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MOVING TO FRANCE

Everything you need to know about your vital French ‘dossier’

It's a crucial part of life and an incomplete one can bring about a whole world of pain - here's what you need to know about your French dossier.

Everything you need to know about your vital French 'dossier'
Your 'dossier' is a crucial part of life in France. Photo by SEBASTIEN BOZON / AFP

The French word un dossier simply means a file – either in the physical sense of a plastic or cardboard item that holds documents together or the sense of a collection of documents. You might also hear civil servants use dossier to refer to the responsibilities they hold, as in English we might say their ‘brief’. 

But by far the most important use of dossier, particularly to foreigners in France, is its use to indicate the collection of documents that you must put together in order to complete vital administrative tasks, from registering in the health system to finding somewhere to live.

When you begin a new administrative process, you will need to put together a collection of documents in order to make your application. Exactly what you need varies depending on the process, but almost all dossiers will include;

  • Proof of ID – passport, birth certificate or residency card. If a birth certificate is required check carefully exactly what type of certificate is being asked for (and don’t freak out if they’re asking for a birth certificate no more than three months old, it doesn’t mean you have to be born again).

Birth certificate: Why you need it in France and how to request one

  • Proof of address – utility bills are usually the best, if you’re on paperless billing you can log into your online account with your power supplier and download an Attetstation de contrat which has your name and address on it and also acts as proof of address
  • Proof of financial means – depending on the process you might have to show proof of your income/financial means. This can include things like your last three months payslips or your most recent tax return. If you’re house-hunting you might be asked for your last three quittances de loyer – these are rent receipts and prove that you have been paying your rent on time. Landlords are legally obliged to provide these if you ask, but if you can’t find them or it’s a problem you can also ask your landlord to provide an attestatation de bon paiment – a certificate stating that you pay what you owe on time.

Paper v online

The traditional dossier is a bulging file full of papers, but increasingly administrative processes are moving online, so you may be able to simply upload the required documents instead of printing them all out. 

If you have to send physical copies of documents by mail, make sure you send them by lettre recommandée (registered mail), not only does it keep your precious documents safe, but some offices will only accept documents that arrive this way. 

If you’re able to send your dossier online, pay careful attention to the format specified for documents – usually documents like rental contracts or work contracts will be in Pdf format while for documents like a passport or residency card a jpeg (such as a photo taken on your phone) will suffice. If you’re sending photos of ID cards, residency cards or similar make sure you upload photos of both sides of the card.

If you need scanned documents there is no need to buy an expensive scanner – there are now numerous free phone apps that will do the job and allow you to photograph the documents with your phone’s camera and convert them to Pdf files.

Some French government sites are a little clunky and won’t accept large files – if you get an error message telling you that the file you are uploading is too big, you can resize it using a free online photo resizing tool. 

Payment

If the process requires payment (eg changing address on certain types of residency card or applying for citizenship) you may be asked for a timbre fiscale – find out how they work here

House-hunting

If you are looking for a property to rent you will need to compile a dossier and if you’re in one of the big cities – especially Paris – landlords or agencies usually won’t even grant you a viewing without seeing your dossier first, so it’s always best to compile this before you start scanning property adverts.

The government has put together a tool called Dossier Facile which allows you to upload all your house-hunting documents to a single site, have them checked and verified and then gives you a link to give to landlords and agencies, which makes the process a little simpler.

Find a full explanation of how it works here.

Attestations

For foreigners, especially new arrivals, it’s often a problem getting together all the documents required. It’s worth knowing that if you don’t have everything you need, you can sometimes substitute documents for an attestation sur l’honneur, which is a sworn statement. 

How to write a French attestation sur l’honneur

This is a legally valid document, with penalties for submitting a false one, and needs to be in French and written in a certain format – the French government website provides a template for the attestation.

Vocab

Déposer un dossier – submit your file

Pièce d’identitie – proof of ID eg passport, residency card

Acte de naissance – birth certificate. 

Copie intégral – a copy of the document such as a photocopy or scan

Extrait – a new version of the document, reissued by the issuing authority

Sans/ avec filiation – for birth certificates it might be specified that you need one avec filiation, which means it includes your parents’ details. Some countries issue as standard short-form birth certificates that don’t include this, so you will need to request a longer version of the certificate

Justificatif de domicile – proof of address eg recent utility bills. If you don’t have any bills in your name you can ask the person who either owns the property or pays the rent to write an attestation de domicile stating that you live there

Justificatif de situation professionnelle – proof of your work status eg a work contract – either a CDI (permenant contract) or CDD (short-term contract)

Justificatif de ressources – proof of financial means, such as your last three months payslips (employers are legally obliged to provide these), other proof of income or proof of pension payments or evidence of savings.

Avis d’imposition – tax return. Some processes ask for this separately, for others it can be used as proof of resources – this is not a copy of the declaration that you make, but the receipt you get back from the tax office laying out your income and any payments that are required. If you declare your taxes online in France, you can download a copy of this document from the tax website. 

Quittance de loyer – rent receipts

Attestation de bon paiment – a document from your landlord stating that you pay your rent on time

Un garant – for some processes, particularly house-hunting, you might need a financial guarantor. This can be tricky for foreigners since it has to be someone you know reasonably well, but that person must also be living (and sometimes working) in France, and they will also need to provide all the above documents. If you’re struggling to find an acceptable guarantor, there are online services that will provide a guarantor (for a fee).

