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Income tax return questionnaire

Income tax questionnaire

For internationals living or working in the Netherlands. Completing this takes about 10 minutes.

Step 1 of 813% complete

1 · Personal details

Civil status
Did your civil status or address change during the period?

Please describe what changed and when:

Fiscal partner

Did you have a fiscal partner (spouse, registered partner or qualifying cohabitant)?
Were you fiscal partners for the entire year?

From / until (dates), and the reason for the change:

Shall we also prepare your partner's tax return?

Children

Did you have dependent children?
Co-parenting arrangement (co-ouderschap)?
Child support paid?

Annual amount and name of recipient:

Child support received?

Annual amount and name of payer:

Child with disability?

2 · Residency & expat status

Were you a Dutch tax resident for the entire period?

A migration year is filed on an M-form. Arrival and departure dates are essential.

Did you have a foreign residence during (part of) the year?

Country and period:

Are you also treated as a tax resident of another country?

Which country, and do you hold a tax residency certificate?

Do you hold a 30% ruling?
Are you a US citizen or green card holder?

3 · Employment & income

Employment income in the Netherlands?
Employment income from outside the Netherlands?

Country and employer:

Did you work physically outside the Netherlands (cross-border workdays)?

Countries and approximate number of workdays in each. A salary split or treaty allocation may apply.

UWV or other Dutch social security benefits?
Dutch pension income?

Pension fund and annual amount:

Foreign pension income or accrual?

Country, type (state/employer/private) and annual amount:

Equity compensation: stock options, RSUs, SARs, ESPP, phantom shares or carried interest?

Type, grant and vesting/exercise dates:

Was it already taxed via payroll?
Severance or sign-on payments?
Alimony received from an ex-partner?

Annual amount:

Business activities

Sole proprietorship (eenmanszaak)?

Did you meet the hours criterion (urencriterium, 1,225 hours)? Profit and turnover:

Freelance / result from other activities (resultaat overige werkzaamheden)?

This is income other than profit from a sole proprietorship above — e.g. occasional freelance work, a side activity, or letting out a room. Description and approximate revenue:

Are you a statutory director (bestuurder) of a company?

Company name and country. Relevant for customary salary rules and box 2:

4 · Own home (box 1)

Did you own your main residence?
Did you buy or sell this home during the period?
New mortgage or refinancing in the tax year?
Ground lease (erfpacht), interest-only or foreign-bank mortgage?
Green loan (groene lening) for energy improvements?
Was the home temporarily vacant (e.g. after a move or during sale)?

Period of vacancy and reason:

Did you sell a former main residence in this or the previous tax year?

Relevant for the home equity reserve (eigenwoningreserve), see below.

Is there a known home equity reserve (eigenwoningreserve)?

Amount (from prior-year return or notary statement):

5 · Substantial interest (box 2) & savings/investments (box 3)

Box 2 — Substantial interest

Did you own 5% or more of the shares in any company?
Dividends received?

Amount and dividend tax withheld:

Shares sold or acquired?

Date, quantity and price:

Loan to or from your own company (rekening-courant)?

Balance on 1 January and 31 December:

Total loans from your own company exceed €500,000 (excessive borrowing rules)?

Box 3 — Savings & investments

Report all assets and debts as at 1 January. A tax-free allowance applies (approx. €57,000 per person in 2026) but please report everything — we apply the threshold.

Dutch bank or savings accounts?
Foreign bank or savings accounts?
Investment or brokerage accounts (e.g. DeGiro, Interactive Brokers, Schwab, Fidelity)?
Crypto / digital assets?

Exchange/wallet and value on 1 January:

Held on an exchange?
Held in self-custody wallet?
Investment funds or bonds (not via a brokerage account above)?
Loans receivable or family loans (vorderingen)?
Foreign real estate (other than main home)?
Other assets (art, jewellery, classic cars, etc.)?
Debts other than the main mortgage?
A foreign trust, foundation or similar structure you benefit from or control?

Which role(s) apply? Each role is taxed differently in the Netherlands — check all that apply.

If your actual return was lower than the deemed return, a rebuttal scheme (tegenbewijsregeling) may apply — attach statements of actual income and value development.

6 · Deductions & foreign tax

Donations to charities (ANBI)?

Total amount and name of charity (ANBI number if known):

Significant healthcare costs not reimbursed by insurance?

Approximate total amount:

Alimony paid to an ex-partner?

Name and BSN of recipient, annual amount:

Annuity or pension-gap premiums paid (lijfrente)?
Foreign income on which foreign tax was withheld or assessed?
Preliminary assessment (voorlopige aanslag) or refund received?
Allowances (toeslagen): healthcare, rent, childcare or child budget?
Would you like us to assess whether you're eligible and apply on your behalf?

7 · Gifts, inheritance & international

Gifts & inheritance

Gift received (schenking ontvangen)?

From whom, amount and whether gift tax (schenkbelasting) was paid:

Gift made (schenking gedaan)?

To whom and amount:

Inheritance received (erfenis)?

Approximate value, country and whether inheritance tax was paid:

Foreign inheritance or gift (from or received abroad)?

Country, amount and nature of the asset:

International assets

Foreign bank accounts (not yet mentioned)?
Foreign company ownership (not yet mentioned as box 2)?
Foreign stock plans (not yet mentioned as equity)?

8 · Upload documents

Based on your answers, please attach:

    Up to 10 files, 20 MB total. PDF / JPG / PNG / DOCX / XLSX.

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