SARS Estate Duty Return (IT3) Form Template

When administering a deceased estate in South Africa, executors must submit an accurate estate duty return (IT3) to the South African Revenue Service (SARS) before final distribution of assets. This comprehensive form template streamlines the complex process of declaring the deceased's assets, liabilities, bequests, and executor information in full compliance with South African tax regulations.

Why use Paperform for your SARS IT3 returns?

Paperform's intelligent form builder makes it simple for estate attorneys, executors, and fiduciary professionals to collect all the necessary information for SARS estate duty returns. With conditional logic, you can show or hide relevant sections based on the estate's complexity—whether it includes property, business interests, foreign assets, or trust structures.

The built-in calculation engine can automatically compute gross estate values, net estate values after liabilities, and help track bequest allocations, reducing manual errors that could delay SARS approval. Multiple executors or estate administrators can collaborate on a single submission, and all data is captured in a structured format that's easy to export for your records or further processing.

Streamline estate administration workflows

For law firms and fiduciary services that handle multiple estates, this template can be customised and reused across different matters. With Stepper, Paperform's workflow automation companion, you can automatically route completed IT3 forms to your internal review process, create tasks in your practice management system, or trigger notifications when estate valuations are ready for SARS submission.

If you require signatures from co-executors or beneficiaries on supporting documentation, Papersign seamlessly integrates with your Paperform submissions to collect legally binding eSignatures, keeping your entire estate administration process digital and audit-ready.

Built for South African fiduciary professionals

This template is specifically designed for South African estate practitioners familiar with SARS estate duty requirements, CIPC procedures, and the Administration of Estates Act. It includes all the standard schedules and declarations required for IT3 submissions, with the flexibility to adapt to both simple and complex estate structures.

Whether you're a sole practitioner, part of a fiduciary services firm, or an in-house legal team, Paperform's professional forms help you maintain compliance, improve turnaround times, and deliver a better experience for grieving families navigating the estate administration process.