Income and employment
Typical income documents include salary certificates, evidence of additional income, work-related expenses and, where relevant, records for education or self-employment.
Complete documents are the basis of an efficient tax return. Organising them early helps avoid missing information and unnecessary follow-up questions.
Prepare the documents by the main sections of the tax return and make sure they cover the entire tax year.
Typical income documents include salary certificates, evidence of additional income, work-related expenses and, where relevant, records for education or self-employment.
For assets and pensions, prepare bank and portfolio statements, debt records, pillar 3a certificates and evidence of pension fund purchases where applicable.
Depending on your situation, additional records may be needed for family matters, residential property, health costs or other deductions.
Review childcare costs, medical expenses, property records and other supporting documents. Include only documents that are relevant to your individual case.
Send us a short enquiry and we will explain the next steps.