SARS introduces automated process for Trust Dispute Resolutions
In April 2024, an automated process for Trust taxpayers was introduced on eFiling to electronically submit documentation to lodge a dispute via a fully guided process.
This applies to the following transactions:
- Submission of Request for Reasons,
- Request for Remission (RFR),
- Notice of Objection, and Notice of Appeal.
Prior to this enhancement, the Trust dispute process was a fully manual process, using the ADR1 and ADR2 forms (Alternative Dispute Resolution forms).
Manual Processes That Still Apply
A request for suspension of payment currently remains a manual process and requires one of the following:
- Submission of uploading a formal request letter (requesting the suspension of payment) when lodging a dispute on eFiling, together with other supporting documentation
- Submission of a formal request letter at a SARS branch
Should you require professional Trust Dispute Resolution assistance in this regard please do not hesitate to contact our offices.
FAQs
- What is SARS’s new automated process for Trust dispute resolutions?
In April 2024, SARS introduced an automated eFiling process that allows Trust taxpayers to electronically submit documentation when lodging a dispute, following a fully guided online process.
- Which trust-related transactions can be lodged electronically on eFiling?
The automated process applies to:
-
- Request for Reasons
- Request for Remission (RFR)
- Notice of Objection
- Notice of Appeal
- Do I still need to use ADR1 and ADR2 forms for trust disputes?
No. The ADR1 and ADR2 forms were previously used in a manual process but have now been replaced by SARS’s electronic dispute resolution system for trusts.
- How can I request a suspension of payment for a trust dispute?
This remains a manual process. You can:
-
- Upload a formal suspension of payment request letter, with supporting documents, when lodging your dispute on eFiling, or
- Submit a formal request letter directly at a SARS branch.
- Can Nolands assist with lodging and managing trust dispute resolutions?
Yes. The Nolands team offers professional assistance to ensure your Trust disputes are handled efficiently and in compliance with SARS requirements.
