Simplifying French Tax and Finances

Tools and guides for expats in France

Individuals

Bank Statement to Tax-Ready Summary in Minutes

Automate your French tax preparation. Our tool helps you organize income, convert currencies, and generate summaries for your tax returns.

Start Tax Prep

This tool makes it easy to:

  • ✓
    Identify everyone in your household
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    Upload bank files for all your accounts
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    Instantly convert foreign income to Euros
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    Easily add manual entries if needed
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    Automatically group income by category
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    Download a tax-ready PDF summary
Tax Service Businesses

Stop cleaning client data
start using it

Simply share your unique link with clients. They generate their own tax-ready summaries, providing you with clean, categorized data and csv audit trail every time.

Professional Licensing

How it works

Profile Setup

Select who’s in your household. We organize entries for each person individually.

Fast Upload

Drag and drop bank exports (CSV). Our system supports major international banks.

Smart Sorting

Foreign currency is instantly converted. Identify transfers and taxable income easily.

Tax Ready

Download your organized PDF summary ready for your french tax declarations.

2026 Tax Brackets

Based on 2025 income, thresholds have been adjusted for inflation. Rates remain 0% to 45%.

Income BandRate
Up to €11,6000%
€11,601 – €29,57911%
€29,580 – €84,57730%
€84,578 – €181,91741%
Above €181,91745%

Social Charges

Commonly known as Prélèvements Sociaux, these are applied to investment income and capital gains in addition to income tax.

Standard Rate: 17.2%Default rate for residents on rental and investment income.
S1 Holders 0% & 7.5%0% for some incomes e.g. pensions and reduced rates for others.
Flat Tax (PFU): 30%Includes both 12.8% income tax and 17.2% social charges.

Auto-Entrepreneur

New social contribution rates for 2026. BNC activities are seeing a gradual increase to 26.1%.

Carla - Founder
Founder Story

Why Taxpert?

After 22 years in France, I’ve learned that 'simple' paperwork rarely is. With a background in IT management, I’ve spent my career building workflows that make sense of chaos. I created Taxpert to do more than just process data; I want to strip away the complexity of French finance. My mission is to break down daunting tax and financial hurdles into clear, actionable insights. Whether it’s turning messy bank statements into tax-ready summaries or helping future expats model the true financial impact of moving to France, I build tools that provide clarity. My goal is to empower individuals and small businesses to stop feeling overwhelmed by the system and start moving forward with confidence.