Checklist
Checklist
Matters dealing with Inheritance-Property-Tax Compliance in Greece, are resolved under the provision of certain credentials being in place. Μany Greeks abroad don’t have or don’t know the credentials that are prerequisites for any dealings especially with public services.
In principle, most of the required credentials can be issued by us with official authorization granted, and we strongly suggest digitizing all documents and personal data for your protection and safeguarding.
A starting point, we suggest you verify some of the most common credentials you may need for a matter in Greece. Bearing in mind that very likely you don’t need to have it all, below is a preliminary list of items serving as a quick checklist for your review:
- Do you own a Tax Registry Number (ΑΦΜ) in Greece?
- If you own a Tax Registry Number and reside permanently abroad, what is your tax residency status? Have you moved your rights to the Tax Office for Permanent Residents Abroad? (ΔΟΥ Μονίμων Κατοίκων Εξωτερικού)
- Do you have you access to the online Tax platform (ΑΑΔΕ)? Have you ever applied for and/or acquired a Key Number (Κλειδάριθμος)
- Do you maintain a Bank account in Greece?
- Do you have a Greek ID Card (Ταυτότητα) and/or Social Security (AMKA) number?
- Do you have a Mailing Address declared in Greece? Is there a mobile number registered?
- Have you ever issued a Power of Attorney to a person or legal entity in Greece? Would you authorize someone to manage your affairs?
- Is there a Greek Embassy / Consulate or are you acquainted with a certified lawyer nearby?
- Have you registered a Marriage, Divorce, Birth or Baptism in Greece? Do you have a Certificate of Family Status (Πιστοποιητικό Οικογενειακής Κατάστασης)?
- Is there an Inheritance that needs to be officially settled? (Αποδοχή/Αποποίηση Κληρονομιάς)
- Is there a Will that needs to be officially registered? (Πιστοποιητικό Δημοσίευσης ή Μη Διαθήκης)
- Do you own or intend to purchase property in Greece, for personal use or investment purposes?
- Have you done an audit of assets in Greece? (Τακτοποίηση Αυθαιρεσιών, Εθνικό Κτηματολόγιο κλπ.)
- Interested to sell property in Greece? Does your property meet zoning bi-laws, energy requirements and legal stipulations?
- Are you planning to build or renovate in Greece? Do you have access to construction resources?
Once again, depending on the matter, if any of the above are required but not immediately available, no worries! With our resources, we can issue all related documents on your behalf. Organized properly, we reduce bureaucracy, minimize your actions and request of you only what is absolutely necessary.
