Did Profinancials also prepare any previous year application?* Since we haven't prepared your tax return before we kindly ask you to continue to complete this form.
Select your preferred tax filing process* Make your selection to see the preparation time.
Do you want to us to add your partner in the tax return application?* Tax return Fastlane Are you in need for faster filing? With our fastlane filing option you can reduce the preparation time to max. 5 workdays.
In which language do you wish to receive your tax report(s):*
General questions Name*
1. First name(s)
2. Last name(s)
Apply discount for testing purposes 3. Gender* This information is used for your tax reports
10. Date of birth* If you do not wish to enter the number due to privacy reasons at this stage, please complete this question with ‘000000000’. If not completed at this stage, you will need to update your BSN records after you received access to our secured client portal. Please be informed that not entering your BSN at this stage, might delay the tax return process.
You selected you have a partner, but you've chosen a tax return process without partner. Please be informed that we will not prepare or file your partners tax return with this service.
You selected you have a partner, but you've chosen a tax return process without partner. Please be informed that we will not prepare or file your partners tax return with this service.
You selected you have a partner, but you've chosen a tax return process without partner. Please be informed that we will not prepare or file your partners tax return with this service.
15. Gender partner* This information is used for your tax reports
17.1 Date of birth partner* If you do not wish to enter the number due to privacy reasons at this stage, please complete this question with ‘000000000’. If not completed at this stage, you will need to update your partners BSN records after you received access to our secured client portal. Please be informed that not entering your BSN at this stage, might delay the tax return process.
18. Children?* 18.1 Date of birth of your youngest child*
Questions about residency 19.1 Have you entered and registered yourself in the Netherlands in the tax year selected?* 19.1.2 Date on which you entered the Netherlands* 19.1.3 Date on which you registered at the municipality in the Netherlands* 19.2 Have you left and deregistered yourself from the Netherlands in the tax year selected?* 19.2.2 Date on which you left the Netherlands* 19.2.3 Date on which you deregistered at the municipality in the Netherlands.* 19.3 Has your partner entered and registered in the Netherlands in the tax year selected?* 19.3.2 Date on which your partner entered the Netherlands* 19.3.3 Date on which your partner registered at the municipality in the Netherlands* 19.4 Has your partner left and deregister from the Netherlands in the tax year selected?* 19.4.1 Date on which your partner left the Netherlands* 19.4.2 Date on which your partner deregistered at the municipality in the Netherlands*
Questions about income 20. Did you work as an employee and receive Dutch employment income from an employer during the applicable tax year?* We will request you to upload your Dutch annual income statement (in Dutch: Jaaropgave) on the Profinancials Portal. Note that we cannot use your monthly pay slips! The annual income statement shows the cumulative employment income, and it represents the closure of a payroll. An employer is obliged to share this with the employees. If you did not receive this statement, please contact your employer.
21.1 Did you had multiple employers during the year, or did you change from employer during the applicable tax year?* 21.2 Did you receive a redundancy or severance payment from your previous employer?* Note that in this case, you might have two different annual income statements from one specific employer.
22. Did you receive any government benefits for unemployment, illness and/or retirement?* 23. Did you work and receive any foreign employment income during the applicable tax year, but only in the Dutch period?* We will request you to upload your monthly pay slips from your foreign employer.
Important: we will need to charge extra costs for reporting foreign income in your Dutch personal income tax return.
Reason is that foreign income needs to be recalculated in to Dutch tax Standards and currency differences might apply due to EUR reporting.
24. Did your partner work and receive any Dutch employment income during the applicable tax year?* We will request you to upload your annual income statement (in Dutch: Jaaropgave) on the Profinancials Portal.
Note that we cannot use monthly pay slips! The annual income statement shows the cumulative employment income, and it represents the closure of a payroll.
An employer is obliged to share this with the employees. If you did not receive this statement, please contact your employer.
25. Did your partner work and receive any foreign employment income during the applicable tax year, but only in the Dutch period?* We will request you to upload your monthly pay slips from your foreign employer.
Important: we will need to charge extra costs for reporting foreign income in your Dutch personal income tax return.
Reason is that foreign income needs to be recalculated in to Dutch tax Standards and currency differences might apply due to EUR reporting.
