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Guides / South Africa

Tax assessments

Contact SARS or their tax practitioner

Some steps differ by region inside the country.

Where

SARS, or their tax practitioner or accountant.

How

Look for a tax number on any IRP5, ITA34 assessment, or SARS correspondence in their filing or email. Phone their accountant or tax practitioner if their name appears in bank payments or email. Register the executor as representative taxpayer on eFiling to see the full tax history. Request a statement of account to see whether anything is owed or refundable.

What to bring

The executor's letter A certified copy of the death certificate Their tax number

Sources

This is practical information, not legal, medical, or financial advice.

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