• Fiscalité Internationale et Française-Représentation fiscale

    Fiscalité Internationale et Française-Représentation fiscale

  • IF YOU HAVE ALREADY FILED A TAX RETURN IN FRANCE PLEASE JOIN A COPY OF YOUR LAST TAX ASSESSMENT

    (AVIS D’IMPÔT SUR LE REVENU)
  • Is it your first declaration ?*
  • Were you an Elitax’s client ?*
  • In 2020, you ( and/or your spouse and/or any other member of your tax household ) have received in France: (Please just stick the box, details will be mentioned on next pages)*
  • Do you have exceptional or deferred Income*
  • If other types of income, please specify:*
  • Information sheet concerning the taxpayer

  • Attention! All the information in this part is important and compulsory

    • About you 
    • You are
    • For the following information, please specify where we can contact you easily and with full respectof the confidentiality needed.

    • Registry Office 
    • You are*
    • You are married under?*
  • Information sheet concerning the taxpayer’s wife / husband

  • *
  • Information sheet concerning dependents

  • Have you got child(ren)?
  • FRENCH INCOME/ INCOME FROM FRENCH SOURCES ORDINARY INCOME (Do not report income from overseas)

    (This part concern income from France only!!!)
    • Ordinary Salaries 
    • What was the net salary you received last year in your company?

    • Did you, your spouse or any other member of your household received salaries in 2020?
    • Did your employer pay you with benefits in kind as compensation?
    • Rows
    • Please send us copies of all the year 2020 pay slips.

    • In 2020, did you work as an employee in another company than in which you are employed now?
    • Were you unemployed for any period of time in 2020?
    • Specify*
    • Was any member of your tax household unemployed for more than a year? (and register in France as unemployed at “Pôle Emploi” ANPE - Agence nationale pour l’emploi)
    • Beside your salaried activity, did you have any other professional activity?
    • Did you possess more than 35% of the shares (or social rights) of the company you were paid by?
    • Did you receive a «participation» on your company’s profit?
    • Was it blocked for
    • Did you receive an « intéressement » from your company?
    • Was it affected to a Plan d'Epargne Entreprise (PEE) within 15 days?
    • Have you been on sick leave?
    • For a disease with lengthy and expensive treatment
    • For an industrial accident or an occupational illness
    • Did you receive any exceptional income? (Exceptional compensations paid for exceptional services)?
    • Did you receive any deferred income (deferred salaries and wages, « Participations » to several year-cumulated profits of the company)?
    • Exceptional Salaries 
    • Did you receive exceptional salary from your company in 2020?
    • Please give us the type and provide details accompanied by copies of all pay slips

    • If you got married, separated, divorced or signed a PACS during 2020, please provide the pay slip related to the month of the event plus pro rata details of other income.

    • Exceptional Director’s remuneration 
    • Did receive exceptional Director remuneration?
    • Please provide us with your 2017, 2018 and 2019 net taxable income for those years (business tax returns).

    • Income and Capital gains from Real Estate Property 
    • Did you receive Real Estate property income in 2020 (from a rent of a real property)?
    • Is the rented property*
    • Rows
    • Did you subscribe to a loan in order to finance your purchase?
    • Rows
    • Did your transferred Real Estate property(ies) generate
    • Did you receive exceptional rental income?
    • Income and Capital Gains from Transferable Securities 
    • Did you receive income from your securities in 2020?
    • Rows
    • Please join the attestation IFU « Imprimé Fiscal Unique » sent to you by your French
      financial institution

    • Did you make a partial or total repurchase of your Life Assurance and « Bons de Capitalisation » contract?
    • It was:*
    • Did you make a withdrawal from your PEP (Plan d’Épargne Populaire) in 2020?
    • It was:*
    • Did you make a withdrawal from your PEA (Plan d’Épargne en Actions) in 2020?
    • It was:*
    • Did you close your PEE (Plan d’Épargne Entreprise) in 2020?
    • It was:*
    • Did you transfer securities and/or social rights in 2020? (sell shares or bonds etc.. see below).
    • Rows
    • Whatever the amount of the transfer, did you transfer derivatives (warrants, options, futures contracts)?
    • Professionnal income, pensions, alimonies and lifetime annuities 
    • Did you receive any other type of income or capital gains from securities in 2020 in France?
    • Rows
  • Wealth Tax on Real Estate IFI (Impôt sur la Fortune Immobilière) Real Estate assets held in France only

    Value and amounts hereafter on the 1 st January 2021
  • Do you own real estate properties?
  • About the column Member of the Household owning the Estate, you could use value like Yours, Your Spouse’, Joined or specify other's

  • Do you own shares in companies which invest in real estate? (SCI, SA,SAS, SARL, Sicav, FCP, FPI, Sppicav)
  • Does the lump value of your real estate assets and shares real estate held in France as mentioned above reach 1 300 000 € on 01/01/2021? (Market value, not acquisition value)
  • If you are a first time filer in france, please note that the RIB, ID Documents are mandatory.

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