DeclarationExpertise.fr centralizes the management of real estate expertise files on a single interface. For a professional who is already using tax declaration tools or claims tracking, the platform presents technical specifics that a simple overview does not cover. Here, we detail the configuration and compliance points to master from the first connection.
Setting up the professional account on DeclarationExpertise.fr
Creating an account is not limited to entering an email and a password. The initial form requires the tax identification number (NIF), the legal form of the company, and the APE code. These fields determine the modules accessible in the dashboard.
We recommend entering the SIRET immediately rather than completing the profile later. A partially filled account blocks access to the functions for generating expertise reports, which forces you to re-enter information from the beginning on certain browsers.
The choice of account type (independent expert, firm, agent) also determines access rights to collaborator sub-accounts. A firm planning to delegate file entry to an assistant should opt for the multi-user profile upon registration. Changing this parameter later requires a request to support, with a processing time that may slow down an ongoing file. To deepen the initial configuration, you can consult the advice from Business Ethique which details each step of the process.
DAC7 obligations and impact on data collection
DeclarationExpertise.fr, like any platform connecting service providers with clients, falls within the scope of the DAC7 framework. Transposed into French law under articles 1649 ter A to 1649 ter E of the CGI, this framework imposes an annual declaration by January 31 of the amounts received by each registered provider.
In practice, the platform collects your date of birth, address, and NIF upon registration. The quarterly amounts billed through the tool are aggregated and then transmitted to the tax administration. No exclusion threshold applies: the first operation triggers the reporting obligation.
For the user, this means two things. First, the income generated from expertise missions conducted through the platform must be included in the professional income declaration, without waiting for a potential annual summary. Secondly, any inconsistency between the data transmitted by the platform and that declared by the expert may generate a request for justification from the administration.
Verification of transmitted data
We observe that some users neglect to check the quarterly summary available in the “Tax Activity” tab of the dashboard. This document lists the amounts that the platform will transmit. An error on a closed file (incorrectly assigned amount, unaccounted canceled mission) must be reported before the transmission date.
Structure of an expertise file: mandatory fields and attachments
Creating a file on DeclarationExpertise.fr follows a form structured into four blocks. The first block identifies the property (address, cadastral references, type of property). The second concerns the nature of the mission (claim, evaluation, counter-expertise). The third collects the attachments. The fourth generates the preliminary report.
An incomplete file in the “attachments” block remains in draft status and cannot be shared with the client. The required documents vary depending on the type of mission:
- For a claim: initial declaration, dated photos, repair estimate if applicable
- For an evaluation: title deed or current lease, mandatory technical diagnostics (DPE, asbestos, lead according to the year of construction)
- For a counter-expertise: initial report from the opposing expert, letter of dispute, additional factual elements
The maximum file size for each attachment is indicated in the interface. Accepted formats are limited to PDF, JPEG, and PNG. A scanned report in TIFF must be converted before uploading.
Numbering and traceability of files
Each file receives a unique timestamped identifier. This number serves as a reference in exchanges with insurance companies and courts. Changing the title of a file after validation does not change its identifier, ensuring traceability even in the event of renaming.
Electronic invoicing and compliance for real estate experts
The obligation for electronic invoicing, which is gradually being implemented in France, directly concerns expertise firms. DeclarationExpertise.fr integrates a module for generating invoices in structured format, but this module does not replace an approved partner dematerialization platform (PDP).
The distinction is technical but has significant consequences. The invoice generated by the platform must pass through an approved operator to be valid under the regulations. We recommend checking the compatibility between the format exported by DeclarationExpertise.fr and that expected by your PDP before invoicing a first file.
- Check that the export format (Factur-X, UBL, or CII) corresponds to that accepted by your operator
- Set the mandatory mentions (VAT number, SIRET, billing address) in the account settings
- Test sending an invoice for zero euros to validate the transmission chain before a real file
Telemarketing and consent: what changes for users
Experts registered on DeclarationExpertise.fr sometimes receive solicitations from commercial partners listed on the platform. Anti-solicitation regulations now require explicit prior consent before any prospecting call, with proof of this consent retained for at least three years.
In the account settings, a dedicated box controls the opt-in for partner communications. It is unchecked by default. If you activate it and then change your mind, the revocation takes effect within a few business days, during which residual calls may still occur.
The platform does not transmit your phone number to partners without activating this option. Checking this setting upon account creation avoids unpleasant surprises, especially for experts who use their main professional line.
