Form for an annual declaration - Azarova Consulting

Date of filling

What year is the tax declaration for

First name (in Latin characters, as stated in the passport)

Last name (in Latin characters, as stated in your passport)

1. Residential address (registration)

Number

Postcode

City

Country

When completing this questionnaire, choose the answer that best suits you.
If you choose the answer "yes" - send a copy of the document that confirms your situation.

General information for M form tax return (m-form declaration - for migrants who have been registered in the Netherlands for less than a year)

If you have lived in the Netherlands for a full year, you do not need to answer questions 2-4.

2. Please enter the date of moving to/from the Netherlands (the date of registration or deregistration in local municipality aka gemeente is required)

2. Date of migration to/from the Netherlands

Month

Year

If you have an extract from gemeente, please send a copy

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3. If you moved to the Netherlands, please enter the name of the country you moved from

4. If you moved from the Netherlands, please enter the name of the country you moved to

BOX 1 - Primary income

5. Did you have income in the tax year? *

Here the list of possible income:

salary from the Netherlands,
salary from abroad,
pension from the Netherlands,
pension from abroad,
a scholarship allowance,
a sickness benefit,
income from freelancing,
Other one-time income.

Allowances (toeslag) and child benefits (kinderbijslag) are not the income

5. Did you have income in the tax year?

YES, ONLY ME

YES, ONLY MY PARTNER

YES, MY PARTNER AND ME

NO

If you answered "YES" - please send a copy of annual statement from your employer (jaaropgaaf).

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Maximum upload size: 50MB

6. Did you or your partner commute by public transport to work that is more than 10 km (rounding to 1 km) from your home one-way, and your employer did not reimburse for expenses? *

YES

NO

If you answered "YES" - please describe your situation and add the following information:
- your work address
- the distance between your home and your work
- the number of working days when you got to work by public transport
- the extract from your transport smart card (OV-chipkaart) with the summary of all home-work commutes or your travel tickets

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Maximum upload size: 50MB

7. Do you get alimony from your ex-partner (for an adult, not for children!) *

7. Do you get alimony from your ex-partner (for an adult, not for children!)

YES

NO

If you answered "YES" - send court decisions, send a bank statement with transfers. Specify the amount of the money you received last year

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Enter the amount received for the year in this field

Additional income

8. Did you have additional income: *

your ex-partner paid the mortgage,
an annuity,
a money judgment and other income that you cannot classify

8. Did you have additional income

YES

NO

If you answered "YES" - describe your situation in detail and add the following information, a statement of your income and connected spendings (if applicable)

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Maximum upload size: 50MB

Describe your situation

Property in the Netherlands

9. Do you and/or your partner have a property in the Netherlands where you live in (registered)? *

9. Do you and/or your partner have a property in the Netherlands where you live in (registered)?

YES

NO

If you answered "YES" - please Indicate from what year you own this property and add the following information: a copy of WOZ-waarde

Indicate from what year you have owned the property

10. Have you purchased property in the Netherlands with a mortgage loan? *

10. Have you purchased property in the Netherlands with a mortgage loan?

YES

NO

If you answered "YES" - If you have a mortgage – add a mortgage statement from the bank

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Maximum upload size: 50MB

11. Is there something changed in the tax year?
(You bought, sold, rented out or changed the property, or the terms of the mortgage have changed, etc.) *

11. Is there something changed in the tax year? (You bought, sold, rented out or changed the property, or the terms of the mortgage have changed, etc.)

YES

NO

If you answered "YES" - describe your situation and we will tell you what documents we need to send

Describe your situation

12. Is your property a monument-building building? *

12. Is your property a monument-building building?

YES

NO

If you answered "YES" - describe your situation and we will tell you what documents we need to send

Describe your situation

13. Do you pay VVE payments?
VvE is an association of property owners. Every VvE must have a reserve fund - to account for normal annual household expenses. *

13. Do you pay VVE payments?

YES

NO

If you answered "YES" - Please send the final document for the reporting year, which indicates how much you have contributed to your VVE

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14. Do you pay erfpacht (the right to use the land and living space on it)? *

14. Do you pay erfpacht (the right to use the land and living space on it)?

YES

NO

If you answered "YES" - add a statement with payment

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Maximum upload size: 50MB

15. Do you have another property in the Netherlands where you are not registered? *

15. Do you have another property in the Netherlands where you are not registered?

YES

NO

If you answered "YES" - please Indicate from what year you own this property and add the following information: send a copy of WOZ-waarde, if you have a mortgage – add a mortgage statement from the bank

