The Tax Administration and the Digital and Population Data Services Agency are developing digital services for deceased persons’ estates: Easier services for estates starting 2027

The change is part of the Ministry of Finance’s development programme entitled Easing the management of the affairs of a deceased relative. The objective is to digitalise and automate data transfer between authorities and other organisations. 

The change is scheduled to take effect in 2027, and it will concern new estates of deceased persons. Estates formed prior to the change will continue to handle matters as before.  

Shareholder details of an estate can be requested in MyTax

The Digital and Population Data Services Agency will create a shareholder register for deceased persons’ estates. The register will replace extracts from the personal register, which are used at present. The objective is to collect the required shareholder details automatically, so that it would no longer be necessary to request extracts from various registers. Shareholders of an estate can request shareholder details in MyTax.

After the change, shareholders can use e-services to handle the estate’s matters or authorise an agent to use the services on their behalf with a Suomi.fi authorisation. The shareholders of an estate will receive instructions on how to use the e-services in the estate’s matters in Suomi.fi Messages. 

“This is a major improvement simplifying access to public administration services. The objective is to make handling things easier for relatives through digitalisation and automation,” says Rosa Arola, Chief Specialist at the Digital and Population Data Services Agency.

The shareholder register is also useful for authorities and companies: in future, they can retrieve the information they need using their Suomi.fi authorisations or through the register’s interfaces. This will accelerate things and reduce the amount of manual data processing. 

Handling estates’ matters will be centralised in MyTax 

The Tax Administration will implement a new section for deceased persons’ estates in MyTax. In future, shareholders of an estate and persons authorised by them can attend to matters related to shareholder details and inheritance taxation in one and the same place. In the service, all shareholders and authorised agents will see the same information on the estate.

Starting from 2027, MyTax allows you to

• check details in the shareholder register for deceased persons’ estates and make additions to them
• complete and submit a deed of estate inventory and an inheritance tax return 
• store documents of the estate.
  
  

The inheritance tax return is a new tax return. In future, inheritance taxation will be based on the information submitted in it. Available information on the deceased person’s assets will be accessible to the shareholders of the estate in MyTax. They can use the information when filing their inheritance tax returns and making the deed of estate inventory. In MyTax, you can make an inheritance tax return and a deed of estate inventory in one go.

“The objective is to make as much information as possible on the deceased person’s assets available. This will be a great help when a deed of estate inventory is created and an inheritance tax return filed. Our aim is to collect information widely from various sources,” says Susanna Hulmi, Project Executive at the Tax Administration.

Services will be introduced in stages from 2027 onwards

The introduction of new services requires major amendments to legislation, which are being prepared at the Ministry of Finance and the Ministry of Justice. Draft laws are scheduled to be circulated for comment at the end of 2025.