Estate account forms can be uploaded through a shareholder’s MyTax

An estate shareholder can submit the estate’s new or changed bank-account details by attaching the completed account-number form in their own MyTaxVero, Vero’s guidance now specifies. Posting the form remains an option. The clarification identifies how the form reaches Vero; it does not remove the signature, authorization or supporting-document requirements that depend on the estate’s circumstancesVero.

Directly entering an estate’s account number in MyTax is a separate route. Vero says this requires the estate to already have a Business IDVero and the person reporting the account to hold a Suomi.fi authorization for the estate’s tax affairsVero. Form 3630, Valtakirja kuolinpesän veroasioita varten, expressly says that it does not grant authorization for electronic transactionsVero. An adviser should therefore distinguish a paper mandate submitted as an attachment from a Suomi.fi authorization to act for the estate online.

Use form 7926, Kuolinpesän ilmoitus tilinumerosta, to report one account for payment of the estate’s tax refunds.Vero Complete and sign it, then scan or photograph the signed form for attachment. Vero’s form instructions allow files up to 30 MB. In the shareholder’s own tax affairs, the upload is under the inheritance-tax functions: submit it with the estate inventory, or use the deed-of-partition, distribution or other-additional-information option if the inventory has already been sent.

The evidence depends on the account being reported. Form 7926 places the estate’s own existing account in section 1. If the account appears in an estate inventory already supplied to Vero, select that confirmation option on the form. If the account is not recorded in that inventory, Vero asks for an account-statement copy or confirmation from the bank. Where an authorized estate representative reports the account under the relevant representative procedure, Vero says bank confirmation need not be requested or submitted.

If the estate has no bank account, section 2 records another account and the authorized person’s details. When authorization is needed from the estate’s shareholders, bank-issued mandates for handling banking affairs do not substitute for tax authorization. If a distribution deed assigns future tax refunds to a particular person, that person reports the account and attaches a copy of the distribution agreement.

VAT-registered estates may use a paper account notification only for a special reason. Estate shareholders should keep the account details held by Vero current and, where possible, keep the known estate account open until distribution and closure are complete.

The procedural basis is Vero’s estate bank-account guidance and forms Kuolinpesän ilmoitus tilinumerosta (7926) and Valtakirja kuolinpesän veroasioita varten (3630).