Preparing your tax return

Step 1: Preparing your tax return

Good to know

Do you have everything you need to do your tax return? The information you need depends on your personal situation. Below are a few examples of information that many taxpayers will need for their 2021 tax return. 

What you need

  1. Bank account balances

    This concerns your Annual Statement. showing the balances of your bank accounts at ABN AMRO; we passed this information on to the Tax and Customs Administration. You will need your balance(s) on 1 January 2021 to enter into Box 3.

  2. An overview of your mortgage

    This is a statement of your outstanding mortgage debt balance and the interest and other charges you have paid in relation to your home. You will need this information for the questions about your home in Box 1.

  3. The value of your home

    Property values as per 1 January each year are established by the local council according to the Valuation of Immovable Property Act (‘Wet Waardering Onroerende Zaken’, WOZ). In Dutch this official property value is referred to by the name of the act, WOZ-waarde (‘ The WOZ-waarde ’ value). This is specified in the municipal taxes statement from your local council. For your 2021 tax return, the figure you need is the ‘WOZ’ value of your home on the value reference date of 1 January 2020 (so not the value on the value reference date of 1 January 2021).

  4. The annual income statement from your employer or pension provider

    You need the 2021 annual salary and/or pension statement(s). The details you need include the amount in income tax and national insurance contributions deducted from your salary/pension in 2021.

  5. A list with donations to charity

    If you have made a donation to one or more officially registered charities in 2021, we advise you to make a list of these donations. You will need to provide proof that you made these donations, through bank statements or receipts for example. You may only deduct the part of the total amount of your donations that exceeds the threshold of €60 and exceeds 1% of your threshold income (or the threshold income of you and your tax partner combined), up to a maximum of 10% of your total income.

  6. A list of all your medical expenses

    If you incurred medical expenses in 2021 due to sickness or disability, you may be able to deduct these from your taxable income subject to certain conditions. s.

  7. An overview of your annuities

    This overview is important if you paid any premiums for an annuity in 2021. You may be able to deduct all or a part of these in Box 1 of the tax return.

 

Getting a tax postponement

It could be that you do not have all the information you need yet or for some other reason cannot file your tax return on time. In that case you can request a postponement (extension). In many cases, you can get a postponement until 1 September 2022 (sometimes even longer) for filing your 2021 income tax return. You will have to request this postponement from the Tax and Customs Administration before 1 May 2022, however. Be aware that if you fail to meet your tax obligations on time or in full, you could receive a late filing penalty.

The information on our website about submitting your tax return applies to people who are liable for tax in the Netherlands . If you have not received an ‘aangiftebrief’ (notice of obligation to submit a tax return), or do not know whether you need to submit a tax return, check with the Tax and Customs Administration (Belastingdienst).