Last updated: Feb, 2025 by Ernst (disclaimer)

Below is a checklist for the most common documents you will need to fill in your tax return. When you are obliged to complete a tax return the Dutch Tax Authorities have already pre-filled a lot of information. You need to check if the submitted information is correct and amend where necessary. The listed documents are sorted per category.

General information

• [ ] To file digitally you will need your DigiD. DigiD (short for Digital Identification) is a form of online ID that allows you access the website of the Dutch Tax Authorities.
• [ ] The social security number (burgerservicenummer (“BSN”) of your partner and your children in case you file a joint tax return.
• [ ] In case this applicable, any preliminary tax assessments.

Employment and business

• [ ] Annual statement of your employer or pension fund.
• [ ] Overview of income and costs in case you have a side-gig.
• [ ] Financial statements in case you run a business (freelancer or a private partnership)

Owner-occupied home

• [ ] In case you own the house you live in; “WOZ-beschikking”, which is the property assessment made by the municipality. In case you lost it, you can find the WOZ-value online by typing your address in on the following website: WOZ-waardeloket (wozwaardeloket.nl) (Dutch only).
• [ ] Annual statement of your mortgage provider where you can see the sum of the loan at the beginning of the year, end of the year and total interest paid throughout the year.
• [ ] Statement of the leasehold (“erfpacht”), in case applicable. This is applicable in cities such as Amsterdam, Utrecht or Eindhoven.
• [ ] If you have a new mortgage, all statements regarding the costs of receiving the mortgage.

Substantial interest

• [ ] In case you own 5% or more of the shares in a B.V. or N.V.; an overview of received dividend income or capital gains income.

Assets and liabilities

• [ ] Annual statements of all checking and savings accounts. Including:
  • Foreign bank accounts.
  • Deposits.
  • Digital wallets, such as PayPal.
  • Abovementioned accounts for your underaged children.
• [ ] Overview of any loans granted by you to others.