The Yuanlin Taxation Office of the Central District National Taxation Bureau of the Ministry of Finance stated that local national taxation bureaus have been providing a "single window inquiry into financial estate" service since July 1, 2020, and will also provide an "estate tax declaration and tax calculation" service when applying for the financial estate of the heirs from January 1, 2022. The public can go to the nearest national taxation bureau to apply for an inquiry into the financial estate of the heirs and apply for an estate tax calculation at the same time, which is time-saving and convenient.
The institute further explained that in practice, the public has limited knowledge of the status of the property left by the deceased. In the past, in addition to inquiring the deceased's property and income information from the National Tax Bureau, it was also necessary to inquire about the financial inheritance from different institutions such as banks, insurance and securities, which took a lot of time. Now, the heirs only need to bring their identity documents, the deceased's death certificate or household registration transcript and proof of their relationship with the deceased (if entrusting the application, please attach the agent's identity certificate and power of attorney), and they can go to the National Tax Bureau counter to apply to inquire about the deceased's deposits, financial institution loans, listed (OTC) and emerging market securities, futures, life insurance, safe deposit boxes and other information at the time of death. They can also apply for the estate tax declaration tax amount calculation service at the same time, which improves the convenience of declaring estate tax.
The office also calls on taxpayers to seek assistance from taxpayer rights protection officers if they face tax-related disputes to communicate and coordinate dispute cases. If you have any questions, please call the toll-free service number 0800-000321 and the office will serve you wholeheartedly.
Contact person for press release: Ms. Chen, Inheritance Tax Division, Yuanlin Taxation Office Tel: (04) 8332100 ext. 117
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