SUNAT Merger and Acquisition Tax Treatment Election Form

When navigating mergers and acquisitions in Peru, proper tax treatment elections with SUNAT are critical to ensure compliance and optimize your tax position. This SUNAT Merger and Acquisition Tax Treatment Election Form provides a structured, professional solution for companies, law firms, accounting practices, and M&A advisors handling corporate reorganizations in Peru.

Whether you're managing a merger, acquisition, spin-off, or corporate restructuring, this form captures all essential information required by SUNAT including RUC details, transaction structure, valuation methodologies, and tax liability allocation. The template is designed for legal professionals, tax advisors, corporate counsel, and finance teams who need to document complex M&A transactions with precision and regulatory compliance.

Built on Paperform's flexible platform, this form combines professional data collection with intelligent conditional logic to adapt to different reorganization types. The clear section structure guides users through entity information, transaction details, valuation approaches, and tax elections systematically.

Once submitted, you can leverage Stepper (stepper.io) to automate your post-submission workflow—routing approvals to tax partners, updating your case management system, generating client notifications, and creating audit trails. For transactions requiring signatures on supporting documentation, Papersign (papersign.com) lets you convert key declarations into eSignable documents directly linked to the original submission.

Paperform's SOC 2 Type II compliance and enterprise-grade security make it suitable for handling sensitive financial and corporate information, while native integrations with CRMs, Google Workspace, and project management tools keep your M&A practice organized. Whether you're a boutique advisory firm or an in-house legal team, this template provides the professional foundation you need for SUNAT M&A tax elections.