Boniface Simataa, DOB: 20 May 1971

• Streamlined communication between the Pillars of Taxpayer services, Audit and Returns and payments to foster a collaborative working environment.
• Oversaw the orientation and onboarding process for new temporary employees to maintain a high-performing staff.
• Implemented effective conflict resolution strategies for resolving issues among members of staff
• Mentored Managers to ensure effective delivery and achievement of Authority objectives.
• Planning and supervising Taxpayer Services, Returns & Payments and allocate resources to programs and work areas;
• Identifying and assigning tasks to the Taxpayer Services team, Returns and Payments Team respectively;
• Ensuring that assigned tasks are performed in accordance with the Divisional Action Plans;
• Promoting taxpayer voluntary compliance through pro-active taxpayer education and efficient front office service and outdoor meetings;
• Implementing taxpayer awareness, education strategies and Return/payment processing Objectives;
• Implementing policies and procedures aimed at ensuring consistent methods for filing and return processing for all tax types;
• Ensuring all reports for taxpayer engagements, return processing operations and statistical reports are prepared in time;
• Establishing and maintaining clean Taxpayer accounts and update records of debt positions on all Taxpayers;
• Processing tax refunds according to set guidelines and taxpayer service standards;
• Managing the planning and execution of audits;
• Providing technical guidance on complex audit issues;
• Reviewing case files in accordance with the set approval levels;
• Ensuring timely resolution of disputes;
• Providing feedback on the operations of the audit module on TaxOnline
• Managing property transfer tax for property transfers by taxpayers under ISMTO;
• Ensuring implementation of revenue optimization measures;
• Overseeing the activities relating to Block Management System;
• Ensuring effective management of tax agents;
• Ensuring that the station budgets are well managed
• Ensuring implementation of audit productivity standards;
• Enhancing filing and payment compliance;
• Coordinating management control programs and implements risk management in all work processes;
• Member of ZRA, Domestic Taxes Division Training Committee;
• Trainer - Tax Inspectors, PAYE;
• Trainer – Tax Inspectors, Specialised Sector Notes(Audit of Wholesale, Retail and Construction Sectors)

• Providing leadership to and Managing performance of a team of Taxpayer Services Staff to achieve efficient Service levels to the satisfaction of Taxpayers and the public at large;
• Occasionally acting as Assistant Director in the event of absence of the Incumbent;
• To ensure optimum utilisation of Financial resources and identify where synergies could be achieved in the application of resources;
• Mid-year and Year-end review of Performance of Inspectors:
• Coaching Inspectors in best tax practices and complex assignments and help upscale Technical and Analytical Skills;
• Providing tax payer education by developing and Implementing programs for One on one Engagements, Workshops, Television and Radio programs;
• To ensure implementation of the Block Management Strategy to achieve optimum taxpayer compliance levels;
• Approval of Demographics, Registrations and De-registrations;
• Approval of Tax Clearance Certificates (Property Transfer, Motor Vehicle Change of Ownership and e,t.c.)
• Managing the enforcement of tax returns submission and payments in the tax blocks of Kitwe and Mufulira
• Monthly reports;
• Ad-hoc assignments;
• Unit and Station Risk Management Co-ordinator;
• Member of ZRA, Direct Taxes Division Training Committee;
• Trainer - Tax Inspectors, PAYE;
• Trainer – Tax Inspectors, Specialised Sector Notes(Audit of wholesale, Retail and Construction Sectors)

• Managed a team of auditors, ensuring accurate and timely completion of audit projects.
• Maintained up-to-date knowledge on Tax Legislation, Accounting Standards and best practices to ensure high-quality audit results were delivered consistently.
• Implemented risk-based auditing strategies, resulting in better identification of potential issues.
• Interacted with other staff and policy unit to improve operational knowledge of relevant tax issues and business implications.
• Providing leadership to and Managing performance of a team of Inspectors.
• Occasionally acting as Assistant Director in the event of absence of the Incumbent.
• Leading the team of Inspectors in Conducting Income Tax, PAYE and WHT audits to ensure compliance with the Income Tax and PTT Acts.
• Mid-year and Year-end review of Performance of Inspectors
• Ensuring Determination of liability in respect of under or un-declared Tax revenue.
• Coaching Inspectors in best tax practices and complex assignments and help upscale Technical and Analytical Skills
• Providing taxpayer education on site
• Ensuring Desk Examination of ISMTO companies returns and raising tax assessments were necessary
• Ensuring that all irregularities discovered are expeditiously dealt with
• Dealing with Tax objections
• Monthly reports
• Attending to various ad-hoc assignments as need arises
• Trainer - Tax Inspectors, PAYE
• Trainer – Tax Inspectors, Specialised Sector Notes(Audit of Wholesale, Retail and Construction Sectors)

