Input income tax declaration for 2022

By completing the form below you can easily provide us with the information we need to process your income tax declaration for 2022. After filling in this form you will receive a list with the documents that you need to scan/download and send us by email to info@officehelden.nl. Do you have any questions, additions or remarks? Please feel free to contact us!

    Personal information

    Name*

    Last name*

    Date of birth*

    Address*

    Postal code*

    City or village*

    Email*

    Phone number*

    Marital status

    Marital status in 2022*

    UnmarriedUnmarried, but living togetherLegally marriedRegistered PartnershipWidowed after legal marriage

    Did your Marital status change in 2022?*

    Have you been so called fiscaal partner for the tax authorities (Belastingdienst) in 2022?
    YesNo

    Do we also need to complete the income tax 2022 for your "fiscaal partner"?
    YesNo

    Please fill out the personal information of your partner, so we can contact him/her about the income tax 2022 we need to file for him/her:

    Name partner

    Last name partner

    Date of birth partner

    Email partner

    Phone number partner

    Did you have one or more kids living with you, at the age of 18 or younger, in 2022?*

    Did you get divorced in 2022 or earlier, after a legal marriage?*

    YesNo

    Please note: Because you are divorced, you need to send the divorce settlement (echtscheidingsconvenant) by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Do you receive any alimony?

    YesNo

    Please note: Because you received alimony we need you to send us the bank statements or screenshots with the received alimony in 2022 by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Did you pay alimony and/or other supportive obligations to an ex partner and/or children?

    YesNo

    We would like to receive the name, date of birth and social security number (BSN) of the ex partner and/or children that received this alimony and/or other supportive obligations from you:

    Please note: Because you paid alimony and/or other obligations to your ex partner and/or children in 2022, we need you to send us the bank account statements or screenshots of these payments by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Income tax - general information

    Did you receive a notification letter from the tax authorities (Belastingdienst) for the declaration of the income tax 2022 (aangifte inkomstenbelasting 2022)?*

    YesNoI cannot find it

    Please note: If you received a notification letter from the tax authorities (Belastingdienst) for the declaration of the income tax 2022 (aangifte inkomstenbelasting 2022), we need you to send this by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Did you receive a provisional assessment (Voorlopige aanslag) from the tax authorities (Belastingdienst) for the declaration of the income tax 2022 (aangifte inkomstenbelasting 2022) and/or the income dependent contribution for the Health Insurance Law 2022 (inkomensafhankelijke bijdrage ZVW over 2022)?*

    YesNoI cannot find it

    Please note: If you received a provisional assessment (Voorlopige aanslag) from the tax authorities (Belastingdienst) for the declaration of the income tax 2022 (aangifte inkomstenbelasting 2022) and/or the income dependent contribution for the Health Insurance Law 2022 (inkomensafhankelijke bijdrage ZVW over 2022), we need you to send it by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Bank accounts and investments

    Did you have one ore more personal bank accounts for payments and/or savings in 2022?* (Please note: In the Netherlands ánd in other countries)

    YesNo

    Toelichting bankrekeningen

    Please note: If you had one ore more personal bank accounts for payments and/or savings in 2022, we need you to send us your financial statements (Financiële jaaroverzichten) for all accounts from January 1st 2022 up to December 31st 2022 for you and, if applicable, your children by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Did you have one ore more joint personal bank accounts for payments and/or savings with your partner in 2022?* (Please note: In the Netherlands ánd in other countries)

    YesNo

    Toelichting gezamenlijke bankrekeningen

    Please note: If you had one ore more joint personal bank accounts for payments and/or savings in 2022 with your partner, we need you to send us your financial statements (Financiële jaaroverzichten) for all accounts from January 1st 2022 up to December 31st 2022 by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Did you own any investments (for example: stocks, crypto's, bonds, et cetera) in 2022?* (Please note: In the Netherlands ánd in other countries)

    YesNo

    Toelichting beleggingen

    Please note: If you owned any investments in 2022 we need you to send us your Financial statements (Finaciële jaaroverzichten) for all accounts from January 1st 2022 up to December 31st 2022 by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Income

    Did you have one or more employers in 2022?*

    YesNo

    Please note: If you had one or more employers in 2022 we need you to send us an annual statement 2022 (Jaaropgave 2022) for every employer by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Did you own one or more companies in 2022?*

    Owner of one or more companiesI don't own a company

    Please note: If you owned one or more companies in 2022 we need you to send us the administration and/or Balance and Profit and Loss statements for every company you own - if not already in our possession - by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Did you comply with the so called urencriterium urencriterium (Working hours' Criteria) as an entrepreneur for your company in 2022?*
    YesNo

    Please note: If you complied with the urencriterium in 2022 we need you to send us the hour registration that supports that by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Do or did you have a so called arbeidsongeschiktheidsverzekering (disability insurance) for you as an entrepreneur in 2022?*
    YesNo

    Please note: If you have or have had an arbeidsongeschiktheidsverzekering in 2022 we need you to send us the annual statement for 2022 for this insurance by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Did you and/or your campany receive one ore more sorts of financial compensation from a governmental institution (Belastingdienst, UWV, etc.) in 2022 because of the corona virus? For example, but not exclusively NOW, TOZO, TOGS, TVL, TONK, et cetera.
    YesNo

    Please note: If you received financial compensation in 2022 because of the coronavirus, we request that you email an overview of the amounts received and all associated communication from the compensating organisation to info@officehelden.nl. After completing and submitting this list, you will receive a list with the documents to be sent.

