Downloads · Forms & checklists
Well prepared for your appointment
Forms and checklists to download: making preparation and paperwork easier.
Checklist
Documents for your tax return
01
Salary certificate
All salary certificates for the tax year, including secondary employment.
02
Bank & securities
Interest and balance statements plus the securities register as of 31 Dec.
03
Pillar 3a & insurance
3a certificates and your health insurer's premium overview.
04
Professional expenses & training
Receipts for travel, meals, courses and further training.
05
Property
Maintenance receipts, mortgage interest and utility statements.
06
Last assessment
Your last final tax assessment helps make sure nothing is forgotten.
Not sure what applies to you? Bring what you have — we'll sort it out together.
