA in Namibia, SIPA in Russia, IFA in the United Kingdom, and ANAN in Nigeria
  • Network with the SAIPA community on facebook, twitter and linkedin
  • Access to free advertising and job positing on the SAIPA Careers section  of the SAIPA website
  • Listing on the “Find a SAIPA member in your area” on the SAIPA website
  • Access to member forums countrywide
  • Negotiated preferred rates, cash back on purchases and other special offers with lifestyle plus business partners

APPLICATION FOR NON-SAIPA MEMBERS:

You can apply for the designation of Professional Tax Technician (SA), Professional Tax Practitioner (SA) or Professional Tax Specialist (SA).

QUALIFICATION REQUIREMENTS FOR NON-SAIPA MEMBERS:

1 Professional Tax Technician (SA).  

Do you hold a National Diploma with Taxation as a major, Accounting 2 and have been working in a tax environment for at least 18 months, which can be verified?

If yes, you can apply for the SAIPA designation “Professional Tax Technician (SA)”.To Apply

2 Professional Tax Practitioner (SA).

Do you hold a BCom degree with taxation as a major, Accounting 2 and have been working in a tax environment for at least three years, which can be verified?

If yes, you can apply for the designation “Professional Tax Practitioner (SA)”.To Apply

Professional Tax Specialist (SA). 

Do you hold a post graduate qualification in Taxation (e.g. Honours in Tax; N Dip.Tax and higher) and have at least three years of verifiable experience within a tax environment?

If yes, you can apply for a designation “Professional Tax Specialist (SA) ”. To Apply

Application for Recognition of Prior Learning (RPL).

What if you do not have a university degree or diploma?

If you do not hold any formal qualification, but are in possession of a Matric and have been working within a tax environment for at least 6 years, you can apply for the Recognition of Prior Learning (RPL)
 
RPL FEES R1 000

Our SAIPA RPL committee will assess your Portfolio of Evidence (POE) and decide on the professional designation that you can be accredited for.However, you will still be expected to write the Tax Professional Evaluation (TPE) examination.
To Apply
 

HOW TO BECOME REGISTERED

NON- SAIPA MEMBERS

Provisional Acceptance STEP BY STEP Process:

  1. Complete the CoTE Online application form and include your SARS tax practitioner number on the form.
  2. Provide certified copies of all your qualifications,pay the CoTE a non-refundable administration fee of R 977 (incl. Vat), using your ID number as a reference.
  3. Provide proof of payment of the administrative fee.
  4. Provide your Curriculum Vitae,detailing your qualifications, work experience, confirmation of employment and where your experience was obtained.
  5. Provide a letter from your current employer confirming your employment.
  6. If you are self employed: Provide an affidavit and two letters (on company letter heads) from your longest standing clients, confirming the services you have rendered to them.
  7. Provide a certified copy of your Tax Clearance Certificate that is not older than three months.
  8. Provide a certified copy of your ID or Passport.
  9. Scan and email all the above required documentation to the SAIPA CoTE Contact Person:  Christina Tshegameno

       Email: ctshegameno@saipa.co.za :Tel: 011 207 7840

You will receive an email notification from the SAIPA CoTE within 72 hours of receipt of your application forms confirming or declining your Provisional Acceptance and the details of the Tax Professional Examinations and membership fees.

How much is the affiliate membership fee?

SAIPA CoTE members pay an Annual Affiliate Membership fee of R3,060.00 (incl. Vat).

WHAT ABOUT EXISTING SAIPA MEMBERS?

Existing full SAIPA members can apply for the Professional Tax Practitioner (SA) designation if they wish so. Please note that this is not compulsory, but recommended, as you will still be recognised by SARS based on your Professional Accountant (SA) designation.

A Subscription fee of R480 (incl. vat) is payable, should existing SAIPA members wish to add the Professional Tax Practitioner (SA) designation to their current professional status. To Apply 

GRACE PERIOD ON TAX REGISTRATIONS FOR EXISTING SAIPA MEMBERS

SAIPA Members that are currently tax practitioners are required to verify and update their details through e-filing or at a SARS branch.  Existing SAIPA members with a Tax Practitioner Reference Number must complete a TP1 Application form not to re-register, but only to indicate which recognised controlling body you belong to.

This is a voluntary registration and does not prevent existing members from being registered as a tax practitioner with SARS if they are currently in good standing with SAIPA.

SAIPA members should encourage their known SAIPA Partners and Staff who meet the Institute's minimum requirements to become a professional tax technician (SA) or Professional Tax Practitioner (SA) to register with the SAIPA CoTE. As new affiliate members, they will qualify for the Professional Indemnity cover of up to R2.5 million which ensures that they are protected against third party claims from clients

Newly registered SAIPA CoTE members pay an Annual Affiliate Membership fee of R3,060.00 (incl. Vat).