En cours de traitement – this means that your dossier has been received and is in the process of being evaluated. Depending on the process this stage can take anywhere between hours, months or even years (in the case of citizenship applications).

RDV – the shortened version of rendez-vous, this is an appointment. Certain processes require you to first submit your dossier and then attend an in-person appointment.

Votre dossier est incomplet – bad news, you are missing one or more crucial documents and your application will not proceed any further until you have remedied this.

Votre dossier est validé – your dossier has been approved. Time to pop the Champagne!

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For members

PROPERTY

What you need to know about France’s 2024 property tax declaration

If you own property in France, you may need to complete a property tax declaration - here's who needs to do it, how to complete the forms and the 2024 deadlines.

What you need to know about France's 2024 property tax declaration

Who

The déclaration d’occupation (property tax declaration) is for everyone who owns property in France, even if you live in another country. It includes people who use their property as their main home, those who use it as a second home and those who rent it out.

It applies to both French people and foreigners.

However, it is not an annual task – if you completed the declaration last year, and if nothing has changed since then, then you have nothing to do this year.

The form concerns property that you owed on January 1st 2024, if you have bought a property since then, you do not need to do the form until next year.

When

The property tax declaration must be completed by 11.59pm on June 30th if you are filing online.

If you are using the paper form, it must arrive at the tax office by July 1st, which means it must be posted no later than June 30th if you are sending it from France, or earlier if you are posting it from overseas. It is advised to send the form by registered mail (lettre recommandé) in order to have proof of when it was sent.

Failure to complete the declaration by the deadline can lead to a fine of €150 per property (although last year several extensions were given to people having trouble with the process).

How

There are two ways to complete the declaration – online or on paper.

For most people, the online option will be easier. 

To do this, you first need to request a numéro fiscal (tax number) if you do not already have one, and then use this number to create an account on the tax website impots.gouv.fr – you can find full instructions on how to do that HERE.

If you file an annual income tax declaration in France and already have an account on impots.gouv.fr then you can use the same login for the property tax declaration.

On paper – The property tax declaration was introduced in 2023 and was initially described as an ‘online only’ task – however this year the tax office has made available a paper option for people who either do not have internet access or who are not confident with online procedures.

You can download a copy of the form HERE, or go to your local tax office and ask for one in person. Once completed, the form is returned by mail, or in person to your local tax office.

You will need a numéro fiscal (tax number) even if you are declaring on paper. If you have previously received property tax bills, the number will be on the bill. If you do have a number you will need to request one – this can either be done in person at your local tax office or online – full details HERE.

The form 

The déclaration d’occupation itself is one of the shorter and simpler pieces of administration in France.

Online – If you are filing online, go to impots.gouv.fr, click Votre espace particulier in the top right hand corner and then login to your account.

Across the top of the screen will be an option ‘Mes biens immobiliers‘ – click that.

You should then see a list of the properties that you own in France – if you have a house that has outbuildings or a swimming pool, you will notice that the outbuildings and pool are listed separately. This is normal.

Click on the listing for your property which should take you directly to the form. Some details will be pre-filled so you just need to check that they are correct. The form will ask for your personal details and also details of the property such as its size and number of rooms.

These details are used to calculate your tax bill – if there is only a minor anomaly that probably won’t make much difference but there is a significant difference (eg the tax office thinks you have 25 rooms but you actually only have 6) then you should correct this as it can affect your bill.

If you have recently purchased your property you should check that the previous owner registered the details correctly, including a swimming pool if you have one. You can be fined for having an undeclared pool.

Finally the form will ask you what the property is used for – a main residence, a second home or rented out and will also ask for the name of the occupier/s.

If the house is a second home, you list yourself as the occupier, and in the bit that says ‘occupied since’ you put the date when you bought it.

If you rent it out on a long-term lease you will be asked for the names of the tenants who were resident on January 1st or to indicate if the property is empty. 

Paper – if you are filing on paper you will not get any pre-filled details and will have to answer all sections yourself. The sections of the form are as described above.

Troubleshooting 

If you own the property jointly with another person or persons, then only one of you needs to complete the property tax declaration. 

If you own your property through an SCI you may not see it listed on your tax account – full details HERE.

The property tax website generally works well, although it does sometimes crash close to deadlines when it is very busy – if you are having trouble with the site first turn off any adblockers, and then turn off automated translation tools (the site allows you to copy and paste chunks of text into a translation tool in a separate window if you’re struggling with some of the French vocabulary). 

READ ALSO French property tax declaration – your questions answered

If you’re having difficulties, you can visit your local tax office – Google Centre des finances publiques plus the name of your commune to find your local office. You do not need an appointment and can visit on a walk-in basis, but take careful note of the opening hours as not all offices are open five days a week.

Some tax offices in smaller towns cannot deal with property tax queries, but if this is the case they will be able to direct you to the tax office in the your area that can answer your query.

You can also call the tax helpline on 0 809 401 401, or book a telephone appointment by heading to the ‘Contact et redenez-vous’ section on the tax website.

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