Trust Tax Services.

Specialised Tax Compliance for Trusts, Handled with Expertise and Care.

At Leozzy Accounting, we offer dedicated trust tax services to help trustees meet their legal obligations with accuracy and confidence. Trusts require specialised tax handling, and our team ensures everything—from annual returns to beneficiary distributions—is managed in full compliance with SARS regulations.

Whether you’re setting up a new trust or maintaining an existing one, we provide tailored support, accurate tax calculations, and timely submissions—helping you safeguard assets, minimise risks, and remain compliant. Our Trust Tax Services Include:

Trust Tax Registration

Assistance with registering your trust for income tax and obtaining the necessary reference numbers from SARS.

Income Tax Return Submission (ITR12T)

Preparation and submission of annual trust tax returns, accurately reflecting all income, deductions, and distributions.

Trust Accounting & Record Keeping

Organised financial records and annual statements required for tax and legal reporting.

Beneficiary Distribution Recording

Correct recording and reporting of income allocated to beneficiaries, ensuring compliance and avoiding penalties.

Trust Accounting & Record Keeping

Organised financial records and annual statements required for tax and legal reporting.

SARS Correspondence & Dispute Handling

We handle all SARS queries, audits, and objections related to your trust’s tax affairs, providing expert support throughout

Capital Gains Tax (CGT) on Trust Assets

Calculation and reporting of CGT on trust asset disposals, in line with applicable tax laws.

Ongoing Compliance Advisory

Expert guidance on legislative changes, tax risks, and best practices for managing the trust’s tax obligations.

Dedicated Client Service

Trustworthy Support for Trust Tax.

Managing trust tax is complex—but with Leozzy Accounting, you don’t have to navigate it alone. Our team provides reliable, knowledgeable support to ensure your trust remains compliant, transparent, and in good standing with SARS.

Number of clients

250

Years of experience

12+

Clients Served

200+

Accountancy services

20+

Affiliated With Industry Leaders:
Payroll-Services-in-Pretoria
Payroll-Services-in-Pretoria
Payroll-Services-in-Pretoria
Payroll Services in Pretoria
Payroll Services in Pretoria
Payroll-Services-in-Pretoria

Our Values.

At Leozzy Accounting, our values guide everything we do — from how we serve our clients to how we support one another. They reflect our commitment to excellence, integrity, and lasting impact.

Integrity

We act with honesty, transparency, and accountability.

Collaboration

We work as one team, valuing every contribution.

Checkbook Balancer

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Respect

We treat everyone with fairness, empathy, and professionalism

Why Choose Us.

Choosing Leozzy Accounting means partnering with a dedicated team that values accuracy, transparency, and your long-term success.We go beyond numbers to provide personalized support, expert insights, and reliable solutions that help your business grow with confidence.

Tailored Solutions for Every Client

Because every business is unique, we take the time to understand your specific needs and deliver solutions that align perfectly with your goals.

Reliable SARS & CIPC Support

In addition, our specialists provide expert support in SARS audits, tax dispute resolution, beneficial ownership declarations, and CIPC compliance to give you peace of mind

Digital, Fast & Paperless

Finally, our use of secure, cloud-based accounting tools ensures your financial data is accurate, accessible, and always up-to-date — no matter where you are.

Comprehensive Financial Services – All Under One Roof

From bookkeeping, payroll, and tax returns to strategic advisory and SARS dispute resolution, our all-in-one service ensures nothing slips through the cracks.

Registered and Experienced Professionals

Moreover, our team consists of qualified accountants, tax practitioners, and compliance experts who are dedicated to keeping your business both legally compliant and financially optimized.

Affordable & Transparent Pricing

At the same time, we believe professional accounting should be accessible. We offer affordable, transparent pricing without any hidden fees.

Need Help with Accounting, Tax, or Business Advisory Services?

Partner with Leozzy Accounting for trusted, high-level tax advisory and tailored consulting services. Contact us today for strategic guidance you can rely on—no matter how complex the challenge.

Get a personal consultation.

Office

210 Amarand Avenue, Pegasus Building 1, Menlyn Maine, Pretoria, 0181

Email Us

info@leozzy.co.za

Open Hours

Monday – Friday: 8am – 5pm
Suturday: 8am — 1pm
Sunday: Closed

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