IT77 SARS_2015_LookFeel_IT77_v Page 1 of 6 Updated on: 4/28/2015
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1 Information ref. no. Application for Registration as a or Changing of Registered Particulars: Individual Area code Where registered details have changed, the applicant must only fill in the taxpayer reference number and the details that have changed Use capital letters and where applicable, mark with an X TPINF01 Personal Details First Two Names ID Home Tel 13 Passport Bus Tel 18 3 Passport Issue Date 8 Cell Fax Married in Community of Property Married out of Community of Property Not Married Contact Spouse Details SPSDT01 5 ID 13 Passport Physical Voluntary Disclosure Programme 18 (e.g. South Africa = ZAF) 3 Unit Street Suburb / District City / Town Complex Street / Farm Is this registration made in respect of a VDP agreement with SARS? Y N VDP Application Declaration Postal I declare that the information furnished in this application is true, correct and complete. XXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXX Mark here with an X if same as above or complete your Postal Date Please ensure you sign over the 2 lines of X s above For enquiries go to or call SARS (7277) SARS_2015_LookFeel v Page 1 of 6 Updated on: 4/28/2015
2 Tax Practitioner Details TPDIF01 / Registered Registration Tel Contact Employer Details EMPIF01 Name Business PAYE Ref. No Unit Street Suburb / District City / Town Complex Street / Farm Bus Tel Fax Postal Mark here with an X if same as above or complete your Postal Bank Account Holder Declaration BNKIF01 I use South African bank accounts I use a South African Bank Account of a 3rd party I declare that I have no South African bank account Reason for No Local / 3rd Party Bank Account Non-resident without a local bank account Insolvency / Curatorship Deceased Estate Shared Account Income below tax threshold / Impractical Statutory restrictions Minor child SARS_2015_LookFeel v Page 2 of 6 Updated on: 4/28/2015
3 Bank Account Details Bank Account Status 10 Account 16 Branch 6 Account Type: Cheque Savings Transmission Bank Name Branch Name Account Holder Name (Account as registered at bank) Income Details MPDIF01 State the estimated taxable income per annum R Nature of Income Period: Date From Period: Date To Gross Amount (Rands Only) State main source of income a) Salary / Wages b) Bonus / Gratuity c) Commission d) Pension e) Other: Specify Total Three Main Partners Details (Only in case of partnership) MPDIF01 Number One ref no. ID Passport Number Two ref no. ID Passport Number Three ref no. ID Passport SARS_2015_LookFeel v Page 3 of 6 Updated on: 4/28/2015
4 Estate Details ESTIF01 Type of Estate Effective Date Meeting Dates for Company in Liquidation Voluntary liquidation First meeting CCYYMMDD Second meeting Special meeting Involuntary liquidation Other: Specify Representative Details First two s ref. no. ID Date of Birth Passport Home tel no. Bus tel no. Passport issue date Cell no. Fax no. Date of Appointment Physical Unit Street Suburb / District City / Town Complex Street / Farm Contact Numbers Tel Cell Fax Postal Mark here with an X if same as above or complete your Postal Capacity of Representative Liquidator Administrator Other (Specify) SARS_2015_LookFeel v Page 4 of 6 Updated on: 4/28/2015
5 Information Required for Registration / Change of Registered Particulars RQINF01 The following information is required in order for SARS to process your application. Your application may be rejected where the required information has not been submitted. Application Form This form must be completed in full and signed by the taxpayer or the representative taxpayer. Proof of identity Individual: A certified or uncertified copy of a valid identity document, driving license, passport, temporary identity document, asylum seekers certificate, permit together with the original identification. Deceased Estate: Copy of the death certificate Death notice in the Government Gazette Copy of the last will and testament, if a valid will and testament is not available, a next of kin's affidavit is acceptable Copy of the liquidation and distribution account Letter of appointment as Executor Inventory Proof of address General accounts: Utility account i.e. rates and taxes/ water or electricity account/student fee account/medical aid statement/mortgage statement from mortgage lender/all telephone network account/etoll account/major retail accounts Government documents: Motor vehicle licence documentation/court order/subpoena/traffic fine/uif payout document/pension payout Letter from the institution: A letter from an educational institution confirming the physical address of the student. Lease agreement: A valid lease agreement signed by the lessor. Legal document: Any statutory body, local government or any other legal document statement that bear the residential address of the taxpayer. Insurance and investment documents: Life assurance document/short-term insurance document/health insurance document/funeral policy document/investment statement from share, portfolio or unit trust CRA01 form: Where the place of residence is in the of a third party, a Confirmation of Entity Residential / Business (CRA01) form must be completed by the third party. Bank Account Details Original letter from bank not older than one month confirming the account holder s legal ; account number, account type; branch code and the date reflecting the date on which the account was opened; Recent bank statement with original bank stamp; ABSA bank estamped statementt Internet statement with or without an original bank stamp A clear bank statement drawn from an ATM machine containing all the information such as the account holder s legal, account number, account type, branch code and must reflect the date the bank account was opened If the wife/husband does not have a bank account and chooses to use his/her spouse s banking details a certified copy of the marriage certificate is required. In instances of a Life Partner, an affidavit must be provided. Representative Power of attorney/letter of authority/letter of executorship or appointment signed and stamped by the Master of the High Court. Certified copy of the identity/driving licence/passport/temporal identity document/asylum seekers certificate/permit SARS_2015_LookFeel v Page 5 of 6 Updated on: 4/28/2015
6 For Office Use Only FOINF01 Initial year of liability Sub-Category Suspense Code Suspense Effective Date Normal Assurance Mining Exempt Short term imprisonment Overseas Study / University SARS_2015_LookFeel v Page 6 of 6 Updated on: 4/28/2015
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