With the form on the following page you can generate a personal checklist with which you can gather all the necessary documents we need from you to file your tax returns.The checklist will be generated according to the answers you provide.It will be sent as a PDF to your email address.Please fill in one form per person per tax year.Let op: Voor Nederlandse particulieren hebben wij een andere checklist!
Title Mr Mrs Ms
First Name *
Last Name *
Date of Birth (dd-mm-yyyy) *
Your client ID
Email Address *
Repeat your Email Address *
Who is your personal tax consultant this year? Please select Ankie Vincken Mignonne de Valk Jenny Biesmans Ton van den Broek Liesbeth Coenen Kees Roos Not assigned yet I have no idea
For what tax calender year do you want to prepare a checklist? 2012 2011 2010 2009 2008 *
Did you move to the Netherlands during this year?
Did you move from the Netherlands during this year?
Did you earn salary (income) in the Netherlands in this year?
Have you worked in the Netherlands for the whole year?
Have you received benefits (uitkering) from the UWV or other authorities (NOT from the tax office)?
Have you received a pension?
Did you earn salary (income) outside of the Netherlands in this year?
Are you single, married or living together for more than 6 months this year? I am single Married I am living together for more than 6 months
Has this situation changed this year? No I got married I divorced I started living together I broke up with my partner My partner died
Did your partner have an income in the Netherlands this year?
How many children do you have? 0 1 2 3 4 5
Do you own or rent the house where you live in in the Netherlands? I rent a house I live in a house that I own Other
Did you have possessions in worth more than: 20.785 Euro if single, 41.570 Euro if married/living together?
For 2011 the tax office has changed its definition of what it regards as 'partner'.Please check below all items which apply to you (only in the case you are unmarried but living together with your partner during the tax year you are generating the checklist for).
We are unmarried but living on the same address and... we have a registered partnership set up by a notary we have a child of our own we both own the same house (property) at least one of us is registered as partner in the pension fund agreement of the other
Did you receive a letter from the tax office for filing your income tax for this year?
Have you received a provisional tax refund or assessment for this year?
Have you received any of the following allowances? Health care allowance (zorgtoeslag) Rent allowance (huurtoeslag) Child day care allowance (kinderopvangtoeslag) Child benefit (kindgebonden budget)
Does any of the following items apply to you? I bought a house in the Netherlands this year I am building a house in my home country (still unfinished) I had study expenses I sent my children to a day care facility I had more than 1000 Euro health expenses I had the 30% ruling I married this year I travel to work by public transport I paid life annuity (lijfrente) I paid dividend tax I paid gaming tax (kansspelbelasting) I gave money to charity I own shares I have a life insurance I had child day care expenses and or out of school childcare I had parental leave (ouderschapsverlof) I had debts I paid alimony to my ex-partner I received alimony from my ex-partrer I paid child alimony
Your remarks
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