Home
About
Our People
Becoming a client Cloud Accounting
Private Sector Public Sector
Private Sector Public Sector Fiduciary Services
Client Feedback
Contact
George:

Call:
044 884 1190

Email:
office@finovo.co.za

Address:
27 Courtenay Street,
George,
6529

Centurion:

Call:
012 111 9057

Email:
office@finovo.co.za

Address:
22B Peregrine Street,
Amberfield Glen Estate,
Rooihuiskraal North,
Centurion,
0157

Client Login

George:

Call:
044 884 1190

Email:
office@finovo.co.za

Address:
27 Courtenay Street,
George, 6529

|

Centurion:

Call:
044 884 1190

Email:
office@finovo.co.za

Address:
22B Peregrine Street,
Amberfield Glen Estate,
Rooihuiskraal North,
Centurion, 0157

Fiduciary Services

The Product - Niche Estate Tax Online Services

Finovo Fiduciary online service relieves the Executor or Appointed agent in dealing with the cumbersome pre-and post-death tax administration processes and SARS engagements. Our strength lies in a unique in-house system created to support and track the progress of estate tax. Combined with a strong dedicated Estate Administration Department with multiple Accountants and Tax Practitioners, you get a winning formula.

Program Features

Program Features

Simple bird’s-eye view of all estates available to
executor/firm. Easy to navigate

Drill Down into
a specific estate

Drill Down

View a specific standard operating
procedure and progress

Comprehensive Notes

Comprehensive Notes System

Quick Reports to stay
up to date

Action List

Action List
Excel export to assign to staff actions required from
Executors or Agents' office.

Full Estate Report

Full Estate Report
Easily communicate to clients concerned with timelines and know
exactly where in the tax process the estate currently is.

Our Comprehensive Service Includes:

  • Update the details of the deceased.
  • Register the representative contact.
  • Report new estate.
  • Link the deceased’s E-filing Profile to a Tax Practitioner.
  • Submit outstanding Pre-Death tax returns and
    attend to Sars Verification and Audit.
  • Obtain a Pre- Death Tax Clearance Certificate
  • Submit a Post-Death tax return and attend to.
  • Sars Verification and Audit.
  • Attend to SARS Bank Validation.
  • Obtain a Post- Death Tax Clearance Certificate.
  • Obtain a Deceased Estate Compliance Certificate.
  • Provide Audit support on Sars requests in
    respect of the Estate Late L&D.