Elitax résident

Is it your first declaration ? *

Yes No

Were you an Elitax’s client ? *

Yes No

TITLE

Dr Mr Mrs Ms Other

Specify *

Family name *

Maiden name *

Forename *

Second forename

Date of Birth *

Mois Jour Année

Country *

Please state which department *

City of birth *

Please state which arrondissement *

Nationality *

Any other nationality

Your French Social Security number if you have one

Have you been a U.S.Green Card holder at any time during 2020?

Yes No

Are you an invalidity card holder (Carte CDAPH) or did you receive a war invalidity pension in 2020?

Yes No

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

Are you ? *

Married Single Unmarried but living as a couple PACSés (Common Law contract) Divorced or separated Widowed

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

PACSés abroad, please state the country *

Date of marriage *

Mois Jour Année

Country of marriage *

Please specify the state *

Do you have a marriage contract? *

Yes No

Are you ? *

Married under a regime or settlement allowing you to administer your individually owned assets independently of your spouse (“séparation des biens”) Married under a regime or settlement allowing you to administer your individually owned assets independently of your spouse (“séparation des biens”) and you live apart

Date of divorce or separation *

Mois Jour Année

Date of signing PACS

Mois Jour Année

Date of death of the spouse *

Mois Jour Année

Are you paying alimony/child support ?

Yes no

Do you have children ? *

Yes No

Do you have a child or children from this union?

Yes no

Are they attached to your household?

Yes no

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

	Yes	Amounts	Currency
Accommodation
Settling in allowance
Food
Car
Electricity, Gas, Heating
Other, specify

	Amount
Mortgage costs (Interest + annual insurance]
Real estate agency fees
Maintenance fees
Property tax (“Taxe foncière”) ²

	How many?
Monuments historiques
Loi Malraux
Loi Besson
Loi Scellier
Loi Duflot- Pinel
Loi Cosse
Loi Robien
Loi Borloo neuf
Loi Censi-Bouvard
Loi Denormandie
Loi Périssol

	Yes	Amount	Currency
A capital loss?
A capital gain?

	Yes	Amounts	Currency
Bonds
Shares
UCITS (or OPCVM such as FCP, SICAV, FCC)
Deposit Accounts, excluding Livret A but including fixed-term deposits
Guarantees
Current Accounts
Income from futures (Produits sur les marchés à terme)
Investment clubs
Director’s fees (Jetons de présence)

Fiscalité Internationale et Française-Représentation fiscale

Questionnaire for your Income Tax Return 2020

Unmarried children of age 18 and over attached to your household

Married children attached to your tax household

Income received in 2020

FRENCH INCOME

Income from abroad

WORLDWIDE INCOME/ INCOME FROM ABROAD

	Yes	The total value of the sale	Any capital gain or loss	Currency
Bonds
Shares
Cryptocurrency (Bitcoin, Ethereum, Binance, Ripple, etc.)
UCITS (or OPCVM like FCP, capitalisation SICAV)
Stock-options
Subscription loans (Bons de souscription)
BSPCE (Bons de souscription de parts de créateur d’entreprise)
Investment clubs
Certificates transferred before maturity

	Yes	Amounts	Currency	Expenses (taxes, bank fees/ professional charges...)	Country
Business Profits (BIC)
Professional Profits (BNC)
Agricultural Income
Pensions (retirement, widowhood, invalidity)
Alimony and/or child support
Non-taxable lifetime annuities
Taxable lifetime annuities