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How do I request and file a TDC01 Transfer Duty declaration?
How do I request and file a TDC01 Transfer Duty declaration?
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Direct answer
Once the authorised conveyancing profile has an active Transfer Duty service, use the current SARS eFiling guide to request, complete, validate and file the TDC01 declaration. Populate it from checked property-transfer records, resolve validation issues against those records and retain the full submission trail. Filing TDC01 is an administrative compliance step, not independent confirmation that the tax treatment is correct.
What this means in practice
The declaration should be prepared from a controlled property file, not from memory or a partial instruction. Confirm the parties, property, transfer date, consideration, transaction type, legal capacity and supporting documents before beginning. A name, entity number or amount that differs from the signed agreement can delay the matter and create a difficult correction exercise.
The user must also work in the correct practice profile. SARS's Transfer Duty guide is a current process guide, so follow the live steps and any validation prompts available at the time. Retain an evidence pack showing what was submitted and why the data was used.
Step-by-step
- Confirm the correct organisation profile has Transfer Duty activated and that the user is authorised for the specific matter.
- Review the executed agreement, mandate and core property records. Prepare a source-data checklist before opening eFiling.
- In the Transfer Duty service, request the appropriate TDC01 declaration following the current SARS guide. Check the taxpayer and transaction reference before saving.
- Capture information exactly from verified records. Use the legal names, registration details, property description, dates and consideration from signed and authoritative documents.
- Validate the declaration. Investigate every error, warning or mismatch by returning to the source file. Do not alter a transaction record merely to satisfy a screen validation.
- Review the completed declaration independently where practical. Compare all major fields to the agreement and obtain internal approval before filing.
- Submit TDC01 through eFiling and retain the acknowledgement, declaration copy and any SARS reference. Monitor the matter for SARS requests or assessment outcomes.
- Complete any payment or later step only through the current SARS process and after checking the result. Retain bank confirmation and reconcile it to the matter file.
Documents and records to keep
- Signed transfer agreement and client mandate.
- Party identity, entity and authority records.
- Property description, consideration and supporting valuation evidence where relevant.
- TDC01 draft, validation output, final submission, SARS response and payment proof.
Important limits and exceptions
The information required and available screens can change. Always use the current SARS Transfer Duty guide. This article does not decide whether a transaction is exempt, which value applies or what duty is due. Those issues can depend on facts that are not visible in a basic conveyancing instruction.
When to get tailored advice
Obtain advice for related-party transfers, trusts, companies, deceased estates, unusual consideration, exemption claims, a correction after filing or a discrepancy between property-law records and the SARS declaration.