Tax: Essential Documents for Income Tax declaration in France

Checklist of Documents

A non-exhaustive checklist of essential documents useful for completing the tax declaration.

• For offline declarations via post, List of Income Tax Declaration Forms in France.
• Last year’s tax return “Avis d’imposition”, which you received by post last year or downloaded by logging in to your Impots account.
• Your bank account information “Relevé d’identité bancaire (RIB)” for tax payments, receiving refunds, etc.
• Your payslip “Fiche de paie” from last December. It will be required to know your total salaried income before tax and the tax amount withheld by your employer.
• Tax attestation “Attestation fiscale”  for pensioners downloaded from lassuranceretraite.fr
• Complete details of all your non-french bank accounts, insurance policies, and investment accounts including cryptocurrencies. Form 3916
• Tax status forms “Imprimé fiscal unique (IFU)” sent by your brokerage companies, banks, insurance companies, crypto exchanges, crowdfunding platforms, etc.
• Relevé fiscal from Ameli.fr for payments related to sick leave (arrêt maladie), disabled allowance, accident at work, etc.
• Receipts for donations made to non-profit associations in France. These are eligible for tax reductions.
• Tax certificates “Attestation fiscale” for childcare expenses, employing someone at home, etc downloaded from organizations such as Pajemploi , etc. These are eligible for tax credits.
• Bank account or forex account statements for money sent “pension alimentaire“ to parents or grandparents.
• Bills for installation of an electric vehicle charging system at your home.
• Documents related to real estate investments via Loi Pinel, Denormandie, Duflot, etc.