Personal Finance Financial Planning

How to choose a reliable tax practitioner: advice from the Tax Ombud

Staff Reporter|Published

With tax season approaching, the Tax Ombud highlights the critical factors to consider when selecting a tax practitioner, ensuring taxpayers avoid potential pitfalls and legal troubles.

Image: File photo.

As tax season approaches, the Tax Ombud has encouraged taxpayers to choose their tax practitioner carefully.

In a statement, the Ombud warned that engaging with an unregistered or non-compliant tax practitioner can expose taxpayers to serious risks, including:

  • Incorrect or incomplete tax returns
  • Penalties and interest charges
  • Potential exposure to fraud or criminal liability

“Remember: You are responsible for your tax returns even if someone else files them on your behalf. Your practitioner must be legitimate, qualified, and registered with relevant controlling bodies and with the South African Revenue Service (Sars),” the Ombud cautioned.

Working with a registered and accredited tax practitioner ensures:

  • Compliance with Sars regulations
  • Proper representation and expert advice
  • Accountability and a clear course of action if things go wrong

How to identify a legitimate tax practitioner

To protect yourself, the Ombud advises taxpayers to ensure their tax practitioner:

  • Is registered with the relevant authorities
  • Has a valid practitioner number
  • Provides copies of all returns and submissions
  • Does not promise guaranteed refunds without first reviewing your financial records.

Red Flags: watch out for bogus practitioners

Unscrupulous individuals posing as tax experts can be persuasive. Look out for these warning signs:

  • Promises of massive or “too good to be true” refunds
  • Requests for sensitive personal information via unsecured platforms like WhatsApp or SMS
  • Pressure to sign documents quickly or without clarity

Know your rights and stay informed

  • Verify credentials: Always check if your practitioner is registered with a Recognised Controlling Body (RCB) and with Sars.
  • Demand transparency: Get clear communication about their fees and services upfront.
  • Understand Power of Attorney (POA): This gives the practitioner significant authority with Sars — know exactly what you're agreeing to.

Common complaints lodged with the Tax Ombud

Many taxpayers who approach the Tax Ombud for help report that their practitioners:

  • Fail to provide required documentation during verification, leading to penalties and interest
  • Missed dispute deadlines, resulting in incorrect assessments
  • Operate without valid registration, exposing clients to risk
  • Submit returns late or without informing clients
  • Provide unethical or illegal advice.

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