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1. Taxpayer Information: Details of the taxpayer including full name, ID number, tax reference number, and contact information
2. Purpose Statement: Clear explanation of why the consent is being requested and how the information will be used
3. Scope of Consent: Specific details of what information the taxpayer is consenting to share or allow access to
4. Duration of Consent: Period for which the consent remains valid, including any expiry dates or conditions
5. Rights Declaration: Statement of the taxpayer's rights under relevant laws, including the right to withdraw consent
6. Authorization Statement: Formal declaration of consent with space for signature and date
7. SARS Details: Information about the South African Revenue Service office or department requesting the consent
1. Third Party Authorization: Section to be included when consent involves sharing information with third parties such as tax practitioners or financial institutions
2. Electronic Communications Consent: Additional consent for electronic communications and notifications, required if digital correspondence will be used
3. Specific Tax Type Details: Section specifying particular tax types (e.g., VAT, PAYE) when consent is limited to specific tax matters
4. Language Declaration: Statement confirming the taxpayer's understanding of the form in their preferred official language, needed in multi-language scenarios
5. Witness Section: Space for witness details and signatures, required for high-value or sensitive tax matters
1. Schedule A - Types of Information: Detailed list of specific information types covered by the consent
2. Schedule B - Authorized Representatives: List of authorized representatives or third parties permitted to access the information
3. Appendix 1 - Privacy Notice: Detailed privacy notice explaining how personal information will be processed and protected
4. Appendix 2 - Supporting Documents Checklist: List of required supporting documents that must accompany the consent form
Information Access
Data Protection
Confidentiality
Duration and Termination
Authorization Scope
Third Party Disclosure
Processing Permissions
Electronic Communications
Rights and Obligations
Withdrawal Rights
Declarations
Privacy Notice
Information Security
Record Keeping
Legal Compliance
Amendment Provisions
Liability
Representation
Financial Services
Tax Advisory
Legal Services
Accounting
Corporate Services
Public Sector
Banking
Insurance
Retail
Manufacturing
Mining
Agriculture
Healthcare
Education
Non-Profit Organizations
Finance
Tax
Legal
Compliance
Risk Management
Corporate Governance
Administration
Audit
Treasury
Corporate Affairs
Tax Manager
Financial Director
Chief Financial Officer
Tax Consultant
Accountant
Financial Manager
Compliance Officer
Legal Counsel
Tax Partner
Finance Controller
Company Secretary
Risk Manager
Administrative Officer
Tax Administrator
Financial Advisor
Audit Manager
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All data stored on Genie is private to your organisation
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