Income tax file

In order to prepare your income tax return, we request the following information for our file:

1.  Permanent file

Personal information:

  • Name and address details
  • Gender
  • Date of birth
  • Citizen service number
  • Marital status (single, married/registered partnership, cohabiting, divorced), data Telephone number
  • E-mail
  • Citizen service number (BSN)
  • Children: names/initials, dates of birth, BSN

Personal deeds/documents:

  • Copy of passport/driver’s license
  • Identification Wwft
  • Wwft risk profile
  • Prenuptial agreement
  • Social Agreement
  • Will
  • Donation deed
  • Labor contract

Real estate:

  • Purchase or sale deed
  • Title Deed
  • Excerpt from land register
  • Credit agreement
  • Rental or rental agreement

Movable property:

  • Title Deed
  • Credit agreement
  • Rental or rental agreement

Credit agreements:

  • Current account agreement
  • Mortgage loan
  • Credit agreement

Pension and annuity provisions:

  • Annuity policy/agreement
  • Standing rights agreement
  • Pension policy/letter
  • Endowment insurance policy
  • Life insurance policy

2. Declaration file

Box 1: income from work and home

Income from employment:

  • Annual statement
  • Company car
  • Mileage administration
  • Declaration of no private use of a car
  • WW/WAO/WIA/Wajong/Waz benefits
  • Pension benefits
  • Annuity payments

Result from other activities:

  • Revenues
  • Cost

Other income:

  • Alimony
  • Regular payments and provisions

Own house:

  • WOZ decision
  • Mortgage interest statement
  • Mortgage debt 31/12
  • Capital sum insurance
  • Savings account owner-occupied home/ investment account owner-occupied home
  • Purchase/sale data owner-occupied home
  • Additional loan and/or renovation data
  • Data repayment requirement/repayment position

Personal expenses:

  • Medical expenses
  • Training costs
  • Alimony
  • Annuity premiums
  • Gifts

Box 2: Income from a substantial interest

  • Stock ownership
  • Regular benefits
  • Alienation benefits
  • Cost
  • Financing
  • Entrainment rule (meesleepregeling)
  • Strain rule (meetrekregeling)

Box 3: Income from savings and investments

  • Bank and savings balances, specification 1/1 and 31/12
  • Securities, specification 1/1 and 31/12
  • Immovable property (not owner-occupied home), specification 1/1 and 31/12
  • Annuity and endowment insurance, specification 1/1 and 31/12
  • Debts, specification 1/1 and 31/12
  • Receivables, specification 1/1 and 31/12

Income tax

  • Provisional assessments: reference, date, change request
  • Final assessment: reference, date, objection yes/no, date of decision
  • Income tax return
  • Healthcare allowance
  • Rent allowance
  • Childcare allowance
  • Child-related budget
  • Correspondence with the Tax and Customs Administration about tax returns/assessments/allowances
  • Specifications and connections
  • Objection
  • Appeal

3. Advice file

  • Correspondence with client
  • Advice to client
  • Phone notes