OSManage tax, payroll, estates and practice work from one secure workspace.
Here’s what’s happening across your practice.
Items requiring attention across the practice
Latest activity in Wills & Estates
Start common practice tasks
Shared records for individuals, companies, trusts and estates across Titustax OS.
| Client | Type | Identity | Contact | Status | Created |
|---|
Create a shared client record or try another search.
Open and administer South African deceased-estate matters.
| Matter | Status | Opened | Responsible user | Updated |
|---|
Create an intake matter to begin administration.
All configured forms are available for review. Forms not required for this estate are clearly labelled.
Complete and evidence the requirements for this stage.
These facts determine the correct Master’s reporting pack.
Open each applicable form and capture every official field.
Every upload is checksum-protected and append-only. A new file never overwrites an earlier version.
Internal record only — no submission or synchronisation is performed.
Spouses, children, heirs, dependants, executors, agents and creditors.
| Name | Role | Type | Contact | Capacity |
|---|
Identity, registration, executor address and applicable security evidence.
Append-only references to finalised Wills and their immutable versions.
Manage every will from first instruction to protected final version.
| Testator | Will type | Status | Latest version | Created |
|---|
Try another filter or create the first draft will.
Complete the core information before finalising
The people making this will.
People appointed to administer the estate.
People or organisations receiving estate benefits.
Specific gifts and percentage allocations.
Control residue, substitution, minors, executors and optional clauses.
Track signature and the physical original without changing the protected will.
Track follow-ups separately from the protected will content.
Immutable, checksum-protected files remain quarantined until administrator verification.
Permanent snapshots, generated execution documents and recorded changes.
Provisional and annual income-tax workflows remain clearly separated.
Only returns not confirmed as submitted appear here. Select a row to open its workflow.
| Client | Type | Tax number | Year / period | Due | Completeness | Calculation | SARS | Amount | Last action |
|---|
Submitted returns remain available under Submitted and History.
Tax year 2027 uses source-verified SARS rules.
ITR12 individual and ITR14 company annual returns will live here independently. They are never treated as IRP6 provisional returns.
Extensible module foundationManage access to the Titustax OS workspace.
Roles and access status for your practice team
| User | Role | Status | Last sign-in | Created |
|---|
Shared identity and contact details used across Titustax OS.
Authentication protections currently enforced
Capture the primary testator. You can add all other details inside the draft.
The matter name and permanent number are created automatically.
Capture the person or organisation once for use throughout the estate.
This permanent provenance link cannot edit or replace the Will.