Select the form to be filled out FORM FOR AN INDIVIDUAL FORM FOR AN ANNUAL DECLARATION Annual declaration for an individual 15 min – 26 questions Form for an annual declaration 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) * 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 Month January February March April May June July August September October November December Year If you have an extract from gemeente, please send a copy Upload files Drag the file here or click to upload Choose a file Maximum upload size: 50MB 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). Upload files * Drag the file here or click to upload Choose a file 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? * 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 Upload files * Drag the file here or click to upload Choose a file 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 Upload files * Drag the file here or click to upload Choose a file Maximum upload size: 50MB 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) Upload files * Drag the file here or click to upload Choose a file 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 Upload files * Drag the file here or click to upload Choose a file 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 Upload files * Drag the file here or click to upload Choose a file Maximum upload size: 50MB 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 Upload files * Drag the file here or click to upload Choose a file 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 Upload files * Drag the file here or click to upload Choose a file 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 Upload files * Drag the file here or click to upload Choose a file Maximum upload size: 50MB 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 Upload files * Drag the file here or click to upload Choose a file Maximum upload size: 50MB 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 Upload files * Drag the file here or click to upload Choose a file 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) Upload files * Drag the file here or click to upload Choose a file 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 * Drag the file here or click to upload Choose a file 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 Upload files * Drag the file here or click to upload Choose a file 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. Upload files * Drag the file here or click to upload Choose a file 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 Upload files * Drag the file here or click to upload Choose a file 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 Upload files * Drag the file here or click to upload Choose a file 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 Upload files * Drag the file here or click to upload Choose a file 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 Upload files * Drag the file here or click to upload Choose a file Maximum upload size: 50MB Describe your situation * client signature Clear client’s partner signature Clear By clicking on the SEND button, you consent to the processing of personal data and agree to Privacy Policy Send GO TO HOME
15 min – 26 questions15 min – 26 questions15 min – 26 questions15 min – 26 questions
15 min – 26 questions
15 min – 26 questions