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.

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