Tax Happy Hour Trust Tax Returns That Trigger SARS Queries and Audits
Trust tax returns are heavily scrutinised by SARS. This session helps accountants understand how to prepare trust returns correctly and avoid common mistakes.
1 CPD unit May 21, 2026 1 presenter
What will set you apart
By completing this course you will gain the following competencies
- Identify common problem areas in the preparation of trust tax returns
- Understand where trust returns most often go wrong
- Learn how to prepare trust returns in a safe, compliant, and defensible manner
Event breakdown
- How trusts are taxed
- Income vs distributions
- Common trust return errors
- SARS focus areas
- Record-keeping issues
- Reducing audit risk
- Practical compliance tips
Category: TaxationType: CPD CourseCPD category: Taxation
Description
Trusts attract high SARS attention, and even small errors in tax returns can trigger audits and disputes. Many problems arise because trust income and distributions are misunderstood or poorly reported.
This session focuses on trust tax returns in practice. It explains how income is taxed, how distributions affect beneficiaries, and where reporting errors commonly occur. The session also looks at documentation and record-keeping issues that cause problems.
Delegates will leave with a clearer understanding of how to complete trust returns correctly, reduce audit risk, and protect themselves from ongoing trust-related disputes.
Presenters
Johan Heydenrych — Johan
You will earn a certificate
On successful completion you will receive a certificate for 1 CPD unit in Taxation.
Requirements
- Laptop, desktop, or mobile device with internet access
- Microsoft Edge, Google Chrome, Safari, or Firefox browser