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THE TAX OMBUD

 

The office of the Tax Ombud provides you with a fair and simple way to seek a resolution for a service, procedure or administrative dispute you have already unsuccessfully tried to resolve through SARS. The Office of the Tax Ombud is independent of SARS.  

 

 
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WHEN TO COMPLAIN AND​
WHAT TO EXPECT

 

The Tax Ombud may only review the request if the requester has exhausted the available complaints resolution mechanisms in SARS, unless there are compelling circumstances for not doing so.

You should first seek to resolve a dispute directly with SARS at your SARS branch or, if dissatisfied with the outcome, escalate the matter to SARS Complaint Management Office (CMO). If still unresolved, you may submit your complaint to the Office of the Tax Ombud.

If the complaint falls within our mandate, we will do everything possible to find a solution to your complaint. We strive to resolve complaints within 15 business days of accepting them, and will let you know if the complaint cannot be resolved within this period.
 
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LATEST NEWS

JUDGE NGOEPE LOSE ANOTHER CHILD TO DIABETES

Judge Bernard Ngoepe, the South African Tax Ombud and former Judge President of the North and South Gauteng High Courts, lost his son Shalele Bernard Ngoepe on Saturday 18 May 2019 due to sudden diabetic complications. Ngoepe Jnr, who has been living with diabetes from the age of two-and-half, would have turned 40 in November this year. About seven years ago, Judge Ngoepe lost his eldest daughter, Joan Kwena Matlala, also to complications from diabetes.

 

TAX OMBUD NAMES ACTING CEO

The Tax Ombud Judge Bernard Ngoepe, following the imminent departure of Advocate Eric Mkhawane, announced the appointment of Mr Gert van Heerden Senior Manager Legal Services as acting Chief Executive Officer (CEO) with effect from 1 May 2019.

 

MEDIA STATEMENT: SARS & OFFICE OF THE TAX OMBUD SIGN HISTORIC AGREEMENT

PRETORIA, Friday 26 April 2019 – Today the South African Revenue Service (SARS) and Office of Tax Ombud (OTO) signed a historic agreement to forge an effective working relationship that will deliver excellent service to the taxpayer.

 

MEDIA STATEMENT: Public Protector and Tax Ombud join forces to tackle tax-related grievances

A Memorandum of Understanding (MoU) that will see the Public Protector South Africa and the Office of the Tax Ombud (OTO) working closely together to resolve taxpayers’ complaints against the South African Revenue Service (SARS) was signed in Pretoria on Tuesday.

 

VACANCY: CHIEF EXECUTIVE OFFICER

The Tax Ombud is currently recruiting for a Chief Executive Officer. The successful candidate will be required to understand the Tax Ombud’s mandate, strategic objectives and all relevant tax legislations. The candidate will also be required to formulate the OTO’s business model and align it with the overall organisational strategy.

 

CEO OF THE OFFICE OF THE TAX OMBUD LEAVES OFFICE AT THE END OF APRIL 2019

Advocate Hanyana Eric Mkhawane, the CEO of the Office of the Tax Ombud, will be leaving the office at the end of April 2019 to return to his practice as an advocate at the Johannesburg Bar. Adv. Mkhawane was recruited by the then Minister of Finance, Pravin Gordhan, out of his practice to come and help Tax Ombud Judge Bernard Makgabo Ngoepe to set up the office. “He performed this task with distinction,” said the Judge. At the request of Judge Ngoepe, Adv. Mkhawane stayed longer than he had anticipated.

 

FAIR PLAY ISSUE 11

Welcome to the eleventh issue of the Office of the Tax Ombud’s stakeholder newsletter, Fair Play, a vibrant and informative newsletter which aims to keep stakeholders abreast of important matters affecting the Office and developments in the tax recourse sphere. Click the link below to read the full newsletter or find it on our Publications Page.

 

OTO GATEWAY MALL ACTIVATION

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The Office of the Tax Ombud (OTO) will be in Durban as part of an ongoing awareness campaign to promote its free and impartial services. The campaign will create an interactive experience for taxpayers on how to lodge a complaint against SARS and the OTO service in general. In addition to the Gateway Mall Activation, the OTO will hold interactive engagements sessions with both private and public sector institutions to share information about the free and impartial services, as well as to promote the utilisation of services offered.

