If you want, we’ll happily do it for your sweetheart.
For this, we need extra information. This is not included in your subscription, so there will be additional costs.
On this page:
- Characteristics of a fiscal partner
- How do I register my fiscal partner with The Bookie?
- Personal details of fiscal partner and checking the box
- Benefits of joint tax filing with a fiscal partner
- The tax return of my fiscal partner by The Bookie
- Filing the tax return myself or having someone else handle it
Characteristics of a Fiscal Partner
Your fiscal partner is, in short, often your sweetheart with whom you are married/registered, have purchased a house together, or have a child. Of course, it could also be that you’ve separated during the year. The Dutch Tax Authority’s website states:
- You are married or have a registered partnership
- You are not married, have a registered partnership and someone is registered at your address
- Multiple persons can be your tax partner, for example:
- You are married and someone else is registered at your address
- Several people are registered at your address during the year.
Depending on the year for which you file a tax return, the online tax return and the tax return program will help you determine who your tax partner is. Do you only have a tax partner for part of the year? Then you can choose to be regarded as tax partners throughout the year.
How do I register my fiscal partner with The Bookie?
If you want us to be your accountant and handle your Income Tax return, we need to know if you have a fiscal partner, whether or not we do the return for you.
Personal details of the fiscal partner and checking the box
You can do this in your Personal Settings under your name in the top right corner. Check the box under Fiscal Partner to indicate you have a fiscal partner, and enter their details.
Depending on whether you want The Bookie to file the joint return with your partner, check the second box as well. If this box is green, we’ll take care of the rest.
Please do this before May 1st of the year following the tax year for which we will file the return. So if we’re filing your Income Tax return for 2020, please submit these details before May 1, 2021.
You can provide the necessary data for the Income Tax return, such as a year-end statement from your partner, via the Checklist in The Bookie Webapp, as soon as you’ve uploaded all your own information.
Where do I update my personal details and settings?
Benefits of Joint Filing with a Fiscal Partner
By filing jointly with a fiscal partner, you can allocate certain income and deductions with your partner. This can affect the tax you need to pay or receive.
This can be advantageous.
The way you divide income and deductions can impact the taxes and premiums you pay or receive. You can allocate the division however you like, as long as the total adds up to 100%. The one with the higher income, for example, can deduct the costs, which gives the biggest tax benefit.
The Tax Return of My Fiscal Partner by The Bookie
Since many entrepreneurs don't fully understand these rules (and often apply them incorrectly), we file joint returns for most clients with a fiscal partner in paid employment.
These services are not included in the subscription.
Is your partner employed? The additional costs for a joint tax return are a fixed amount per year.
Does your partner run their own business? The cost depends on the size of the business. Call us, and we’ll help you further. In this case, your partner must have their own Webapp account and complete the Income Tax return questionnaire.
What are the additional costs outside of the subscription?
How do I create a personal Bookie Webapp account?
Filing the Tax Return Myself or Having Someone Else Handle It
We will prepare the year-end financial statements for your business and send them to you so you can use them for the joint Income Tax return with your fiscal partner.