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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.

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

DatesVenueDaysFeeCalendar
17 to 18 Aug 2026Dubai2US$1,100
24 to 25 Aug 2026Lagos2US$1,100
31 Aug to 1 Sep 2026Harare2US$1,100
7 to 8 Sep 2026Kampala2US$1,100
14 to 15 Sep 2026Dar es Salaam2US$1,100
21 to 22 Sep 2026Pretoria2R10,000
28 to 29 Sep 2026Cape Town2R10,000
12 to 13 Oct 2026Online2US$900
19 to 20 Oct 2026Mozambique2US$1,100
26 to 27 Oct 2026Cairo2US$1,100
2 to 3 Nov 2026Accra2US$1,100
9 to 10 Nov 2026Lusaka2US$1,100
16 to 17 Nov 2026Kigali2US$1,100
23 to 24 Nov 2026Nairobi2US$1,100
30 Nov to 1 Dec 2026Durban2R10,000
7 to 8 Dec 2026Johannesburg2R10,000
21 to 22 Dec 2026Mauritius2US$1,100

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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