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Client question · Capital declaration

Must I hire an accountant or tax adviser to file?

Capital declaration illustration: self-filing
Conceptual illustration; not an official document or system screenshot.

The client asks

Must I hire an accountant or tax adviser to file?

Our answer

No. You may file yourself through the Tax Authority system; mandatory digital filing does not itself require a representative. Professional advice is strongly recommended, particularly for subsequent declarations, company interests, overseas or digital assets and unexplained differences. The office can provide a focused review or prepare and file under an agreed scope.

When is professional help especially useful?

A capital declaration is a demanding report even if the screen appears approachable. Data entry is only one stage; gathering evidence, classification, reconciliation and explaining changes are central. This is especially relevant for subsequent declarations, overseas holdings, owner-managed companies, digital assets, gifts, inheritances and unexplained differences.

You can ask the office for a focused review or engage us to prepare and file the declaration under an agreed scope. We can start with the request and records, identify gaps, review classification and comparisons where relevant, and coordinate preparation and submission within that scope. No service can guarantee that further evidence will not be requested or that the declaration will not be reviewed.

Online filing: a practical sequence

Screen layouts may change, so this guide does not promise fixed button names. Under the online-reporting rules, completion depends on the system displaying its receipt after the required approval steps. A receipt does not confirm the substantive accuracy of the declaration or close any review.

  • Enter through the official Tax Authority website and identify the request and reporting date. Do not share an authentication code with someone who sent an unfamiliar link.
  • Prepare readable, complete attachments and map each document to its subject.
  • Enter data from the working file, save a draft and resolve missing information or errors before submission.
  • Reconcile the output and totals to evidence and the earlier declaration, if any. Resolve questions before confirming accuracy.

General information reviewed on 9 November 2026. Filing instructions may change; check the current requirements and your individual request before filing. This guide and checklist do not constitute individual advice, review a specific case or replace the form’s instructions and applicable law.