 

INVITATION: TAX OMBUD STAKEHOLDER ENGAGEMENT IN DURBAN -19 MARCH

Promoting a fair Tax Administration System

How do we maintain a balance between SARS’ powers and duties, and the taxpayers’ rights and obligation? Join Judge Bernard Makgabo Ngoepe, Tax Ombud, as we discuss ways to ensure fair and equitable tax administration.

 

MINISTER OF FINANCE 2019 BUDGET SPEECH


The Minister of Finance, Tito Titus Mboweni, delivered his budget speech in parliament on 20 February 2019.

 

LOAD SHEDDING AFFECTS OTO SERVICES

The ongoing load shedding is affecting our telephone lines. Please accept our apology for the inconvenience. If you cannot reach us on our landline, you can contact us at complaints@taxombud.gov.za.

 

REQUEST FOR SUBMISSIONS: REVIEW IN TERMS OF S16(1)(B OF THE TAA 2011 

The Tax Ombud Judge Bernard Ngoepe is conducting an investigation into Fluidity of the Pay as you earn statements of accounts and SARS’s disregard of the timeframes prescribed by the Rules for the resolution of disputes. Stakeholders are requested to make submissions on the investigation which follows the recent approval by the then Finance Minister for the Tax Ombud to investigate the South African Revenue Service (SARS) in relation to systemic and emerging issues arising from taxpayers and tax practitioners’ complaints to the Office of the Tax Ombud (OTO). Please find the attached letter for detailed information. Submissions should be forwarded to Office@taxombud.gov.za no later than 30 October 2018.

 

SCAM EMAIL ALERT: DON’T OPEN OR FORWARD TO ANYONE, DELETE IT IMMEDIATELY!

We are aware of a scam email in circulation that appears to be from South African Revenue Service and linked with the Office of the Tax Ombud email address. Take note that it is not from Office of the Tax Ombud email address. The Office of the Tax Ombud will never ask you to click on a link or a download any documents.

 

INVITATION: JUTA TAX TALKING POINTS PANEL DISCUSSION IN COLLABORATION WITH THE OFFICE OF THE TAX OMBUD

Alternative Dispute Resolution: Is it fit for purpose?

 

MEDIUM TERM BUDGET POLICY STATEMENT 2018

The South African economy is at a crossroads. Since the presentation of the 2018 Budget, we have experienced a technical recession. Although the outlook for global growth is positive, there are storm clouds on the horizon, with growing risks for developing countries as trade tensions mount and financial conditions tighten.

 

INVITATION: PANEL DISCUSSION ON DISPUTE RESOLUTION ISSUES WITH THE OFFICE OF THE TAX OMBUD AND WEBBER WENTZEL

Dispute resolution complaints rank as the second most common category of complaints received by the Office of the Tax Ombud (OTO), with more than 700 complaints (almost 30% of total complaints) received in the 2017/2018 year.

 

TAX OMBUD ANNUAL REPORT 2017/18

The Tax Ombud Annual Report 2017/18 has been tabled in Parliament and provides detailed activities and performance of the Office of the Tax Ombud in relation to the set Annual Performance Plan and objectives, as well as Judge Ngoepe’s overview of the institution in the past five years since its establishment on 1 October 2013.

 

FAIR PLAY ISSUE 10 – SPECIAL EDITION

Welcome to the tenth issue of the Office of the Tax Ombud’s stakeholder newsletter (Fair Play), a special edition commemorating “Five Years of Fairness. Click the link below to read the full newsletter or find it on our Publications Page.

 

TAX OMBUD TO INVESTIGATE SARS

Tax Ombud to investigate complaints against SARS relating to PAYE Statement of Accounts and Non Adherence to Dispute Resolution Timeframes.

 

SYSTEMIC ISSUES DEFINED

The Office of the Tax Ombud is publishing an informative leaflet on what constitute systemic issues and examples of issues that have been identified.

