From 14 April on, when you log in to MyTax you will activate Suomi.fi Messages. Tax correspondence will be delivered electronically only, in MyTax. Read more about the changes.
What is new for professionals who manage death estates?
Based on planned new legal acts and other changes, a set of new MyTax features will be introduced in 2027. There will be a new ‘space’ in MyTax that professionals can use for managing their clients’ inheritance taxes online, including matters directly related to estate shareholders.
You must have a Suomi.fi authorisation to enter into the new MyTax space or section. The person reporting the estate can authorise you. The authorisation can be granted online through the Suomi.fi e-Authorizations service.
When the new MyTax features are in operation, you – as a professional service provider – will be able to use it as follows:
- To request data records on all shareholders and add more information if needed
- To add and to review information on the estate’s assets and property
- To send deeds of inventory and inheritance tax returns – a new type of tax return – to the Tax Administration
How to use e-services with the future MyTax — professional managing of estates
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1
The estate’s shareholders will be notified when the MyTax update is ready
After the decedent’s death the estate’s shareholders will receive information – either through a message or on paper – about the new services in MyTax, which have become available to the shareholders.
The estate’s shareholders can enter into the estate space in MyTax only if the decedent passed away after the new Act came into force and after the electronic service was put into effect.
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2
A shareholder will first inform the Tax Administration of the estate’s persons to contact
The new MyTax features will allow a shareholder to fill in many details including who the person reporting the estate is, and who the contact person will be.
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The role of the person reporting the estate will involve keeping abreast of the records on shareholders and inheritors, editing the data as necessary and submitting an affirmation on a truthful record, and further, filling in various details for the inventory and submitting the inheritance tax return. In many cases, the person reporting the estate will engage the services of a professional to handle the above.
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The contact person is a shareholder to whom you can send letters and other correspondence concerning the estate. For example, the Finnish public authorities can contact the estate this way.
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You need a Suomi.fi authorisation for yourself
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You can request the authorisation: You can submit a request for authorisation electronically using the Suomi.fi e-Authorizations service. The recipient of the request will be the estate. After the person reporting the estate has authorised you online, you can start your work with matters including the estate’s shareholder details, their inheritance taxes, etc. in MyTax.
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The person reporting the estate can authorise you directly: Alternatively, the person reporting the estate, on his or her initiative, can grant a Suomi.fi authorisation to a legal services firm, an attorney, or other person or company for managing inheritance taxes in MyTax.
The person reporting the estate can use the Suomi.fi e-Authorizations service to do that. In the event that no e-bank security codes or no mobile certificate are available, he or she can write out a letter of authorisation by hand.
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When you have your Suomi.fi authorisation to provide your professional services, you can log in to MyTax to use the estate space, view and edit the data – and submit the inheritance tax return and the deed of estate inventory electronically.
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4
Make a request for shareholder data
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When you are authorised, you can request – along with any shareholder of the estate – the officially recorded information on the estate’s shareholders in MyTax. You can use MyTax for paying the related service charges or you can ask the Tax Administration to send an invoice to the estate. The recorded information is based on the new official register of shareholders in estates of deceased individuals. The DVV, (Digital and Population Data Services Agency) is the public authority maintaining this register.
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Being the professional service provider and having the estate’s authorisation, you are now allowed – along with the person reporting the estate – to update data in MyTax on the decedent’s last will and testament, including the details that concern prenuptial agreements, marital rights, or shareholders who decline their inheritance. In the event that you add a new shareholder into the estate’s records, that shareholder will receive a message that they can log in to MyTax to view relevant data.
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Save your documents in MyTax
Being the professional service provider you can store – along with estate shareholders – various documents and purchase receipts in MyTax for later use, to retrieved during the estate inventory meeting. Only the estate’s shareholders and authorised service providers can view the documents stored in MyTax.
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Check the pre-filled amounts and information in MyTax
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Fill in the list of assets: The person reporting the estate or the service provider can add more information to the pre-completed details for both the inheritance tax return and the deed of inventory.
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The information will be verified during the estate inventory meeting: The persons present at the meeting are expected to go over the estate’s assets and property. If necessary, it is possible to organise the meeting online, over a remote connection.
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Signatures for the deed of estate inventory: After all the information is recorded in MyTax, the person reporting the estate and the persons appointed as trustees can sign the deed electronically in MyTax.
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7
Submit the inheritance tax return and the deed of estate inventory
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Among the planned new processes is the introduction of an Inheritance tax return – a new tax return to be used for the purpose of determining the tax payable by each individual inheritor. The new features in MyTax will require you to fill in the verified details on assets and property, debts and shareholders, and the system will then combine that input to write it into the inheritance tax return, which you will not need to file as a separate item.
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In a similar way, the deed of estate inventory will also be based on the information you had provided in MyTax. You will simply need to finalise the deed of estate inventory and send it to the Tax Administration for storage. You can save the deed – and a certificate of shareholder records – in PDF format, or alternatively, print these documents out on paper.
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Monitor the current status of processing
After submittal, you will receive an acknowledgement of receipt by the Tax Administration.
Every shareholder of the estate and yourself can follow the processing status of the inheritance tax return in MyTax.
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9
The Tax Administration’s decisions on inheritance tax
After the Tax Administration has processed the inheritance tax return and assessed the taxes, the inheritors will receive their decisions (with instructions for paying the tax included). The letter and documentation will appear under Personal tax matters in MyTax.
If the inheritors are unable to use MyTax, you can submit the return on paper and write up the deed of estate inventory on paper. If you opt for paper-based filing, you would also need to send the deed and the inheritance tax return to the Tax Administration by letter.
Read more about the changes: Tax management of estates of deceased persons to be included in MyTax in 2027