Assessment and questionnaire
An initial document checklist for consultation. These questions do not determine tax liability or request precise values or personal identifiers.
Based on the supplied draft. The rules described have not been verified as effective law; the final provisions may change.
What needs individual review?
Residence, the net-wealth threshold, valuation exceptions and qualifying debts would jointly determine exposure. This checklist only supports document preparation; it is not a tax calculation or legal opinion.
Initial document checklist
Answers stay on this page and are not sent to the firm. Closing or reloading the page clears them.
Frequently asked questions
Does the firm receive my questionnaire answers?
No. Answers stay on the current page and are cleared when you close or reload it.
Does the document list determine tax liability?
No. The questionnaire only supports document preparation for a consultation; it is not a tax calculation or individual legal opinion.
Open draft (Hungarian)