Cross-Border Inheritance Tax Declaration Form

Simplify Cross-Border Inheritance Tax Compliance in Brazil

Managing cross-border inheritance tax obligations in Brazil requires careful documentation, precise reporting, and thorough understanding of double taxation treaties. Whether you're an estate attorney, tax consultant, or executor handling international inheritances, this Cross-Border Inheritance Tax Declaration Form template streamlines the complex process of declaring inheritance tax (ITCMD) while claiming treaty relief.

Why Brazilian Cross-Border Inheritance Tax Compliance Matters

When Brazilian residents inherit assets from abroad—or when foreign heirs inherit Brazilian assets—tax obligations can span multiple jurisdictions. Brazil's ITCMD (Imposto sobre Transmissão Causa Mortis e Doação) varies by state, and without proper documentation of double taxation treaties, heirs may face paying tax in both countries. This form ensures you capture all necessary information: heir CPF details, comprehensive estate inventory, asset valuations, and treaty application documentation.

What This Template Includes

This professionally structured form collects:

• Heir and beneficiary information with CPF validation for Brazilian tax identification
• Deceased person details including final domicile and date of death
• Comprehensive estate inventory covering Brazilian and international assets
• Asset location and valuation for accurate tax calculation across jurisdictions
• Double taxation treaty application with supporting documentation requirements
• Previous tax payments in foreign jurisdictions
• Legal representative details for attorneys and executors managing the estate

The form uses conditional logic to adapt questions based on asset types, locations, and treaty eligibility, ensuring heirs and representatives only answer relevant sections.

Perfect for Estate Attorneys, Tax Consultants & Executors

This template serves legal and tax professionals who specialize in:

• Cross-border estate planning for Brazilian nationals with international assets
• Inheritance tax consulting for foreign heirs of Brazilian estates
• Double taxation treaty applications to prevent redundant tax obligations
• Estate inventory preparation for probate proceedings across borders
• Tax compliance services for high-net-worth international families

By digitizing this complex declaration process, you eliminate paper-based confusion, reduce errors in CPF and CNPJ entries, and create a clear audit trail for both Brazilian tax authorities and foreign jurisdictions.

How Paperform Transforms Brazilian Tax Compliance

Rather than wrestling with static PDFs or disconnected spreadsheets, this Paperform template gives you:

Professional, brand-aligned experience: Customize fonts, colors, and layouts to match your law firm or consultancy brand while maintaining the formal tone appropriate for tax declarations.

Conditional logic for complex estates: Automatically show or hide questions about treaty eligibility, foreign tax credits, and specific asset categories based on previous answers, creating a streamlined experience even for complex international estates.

Accurate calculations: Use built-in calculation fields to automatically compute asset totals, currency conversions, and tax liability estimates across multiple jurisdictions.

Document collection in one place: Collect death certificates, foreign tax payment receipts, asset valuations, and treaty documentation alongside the declaration, keeping everything organized.

Integration with your workflow: Send completed declarations to your document management system, CRM, or directly to your tax preparation software through Paperform's native integrations or via Stepper for advanced automation.

Automate Post-Submission Workflows with Stepper

Complex cross-border inheritance cases involve multiple stakeholders: heirs, attorneys, tax authorities, and often foreign legal representatives. With Stepper, you can automate the entire post-declaration workflow:

• Route submissions to the appropriate tax specialist based on asset location or treaty country
• Generate preliminary tax calculation worksheets automatically
• Send follow-up requests for missing documentation
• Create task lists for your team to review valuations, verify CPF numbers, and prepare supporting schedules
• Notify heirs of next steps and estimated timelines
• Update your practice management system with case status

This transforms a labor-intensive administrative process into a smooth, trackable workflow that keeps everyone informed.

Secure, Compliant Data Handling

When dealing with sensitive financial and personal information—CPF numbers, asset inventories, and estate values—security is paramount. Paperform is SOC 2 Type II certified and offers data residency controls, ensuring your clients' information is protected according to Brazilian data protection standards (LGPD) and international best practices.

Built for Brazilian Legal and Tax Professionals

This form template uses terminology and structure familiar to Brazilian tax and legal professionals. It accommodates the specific requirements of ITCMD across different states, recognizes the nuances of treaty application with major countries (US, Portugal, Spain, etc.), and captures the documentation needed for Receita Federal compliance.

Whether your practice focuses on international estate planning, you're handling a one-off cross-border inheritance, or you're an executor navigating unfamiliar tax territory, this template provides the professional foundation you need.

Get Started in Minutes

With Paperform, you can deploy this template immediately, customize it to match your specific practice requirements, and start collecting declarations digitally. No coding required—just type, format, and publish. Your clients get a professional, guided experience, and you get structured, complete data ready for tax preparation.

Start streamlining Brazilian cross-border inheritance tax compliance today with Paperform's professional form builder—trusted by legal and financial professionals worldwide.