Trusts Tax Returns

A tax task will be scheduled for all trusts according to the annual SARS tax season. Once the latest season is announced, DataGrows will automatically schedule a task for all Active and Dormant Trust clients, where the Income Tax Service is turned on. You do not need to capture the tasks manually.  

This table will allow you to track the progress of trust tax returns each tax year. Easily trigger a SARS task for verification if needed from within the tax task.  

Remember to log all pertinent information for the trust under the Additional Details table as well as Trust Register, to make it easier to submit their Tax Return.