• Providing leadership to and Managing performance of a team of Inspectors
• Occasionally acting as Assistant Director in the event of absence of the Incumbent
• Leading the team of Inspectors in Conducting Income Tax, PAYE and VAT audits to ensure compliance with the Income Tax and VAT Acts
• Mid-year and Year-end review of Performance of Inspectors
• Ensuring Determination of liability in respect of under or un-declared Tax revenue
• Coaching Inspectors in best tax practices and complex assignments
• Providing tax payer education on site
• Ensuring that all irregularities discovered are expeditiously dealt with
• Ensuring Desk Examination of Mining companies returns and raising tax assessments were necessary
• Dealing with Tax objections
• Writing weekly and monthly reports
• Attending to various ad-hoc assignments as need arises
• Trainer - Tax Inspectors, PAYE
• Trainer – Tax Inspectors, Specialised Sector Notes(Audit of wholesale, Retail and Construction Sectors)

• Occasionally acting as Manager in the absence of the Incumbent
• Conducting Income Tax, PAYE and VAT audits to ensure compliance with the Income Tax and VAT Acts
• Determining liability in respect of under or un-declared income/turnover
• Providing tax payer education along side tax audits on site
• Ensuring that all irregularities discovered are expeditiously dealt with
• Desk Examination of Mining companies returns and raising tax assessments were necessary
• Dealing with Tax objections
• Writing weekly and monthly reports
• Attending to various ad-hoc assignments as need arose
• Peer education

May 2004 – Dec 2008

Assistant Tax Inspector, Lusaka “B”

Reporting to the Senior Inspector/Audit Manager

• Enforcement of the Income Tax Act
• Conducting PAYE audits
• Turnover tax audits- under Lusaka ‘B’
• Raising assessments in respect of under or un-declared income
• Providing tax payer education on site
• Ensuring that all irregularities discovered are expeditiously dealt with
• Providing coaching in PAYE Audit to non-conversant Inspectors
• On site partnerships business registration for tax
• Examination of individual and partnership returns and raising tax assessments
• Dealing with Tax objections
• Issuing of tax clearances for businesses and Motor vehicles change of ownership
• Enforcement of presumptive tax
• Writing monthly reports
• Peer education

In charge of PAYE Unit

• Examining Company Director’s returns to determine Tax liability
• Assessment of Directors’ remuneration for Tax liability
• Assessment of un employment refunds
• Settlement of Tax objections
• Preparation of monthly reports
• Tax payer education
• Supervision of Revenue Officers and Clerks
• Maintenance of Non-current assets register for the office
• Station requisites and staff welfare
• Cash office management
• Peer education

Supervisor/Validator- Direct Taxes Information System(DTIS) Project

• Validation of tax payer data before and after input to the DTIS system
• Making amendments to data to correct errors made at input stage
• Ensuring that the DTIS office was properly resourced
• General supervision of Data Entry Operators
• Monthly reports

Supervisor/Validator- Direct Taxes Information System(DTIS) Project

• Validation of tax payer data before and after input to the DTIS system
• Making amendments to data to correct errors made at input stage
• Ensuring that the DTIS office was properly resourced
• General supervision of Data Entry Operators
• Monthly reports

1. DTIS

• Data cleansing and record merging to create a data base of Taxpayers from a manual system to computer based

2. Collection Office

• Cashier
• Receipting and accounting for tax payments received
• Updating taxpayer accounts
• Processing of tax refunds
• Preparing bank reconciliations
• Debt Collection Procedures
• Computation of penalties and interest on all overdue accounts
• Maintaining a register of payments received by post
• Bank lodgement

• Acting as first contact person before referring cases to Tax Inspectors
• General clerical duties
• Filing
• Maintaining indices for all tax payers
• Cash office duties
• Maintaining records of correspondence
• Other duties as required from time to time

• Acting as first contact person before referring cases to Tax Inspectors
• General clerical duties
• Filing
• Maintaining indices for all tax payers
• Cash office duties
• Maintaining records of correspondence
• Other duties as required from time to time