Greek Tax Filing & Rectification
Budget / Salary€30–250
TypeFreelance project
LocationRemote
Posted1 hour ago
I need a freelance accountant to handle a self-contained piece of work: an amended income tax return (τροποποιητική δήλωση) for tax year 2025.
The situation
An account with a Cyprus-based, CySEC-regulated investment platform, opened January 2025, was not declared on the original 2025 return. Roughly €6,750 of securities purchases and about €180 of interest and dividend income need to be brought in. The correction is voluntary, ahead of the DAC2/CRS exchange.
What I need someone comfortable with
Τεκμήρια απόκτησης on foreign securities purchases (Art. 32) and the coverage rules of Art. 34 §2
The dependent-child provisions of Art. 11 and the abolition of the €3,000 minimum objective expense under ν.5246/2025 Art. 7
Late δήλωση δωρεάς for family funds and the Category A exemption
Foreign interest and dividend income with withholding tax credits
DAC2/CRS reporting and what ΑΑΔΕ actually receives
What's ready
Complete broker documentation: annual statement, full activity statement with every trade itemised, year-end confirmation of holdings, and the transactions file. Purchase and sale totals are already computed to the cent. This is not a shoebox of receipts.
Practicalities
Small file, clearly scoped, no ongoing bookkeeping. Remote is fine. text-based communication acceptable. Coordination with a second amended return on the family side may be needed. I'd like to move fast.
Please quote a fixed fee for the engagement.
The situation
An account with a Cyprus-based, CySEC-regulated investment platform, opened January 2025, was not declared on the original 2025 return. Roughly €6,750 of securities purchases and about €180 of interest and dividend income need to be brought in. The correction is voluntary, ahead of the DAC2/CRS exchange.
What I need someone comfortable with
Τεκμήρια απόκτησης on foreign securities purchases (Art. 32) and the coverage rules of Art. 34 §2
The dependent-child provisions of Art. 11 and the abolition of the €3,000 minimum objective expense under ν.5246/2025 Art. 7
Late δήλωση δωρεάς for family funds and the Category A exemption
Foreign interest and dividend income with withholding tax credits
DAC2/CRS reporting and what ΑΑΔΕ actually receives
What's ready
Complete broker documentation: annual statement, full activity statement with every trade itemised, year-end confirmation of holdings, and the transactions file. Purchase and sale totals are already computed to the cent. This is not a shoebox of receipts.
Practicalities
Small file, clearly scoped, no ongoing bookkeeping. Remote is fine. text-based communication acceptable. Coordination with a second amended return on the family side may be needed. I'd like to move fast.
Please quote a fixed fee for the engagement.
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