Estate tax return checklist of documentary requirements annex b3 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the TIN of the estate in the designated field. This is crucial for processing your estate tax return.
3. Upload a photocopy of the Death Certificate, ensuring you have the original available for authentication.
4. Select and attach any required documents such as an Affidavit of Self Adjudication or a Deed of Extra-Judicial Settlement, depending on how the estate was settled.
5. Provide proof of payment by uploading the Official Receipt or Deposit Slip along with a duly validated return.
6. For real properties, upload a certified true copy of the latest Tax Declaration and any relevant property titles, ensuring originals are available for verification.
7. If applicable, include documentation for personal properties like Certificates of Deposit or Registration for vehicles, along with their respective valuations.
8. Finally, ensure all sections are completed accurately before saving and submitting your form through our platform.

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