Application for registration as a Taxpayer or Changing of Registered Particulars: Trust 2026

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4.7 out of 5

52 votes

The document is an application form (IT77TR) for registering as a taxpayer or updating registered particulars for a trust. It includes sections for taxpayer information, trust details, bank account information, and trustee details. The form requires accurate completion of personal and business information, with specific instructions for changes in registered details. It also addresses the Voluntary Disclosure Programme and provides contact information for inquiries.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your Taxpayer reference number and area code in the Taxpayer Information section. If any details have changed, only fill in those specific fields.
In the Trust Details section, provide the registered name, registration date, and contact information including phone numbers and email address.
Indicate the type of trust by marking the appropriate box (Intervivos, Vested, Discretionary) and complete the registered address fields accurately.
Fill out the Bank Account Details if applicable. Ensure that all banking information is correct for refunds.
Complete the Taxpayer Representative Details if you have a representative. Include their contact information and physical address.
Finally, review all entries for accuracy, sign where indicated, and submit your application through our platform.

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Versions	Form popularity	Fillable & printable
2017	4.7 Satisfied (52 Votes)
2013	4.6 Satisfied (65 Votes)

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How do I pay SARS?

Options for payments At a bank. Payments to SARS can be made at the following banks: Absa, FNB, Nedbank, Standard Bank and Capitec. Payments via eFiling. Payments via SARS MobiApp. Electronic Funds Transfer (EFT) At a SARS Customs branch. Foreign Payments.

What documents are needed for SARS?

A copy of your valid identity document or drivers licence or passport or temporary identity document or asylum seekers certificate/permit, together with the original identification (for those visiting a SARS office). A copy of your proof of residential address.

What is a passive trust South Africa?

These are passive trusts with no economic activity (it may hold assets but no ongoing activity in the trust), including dormant trusts.

it77tr

Requirements to register a trust Income Tax registration of Trust Trust number Do trusts pay VAT Register family trust online Trust Registration Certificate Does a trust have a registration number Cost to register a trust

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What are the requirements to file taxes?

Tax Year 2022 Filing Thresholds by Filing Status Filing StatusTaxpayer age at the end of 2022A taxpayer must file a return if their gross income was at least:singleunder 65$12,950single65 or older$14,700head of householdunder 65$19,400head of household65 or older$21,1506 more rows

What is the SMS number for SARS?

Call the SARS Contact Centre on 0800 00 7277 and select option 0 (zero). A SARS official will book the appointment on your behalf. Send an SMS to 47277 (iSARS) with this information and format: Booking (Space) ID number/Passport number/ Asylum Seeker number.

What receipts to keep for personal taxes?

Documents for purchases include the following: Canceled checks or other documents reflecting proof of payment/electronic funds transferred. Cash register tape receipts. Credit card receipts and statements.

How do I file SARS?

Simply login to eFiling using your existing Login Name and Password. If you have forgotten your Login Name and/or Password, click on the question mark icon. Remember: Do not submit supporting documentation to SARS, you must retain the documents for a period of five years should SARS require them in the future.