TAX declaration info

Tax declaration background information sheet

Please provide us with as many details as possible
The sole purpose of this form is to help us assess your situation in order to correctly advise you on your tax situation and eventual declaration.

Any amounts given should be for the 12 month period 1st Jan 2023 to 31st December 2023. Please state the currency.

All information is confidential and will never be given or sold to any other parties other than the use of LBS and its team to deliver the service.
GENERAL INFORMATION
Last name*
THIS MUST BE THE NAME ON YOUR ID DOCUMENTS.
First Name(s)*
Name before marriage (if appropriate) - maiden name
E-mail*
Address on 1st January 2024*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
If you moved in 2023, please give the date of the move

MonthDayYear
Date
Address in France on 1st January 2023 (if different from your current address)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you own your property?*

YesNo
If not, please insert your situation and name of landlord
Are you a resident of France?

YesNo
Your nationality*
To help us know if you need a work permit
Your contact number (with country code)*
What is your date of birth?*

MonthDayYear
Date
What is your current marital status?*
If divorced or separated in 2022, please provide date

MonthDayYear
Date
Do you currently have a French Social Security Number (tick as many as appropriate)?*

YesNoI'd like one
If YES Please add your social security number
Is this your first French tax declaration?*

YesNo
Do you have an on line account on impots.gouv.fr?*

YesNo
Please provide your fiscal number (this can be found on your tax declaration or on your taxe fonciere document)
Please upload your last avis d'imposition in France if you have one

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Please state the number of overseas bank accounts that you hold.*
NOT FRENCH BANK ACCOUNTS
If you hold foreign accounts please put on pdf or a document all information: Name of bank that holds the account, account number and sort code, date account was opened, date accounts was closed if applicable, bank address, account status (saver or current), if the account professional or private, name of the owner of the account. All accounts, open, dormant and closed in the fiscal year must be listed. *

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If you have no overseas accounts, just upload a blank document saying no bank accounts held overseas Cancelof
INCOME INFORMATION
We will need full details and amounts of all income you wish to declare at the time of the declaration
Please provide details of the origins of your income*

MicroenterpriseMicro enterprise au reélSARLSASSalaried income from outside FranceDividendsUK Government pensionUK State pensionFrench state pensionPension from another countryFrench rental incomeOverseas rental incomeI have no incomeOther
If you are receiving rental income for your french property, please provide yearly amount and any relevant details
For businesses please provide your Siret number
Please upload your Memento fiscal

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TAX DEDUCTION INFORMATION

We can deduct certain payments you may have made from tax paid income. The following questions relate to tax deductibles.
How many children do you have living in your household?
How many of these children do you declare (or want to declare) for tax purposes?
If you have children, please give the year of their birth
Do you pay or receive child or spousal maintenance payments for these children?

YesNo
If yes, please provide details
Do you have any adult dependants living with you?*

YesNo
If yes please provide details
Do you make charitable donations from tax paid income?*

YesNo
Please provide details
Have you paid tax on any of your income elsewhere?*

YesNo
Please provide details
Please give your town and country of birth*
As shown on your passport
Other than your tax declaration do you need help with anything else?

Accessing healthcare in FranceSet up of business and social chargesManagement of business documentsCFE professional taxUnderstanding business paperworkAny other issues not mentioned above
Please provide details
Would you like us to to keep you updated by adding you to our mailing to list to get general updates and reminders about paperwork in France?*

YesNo
If there is anything else not covered in this form please provide details below.
THANK YOU FOR COMPLETING THIS

WE LOOK FORWARD TO HELPING YOU WITH YOUR SMOOTH TRANSITION TO FRANCE
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Tax declaration background information sheet