Did Profinancials also prepare your previous year application?* Since we haven't prepared your tax return before we kindly ask to complete this form.
Select your service* In this process, we work fully digitally with no appointment in the office. We collect the information digitally and share your tax reports digitally. We do review your tax position and do a check on tax benefit possibilities, but we do not provide tax advise and do not answer any tax related questions. The tax return application is process based on actual information applicable for the year before and therefore tax advise is not included.
* Note that our above fees under 1 and 2 do not include tax advisory work and it is an full digital process. This means that we request information and communicate digitally via our client portal and e-mail.
If you have any tax related questions which are not general in kind or you wish to receive tax advice, then contact us directly via e-mail or phone or select the numbers 3,4,5 or 6 ‘with appointment’ option above.
Select the tax year for which a tax application needs to be filed* If you want to apply for multiple years please add this to the comment section at the end of the form.
2023, preliminary filing only 2022 2021 2020 2019 2018
In which language do you wish to receive your tax report(s):*
General questions Name*
1. First name(s)
2. Last name(s)
3. Gender* This information is used for the tax reports
10. Date of birth* 12. Marital status* Please choose* Single Married Co-habiting Registered partners Divorced
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.
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.
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 the tax reports
17.1 Date of birth partner* 18. Children?* 18.1 Date of birth of your youngest child*
Questions about residency 19. Did you register or deregister yourself in the Netherlands in the tax year selected?* 19.2 Date on which you entered the Netherlands / left the Netherlands* 19.3 Date on which you registered/deregistered at the municipality* 20. Did your partner register or deregister yourself in the Netherlands in the tax year selected?* 20.2 Date on which your partner entered the Netherlands / left the Netherlands* 20.3 Date on which your partner registered/deregistered at the municipality*
Questions about income 21. 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.
22. Did you 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.
22.1 Did you had multiple employers during the year, or did you change from employer during the applicable tax year?* Note that in this case you will have two or more annual income statements that you will need to upload (for each employer)
22.2 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.
23. Did you 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.
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.
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.
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.
Are you in possession of the 30% rule?* Did your 30% rule end during the applicable tax year?* Start date of your 30% rule as per confirmation letter* Is your partner in possession of the 30% rule?* Did your partners 30% rule end during the applicable tax year?* Start date of your partners 30% rule as per confirmation letter* Are you an U.S. Citizen or U.S. Green Card holder?*
Questions about properties Are you (or your partner) an owner of an house in the Netherlands?* We will not ask you to provide us with your WOZ-Value. We will obtain this from the municipality records.
Do you (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.
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 75,-.
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 75,- for this extra service.
Are there any specific circumstances about your house which you would like to share (rented out, empty, for sale, under maintenance?)
Do you have any other properties during the applicable tax year?* Did you sell one of the properties during the applicable tax year?* Did you rent out one of the properties during the applicable tax year?*
Other expenses 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?* 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.
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.
Did you pay any contributions to private unemployment insurances or private pension insurances (employer pensions not included)?* Payment method iDEAL Kaart
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.
