Deceased Estate Tax Compliance
Report a Deceased Estate to SARS Online
Notify SARS of a taxpayer's passing, submit Letters of Executorship, and finalize estate tax compliance.
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Report a Deceased Estate Directly with SARS
Use official SARS digital query portals to register a deceased estate and submit Master's court documentation.
Reporting Workflow Guide
How to Report a Deceased Estate to SARS
01
Access the SARS Online Query System
Navigate to tools.sars.gov.za/soqs and choose 'Report Deceased Estate'.
02
Input Deceased Taxpayer Information
Enter full legal name, SA ID or passport number, tax reference number, and date of death.
03
Provide Executor / Representative Details
Input contact details, ID number, and tax reference number of the appointed Executor or legal representative.
04
Upload Legal Documents
Attach Death Certificate, Letter of Executorship (issued by Master of High Court), certified ID of Executor, and death notice.
05
Receive Estate Tax Reference Number
SARS will update the deceased taxpayer's status to 'Deceased Estate' and issue formal instructions to finalize pre- and post-date of death assessments.
Frequently Asked Questions
Why must a deceased estate be reported to SARS?
SARS requires finalization of income tax up to the date of death, as well as assessment of Estate Duty (Rev 267) before the Executor can distribute estate assets.
Who is authorized to deal with SARS on behalf of a deceased estate?
Only the formally appointed Executor (holding a Master's Letter of Executorship) or an accredited tax practitioner acting under Executor Power of Attorney.
Can My Accountant manage deceased estate tax compliance?
Yes! We handle date-of-death income tax returns, Capital Gains Tax calculations on deemed disposals, and Estate Duty declarations.
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