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Personal Income Tax and Individual Return Preparation

Payroll, HR and shared services teams across Africa increasingly support employees with individual tax questions, from fringe benefits to rental income and investment returns. This course covers the taxation of individuals end to end, including allowances, deductions and the annual filing process. Practical exercises build the skill to prepare and check a complete individual return.

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Register for this course

What you will be able to do

  • Determine the taxable income of individuals from multiple income sources.
  • Apply personal deductions, rebates and medical tax credits correctly.
  • Calculate the tax treatment of fringe benefits and travel allowances.
  • Handle rental, investment and side business income on individual returns.
  • Prepare and review a complete individual income tax return.
  • Advise employees on assessment queries and refund processes.

Course outline

  1. 01Structure of individual taxation
  2. 02Employment income and allowances
  3. 03Fringe benefits and travel claims
  4. 04Deductions, rebates and credits
  5. 05Rental and investment income
  6. 06Provisional tax for individuals
  7. 07Completing the individual return
  8. 08Assessments, objections and refunds

Who should attend

Payroll administrators, HR practitioners, tax consultants and financial advisers who prepare, review or support individual income tax returns.

Dates, venues and fees

DatesVenueDaysFeeCalendarRegister
5 to 6 Oct 2026Johannesburg2R10,000Register
6 to 7 Oct 2026Cape Town2R10,000Register
7 to 8 Oct 2026Durban2R10,000Register
8 to 9 Oct 2026Pretoria2R10,000Register
12 to 13 Oct 2026Windhoek2US$1,100Register
13 to 14 Oct 2026Gaborone2US$1,100Register
14 to 15 Oct 2026Maseru2US$1,100Register
15 to 16 Oct 2026Mbabane2US$1,100Register
19 to 20 Oct 2026Lusaka2US$1,100Register
20 to 21 Oct 2026Harare2US$1,100Register
21 to 22 Oct 2026Lilongwe2US$1,100Register
22 to 23 Oct 2026Blantyre2US$1,100Register
26 to 27 Oct 2026Mozambique2US$1,100Register
27 to 28 Oct 2026Nairobi2US$1,100Register
28 to 29 Oct 2026Dar es Salaam2US$1,100Register
29 to 30 Oct 2026Kigali2US$1,100Register
2 to 3 Nov 2026Kampala2US$1,100Register
3 to 4 Nov 2026Accra2US$1,100Register
4 to 5 Nov 2026Lagos2US$1,100Register
5 to 6 Nov 2026Cairo2US$1,100Register
9 to 10 Nov 2026Mauritius2US$1,100Register
10 to 11 Nov 2026Dubai2US$1,100Register
11 to 12 Nov 2026Online2US$900Register

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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