What information do we need from you?
Personal Information
- Your name and address details, date of birth and social security number
- Name(s) and date(s) of birth of children living at home
- Partner’s name, date of birth & social security number
- Roommate(s) name(s) and period registered at the same address
Income
- Annual statements for 2023
- Partner alimony that has been received
- Income and costs from other activities
Business
- Annual overview of the business bank account
- Administration overview
Bank Accounts / Assets
- Annual overview of 2023 of your debit/payment account
- Annual overview of 2023 of your, and your child(ren)’s savings account(s)
- Annual overview of 2023 of your investments
Property
- The WOZ value of your house with reference date January 1st 2022
(This value is stated on the WOZ decision you received from the municipality last year.)
- The annual statement of your mortgage
- In case of buy or sale of your home: the notary bill
Deductions
- Gifts and donations
- Healthcare costs that you have not been reimbursed
- Partner alimony that has been paid
Other
- Details of loans and other debts
- Details of paid annuity premiums
- Overview of paid disability insurance (AOV)
- Dividend information
- Provisional income tax assessment for 2022
- Provisional assessment for income-related healthcare insurance contributions for 2023
- If first tax return by Floris.Finance, a copy of your income tax return of 2022
NOTE: Only find out what applies. Keep this information ready for our phone call.