    Did you have general interest (Algemeen belang) in an organization in 2022? (Which means: Do you own 5% or more stocks in an organization? This is, because you'll be taxed on that in box 2 of the income tax)*

    YesNo

    Did you receive any benefits for i.e. unemployment from the UWV in 2022?*

    YesNo

    Please note: If you received any benefits for i.e. unemployment from the UWV in 2022, we need you to send us an annual statement by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Did you receive any allowances (Toeslagen) from the tax authorities (Belastingdienst) in 2022?*

    YesNo

    Please note: If you received any allowances (Toeslagen) from the tax authorities (Belastingdienst) in 2022 we need you to send us the letters about this from the tax authorities (Belastingdienst) and the payment notifications by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Did you receive any other income in 2022 than the items mentioned above?*

    YesNo

    Please note: If you received any any other income in 2022 than the items mentioned above, we need you to send us relevant documents and/or screenshots of the payments by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Living

    Did you own a house in 2022?*

    YesNo

    Please note: If you owned or bought a house in 2022, we need you to send us the Value determination real estate 2021 (WOZ beschikking 2021) or the assessment OZB 2022 (aanslag OZB 2022) and the mortgage statement 2022 by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Did you buy this house in 2022?**

    YesNo

    Please note: If you bought this house in 2022, we need you to send us a specification or statements of the contribution for the so called "premiekoopwoning" (bijdrage premiekoopwoning), and the notary settlement (notarisafrekening) by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Deductible items

    Did you follow a prescribed diet in 2022?*

    YesNo

    Please note: If you followed a prescribed diet in 2022, we need you to send us the diet declaration from the doctor or dietitian (dieetverklaring van de arts of diëtist) by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Did you have any specific health costs in 2022?*

    YesNo

    Please note: If you had any specific health costs in 2022, we need you to send us screenshots of the payment(s), invoice(s) and/or bank account statements, and a specification of your declarations with your health insurance company by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Did you have any study costs and/or study expenses in 2022 for which you did not receive any study funding?

    YesNo

    Please note: If you had any study costs and/or study expenses in 2022 for which you did not receive any study funding, we cannot deduct them in your income tax declaration anymore from 2022 onwards. If desired, we can send you information about the so called STAP Budget which replaces the old deductable.

    Others

    Did you receive any financial gifts in 2022 such as financial gifts or donations from family members, friends, inheritances, etc.?*

    YesNo

    Please note: If you received any financial gifts in 2022 we need you to send us the screenshots of the payment(s), invoice(s), bank account statements, and/or eventual gift agreement(s) (schenkingsovereenkomst(en)) by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Did you travel by public transport between home and work in 2022?*

    YesNo

    Please note: If you travelled with public transport between home and work in 2022 we need you to send us the public transport statement (openbaarvervoerverklaring) or travel statement (reisverklaring) by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Did you support charity in 2022 with one or more donations?*

    YesNo

    Please note: If you supported charity with one or more donations in 2022, we need you to send us screenshots of the payments by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Did you have any loans and/or debts with others in 2022?*

    YesNo

    Please note: If you had any loans and/or debts in 2022, we need you to send us the relevant documents of the loan/debt, payment agreements, amounts, payments, et cetera by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Did you provide any loans to others in 2022?*

    YesNo

    Please note: If you had any loans and/or debts in 2022, we need you to send us the relevant documents of the loan/debt, payment agreements, amounts, payments, et cetera by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Do you have a life annuity (lijfrente)?*

    YesNo

    Please note: If you have a life annuity (lijfrente) we need you to send us the life annuity policy (lijfrentepolis), clauses sheet (clausuleblad), screenshots of the payments regarding the life annuity and a statement of pension growth (verklaring pensioenaangroei - factor A) by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Did you accrue pension in 2022?*

    YesNo

    Please note: If you accrue pension, we need you to send us the premium invoices and screenshots of the payments by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Do you have a voluntary General Bereaved Law (ANW) or Law Unfit for Work (WAO) insurance?*

    YesNo

    Please note: If you have a voluntary General Bereaved Law (ANW) or Law Unfit for Work (WAO) insurance, we need you to send us the insurance policy and screenshots of the payments by email to info@officehelden.nl. After completing and sending this list you will receive a comprehensive list with the documents you need to send us.

    Do you have any questions, remarks or additions for us to take into account?*

    YesNo

    Finally...