Built for Every Step of Estate Tax Administration
From initial instruction through to SARS compliance and final closure — Summit handles the complexity so your team can focus on client outcomes.
Built and used daily by DCA Group's own fiduciary practice
A structured deceased estate workflow, instruction to closure
Summit guides every estate through a compliant, auditable workflow — no steps skipped, no deadlines missed.
Instruction Received
Log the new estate, capture executor and beneficiary details, and link all relevant documents from day one.
eFiling Profile & SARS Access
Obtain SARS eFiling access for the estate, verify tax history, and establish the correct compliance baseline with the Master of the High Court reference on file.
Income Tax & Compliance
File all outstanding ITR12 and estate returns, process the estate's income tax, and manage SARS correspondence through the platform.
Authorisation & Sign-off
Track approvals, collect required authorisations, and maintain a complete audit trail for every decision.
Final Distribution & Closure
Complete the estate, generate the liquidation and distribution (L&D) account and final estate accounts, and close the matter with a full compliance record intact.
Keep every estate team aligned with role-based access
Summit keeps Tax, Accounts, Operations and Admin teams working in sync with clients — each party sees only what they need, when they need it.
Tax Team
Returns, SARS filings and compliance tasks.
Accounts Team
Estate duty and distribution calculations, and L&D account preparation.
Operations
Task management, deadlines and coordination.
Admin Team
Responsible for all estate administration-related tasks.
- Role-based permissions — staff see only their relevant matters
- Client access portal — controlled visibility for executors
- Full audit trail across all teams and actions
Never miss a SARS deadline again
Summit monitors every estate and surfaces what needs attention — before it becomes urgent.
SARS Deadline Alerts
Proactive alerts for approaching SARS filing deadlines — flagged days in advance so your team can act.
Overdue Task Flags
Overdue tasks are automatically surfaced to the responsible team member and their manager.
Document Request Tracking
Outstanding document requests are tracked and escalated so nothing waits indefinitely.
For DCA Group staff and registered clients
Summit is a closed platform available to DCA Group staff and approved client firms. Contact us to request access or find out if Summit is right for your practice.
Secure & Private
All estate data is handled with strict access controls and full confidentiality.
Onboarded Practices
New client firms are onboarded by the DCA Group team with full training and support.
SARS Compliant
Every workflow step is aligned with current SARS requirements for deceased estate tax.