Webinar Training Course
Trust filing season and the required information to submit to SARS and The Master’s Office
| Price: |
Firm/Group/Company - R1725.00 (VAT Incl.)
Individuals - R575.00 (VAT Incl.) |
| Price (MLU Subscriber): |
Firm/Group/Company - R1299.50 (VAT Incl.)
Individuals - R431.25 (VAT Incl.) |
| SAIT Members: | Access your member discount with us by consulting the member instructions here BEFORE making a booking Here. Should you be unsure as to whether you have updated your profile correctly, please contact us BEFORE making a booking. NO MANUAL DISCOUNTS OR CREDITS WILL BE ISSUED. |
| Presenter: | Ms Jeanmari Van Der Schyff |
| Date: | 26 Apr '24 |
| Times: | 09:00 - 11:00 |
| Duration: | 2 |
| CPD Hours: | Attending the course and successfully completing the post-assessment, will grant you 2 hour/s verifiable CPD, recognised by the various professional bodies (SAICA, SAIBA, ACCA, IACSA, IRBA & etc). Please note that the CPD certificate will only be issued once the post-assessment has been completed. |
| Platform: | Web Based (Online) |
| Contact Person: |
Jeanmari van Der Schyff
T: 0118861395 E: gillian@probetatraining.co.za |
| Back Book Now | |
With effect from 23 June 2023, SARS will introduce changes to the Income Tax Return for Trusts (ITR12T), eFiling enhancements, i.e., additional questions to the Income Tax Return Wizard to be completed, and mandatory supporting documents that must accompany the return.
The IT3(t) (third-party data submission) is due on September 30th, 2024.
• Trustees becoming 3rd party data providers to SARS -IT3(t).
• What you need to know regarding the new IT3(t) submission.
• Financial Action Task Force (FATF) requirements- SARS aims to record all beneficial owners of newly registered
Trusts.
• What information is required to register a Trust on eFiling.
• The eFiling periods for Trusts.
• What changes have been made to the form and system of the ITR12T:
o Update to the wizard on the Trust return
o Simplified return for Passive Trusts
o Enhancements to the ITR12T
o Supporting documents to be submitted with the ITR12T
• Obligation to report beneficial ownership of trusts to the Master of High Court.
• New obligations of trustees of trusts.
Tax practitioners, accountants, and trust service providers who want to equip themselves to assist or advise their clients regarding trust filing season on the latest form and system changes (Completion of the ITR12T, with the requirements to submit beneficial ownership information and IT3(t)’s).