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What is the tax return assistance offered by your property manager?

Each month, the "Grand rendez-vous de l'immobilier" (Capital / Radio Immo) answers your questions through its sequence "It concerns you". Our experts - lawyers, notaries, real estate agents - solve the most complex legal problems for you and give you their sound advice whether you are considering selling, buying, renting or renovating your home. In this sequence, Thomas Bertin of the Laforêt agency answers a question from Dominique of the Facebook group Le Club des proprios, a group managed by Capital. The agency that manages Dominique's rental bills her for a "declaration assistance" statement? Our listener wonders if this is a common practice and if he can refuse this service that he did not request?

In response to our auditor Thomas Bertin explains that this is indeed a common practice. This assistance with the declaration consists in making available to the lessor, a document containing all the accounting entries concerning his rental (rent, expenses, etc.). So much data that you will use to complete your tax return. According to the property managers, this assistance can be provided for in the mandate or invoiced at around one hundred euros on an optional basis. It is therefore possible to negotiate the amount.

Qu’est-ce que l’aide à la déclaration de revenus proposée par votre gestionnaire de bien ?

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Our experts answer you

Are you an owner, buyer, seller or investor and do you also have a legal, tax or practical question? Don't hesitate to connect to the Facebook group Le Club des proprios to ask your questions. The approximately 6,000 members of this group, created and managed by Capital, will be happy to provide you with their feedback. In a second step, we will also try to bring up your questions to submit them to our experts who will answer them in the next issues of the Grand rendez-vous de l'immobilier.

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