What supporting documents must I submit to report a new Estate Case?

In order to report a new Estate Case to SARS, it is important that you submit the correct Supporting Documentation:
  1. An image of yourself holding your proof of identity. It is important that your face and proof of identity are clearly visible in the same picture.
  2. Please submit as many of the supporting documents that you have available of those listed below:

Deceased Estate:

  • Copy of the inventory (Form J243)
  • Copy of the last will and testament
  • Copy of the Acceptance of trust as Executor (Form J190) or Copy of the Letter of executorship (J238)
  • Copy of the Undertaking and acceptance of master’s directions (Section 18(3) Estates – Form J155) or Copy of the Letter of authority (J170)
  • The name, email address and telephone contact details of the executor or agent
  • Certified copy of the deceased and executor’s ID documents
  • In the case of an Agent, a Power of attorney and certified copy of ID of the appointed person
  • Copy of the signed final liquidation and distribution accounts when they become available
  • REV267 form - Return of information required in terms of section 7of the Estate Duty Act, Act 45 of 1955
  • Names, ID numbers and tax reference numbers of the heirs and legatees
  • The full names, ID number/date of birth and address of the surviving spouse
  • If any trust has been created in terms of the deceased's will, furnish the name, address and contact details of the administrator
  • Copy of death notice of deceased (J294) issued by the Master’s Office or death certificate
  • Power of attorney. 
Insolvent / Liquidation Estate:
  • Provisional and Final order of liquidation or sequestration
  • Masters reference number
  • Certificate of Appointment of the liquidator or trustee (J327)
  • Certified copy of the liquidator or trustee ID documents
  • The name, address/email address and telephonic contact details of the representative taxpayer or his/her agent
  • In the case of an Agent, a Power of attorney and certified copy of ID of the appointed person
  • Court order in respect of a failed business rescue case
  • 1st meeting report (Creditors report)
  • 2nd meeting report (Creditors report)
  • Signed copies of all liquidation and distribution accounts.

 

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Last Updated: 09/10/2020 7:02 PM     print this page
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