The optimized allocation for fiscal partners

Did you know you can adjust the allocation of income and deductible items between you and your fiscal partner? When you have a fiscal partner, you have the advantage that you can divide certain income and deductible items among the two of you in the way you want. So, you can choose the most optimal way what might lead to paying less tax. This is called optimized allocation.

Cropped shot of a young couple using a laptop while going over their finances at home

What the optimized allocation is in your situation, depends on your personal circumstances. You should try several allocations to see what had the best outcome. It is possible to do this at the end of the tax return, at the screen ‘allocation’.

Be aware! The allocation does not have the same effect on all of the deductible items. So, take a look at each item separately.

The allocation is possible up and until 6 weeks after the date which is at the final assessment.

Do you have questions regarding optimized allocation? The TaxSavers is happy to help you. Fill in our contact form or give us a call on +31 (0)20 – 2170120.