Finalise tax affairs
Bring the deceased taxpayer profile, final return requirements, and open SARS items into a clear working view.
Settle the estate. Recover tax value.
What is Estate TaxBack?
Estate TaxBack gives executors and families practical tax support for deceased estates. Stratfin helps clarify the final return position, review outstanding or prior tax years, organise SARS documentation, and move the tax work forward so the estate can progress with fewer loose ends.
Why estates use it
Resolve older years
Review outstanding or prior-year submissions so executors understand what still needs to be completed.
Support estate closure
Organise tax documents and SARS follow-up so the estate can move forward with fewer loose ends.
Where Estate TaxBack helps
Final tax returns
Support for final tax return requirements where a deceased estate needs tax affairs brought up to date.
Outstanding tax years
Older or missed submissions can be reviewed so executors understand what still needs to be resolved.
Estate documentation
We help identify the tax documents, SARS notices, and supporting records needed for the estate tax process.
SARS correspondence
Where SARS raises questions or requests supporting documents, Stratfin helps prepare the response path.
Executor guidance
The process gives executors a practical view of what is needed, what is missing, and what should happen next.
Tax position review
Income, investments, allowances, medical items, and previous filing history can be checked where relevant.
A practical checklist before the tax work starts.
SARS
Notices and account history
SARS correspondence, statement of account, prior return status, and any verification or audit requests.
Estate
Executor and estate records
Executor appointment details, estate documents, contact information, and the practical records needed for tax follow-up.
Tax
Income and deduction evidence
Income certificates, investment records, medical or retirement certificates, and other relevant supporting documents.
Final return supportPrior-year reviewSARS document guidance
The process
Understand the estate position
We look at what has already been filed, which tax years are open, and what SARS or the executor still needs.
Prepare the tax pack
The relevant records are organised into a practical document pack for final returns, corrections, or SARS queries.
Move toward closure
Stratfin assists with the tax steps needed to help the estate move from uncertainty toward finalisation.