Branch appointment supporting documents

Below are the documents that you will need to take when visiting a branch, after making an appointment:

​No Reason for visit​​                                                                                               Supporting documents required​                                                                                                                                                                                    
1​​ ​Tax Practitioner: Registrations for Body corp/Trust/Estates           Tax Practitioner: Supporting documents for registrations of Body corp/Trust/Estates                                        
​2 ​Tax Practitioner: Appointment of executor for estates or appointment of first time public officer ​​Tax Practitioner: S​upporting documents for the ​Appointment of executor for estates or appointment of first time public officer
​3 ​Tax Practitioner: Request for SOA Prior 2008 for Estates / STC Tax Practitioner: Supporting documents for the Request for SOA Prior 2008 for Estates / STC
​4 ​Tax Practitioner: Application for Exemption (EI1&EI2) ​Tax Practitioner: Supporting documents for the ​Application for Exemption (EI1&EI2)
​5 ​Tax Practitioner: Donation Tax (IT144) ​Tax Practitioner: Supporting documents for Donation Tax (IT144)
​6 ​Tax Practitioner: Maintain ID Tax Practitioner: Supporting documents for Maintain ID
​7 ​Tax Practitioner: Estate bank details update Tax Practitioner: Supporting documents for the ​Estate bank details update
​8 ​Tax Practitioner: Conversions from CC to PTY ​Tax Practitioner: Supporting documents for Conversions from CC to PTY
​9 ​Lifting of Bank Special Stopper Supporting documents for Lifting of Bank Special Stopper​
​10 ​Submission of supporting documents (where Taxpayer does not have access to a scanner or too many docs to be uploaded) ​N/a
​11 ​Request for SOA Prior 2008 for Estates / STC Tax Practitioner: Supporting documents for the Request for SOA Prior 2008 for Estates / STC
​12 ​Application for Exemption (EI1&EI2) Supporting documents for the ​Application for Exemption (EI1&EI2)
​13 ​Donation and Royalties Tax ​Supporting documents for ​Donation and Royalties Tax
​14 ​Maintain ID Supporting documents for Maintain ID
​15 ​Estate bank details update Supporting documents for the ​Estate bank details update
​16 ​Reactivation of Tax No. Supporting documents for the ​Reactivation of Tax No.
​17 ​NPO Manual interventions Supporting documents for NPO Manual interventions
​18 ​ITRN - after insolvency Supporting documents for ITRN - after insolvency
​19 ​Interpretation and Explanation Supporting documents for Interpretation and Explanation
​20 ​Financial year end changes

For Body Corporates: Resolutions or last meetings minutes.

Companies and close corporation: CM32 / CK2 / COR25 / Free Disclosure Certificate.

For Collective Investment Schemes (CIS): trust letter/correspondence indicating date to when FYE must be changed.

Exempt Institution (EI): Resolutions or last meetings minutes.

​21 ​Alternative Dispute Resolution (ADR) Supporting documents for Alternative Dispute Resolution (ADR)
​22 ​Deferred arrangements (for all taxes/amounts) Supporting documents for Deferred arrangements (for all taxes/amounts) ​
​23 ​ITR12 Return Supporting documents for the ​ITR12 Return