• Fiscalité Internationale et Française-Représentation fiscale

    Fiscalité Internationale et Française-Représentation fiscale

  • Questionnaire for your Income Tax Return 2020

    • General information and civil status  
    • Is it your first declaration ?*
    • Were you an Elitax’s client ?*
    • TITLE
    • Have you been a U.S.Green Card holder at any time during 2020?
    • Are you an invalidity card holder (Carte CDAPH) or did you receive a war invalidity pension in 2020?

    • Please, note that you'll provide a copy of a Carte CDAPH at the end of this page.

    • Are you ?*

    • Please, note that you'll provide a copy of a Final Judgement of Divorce at the end of this page.

    • Do you have a marriage contract?*
    • Are you ?*
    • Are you paying alimony/child support ?
    • Do you have children ?*
    • Do you have a child or children from this union?
    • Are they attached to your household?

    • You will be able to provide information on children further, under the « Dependents » section.

    • Your spouse’s civil status and his/her situation 
    • TITLE*
    • Where did your spouse live in 2020?
    • Has your spouse been a U.S. Green Card holder at any time during 2020
    • Is your spouse an invalidity cardholder (Carte CDAPH) or did he/she receive a war invalidity pension in 2020?

    • Please, note that you'll provide a copy of a Carte CDAPH of your spouse at the end of this page.

    • Dependent(s) 
    • Please provide details as follows*
    • Did any of your minor children receive income in 2020?
    • Are these income invested in tax-advantaged and/or limited-access saving plans?
    • Partnership contract?*
    • Did you support as a member of your household anyone other than your children holding an invalidity card with more than 80% disability?

    • Unmarried children of age 18 and over attached to your household

    • Do you have any unmarried dependent children of age 18 or older?
    • Mention*
    • Did any of the above children receive income in 2020?

    • Married children attached to your tax household

    • Do you have any married children of age 25 or less?
    • Do any of your attached married children themselves have children who are attached to your household?
    • Did at least one of your married children receive income”?
    • Address 
    • Your home type
    • Are you:
    • Is your current address different from your address as of 1st January 2021?
    • Were you:
    • Were you:
    • Do you have a TV set?
    • Professional status 
    • Are you ?

    • Please provide contact details to enable us to contact you easily and with full confidentiality.

    • Information concerning your HR Manager in France:

    • Elitax may contact this person in order to obtain more information if needed to complete your tax return

    • Date of arrival or Departure from France 
    • Did you leave France in 2020 or in 2021?
    • Impatriation regime 
    • HAVE YOU ALREADY FILED A TAX RETURN IN FRANCE
    • PLEASE STATE DURING WHICH YEAR(S)*

    • PLEASE AT END OF THIS FORM, PROVIDE A COPY OF YOUR MOST RECENT TAX STATEMENT.

      « AVIS D’IMPÔT 2020 SUR LE REVENU 2019 »

      A COPY OF THE 2020 PRE-PRINTED TAX FORMS RECEIVED AND A RIB (RELEVE D’IDENTITE BANCAIRE)

    • Before arrival in France, were you employed by a company of the same group?
    • Before arrival in France, was your spouse employed by a company of the same group?
    • Before arrival in France, were you directly hired from abroad by your current employer
    • Before arrival in France, was your spouse hired from abroad by his/her current employer?
    • Have you been a tax resident in France in any year before 2020?*
    • Were you a tax resident in France at any time in the previous five years?*
    • Was your spouse a tax resident in France at any time in the previous five years?*
    • Will you be working in France temporarily?*
    • Have you spent days working abroad in 2020 after your arrival in France?*
    • Has your spouse spent days working abroad in 2020 after your arrival in France?*

    • (Excluding travelling time, and non-working weekends)

      Please, at end of this form provide an Excel/Word sheet stating the purpose, duration and countries concerned.

      Please click here to download a model.

    • Documents 
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof

  • Income received in 2020

  • 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

  • Income from French sources (for you ,and/or your spouse and/or any other member of your tax household) Please just tick the relevant boxes, details to be given later

  • If other types of income, please specify:

  • FRENCH INCOME

  • Please add the supporting proofs of all figures reported on this questionnaire

    • Ordinary Salaries 
    • Did you receive a salary from your company in 2020?

    • Please provide details accompanied by copies of all pay slips and your work contract:

    • Other (specify)
    • Did your employer provide you with benefits in kind as part of your compensation package?
    • Rows
    • In 2020, did you work as an employee in a company other than the one 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 registered in France as unemployed at “PôleEmploi” ANPE - Agence nationale pour l’emploi?
    • Beside your salaried activity, did you have any other remunerated professional activity?
    • Did you own more than 35% of the share capital of the company from which you received a salary?
    • Did you receive a “participation” in your company’s profit?
    • Was it blocked for
    • Did you receive an “intéressement” from your company?
    • Was it paid into a Plan d'Epargne Entreprise (PEE) within 15 days?
    • Did you take sick leave?
    • Was it due to an illness with lengthy and expensive treatment?
    • Was it due to an industrial accident or an occupational illness?
    • Did you receive any exceptional payment for exceptional services?
    • Did you receive any deferred income (deferred salaries and wages, “participations” in profits of the company accumulated over several years)?
    • Did you or your spouse receive income from an international organization (e.g. UNESCO, UN, OECD)?
    • Exceptional Salaries 
    • Did you receive exceptional salary from your company in 2020?