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Maximum upload size: 50MB

16. Do you and/or your partner have a property in other countries except the Netherlands? *

16. Do you and/or your partner have a property in other countries except the Netherlands?

YES

NO

YES, NOT SURE WHETHER TO SHOW

If you answered "YES" - please specify country, address, and the market value, if you have a mortgage – add a mortgage statement from the bank

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Please specify country, address, and the market value

Describe your situation

BOX 2 - Income from stocks and shares, dividends

17. Do you and/or your partner hold shares? (Owner/co-owner of BV, NV, LTD, etc. – more than 5% of total company shares) *

17. Do you and/or your partner hold shares?

YES

NO

If you answered "YES" - send a summary of dividends received, taxes paid

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Enter company details (company name, date of incorporation, your/your partner's shareholding (in percentages), value of 1 share)

18. Do you have other investments? (effecten, beleggingen, levensloopregeling, kapitaalverzekering, spaarloonrekening, durfkapitaal) *

18. Do you have other investments?

YES

NO

If you answered "YES" - Send the final overview

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Maximum upload size: 50MB

BOX 3 - Savings, including foreign deposits

19. Do you have a bank account in a Dutch bank? *

19. Do you have a bank account in a Dutch bank?

YES

NO

If you answered "YES" - senda final overview of all bank accounts (financiele overzicht, jaaroverzicht, annual statement) - the final document from your bank for the year, indicating the balance at the beginning and end of the reporting year, without daily transactions)

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Maximum upload size: 50MB

20. Do you have a bank account in a foreign bank (not in the Netherlands)? *

20. Do you have a bank account in a foreign bank (not in the Netherlands)?

YES

NO

YES, NOT SURE WHETHER TO SHOW

If you answered "YES" - senda final overview of all bank accounts (financiele overzicht, jaaroverzicht, annual statement) - the final document from your bank for the year, indicating the balance at the beginning and end of the reporting year, without daily transactions)

Upload files

Maximum upload size: 50MB

Describe your situation

Additional information

21. Do you or your partner have 30% ruling? *

21. Do you or your partner have 30% ruling?

YES

NO

If you answered "YES" - please send a copy

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Maximum upload size: 50MB

22. Do you pay alimony for your ex-partner (for adult, not for children!)? *

22. Do you pay alimony for your ex-partner (for adult, not for children!)?

YES

NO

If you answered "YES" - attach a copy of the court order. List the amount paid for the year. Send a bank statement with all the amounts listed.

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Maximum upload size: 50MB

Enter the amount received for the year in this field

23. Did you have medical expenses that haven’t been reimbursed by your health insurance? (eigen risico is not included in costs) *

23. Did you have medical expenses that haven’t been reimbursed by your health insurance?

YES

NO

If you answered "YES" - please describe your situation in detail and send the following information: a final overview of your expenses, a statement from your bank with all payments

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Maximum upload size: 50MB

Describe your situation

24. Did you have educational expenses that haven’t been covered by your scholarship or employer till 2022? *

24. Did you have educational expenses that haven’t been covered by your scholarship or employer till 2022?

YES

NO

If you answered "YES" - please describe your situation in detail and add the following information: send the confirmations of enrollment and a statement from your bank with all payments

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Maximum upload size: 50MB

Describe your situation

25. Did you give gifts or help charity organizations as a sponsor? *

25. Did you give gifts or help charity organizations as a sponsor?

YES

NO

If you answered "YES" - send a final overview of your expenses and a statement from your bank with all payments

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Maximum upload size: 50MB

26. Did you pay or receive money from the tax authority on the advance report (voorlopige aanslag) in the tax year? (Voorlopige aanslag - these are payments from the tax authorities that you received in advance or paid monthly during the year, for which you must report in the tax declaration) *

26. Did you pay or receive money from the tax authority on the advance report (voorlopige aanslag) in the tax year?

YES

NO

I DO NOT KNOW

If you answered "YES" - send a copy

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Maximum upload size: 50MB

Describe your situation

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Select the form to be filled out

Annual declaration for an individual

General information for M form tax return (m-form declaration - for migrants who have been registered in the Netherlands for less than a year)

BOX 1 - Primary income

Additional income

Property in the Netherlands

BOX 2 - Income from stocks and shares, dividends

BOX 3 - Savings, including foreign deposits

Additional information

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