Trust Tax Compliance
Register a New Trust with SARS Online
Submit trust income tax registration (IT77T), Letters of Authority, and trustee documentation online via the SARS query system.
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Submit a SARS Trust Registration Query
Use official SARS digital channels to register your trust for tax and submit required Master's court documentation.
Trust Registration Steps
How to Register a Trust with SARS Online
01
Access SARS Online Query Portal
Go to tools.sars.gov.za/soqs and select 'New Trust Registration (IT77T)'.
02
Enter Trust Identification & Masters Reference
Input the Trust Name, Master's Office Registration Number (e.g. IT1234/2026), and registered address.
03
Appoint Representative Taxpayer (Main Trustee)
Provide full details and tax reference number of the designated main trustee.
04
Upload Required Trust Documentation
Attach Letters of Authority (issued by Master of High Court), registered Trust Deed, and ID copies of all trustees and beneficiaries.
05
Obtain Trust Income Tax Number
SARS will review documentation and issue an official 10-digit income tax reference number for the trust.
Frequently Asked Questions
Is tax registration mandatory for all registered trusts in South Africa?
Yes. All trusts registered with the Master of the High Court must be registered for income tax with SARS, regardless of activity.
What documents are required to register a trust with SARS?
Master's Letters of Authority, registered Trust Deed, proof of trust bank account, utility bill, and certified ID copies of trustees and beneficiaries.
Can My Accountant register and manage trust taxes for us?
Yes! We specialize in trust tax registration, IT3(a) reporting, beneficiary distributions, and annual IT12TR income tax filings.
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