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 the shareholders of an estate?
Based on planned new legal acts, a set of new MyTax features will be introduced in 2027 including a special MyTax section where shareholders can deal with the following issues online:
- Make a request for data records concerning all the shareholders, and add more information to the records if needed
- Add more information to the assets and property that the decedent left behind
- Send the estate’s deed of inventory and the inheritance tax return electronically to the Tax Administration. The new inheritance tax return is introduced as a new type of report that has not been used before.
How to use the new e-services designed for the estate’s shareholders
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1
You receive a message or a paper letter, informing you that MyTax will be available for managing the taxes of the estate
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.
The shareholders can access estate data records through MyTax only if the decedent passed away at a date later than the dates when the new laws came into force and the electronic MyTax service was put into effect.
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2
Notify the Tax Administration of the person reporting the estate and contact person
MyTax will now allow you to indicate who the person reporting the estate is, and who will be the contact person.
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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.
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The role of the person to contact, normally one of the shareholders, will involve receiving letters and other correspondence on the estate’s behalf. For example, the Finnish public authorities can contact the estate this way.
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3
Authorise a professional service provider if necessary
If you are the person reporting the estate, you can give an authorisation to a legal services firm or to a professional to manage the inventory meeting of the estate, to submit the inheritance tax return and to deal with other matters. You can use the Suomi.fi e-Authorizations service to authorise the professional(s). In the event that no e-bank security codes or no mobile certificate are available for use and you cannot give the Suomi.fi authorisation electronically, you can write out a letter of authorisation by hand.
After that, the professional service provider can view and edit information, submit the deed of estate inventory, and submit the inheritance tax return in MyTax.
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4
Make a request for shareholder data
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As a shareholder of the estate or as an authorised party, you can request the officially recorded information concerning 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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If you are the person reporting the estate or a professional service provider, MyTax will allow you to update details concerning the deceased person’s last will and testament, including information about 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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5
Save your documents in MyTax
All the shareholders – and your estate’s professional service provider – can save various documents and purchase receipts in MyTax for later use, to be retrieved during the estate inventory meeting. The viewing of the saved documents will be restricted to the shareholders and the professional service provider who has an authorisation.
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Check the pre-filled amounts and information in MyTax
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Fill in the list of assets and property: 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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Check the information 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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Put your signature on the estate inventory deed: 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 (and instructions for paying the tax). 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