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Belgian tax return: documents checklist

Which documents and certificates do you need to prepare your income tax return?

Earnings:

salary statement;
holiday pay statement (if not paid by your employer);
unemployment benefit statement;
illness or occupational injury benefit statement
pension statement;
all documents evidencing tax deductible expenses relating to your job; e.g. for self-employed: certificates confirming social security paid, private pension (VAPZ/PLCI) contributions, reimbursement of professional loans;
your personal contribution to the mutuelle/ziekenfonds;

If you have real estate:

the annual bill(s) for the property tax (précompte immobilier/onroerende voorheffing);
if your tenant is a company or a professional: a summary of the rent received and the identity of the tenant(s);
if you have taken out a new mortgage: the certificate delivered by the bank with details of the mortgage;
mortgage payments certificate(s);
mortgage insurance premium certificate;

If you have income from savings and investments:

bank statements showing interest and dividends received;

Certificates justifying deductible expenses:

premium(s) paid for ordinary life insurance by way of long-term saving; contributions paid for pension saving;
titres-service /dienstencheques;
child care payments;
personal contribution to public transport season ticket;
tax-deductible donations;

Other documents:

proof of maintenance paid (+ identity of the beneficiary);
summary of maintenance received (+ identity of the payer);
certificates relating to energy saving expenses and expenses (with invoices and proof of payment);
certificates for expenditure to protect homes against burglary and fire (with invoices and proof of payment);
certificate of co-parenting arrangement;
advance tax payments;
self-employed:

Other useful information:

changes in the family situation (marriage, divorce, …);
name and date of birth of dependent children;
identity of other dependents;
a copy of last year’s tax bill ;

It is also a good idea to start by looking at the tax bill for last year to see which codes you used then.

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Categories:   Administration

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