The beginning of the year is the time of summing up the results for the previous year. There is not much time left before the start of filing tax returns - a little over a month (the filing time is from March 1, 2022). Therefore, it is better to make sure that you have all the necessary documents on hand.
Annual Report (jaaropgave)
Right now (in January-February) we receive annual reports on salaries from employers. If you worked at multiple jobs in 2021, then you need to get jaaropgave from all employers. At the same time, it does not matter at all how many days you have worked in a particular organization - an annual report is needed even if you worked for only one day.
Sick leave, benefits and jaaropgave
If you were sick in 2021 and your employer paid for sick leave, then you can safely skip this paragraph. And if last year you were paid for sick leave by the Employee Insurance Agency (UWV), then you will need to download jaaropgave for these days on the UWV website.
You can also download Jaaropgave for benefits (such as unemployment) from the UWV website. An annual report on benefits paid by the municipality will be mailed to you.
Banks, credit institutions, investments, savings and annual reports (jaaroverzicht)
An annual report is also needed from your bank. You need to download on the bank's website an extract with information about the balance (account balance) as of January 1 of the year for which you are submitting a declaration.
Statements will also be needed from other financial institutions if you trade on the stock exchange, buy cryptocurrency, have savings.
Do not forget that you are required to show all your savings - not only Dutch, but also foreign. For owners of steering, the conditions are different. More in our seminar.
Savings in a homeowners association (VVE) and jaaropgave
If you own an apartment in an apartment building, you pay a certain amount each month for maintenance. Part of this money goes to savings, and the other part goes to the maintenance of the house. The part that lies in the savings falls into Box 3. The annual report on this amount is often not sent, and therefore you need to download it yourself on the VVE website. More about Boxing 3 in our webinars.
Extract from the municipality (gemeente)
If you were registered in the Netherlands at a time other than the beginning of the last calendar year, then you will be filing a Form M return (even if registered on January 2nd). To submit this form, you need to know the exact date of your registration. You will find information about it in the document that you were given when registering with gemeente, or in your personal account on the Mijn overheid website.
We remind you that it is impossible to send a declaration to the tax office before March 1, but it's time to start working with documents.
We have more than 11 years of experience in filing tax returns of any level of complexity. Contact us! We will help with the declaration and registration of a deferral, if required.
You can order a declaration here.
Publication Date: 28.01.2022
