Personal data

We need your personal data, as well as your partner's and children's. To be exact:

• surname
• initials
• gender
• social security number
• date of birth

Assessments

• professional assessment(s) 
• refund(s) income tax 
• contribution health insurance

Annual statements

• income from employment
• UB40 (from the UWV, social insurance and so on)
• income from previous employment that was subject to payroll tax
  
• commute expenses when you were employed

Do you have any other income and/or expenses? Please send us more detailed information.

Deductions

Your own house

If you own a home, we need:

• the real estate assessment (WOZ-aanslag)
• details of your bank about the mortgage interest paid and the state of the mortgage loan

Is there anything special going on about your house? Please inform us! For instance:

• Did move away the past year and have not sold your old home? Tell us the mortgage data of this property.
• Do you have temporarily unsold housing rents? Send us an indication of the rental period. 
• Did you buy a new house and did you sell the old one? Inform us about the sale of your old home. 
• Have you rebuilt your house which led to an increase of your mortgage? Let us know.

Training costs

If you spent more than €250 for study purposes, then these costs can be deductible. Please provide a specification if the costs are not included in the accounts of your business.

Deductible specific medical expenses

You may deduct expenses for:

• costs for medical and surgical assistance. This may be the hospital, doctor, specialist, dentist or, for example, physiotherapy;
• care provided by a physician or by prescription and under supervision of a physician. Consider the cost of acupuncture, physiotherapy, speech therapy, homeopathy or chiropractic;
• prescribed medicines;
• some tools such as arch supports and dentures;
• your costs of transportation to a doctor or hospital. These can be your own expenses or those of a person in your household;
• your costs of transportation if you are visiting someone in a hospital at € 0.19 per km. Keep in mind there are some additional conditions.
• some diet costs (not every diet is deductible);
• additional transport costs due to illness or disability, to the extent not covered by the WMO in 2015;
• extra clothing and bedding.

All the expenses mentioned above are deductible to the extent that they exceed your own risk on your health insurance.

Alimony

• received or paid maintenance to your ex-husband or ex-wife
• name, address and tax number of your ex-husband or ex-wife

Life annuity premiums

• premiums paid
• copy of the life insurance policy (if not already in our possession)

Disability Insurance

• premiums paid
• acopy of the insurance policy (if not already in our possession)

Gifts

The deductable amount for regular donations is subject to a threshold and a ceiling. The threshold is 1% of your threshold income, with a minimum of €60. As you have paid more than this threshold, you can deduct. But you may not deduct more than 10% of your threshold income.

When you make a donation to a non-profit cultural institution (ANBI), you should calculate the deductible increase of this gift by 25%. The ceiling will be raised, but not more than € 1,250. In this case there is no threshold.

Costs of the livelihood of children

From 2015, you may unfortunately no longer deduct expenses for the maintenance of your children under 21 years.

Box 3

If your tax partner and you (possible with your kids) have a capital of more then €50.000, you must pay a capital gains tax. Are you alone then the threshold is € 25.000 (in 2017; €30.000 in 2018). If you are over 65 then other thresholds apply. Also, certain capital components are excluded again. 

Are you convinced that you have a capital below the threshold, then you do not have to give us any information. Do you own more - or have any doubt - please provide as much information as possible, like:

• your bank balances
• investments
• endowment
• second homes
• your share of the VVE of your home
• debts

Specifically

Do you have a shareholding in a company of more than 5% (other than your own business) we like to receive a specification.