    • Please, at end of this form, give us the type and provide details accompanied by copies of all pay slips.

    • 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  
    • Did you receive income from real estate in 2020?
    • Is the property rented
    • Do you have a business return for your rental ?*
    • Rows
    • Do you have any other expenses or taxes ?*
    • Details of any other expenses or taxes (Please provide receipts) : *
    • Did you take out a loan in order to finance your purchase?

    • Please send us a bank certificate (upload doc at the end)

    • Rows
    • Rows

    • Please add the supporting proofs of all figures reported on this questionnaire

    • Exceptional rental income 
    • Did you receive exceptional rental income?
    • Precise the kind and amount *
    • Income and Capital Gains from Financial Sources 
    • Did you receive income from financial sources in 2020?*
    • Rows

    • Please provide the “Imprimé Fiscal Unique (IFU)” statement(s) sent to you by your French bank or financial institution.

    • Did you make a partial or total repurchase of any Life Assurance and/or “Bons de Capitalisation” contract?
    • Was it*
    • Did you make a withdrawal from a PEP (Plan d’Épargne Populaire) in 2020 ?
    • Was it*
    • Did you make a withdrawal from a PEA (Plan d’Épargne en Actions) in 2020?
    • Was it*
    • Did you close a PEE (Plan d’Épargne Entreprise) in 2020?
    • Was it*
    • Did you sell or transfer securities (shares, bonds etc.) in 2020?
    • Rows
    • Did you sell or transfer derivatives (warrants, options, futures contracts) for any amount in 2020?
    • Did you receive any other type of income or capital gains from securities in 2020 in France?
    • Professional income, pensions, alimonies and lifetime annuities 
    • Do you have any other type of Income?
    • Rows
    • Exceptional business Income 
    • Did you receive exceptional business income?

    • Please provide us with your 2017, 2018 and 2019 net taxable income for those years (business tax returns).

    • Exceptional pension Income 
    • Did receive a lump sum payment (capital)
    • Documents 
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof

  • Income from abroad

    (for you and/or your spouse and/or any other member of your tax household)

  • Please just tick the relevant boxes, details to be given later

    If 2020 was the year of your arrival in France, only mention income received from the date of your arrival in France, and if 2020 was been the year of your departure from France, only mention income received from January 1 to the departure date.

  • 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:
  • Please select the pension type

  • WORLDWIDE INCOME/ INCOME FROM ABROAD

    Please state the currency if different from euro and add the supporting proofs of all figures reported on this questionnaire
    • Ordinary Salaries from abroad 
    • Did you receive wages and salaries?
    • Other (specify)*
    • Income from Real Estate Property from abroad 
    • Did you receive Real Estate property income in 2020 (from a rent of a real property)?
    • Other (specify)*
    • Is the property rented *
    • Rows
    • Do you have any other expenses or taxes ? (Please provide receipts)
    • Details of any other expenses (please provide receipts)*
    • Did you take out a loan in order to finance your purchase?

    • Please send us a bank certificate

    • Other income from abroad (yearly basis)  
    • Did you have any other type of income from abroad ?*

    • If you are married/“PACSés”, please state whose income it is – yours or your spouse’s. If income arises in the UK, Australia or any other country where the fiscal year is not the same as the fiscal year in France (1 Jan – 31 Dec), please pro-rate your income accordingly

      Please add the supporting proofs of all figures reported on this questionnaire

    • Rows
    • Rows
    • Are you a settlor or beneficiary of a “trust”?
    • Please specify*
    • Do you have assets based in France and placed in a “trust”?
    • Did you receive income coming from a “trust” as a beneficiary?

    • Please provide a copy of the trust agreement.

    • Life insurance, bank account and digital assets account abroad 
    • Did you have life insurance, bank account and digital assets account abroad
    • Did you hold or subscribe to a Life Insurance policy abroad?

    • (Excluding travelling time, and non-working weekends)

      Please, at end of this form provide an Excel/Word sheet stating the purpose, duration and countries concerned.

      Please click here to download a model.

    • Did you hold a bank account abroad?

    • And fill in the attached declaration of bank accounts abroad.

      Please click here to download a model.

    • Did you hold a Paypal account?
    • If yes, did the total amount of transactions make exceed 10 000€ for 2020?

    • If yes please add the Paypal account in the attached declaration of bank account abroad.

    • Did you hold a digital assets account abroad?

    • And fill in the attached declaration of digital assets accounts abroad. Please note that this information is mandatory.

      Please click here to download a model.

    • Documents 
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof

  • Wealth tax

    Wealth Tax on Real Estate IFI (Impôt sur la Fortune Immobilière)Worldwide

  • Values and amounts as of 1st January 2020

  • Do you own real estate?
  • Specify*
  • Do you own shares in companies which invest in real estate? (SCI, SA,SAS, SARL, Sicav, FCP, FPI, Sppicav)

  • Please provide documents related to the shares (SCI, SA, SAS SARL, Sicav, FCP, Sppicav)

  • Are you the settlor of a “trust”?

