If you are one of the 11.5 million French people to have an employee savings plan (PEE, PER, Perco), you will soon - or perhaps have already had to - receive a a document with an unattractive, yet valuable title: your annual statement of situation.
Above all, do not throw it directly in the trash or send it to your trash without even deigning to take a look.
To discover
These ten clues that trigger tax audits
Who pays the most income tax in France?
Because this statement, muscular and standardized by the Pacte law in 2019, and which must be sent by the account holders each year between January 1 and March 31, contains useful information, which makes it possible to see more clearly about the status of your employee savings.
“
This newsletter can also be an invitation to connect to your personal space on the internet, where the information available is much richer
,” underlines Benjamin Pedrini, CEO of Epsor, which offers employee savings and retirement solutions.
For those…
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