What information do we need from you to compile your 2025 income tax return?
From 1 March 2026, income tax returns for 2025 can be compiled and submitted to the Inland Revenue. Below is a list designed to assist in collecting the required data. This list covers the most common parts of the return. We cannot rule out asking you for further details. The list is also in pdf-format available.
Pre-completed declaration (VIA)
Usually, if you have authorised our office to do so, we can download the details of the pre-completed return (VIA) from the Inland Revenue. But the VIA does not always contain the correct information and regularly information is missing.
In addition, we obviously want to complete your tax return in the best possible way. That is why we ask you to send us all information relevant to the tax return. This may be done electronically (e.g. by e-mail), but also physically (by handing it in at our counter or by post).
Your personal situation
- Will you be married or divorced in 2025?
- Did you enter or break a registered partnership in 2025?
- Did you start living together in 2025 or did your cohabitation end?
- Did you have children in 2025 ?
- Has a child reached the age of 18 by 2025?
- Is there any other information about your personal situation relevant to the tax return?
Labour
- The 2025 annual statement(s) from your employer(s).
- The 2025 annual statement(s) from the benefit agencies (SVB, UWV, pension,annuity).
- Statement of your other income from employment (self-employed, free lancer, artist, paid volunteer) and the expenses associated with this income (these expenses must be supported by supporting documents and proof of payment).
Business profit
- The financial statements (if we do not compile them).
- Any other relevant information.
Own home
- The WOZ assessment of the 2025 tax year (value reference date 1 January 2024).
- Did you appeal this decision? If yes: with what result?
- Financial (annual) statement(s) 2025 from the lender of the loan(s) with which you financed the home (mortgages).
- Have you bought and/or sold your home (or building plot) by 2025?
- The notary statement(s).
- Statement of costs incurred in connection with the purchase or sale, insofar as they are not shown on the notary's statement(s) (valuation costs, brokerage costs, etc.)
- If capital insurance has been paid out: copy of all data relating to it.
Savings and investments
- Financial (annual) statement(s) of all domestic and foreign bank accounts (showing both the balance as at 1 January 2025 and 31 December 2025.
- (Annual) summary of all securities deposits, showing:
- value on 1 January 2025 and on 31 December 2025;
- withheld Dutch dividend tax;
- foreign withholding tax withheld (itemised by source country).
- Statement of the value of property, other than your own home, on 1 January 2025 and 31 December 2025 (for homes: the WOZ value of the 2025 tax year).
- If it concerns rented accommodation, also a statement of the basic rent applicable on 1 January 2025 (rent excluding service charge).
- Statement of the value as at 1 January 2025 and 31 December 2025 of other assets, not for personal use in your own household, such as:
- crypto currency;
- money loans and other receivables;
- amounts recognised as owed to children;
- collections;
- Cash, if more than €672 (tax partners more than €1,344).
- Statement of outstanding loans and other debts as at 1 January 2025 and 31 December 2025 (other than those for your own home).
Statement actual return
In the 2025 tax return, we may ask the Inland Revenue to base your income from savings and investments on your actual return. To assess this, we need the following.
- The bank statements (or other documents) showing what income from savings and investments you enjoyed.
- All movements of securities portfolio(s).
- (Annual) statements of financial institutions showing this information.
Deductions
- Disability insurance premium
- Premiums paid in 2025.
- Premiums recovered in 2025.
- Annuity deposit or premium
- Premiums paid or deposits made in 2025.
- Pension statement (UPO) from your pension fund(s) and/or pension insurer(s).
- Partner alimony
- The amount of spousal maintenance paid in 2025.
- Payment receipts.
- Name, address, place of residence and BSN of the person to whom maintenance was paid.
- Extraordinary expenses (NOTE: these expenses are deductible if and to the extent that an income-dependent threshold is exceeded)
- Statement of expenditure incurred, with copy of invoices.
- Payment receipts.
- Donations
- Statement to which institution which amounts have been paid (formal name of institution).
- Payment receipts.