 

FAIR PLAY ISSUE 9

Welcome to the ninth issue of the Office of the Tax Ombud’s stakeholder newsletter, Fair Play, a vibrant and informative newsletter which aims to keep stakeholders abreast of important matters affecting the Office and developments in the tax recourse sphere. Click the link below to read the full newsletter or find it on our Publications Page.

 

IT’S TAX FILING SEASON – WE SPEAK FAIRNESS

The 2018 Tax Filing Season is upon us, and the OTO is committed to providing an impartial and fair service, maintaining a balance between SARS’s powers and duties on the one hand, and taxpayers’ rights and obligations on the other.

 

FAIR PLAY ISSUE 8

Welcome to the eight issue of the Office of the Tax Ombud’s stakeholder newsletter, Fair Play, a vibrant and informative newsletter which aims to keep stakeholders abreast of important matters affecting the Office and developments in the tax recourse sphere. Click the link below to read the full newsletter or find it on our Publications Page.

 

MINISTER OF FINANCE 2018 BUDGET SPEECH

On Wednesday 21 February, Finance Minister Mr Malusi Gigaba delivered his 2018 National Budget Speech in Parliament.

 

FAIR PLAY ISSUE 7

Welcome to the seventh issue of the Office of the Tax Ombud’s stakeholder newsletter, Fair Play, a vibrant and informative newsletter which aims to keep stakeholders abreast of important matters affecting the Office and developments in the tax recourse sphere. Click the link below to read the full newsletter or find it on our Publications Page.

 

FAIR PLAY ISSUE 6

Welcome to the sixth issue of the Office of the Tax Ombud’s stakeholder newsletter, Fair Play, a vibrant and informative newsletter which aims to keep stakeholders abreast of important matters affecting the Office and developments in the tax recourse sphere. Click the link below to read the full newsletter or find it on our Publications Page.

 

TAX OMBUD ANNUAL REPORT 2016/17

The Tax Ombud Annual Report 2016/17 has been tabled in Parliament. The report details salient features pertaining to the strategic outcomes of the Office of the Tax Ombud.

 

MEDIA ADVISORY: PRESENTING THE TAX OMBUD'S ANNUAL REPORT 2016/17

The Tax Ombud Judge Bernard Ngoepe will present the highlights of the 2016/17 Tax Ombud Annual Report on Tuesday, 17 October 2017 at University of South Africa (UNISA).

 

TAX OMBUD’S FINAL REPORT ON COMPLAINTS AGAINST SARS RELATING TO ALLEGED UNDUE DELAY IN THE PAYMENT OF REFUNDS

The Tax Ombud Judge Bernard Ngoepe has released the final report on the investigation into alleged delays in payment of refunds by the South African Revenue Service (SARS). The final report has findings, comments and recommendations by the Tax Ombud.

 

MEDIA STATEMENT: TAX OMBUD’S FINAL REPORT ON COMPLAINTS AGAINST SARS RELATING TO ALLEGED UNDUE DELAY IN THE PAYMENT OF REFUNDS

Earlier in the year the Tax Ombud, Judge Bernard Ngoepe, made it known that he had requested and obtained approval from the Minister of Finance to conduct a review in respect of several complaints by taxpayers that South African Revenue Service (SARS) was unduly delaying the payment of refunds due to them.

 

FAIR PLAY ISSUE 5

Welcome to the fifth issue of the Office of the Tax Ombud’s stakeholder newsletter, Fair Play, a vibrant and informative newsletter which aims to keep stakeholders abreast of important matters affecting the Office and developments in the tax recourse sphere. Click the link below to read the full newsletter or find it on our Publications Page.

 

MEDIA STATEMENT: TAX OMBUD INTERIM UPDATE ON COMPLAINTS AGAINST SARS RELATING TO ALLEGED UNDUE DELAY IN THE PAYMENT OF REFUNDS

This serves to provide you with an update regarding the Tax Ombud Judge Bernard Ngoepe’s investigation into alleged undue delays in the payments of refunds by the South African Revenue Service (SARS).