PRACTICAL PROPERTY GUIDE

What information should you prepare for property capital gains tax?

Gather dates, prices, works, use, ownership and tax details before validation by the notary or tax adviser.

OS7 METHOD

This guide supports the “Secure” stage

The guide supports preparation; only the notary or tax adviser confirms the calculation.

Step 06 of 07SecureStrengthen the agreement

OLEG SHVETS · EXPERTIMOPractical worksheet · Cannes & Côte d’Azur

QUESTIONS TO PREPARE FOR THE NOTARY

This tool does not calculate tax. It organises facts, documents and questions.

My project: ______________________________Date: __________________

ACQUISITIONDate, price and fees
Deed, method of acquisition, fees and recorded value.
Gather
RENOVATIONNature and evidence
Invoices, contractors, dates and grants.
Gather
OCCUPANCYProperty use
Residence, letting, vacancy and changes.
Document
SITUATIONOwnership and residence
Duration, joint ownership, company and tax residence.
Document

Tables and lists without input fields are worksheets to print and complete on paper.

BEFORE DECIDING

Keep useful answers, documents and dates so you can compare your situation without starting over.

DEEDACQUISITION
Date, price, origin of ownership and recorded details.
Attach
FEES & COSTSPURCHASE & SALE
Available evidence and treatment to confirm.
Attach
INVOICESRENOVATION
Nature, date, contractor and connection to the property.
Organise
USEOCCUPANCY
Periods and evidence of residence or letting.
Document
DURATIONOWNERSHIP
Complete timeline of ownership events.
Establish
NON-RESIDENTSPECIFIC CIRCUMSTANCES
Tax residence and representation to confirm.
Flag

CONTINUE

DIRECT CONTACT

Address, timetable, intended use and priority: share the essentials and Oleg will reply personally.