  • Please provide a copy of the trust agreement

  • Does the total value of your worldwide real estate assets as mentioned above exceed 1 300 000 € as of 01/01/2021? (Market value, not acquisition value)

  • Please upload any document related to the market value of the property and any other exepenses: the purchase act, the reimbursement schedule if any mortgage, taxe foncière(property tax...)

    • Documents 
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof

  • Deductions, Tax reductions and Tax credits

    • Charges (or expenses) to deduct 

    • If Yes to any of the questions below: provide documentation

    • Did you accommodate an unrelated needy person over 75 years of age in your home?
    • Did he (she) receive maintenance support?
    • Did you pay alimony?
    • Was it to*
    • Did you pay alimony as a result of a court decision?
    • Was it to*
    • Did you pay maintenance support as a result of a court decision to your former spouse?
    • Did you hold shares or invest capital in a company in the DOM-TOM?
    • Did you hold shares or invest capital in specialised film production companies called SOFICAs?
    • Did you make a loss on subscription to the capital of a new society or a capital increase for a company in difficulty?
    • Did you have global deficits dating from previous years to attribute to this year?
    • Did you pay tax-deductible social contributions (CSG) on patrimony income?
    • Did you pay contributions to a mandatory retirement pension fund (assurance vieillesse obligatoire)?
    • Did you pay contributions to a war veterans’ mutual pension fund (retraite mutualiste du combatant)?
    • Did you pay voluntary contributions to a complementary retirement pension plan (épargne retraite, PERP,PREFON, COREM, CGOS ...)?
    • Tax reductions and Tax credit 

    • If you answer Yes to any of the questions below, please provide supporting documentation.

       

      For all questions, the location is France

    • Did you pay union fees?
    • Did you make donations or deliberately forego income for the benefit of charitable organisations and at association for fight against violence against women?
    • Did you make donations or deliberate forego income for the benefit of organisations of public utility status and/or cultural associations allowed to receive donations?
    • Did you incur expenses as a volunteer to an organisation and deliberately forego any refund?
    • Did you make donations to political parties or campaigns?
    • Have you taken out a first subscription to a newspaper, periodical publication or online press service with the character of political and general information press?
    • Did you have dependent children continuing their education?
    • Do you have children under six years of age?
    • Do they receive day-care outside your home? (Day nursery, baby-sitting service,child-minding service)
    • Do they receive day-care at your home by someone you employ?
    • Please specify *

    • Provide bills or the “attestation fiscale” given to you by the garderie or the PAJE attestation

    • Did you engage someone for domestic help (household cleaning, childcare, care-giving to elderly or infirmed)
    • Is the person self-employed?
    • Did you pay him/her with “chèques emploi-service”?
    • Is the person employed through an agency?
    • Did you incur expenses for yourself or someone of your tax household for an extended period at a retirement home or at a medical establishment (cure médicale)?
    • Did you pay premiums For a survivor’s pension (“Rente de survie”)?
    • Did you pay preniums For a “Contrat d’épargne handicap”?
    • Did you pay a capital sum as compensation in a divorce court decision?
    • Was it
    • Over 12 months
    • Over a period longer than 12 months
    • Did you make major improvements such as thermal insulation in your main residence in 2020?
    • State type(s) and amount(s)*

    • Provide provide all invoices at end of this form.

    • Did you subscribe to the capital of unlisted companies?
    • Did you subscribe to the shares of an FCPI (Fond Commun de Placement dans l’Innovation)?
    • Did you (and/or any other member of your tax household) subscribe to a CGA (Centre de Gestion Agréé)?
    • Did you invest in the DOM-TOM ?
    • Was it*
    • Did you invest in a company in the DOM-TOM after 1 January 2004?
    • Did you administer this investment in the company yourself?
    • Did you invest in property (purchasing or making major repairs or extensions) for the purpose of holiday rentals located in a rural revitalization zone?
    • Was  it*
    • Can you carry it forward?*
    • In 2020, did you acquire or rent on a long-term lease a car using non-polluting energy or transform an old car into one using this type of energy?
    • Was this acquisition or rental accompanied by the destruction of the old car?
    • Did you invest in a forest or in a GIEEF (Groupement d’intérêt économique et environmental forestier) in 2020?
    • Did you undertake a productive investment in Corsica in 2020?
    • Did you benefit from a training credit (crédit formation) in 2020?
    • Did you borrow funds in order to finance a business recovery in 2020?
    • Did you subscribe to a “Fonds d'Investissement de Proximité” (FIP) in 2020?
    • Did you invest in business sponsorship in 2020?
    • Did you pay interest on a student loan contracted between 1 September 2005 and 31 December 2008?

    • Provide the attestation supplied by the bank

    • Did you subscribe to insurance against unpaid rent ?
    • Did you invest in a PEA “PME-ETI”?
    • Documents 
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse files
      Drag and drop files here
      Choose a file
      Cancelof

  • General comments

  • How did you know Elitax & Your comments

  • How did you hear about Elitax’s services?
  • Should be Empty: