Does a deceased estate need to lodge a tax return?

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Yes. The Executor of the Estate is responsible for lodging the tax returns for both the deceased individual, as at the time of their death, and for the Estate, from date of death to when the Estate is finalised.

The Executor of the Estate has a duty to make sure that all tax returns of the deceased are up to date with the South African Revenue Services (SARS). N.B: If the deceased is a pensioner at the time of death or even a few years prior to date of death, the tax returns have to be completed and submitted to SARS in order for SARS to advise the Executor that the taxes are in order and to provide the Executor with a Tax Compliance Certificate (TCC) for the Estate.