How to submit the deed of estate inventory to the Tax Administration
Submit a photocopy of the deed and the enclosed documents to the Tax Administration within 1 month of the estate inventory meeting. You can submit the deed electronically also when you are managing inheritance taxes on the behalf of someone else. One photocopied or scanned example is sufficient.
For the needs of the Tax Administration, one photocopied or scanned example is sufficient.
We store the estate inventory deed and the documents enclosed with it in an electronic format, and we destroy the paper versions, if any.
The Tax Administration can use automated decision-making when resolving your tax matters. This means that we can make decisions partially or completely by automation.
How to submit the deed in MyTax
- Go to MyTax and log in if you are not logged in yet (a new window appears)
- After login, select Manage your tax matters. You need no Suomi.fi authorisation.
- Select the Tax matters tab.
- Click Activities relating to inheritance tax under Inheritance tax.
- Click Submitting a deed of estate inventory.
- The process has 2 stages. You can see them in the breadcrumb trail below your name.
Basic details:- Enter the details of the deceased person and the estate’s contact person.
- Click Add file to upload the scanned deed of inventory. Please note that all the pages of the deed must be included in one scanned file. If the deed contains attachments, add the attachments one by one. Attachments can have the following file formats: pdf, rtf, doc, docx, jpeg, jpg, tiff and png.
- Preview and send: Check that the details are correct. Finally, click Submit.
- Go to MyTax and log in if you are not logged in yet (a new window appears)
- After logging in, go to Reporting and requesting information in a limited scope, and click Report or request information in a limited scope. You do not need a Suomi.fi authorisation.
Note: when you submit something through the Report information in a limited scope functionality, it will not be connected in any way to your personal tax affairs, and it will not show in your MyTax sessions later. - Click Submitting a deed of estate inventory link under Inheritance tax.
- The process has 2 stages. You can see them in the breadcrumb trail below your name. Basic details:
- Enter the details of the deceased person and the estate’s contact person.
- Click Add file to upload the scanned deed of inventory. Please note that all the pages of the deed must be included in one scanned file. If the deed contains attachments, add the attachments one by one. Attachments can have the following file formats: pdf, rtf, doc, docx, jpeg, jpg, tiff and png.
- Preview and send: Check that the details are correct. Finally, click Submit.
If you need a list of what you just sent, you must print out the list or save it immediately when sending the documents.
Add photocopies of the following documents
- Will and prenuptial agreement.
- The estate’s deed of distribution if the estate’s distribution is completed by this time.
- Deed of partition or deed of estate distribution, if the spouse died earlier and if distribution of matrimonial property and the estate was carried out between the decedent and the deceased spouse’s heirs.
- Documentation to indicate who will handle the estate’s other tax affairs.
- if the person handling the tax affairs is a representative, e.g. one of the estate’s shareholders, every party to the estate must sign an authorisation clause to be included in the deed of inventory, or give a specific power of attorney (Form 3630) (available in Finnish and Swedish, link to Finnish).
- Read more about the letter of authorisation for managing the tax affairs of an estate
- Documentation to indicate whether you will pursue the operation of agricultural farm or business that the decedent left behind, and you request an extension of time to pay your inheritance tax
Please submit the above to the Tax Administration as scanned or photocopied documents, not original documents. Keep the original documents for yourself.
You do not have to enclose or attach the following documents:
- Bank statements indicating current balances in various bank accounts
- Receipts concerning various expenses the estate has paid
- Any account of family relations in the form of extracts from the population register
- Photocopies of another deed of estate inventory
If necessary, we may ask you to provide further information.
If you cannot submit the deed and its enclosures electronically
If you cannot submit the deed and its enclosures electronically, send them to the address:
Finnish Tax Administration — Verohallinto
Inheritance and gift taxation
P.O. Box 760
FI-00052 VERO
Was the deed of estate inventory successfully submitted?
After you have used MyTax to send the deed you may want to check whether it arrived at the Tax Administration. To do so:
- Go to the MyTax home page.
- Select the Communication tab.
- Select Filed returns and submitted requests and applications under Status of returns, requests and applications.
If you need to add further documentation later
If you need to add additional documents to the deed of inventory later, send them in MyTax or by post. If necessary, you can also hand-deliver them to a local tax office.
How to send further documentation for a deed of estate inventory in MyTax