Questionnaire for new clients

You only have to fill in this form if you are requested to by us.

Note that you do not have to inform us about details you have provided to us earlier!

This questionnaire will generate a checklist with which you can gather all the documents we need to assess your personal situation. You will receive the checklist as a PDF document via email. Fill in this questionnaire once per person. So if you have a partner, than you have to fill it in twice.

it will take approximately 5 minutes to complete this questionnaire.

Click on next to start with the questions -->

Client Validation

Please fill in your correct email address. On this email address you will receive the checklist.
If you fill in this questionnaire for your partner, use their personal email address.

Main Email Address *

Repeat your main Email Address *

Personal Details

Title Mr Mrs Ms *

Initials

First Name *

Last Name *

Date of Birth (dd-mm-yyyy) *

Citizenship

Phone Number home

Phone Number work

Phone Number mobile *

Other email address

Your BSN Number

Do you have a BSN number? No Yes *

Your BSN number

What is your BSN number? (Fill it in like this: xxxx.xx.xxx) *

Partner and children

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)

If you do have partner, please fill in the exact name

How many children do you have? 0 1 2 3 4 5

Present Address

Street and number *

Postal code *

City *

Country *

Address Outside of the Netherlands

Address outside of the Netherlands (if applicable)

Street and number

ZIP code

City

Country

Residing in the Netherlands

Your present state of residence

On which date did you enter the Netherlands / moved to the Netherlands? (dd-mm-yyyy) *

Have you already left the Netherlands or do you know when you will? Yes No *

On which date did you leave or are you intending to leave the Netherlands / move(d) out of the Netherlands? (dd-mm-yyyy) *

Do you have a Dutch residence permit? Yes No *

Employment

Do or did you have a job the Netherlands? Yes No

Name Employer *

Period of employment

From (dd-mm-yyyy): *

To (dd-mm-yyyy):

30% ruling No Yes *

Bank Account Details

For our office to act on your behalf the tax office needs some additional data.
Furthermore we would like to know on which bank account you would want to receive possible refunds and from which bank account you want to pay for your invoices.

You only have to fill this in if you did not already did so in your quotation

Do you want to use the same bank account for the tax office and for your payments to Fidante?

What is the bank account number from which you want to pay your invoices? *

What is the name on this account? *

What is the name of the bank? *

What is the bank account number on which you want to receive your tax refunds? *

What is the name on this account? *

What is the name of the bank? *

Your additional information

Your remarks

You're almost there!

This is the end of the questionnaire.
If you click on 'Submit' the checklist will be generated.

Make sure you have filled in this questionnaire correctly because we will use the exact answers you gave for filing your income tax returns!

If you want to change or review anything you can use the 'Back' button on this form (NOT the back button of the browser)

This questionnaire is submitted to our office.
You will receive an email including the generated checklist and your answers given.

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