Module 1: Capital Statement

• What is a Capital Statement
• Why are Capital Statements Important?
• Common issues when preparing Capital Statements
• Method used in preparing a Capital Statements

Module 2: Preparation of Capital Statement

• Form CP102
• Form CP103
• Capital Statement Formula
• Steps in preparing the capital statement

Module 3: How to calculate the net worth of a taxpayer

Module 4: Assets & Liabilities

• List to be included in the capital statement

Module 5: Identifying Expenses

• As per the list of expenses in CP102
• List of Income to be listed includes
• Who are the target group

Module 6: Tax Negotiation

• Tax Settlement – Strategies
• Dealing with tax officers
• Negotiation technique

Module 7: Tax Audit Framework

• What is Tax Audit
• Desk Audit/ Field Audit

Module 8: How a Tax Audit is Carried Out

• Offence and Penalties
• Payment Procedures
• Appeals Process -Form Q & Form N