This service consists of a written consultation to determine each expatriate’s individual situation regarding tax residency and tax obligations in France and in the country of origin, or in France and in the country to which he/she is being transferred.
The expatriate fills in a questionnaire that enables us to gather all information required so that we assess his/her tax situation, taking into account individual circumstances (marital status, dependants, personal assets, source of income…) and professional situation (split-salary, multiple-contracts…).
The Departure/Arrival Tax Consultation questionnaire is a 12- to 20-page document, depending on the complexity of the case. It enables the expatriate to be informed of current and future tax liabilities and responsibilities.
Specific calculations are required to determine an expatriate’s tax liabilities in respect both of France and the country that the expatriate is leaving or moving to.
We can determine the amount of tax the individual will need to pay in any country. Using the tax law of this country, we can identify potential tax benefits such as deductions, allowances and tax credits, considering the person’s individual situation.
We calculate, for comparison purposes, the income tax the individual would have paid if he/she had stayed in the country of origin
It consists of:
The difference between these two calculations is the amount the employer of your client will need to compensate. As a taxable income, your client will be liable for social security contributions and income tax calculated on this amount. This “Tax on Tax” calculation gives the final gross amount your client’s employer have to pay to him in order to completely compensate for the tax differential.
These calculations are made considering the latest tax information we have: some differences may occur.
In providing tax estimations, Elitax makes best efforts to work with the latest information available. However, Elitax will not be responsible for any modifications arising from late-breaking changes to tax rules.
We’ve helped hundreds of clients resolve their tax issues.
As an expatriate, surrounding yourself with a set of professionals is of vital importance. Eliane guided me from my arrival to my departure through the complicated French fiscal systems, I felt in the best hands, never had any issues with the tax authorities. Eliane’s patience and service are second to none. Even today, after 2 years of my departure from France, I keep Eliane as a contact and ask for her advise which she offers at a very reliable speed. I highly recommend using Elitax as your tax parter.
As an Australian working in France I found the French Tax system somewhat daunting. I first approached Elitax three years ago when confronted with an Audit from the French Tax Office. With a number of investments in my home country this was a daunting task. Eliane and her team worked tirelessly to help me provide the 3cm thick file of paperwork and submit the request on time. During the preparation Elitax uncovered that I had been made an error during the two years under audit and I was due a small refund! I have been a client of Elitax ever since, even after returning to Australia. If you need to navigate the vagaries of the French Tax system I highly recommend Eliane, Stephanie and the team at Elitax.
“Elitax gave me honest and clear advice, which has proved very helpful. I have recommended them to my expatriate friends.”
Elitax was recommended to me by a friend just before I moved to Paris several years ago. From the onset Eliane was extremely helpful and articulate — her command of English is as superb as her knowledge of international tax laws and bilateral agreements between EU nations. She quite quickly dissolved any apprehension I might have had and explained things in a quite lucid manner. Elitax has handled my affairs ever since and I can not recommend their services more highly.