Clone of Final - 2024 Tax return request for information

Welcome to our Tax Return Questionnaire!

The aim of this tool is to get a better understanding of your personal income tax situation so that we can provide you with an accurate quotation for preparing and submitting your tax return(s).

For a number of situations, you will receive the quote directly, but this is not always possible. Sometimes we will first ask you for some more details about your situation.

If the tax return of you and your partner is straightforward in our opinion, we can prepare and submit your tax return for a fee of € 475,- including 21% VAT.

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Contact us
If you have any questions with regards to this form or our service, please contact:
team-pit@dutchtaxadvice.nl

Your full name* This field is required.

First Name

Last Name

Your email address* This field is required.

example@example.com

Your phone number* This field is required.

Country code

Phone number

For which year would you like our assistance?* This field is required.

Multiple years

2021

2022

2023

2024

2025

For which years would you like our assistance?* This field is required.

2020

2021

2022

2023

2024

2025

Were you a full year tax resident in the Netherlands?* This field is required.

Yes

No, I arrived in the Netherlands in the specified period

No, I left the Netherlands in the specified period

I did not live in the Netherlands in the specified period, but I did have Dutch taxable income

Did you have a partner?* This field is required.

Yes, we are married/registered partners

Yes, but not married/registered partners

Yes, but we separated in the specified period

No, I am single

Were you and your partner registered at the same address?* This field is required.

Yes

Did you and your partner own the house you lived in together, took care of his/her or your children at the same address, or were beneficiaries of each other's pension fund?* This field is required.

Yes

We understand that you do not a have partner for Dutch tax purposes. If you have a partner that needs to file for taxes as well, this form should be filled in both of you. You will then both get your own fee quote.

Your partner's full name* This field is required.

First Name

Last Name

Did you have Dutch income before moving to - or after leaving the Netherlands?* This field is required.

Yes

Do you have any children under 18?* This field is required.

Yes

Which topics apply to your situation? Please check all relevant boxes

I owned a real estate property in the Netherlands

I have employment income from the Netherlands

I have a substantial shareholding (>5% of the shares) in a Dutch company

Other

Do you (or your partner) had the 30% ruling?* This field is required.

Yes, I did

No, I did not

Please enter the period for which your and/or your partner's 30% ruling has been granted belowPlease use the following format: (MM-YYYY - MM-YYYY)

Did you own the house you lived in?* This field is required.

Yes, I did

No, I did not

Did you buy a house in the applicable tax year?* This field is required.

Yes, I did

No, I did not

Which of the below applies to your (and/or your partner's) situation? Please check all relevant boxesN.B. If you choose the option "none of the above", please uncheck all other options

I had business income

I had income as a freelancer/sole proprietor

I received alimony payments

I sold a house in the applicable tax year or in the three years prior

I had personal deductions, for instance medical expenses or significant charity donations

I divorced or separated

I owned more than 5% of the shares of a company

My worldwide savings and investments exceeded € 30.000 (or € 60.000 if you had a partner) on the 1st of January of the applicable tax year

My worldwide savings and investments exceeded € 50.000 (or € 100.000 if you had a partner) on the 1st of January of the applicable tax year

Other

Did you accrue Dutch pension rights?

YESNO

Which of the below applied to your situation? Please check all relevant boxesN.B. If you choose the option "none of the above", please uncheck all other options

I worked abroad while living in the Netherlands

I am socially secured in my home country (note that you should have an A1 statement/Certificate of Coverage)

I was employed by an international organization (UN, NATO, EU, embassy, International Criminal Court or other)

I made alimony payments

I have a non-Dutch pension fund

I am a US national or Green Card Holder

If your situation is special, but not mentioned above, check this box

Other

Did you own real estate property in the Netherlands which was not your primary residence

Yes

Box 3 questions

I had a Dutch bank account and/or Dutch portfolio share

I owned Dutch real estate property (or property rights) which was not my primary residence

I owned shares or loans outside the Netherlands

I received foreign dividend payments

I owned foreign real estate property or property rights

I had foreign pension rights

Other

Was your situation the same in all of the selected years?

Yes

Do you think we forgot something?If you provide information here, we will always need to provide you with a tailored proposal

Thank you for completing our questionnaire!

On the next page you will either be presented with a fee quote or we will indicate that we need to ask you additional questions.

If you agree with our offer for processing your tax declaration(s), you will be prompted to review and submit your information.

This action will take you to our onboarding page to provide your personal information.

We will then reach out with an information request in the coming days.

If our understanding of your situation changes in any way, we retain the right to make a tailored proposal or to give back the assignment.

Based on the provided information, we can prepare and submit your tax return(s) for a fee of € 475 per tax return (incl. 21% VAT). If you arrived to the Netherlands, an additional charge of EUR 65 is applied for making sure the right tax form is issued by the tax office.* This field is required.

Yes, I agree with the fee quote of EUR 475 incl. VAT per tax return

Thank you for answering our questions.

We understand that one or more topics in your tax return require some extra attention.

We will reach out to you with additional questions to see how we can best assist you with the filing of your income tax return(s).

If you want to send us an email, feel free to do so at team-pit@dutchtaxadvice.nl.

We care. We know. We speak your language.

Enter the message as it's shown* This field is required.

Clone of Final - 2024 Tax return request for information