Return of Succession
Year of Assessment 2024-2025, 2023-2024, 2022-2023, 2021-2022 and 2020-2021
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Year of Assessment 2024-2025 relates to the income year 1 July 2023 to 30 June 2024
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Year of Assessment 2023-2024 relates to the income year 1 July 2022 to 30 June 2023
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Year of Assessment 2022-2023 relates to the income year 1 July 2021 to 30 June 2022
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Year of Assessment 2021-2022 relates to the income year 1 July 2020 to 30 June 2021
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Year of Assessment 2020-2021 relates to the income year 1 July 2019 to 30 June 2020
Notes to IT Form 9 (Link to Notes to Return)
E-Filing of Succession Return (IT Form 9)
General Information for Electronic Filing of Tax Return of Succession
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Taxpayers are recommended to use a recent version of Google Chrome, Internet Explorer or Mozilla Firefox as browser to file their return.
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Kindly note that it is the taxpayer’s responsibility to file a true and correct return.
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Ensure that you provide your email address and telephone number as they will be used by MRA to communicate with you.
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Ensure that you have all the required information including TAN of all beneficiaries and TDS payers before you start filing. No documents need to be submitted if you file electronically but all required information must be inserted.
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On successful submission of your Succession Tax return, an acknowledgement ID will be displayed on your screen and followed by an email confirming same. If you have not received an acknowledgement ID, your submission is incomplete. Please take necessary actions to correctly submit your Succession Tax return.
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Only the first Succession Tax Form sent electronically will be processed. In case you wish to amend your return, please contact MRA Help Desk on 207 6000.
Deadline for e-filing of Succession Tax Return
The Succession Tax return should be filed electronically by Monday 30 September 2024.