Trust Tax and IT3(t) Agent
The Trust Tax and IT3(t) Agent prepares ITR12T working papers and IT3(t) third-party data from the trust's financial statements, resolutions and beneficiary records. It applies distributions and the conduit principle, tests section 25B attribution, calculates section 7C deemed donations on low-interest or interest-free loans to the trust, and checks that the beneficial ownership register lodged with the Master is current.
Ideal forTrust administrators
The difference
From 4-6 hours per trust to 1-2 hours
Your fiduciary team finishes trust returns well before the deadline and spends its time advising trustees, not rebuilding loan schedules.
Done by hand
4-6 hours per trust
With the Vanine agent
1-2 hours
Time returned to your team
70%
Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.
Trusts under a brighter spotlight
SARS and the Master now expect complete trust returns, accurate IT3(t) data and an up-to-date beneficial ownership register. The agent checks all three together so nothing is filed out of step.
Section 7C without the spreadsheets
Loan accounts to trusts are easy to overlook and the deemed donation flows into donations tax. The agent tracks each loan and calculates the exposure for every year of assessment.
Clearer answers for trustees
Trustees want to know who is taxed on what. The agent sets out how income and capital gains flow to beneficiaries or stay in the trust, in plain language.
Capabilities
Trust returns, IT3(t) data and section 7C calculations done right every year.
Built for tax practitioners, fiduciary and trust administration teams, accounting practices and family offices that look after South African inter vivos and testamentary trusts.
ITR12T working paper
Builds the trust's income tax computation from its financial statements and ledgers, covering local and foreign income, deductions and capital gains.
Distribution and conduit analysis
Reads trustee resolutions and applies the conduit principle so income and capital gains vested in beneficiaries in the same year are taxed in their hands, not the trust's.
Section 25B attribution
Tests distributions and vesting under section 25B and highlights where anti-avoidance attribution rules could move income back to a donor or connected person.
Section 7C deemed donations
Tracks loan accounts owed to the trust by connected persons and calculates deemed donations on low-interest or interest-free loans, with the donations tax schedule.
IT3(t) data preparation
Prepares the IT3(t) third-party data for every beneficiary who received amounts, reconciled to the ITR12T and the trust resolutions.
Beneficial ownership check
Compares the beneficial ownership register lodged with the Master against the trust deed, resolutions and current trustees and beneficiaries, and lists any updates needed.
How it works
From your systems to a result you sign off
A registered tax practitioner reviews and submits the ITR12T and IT3(t) data on eFiling, and the trustees approve any resolutions or register updates.
Connect the places your trust records already live.
Trust deeds, resolutions, financial statements, loan account schedules and beneficiary records from SharePoint, CaseWare or the client file. Already use something else? We connect that too.
- OpenAI Frontier
- Your own AI platform or models
- Microsoft 365 (Teams, SharePoint, Outlook, Excel)
- Copilot Studio
- SARS eFiling-ready ITR12T and IT3(t) schedules
- CaseWare and Draftworx trust financial statements
- Xero, Sage and Excel trust ledgers
- Karbon and practice document portals
Runs per trust on request in Teams or OpenAI Frontier, or in a batch across your trust portfolio before the filing deadline.
An ITR12T working paper, IT3(t) data file, section 7C schedule and beneficial ownership update list, stored in the trust's file.
Step by step
- 01
The trust's year-end financial statements are finalised.
- 02
The agent reads the deed, resolutions, ledgers and loan accounts.
- 03
It applies distributions, the conduit principle, section 25B and section 7C.
- 04
It prepares the ITR12T working paper, IT3(t) data and beneficial ownership check.
- 05
Your tax practitioner reviews the pack and the trustees confirm resolutions.
- 06
The practitioner submits on eFiling and the file is archived for SARS.
Deployment
Runs inside the tools your team already uses
The same agent and the same cited output, delivered three ways: through the AI assistant you have rolled out, on a model you host yourself, or inside your own software.
In the frontier assistant you already pay for
We publish the agent as an MCP server. Add it as a connector and your team calls it from the chat they use every day, with no new tool to learn.
"Which beneficiaries and vesting powers apply?"
- trust
- Family inter vivos trust
- year
- 2025
On a model you host yourself
Run the agent on open-weight models in your data centre or private cloud. Your trust records never leave your network, which keeps POPIA and data residency straightforward.
- Llama
- Mistral
- Ollama
- or any OpenAI-compatible endpoint
Inside your own software
Trigger a run from your own workflows, and push the finished output into your ERP, GRC or reporting systems. We build the integration with your team.
- REST API
- Webhooks
- Batch jobs
- Embeddable review panel
Governed the same way, every route
Whichever way your team reaches the agent, identity, permissions and audit stay with your existing controls.
- Single sign-on through Entra ID, Okta or Google Workspace
- Reads only the documents each user is already allowed to open
- Every tool call written to an audit log you can export
How we deliver it
One agent, three ways to hold it
Start where your team already works, then take it as far into your systems as the value justifies.
DATA SECURITY & PRIVACY
Your trust records stay yours.
The agent runs inside your tenancy, reads only what each task needs, and never trains on your trust records. Every step is logged so your auditors can see exactly what it touched.
Built for regulated work.
+YOUR TRUST RECORDS NEVER LEAVE YOUR ENVIRONMENT
More agents
More agents we build for South African enterprises
Each one is built on the same foundation: your documents, your rules, and your people signing off.
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