Trust registration on Efiling

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  • KinggrayIV
    New Member
    • Aug 2024
    • 3

    #1

    Trust registration on Efiling

    As some will be aware, registration of Trusts on Efiling can be a bit of a problem.

    The original registration requirements on Efiling were relatively lax, so it was possible to register a Trust on Efiling without a registration number that perfectly matched the information that was already recorded on SARS' system (from when the Trust was originally registered as a taxpayer). SARS have become more strict about this an it's not possible to register or transfer a Trust on Efiling unless the registration number perfectly matches the original information which SARS have on their system.

    Due to the fact that the registration number is designated "sensitive information", SARS cannot give out the details of what THEY have on their system, so if their information is incorrect, the only way to correct it is by walk-in appointment.

    Walk-in appointments in this day and age, just seems entirely unfeasible. Can anyone suggest any way to avoid having to physically visit a SARS branch to fix this?
  • GCE
    Platinum Member

    • Jun 2017
    • 1472

    #2
    I am no expert on SARS - but do have a trust - they changed the numbers to reflect the complete year - if it was 123/98 the number will now be 123/1998
    Worth a try , lets us know what works

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    • KinggrayIV
      New Member
      • Aug 2024
      • 3

      #3
      Thanks for the reply! Definitely worth a try and I've now tried all of the variations of the abbreviated year indicator without success. Still, useful post, thank you.

      Comment

      • Dave A
        Site Caretaker

        • May 2006
        • 22803

        #4
        There should be an original income tax registration certificate lying around somewhere...
        Participation is voluntary.

        Alcocks Electrical Services | Alcocks Pest Control & Entomological Services | Alcocks Hygiene Services

        Comment

        • KinggrayIV
          New Member
          • Aug 2024
          • 3

          #5
          Dave, you biscuit. This is why we crowd-source info.
          I contacted the previous practitioners and they could luckily still access the account and requested a new certificate of registration (which can now be obtained instantly on Efiling).
          Registration is successful! Now to register a representative.
          Thanks for the input!

          Please feel free to DM me any time if anyone on the forum requests help with tax/Efiling which I might be able to help with.

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