You can find your citizen service number (in Dutch: burgerservicenummer) on an identity document, such as your driver’s license or passport. Besides that, your citizen service number is stated on the tax return letter you received from the Belastingdienst, and it is stated on previously received tax assessments.
What documents do I need when filing my tax return?
When filing your tax return, there are several documents you need. Especially when you are filing your tax return for the very first time, finding these documents can be complex.
On this page, we list the most important ones and we explain where you can find the required documents.
Do you have to file an M-form? Only then, you have to know this exact migration date. It is the date you registered yourself at the new municipality. The exact date can be found in the registration letter.
When you want to file the tax return in the online environment, you must have a DigiD account. If you have a tax partner, both you and your partner are required to have a DigiD account. Here, you can apply for a DigiD. Unfortunately, the steps are only available in Dutch. On our website, we briefly explain the application process.
As you pay tax on the income you receive in the Netherlands, the Belastingdienst needs your annual income statement(s). Typically, you receive your annual income statement after the end of the calendar year. Your employer is obliged to send you the annual income statement yearly.
When doing your tax return, you also need to declare the value of your capital on the 1st of January. Except if you benefit the 30% ruling, then you do not have to pay tax on this part.
For this, you need an overview of your payment, investments, and savings accounts. Yearly, you will receive an annual overview of the value of those accounts. Often it can be found in the online environment of your bank.
Obviously, this only applies to you if you own a house. There are different kinds of documents you need when declaring your house in the annual tax return:
- WOZ-value 1st of January of the year before the year for which you are filing a tax return. You can find the WOZ-value on www.wozwaardeloket.nl.
- Annual overview of your mortgage. Yearly you will receive an annual overview of your mortgage. Often it can be found in the online environment of your bank.
- If you bought or sold a house: the notary settlement. This is something you receive from your notary.
Yearly, you will receive an annual overview of your loans and other debt. Often it can be found in the online environment of the applicable organization.
This only applies to you if you already did a provisional tax return. If you did a provisional tax return, you have to declare the amount you already paid or received. You can find this amount in the provisional tax assessment you received from the Belastingdienst.
We are happy to help!
Still struggling with the documents you need for filing your tax return? Or do you have other tax-related questions? Do not hesitate to contact us using our information mentioned below. The TaxSavers is happy to help.