331303

Tax Technician

Profile Workshop

Welcome Ms Ronel de Kock & Mr Stiaan Klue

Update • First National Tax Student Conference

• Launching of TaxTalk Student and The Young Tax Professional E&Y Competition

• 25 January 2013 Scoping Meeting

– SAIT offered to fund and to serve as the Development Quality Partner (DQP) for the Tax Technician Occupation Qualification

– No objections were noted, and the Quality Council for Trades and Occupations (QCTO) confirmed SAIT’s appointment as the DQP.

• DQP appointed Mr Jurie van Zyl as facilitator and Ronel de Kock as learner facilitator

• A project plan for the development process has been developed

Objective of the Profiling Meeting • Define the profile of the Tax Technician

– understand the requirements for the specific occupational qualification that need to be developed

• The qualification should provide for the training of people who handle standard and relatively uncomplicated tax matters

• Your expert industry knowledge and experience will assist to develop the required knowledge, practical and workplace experience components that are related to the identified tasks of a tax technician

• Tax Professional Qualification and Tax Technician Qualification

– When the research were performed to established the need for a Tax Professional qualification, it was also found that there is a need for a qualification at a lower level than the tax professional

– The tax technician qualification (NQF level 6) should articulate into the tax professional qualification (NQF level 8)

• SAQA 2nd National NQF Research Conference: Building articulation and integration

• Main purpose of articulation is to enable access, progression and mobility for learners

• Although articulation should take place, the qualification should also stand alone with own bona fides

Agenda

• Welcoming

• Qualification Development Process Overview

• What does Tax Technician do?

• Define Tasks

• Define Purpose

• Learning Design Participants

Qualification Development Process Overview

• Work based learning – to qualify to perform output, not field of learning focused

• Focussed on trade, occupation or profession

– Fit for purpose

– Reflect work requirements

• 3 types of learning:

– Knowledge / theory (min 20%)

– Practical (min 20%)

– Work experience (min 20%)

What is an Occupational Qualification?

• National Occupational Qualification >119 credits

• National Occupational Award 25> & <120 credits

• Now: Occupational Certificate: Level 1-6? XXXX

• Credits include work experience

• Calculate notional hours for each module, 10 hours = 1 credit

• Defined in four sets of documents:

– Occupational Curriculum Document (Profile – what does person do + Learning Design – what learning required)

– Assessment Specifications Document (How assess to confirm person is competent)

– Occupational Qualifications Document (What can be expected from a person with the qualification)

– Reports (Who in and how did industry define the qualification)

Occupational Types

• Quality Assurance Approach

• Development Quality Partners

• Assessment Quality Partners

• Qualifications Development Facilitator

– Ensure “for the industry, by the industry”

– Elicit & Capture Input

Occupational Qualifications Development Model

• Education

– Qualified in

• Some sort of knowledge domain (field of learning)

• Labour market

– Qualified to

• Do something useful for the economy & society

(occupation, specialisation)

FIT FOR PURPOSE QUALIFICATIONS

Your ultimate qualification is your CV

• It is the measure of what you – have achieved

– are capable of

– and what communities you have belonged to

Psst

► Occupational qualifications will reflect industry needs

► Discussions related to skills development often founder because there are three distinct skills development discourses:

► Praxis (Community of Practice)

Qualified as

● Belonging to the guild of practitioners

11

SCOPE OF OCCUPATIONAL QUALIFICATIONS

General knowledge & theory

Specialised practical

skills

General practical

skills

Specialised knowledge

& theory

Other QCs QCTO & Quality Partners

All forms of learning

General qualifications

“Stage 2” learning

Work related learning Vocational & Occupational directed qualifications

Work experience

Inte

gra

ted s

um

mative

exte

rnal assessm

ent

of

com

pete

nce

Certification

Designation by

Professional Body

(representative)

Industry defined criteria

RPL Process

Process

• Scoping meetings with industry – “we need the following qualification”

• What do practitioners do? – Occupation Profile (UK – 2 verbs: Understand to calculate, communicate)

• How would you train someone to do what you do? Learning Design (Knowledge, Practical Skill & Work Experience Modules)

• How would you know that a person can do what you do? (Assessment Specifications)

• Keyword in all three questions – do

Profile: What does a Tax Technician do?

• What is unique contribution occupation makes in world of work?

• List activities Tax Technician is responsible to perform on daily, weekly, monthly, annual basis

• What must Tax Technician know in order to perform the activities listed?

• Please be as elaborate as possible

Distinguish between activities & result of activities

• Combination of activities could result in more than one product or service

• Example:

VAT, Personal, CC, PTY

Define Tasks

• Product / Service + summary of activities + equipment / specific client / parameter of product or service / timeframe

• Tax liability + calculate/investigate/analyse business model of entity + VAT two monthly

• Analyse entity, calculate tax liability and submit returns on two monthly basis

What is difference between Technician and Professional ?

Tax Technician Tax Professional

Reviews completed tax records, prepares and submits taxation returns and documents and verifies accuracy

Reports and provides advice on taxation issues to tax entities, prepares and reviews tax returns, reports and handles disputes and formulates and interprets tax opinions.

Compliance Advice

Module Structure & Participants • Knowledge Modules (27 March)

– Topics

• Topic Elements

– Assessment Criteria

• Practical Skill Modules (18 April)

– Practical Skills (Given XXX the candidate must be able to:)

• Practical Skill Activities

– Applied Knowledge

– Internal Assessment Criteria

• Work Experience Modules (9 May)

– Work Experience

• Supporting Evidence

• External Summative Assessment Specification (30 May)

– External Assessment Model (best way to assess competence)

– Assessment Criteria per Task

Profile Feedback

• Method to obtain feedback

• Time required for feedback

• Consolidation of feedback

• Invitation to Learning Design Workshops

Thank You!!