26. Did your partner receive any government benefits for unemployment, illness and/or retirement ?* We will request, you to upload your annual income statement (in Dutch: Jaaropgave) on the Profinancials Portal.
Note that we cannot use monthly pay slips! The annual income statement shows the cumulative benefit income, and it represents the closure of a payroll.
Any government that paid a benefit is obliged to share this with you. If you did not receive this statement, please contact the government institution from whom you received the benefit.
27. Do you have a valid 30% rule during the whole applicable tax year?* 27.1 Did your 30% rule end during the applicable tax year?* 27.2 End date of your 30% rule as per confirmation letter* 28. Does your partner have a valid 30% rule during the whole applicable tax year?* 28.1 Did your partners 30% rule end during the applicable tax year?* 28.2 End date of your partners 30% rule as per confirmation letter* 29. Are you an U.S. Citizen or U.S. Green Card holder?*
Questions about properties 30. Are you (and/or your partner) an owner of an house in the Netherlands?* 30.1 Do you (and/or your partner) have a mortgage on your house in the Netherlands* We will request, you to upload your annual financial statement (in Dutch: Financieel jaaroverzicht) on the Profinancials Portal.
The annual financial statement shows the end balance of your mortgage and the interest paid during the year.
You can download the annual financial statement on the portal of your mortgage provider.
30.5 Did you live in this house for the whole applicable year selected this form?* 30.6 Did you buy this house in the tax year which you selected this form?* We will ask you to upload your notary invoice, the inspection report invoice (if any), the taxation invoice (if any) on the Profinancials client portal.
30.7 Is this house currently under construction* 30.8 Did you put this house for sale?* 30.8.1 Date on which you put this house for sale* 30.9 Did you rent this house out?* 31. Are there any specific circumstances about your house which you would like to share (rented out, empty, for sale, under maintenance?)
32. Do you have any other properties during the applicable tax year?* 32.1 Do you (and/or your partner) have a mortgage on the property in the Netherlands* We will request, you to upload your annual financial statement (in Dutch: Financieel jaaroverzicht) on the Profinancials Portal.
The annual financial statement shows the end balance of your mortgage and the interest paid during the year.
You can download the annual financial statement on the portal of your mortgage provider.
32.5 Did you live in this house for the whole applicable year selected this form?* 32.6 Did you buy this house in the tax year which you selected this form?* We will ask you to upload your notary invoice, the inspection report invoice (if any), the taxation invoice (if any) on the Profinancials client portal.
32.7 Is this house currently under construction* 32.8 Did you put this house for sale?* 32.8.1 Date on which you put this house for sale* 32.9 Did you rent this house out?* 33. Did you receive a preliminary monthly refund (voorlopige aanslag) from the Dutch tax authorities related to your house?* A preliminary monthly tax refund can be requested to receive your refund on the mortgage interest in monthly installments upfront, rather than receiving it once a year.
In the above list of services you will also find our service for the preliminary refund request. The costs are EUR 85,-.
34. Do you wish us to apply for a preliminary monthly refund (voorlopige aanslag) with the Dutch tax authorities related to your house?** Thank you. We will consider this during the preparation. We will send a separate invoice of EUR 85,- for this extra service.
Other expenses 35. Did you incur any medical expenses which are not reimbursed by the health insurance, which are exceeding 1% of your taxable income and which did not belong to your ‘eigen risico’ payments?* 36. Did you pay any alimony payments to an ex-partner (alimony payments to children are not applicable)?* We require details about your ex-partner. We will ask you to deliver this information separately via the Profinancials portal.
37. Have you made any donations to charitable institutions which are ANBI registered?* Via www.anbi.nl you can check whether the organization is ANBI registered.
38. Did you pay any contributions to private unemployment insurances or private pension insurances (employer pensions not included)?* 39. Additional information
Payment method Card iDEAL
Privacy policy* This is the end of the current questionnaire. Note that the above information is not sufficient for us to proceed with your tax filing. After successfully receiving your payment, we will start reviewing your information and there after we will provide you with access to our client portal on which you can securely upload the required documents. If any information is unclear, our tax consultants will contact you to raise more specific questions which are needed for your tax filing.
