Occupational Certificate: Bookkeeper
SAQA ID
98959
NQF Level
05
Credits
364
Exit Level Outcomes
- Accounting Systems: Use a recognised accounting system to record accounting and related calculations to validate the legitimacy and accuracy of documents and records relating to payments, receipts, and other financial transactions.
- Financial Records: Maintain and update filing of financial records either manually or using electronic devices.
- Customer Communication: Communicate effectively using appropriate methods to maintain effective customer relationships according to organisational standards.
- Tax Returns: Calculate, compile, and complete relevant Value Added Tax (VAT) and South African Revenue Service (SARS) Returns in relation to statutory regulations.
- Bookkeeping Techniques: Apply fundamental financial techniques to perform bookkeeping duties.
- Problem-Solving: Apply knowledge of bookkeeping principles and practices to identify and solve problems arising in the course of their work.
Purpose
This qualification equips learners with the essential skills and knowledge to work as Bookkeepers. Graduates will be able to:
- Utilize standard accounting software to verify the accuracy of financial documents and transactions.
- Maintain and update financial records, both manually and electronically.
- Apply basic financial techniques for effective bookkeeping.
- Communicate effectively to maintain customer relationships in line with organizational standards.
- Complete South African Revenue Service returns related to payroll.
- Identify and solve day-to-day bookkeeping problems using established principles.
Rationale
The Occupational Certificate: Bookkeeper addresses the financial management sector's needs, preparing learners for entry-level finance roles across various industries. It fosters logical thinking and personal financial awareness by integrating theoretical and practical learning. The program emphasizes the use of Information Communication Technology (ICT) in both computer-based and paper-based tasks, enabling learners to analyze and report on an organization’s financial performance. Skills developed include recording, interpreting, and presenting financial information, critical thinking, problem-solving, and numeracy.
Articulation Options
- Horizontal:
- Certificate: Accounting, Level 5 (ID 80189)
- Higher Certificate in Accounting, Level 5 (ID 93811)
- Vertical:
- Diploma in Accounting Sciences, Level 6 (ID 94703)
- Diploma in Accounting, Level 6 (ID 93597)
- Occupational Certificate: Tax Technician, Level 6 (ID 94098)