The income tax return is something everyone with an income has to file. As a freelancer or entrepreneur, your business profit usually makes up the largest part. But that’s not all: we also need some personal and financial details to make sure your return is complete and correct. That’s why we ask you to fill in a short questionnaire and upload relevant documents via The Bookie Webapp.
On this page:
Your business
Income, expenses and VAT returns
OPTION 1: Your bookkeeping is fully in The Bookie Webapp
Great! Then we already have most of the info needed. Please make sure all your business income and expenses are included – that means your sales invoices, receipts, purchase invoices, and any other business income (e.g. Tikkie, cash, or other platforms).
OPTION 2: Your bookkeeping is (partly) done elsewhere
No problem! Just indicate this in the questionnaire. We'll then discuss the easiest way to share your bookkeeping. You might send us an Excel file, an export from another system, or a zip folder with PDFs.
Did someone else file your taxes last year?
If this is your first year with The Bookie, please upload your previous income tax return or annual report. This helps us double-check your starting figures.
Provisional tax payments (IB or ZVW)
Did you pay monthly advance payments to the Dutch Tax Authority (Belastingdienst) in 2024, either for income tax (IB) or the healthcare contribution (ZVW)? Upload the assessment or bank statements – this ensures we calculate your final tax position correctly.
Business vehicle
Do you use a car or motorbike that’s officially registered to your business? Or do you keep a complete mileage log? Then we’ll need that info as well. Not sure whether your vehicle counts as business or private?
> When is a car considered business or private?
Personal situation
Homeownership
Do you own a home? Then you may be entitled to deduct mortgage interest and certain home-related costs. At the same time, you’re required to add an “imputed rental value” (eigenwoningforfait) to your income. Upload your WOZ-valuation and mortgage overview.
> Why your home matters for taxes
Assets and debts
Do you have savings, stocks, crypto, a second home or other valuable assets? These must be declared in box 3. You may subtract certain debts such as overdrafts or personal loans. Also include the assets and debts of your fiscal partner and underage children.
> What counts as taxable assets?
Fiscal partner or children
Having a fiscal partner or children may affect your deductions and tax brackets. In the questionnaire, you’ll be asked whether you share a household or income. Make sure your partner also has a linked profile in The Bookie Webapp.
> What to provide for partners and children
Other income & expenses
Other income
Did you receive income outside of your freelance work? Think of: salary, unemployment benefits, rental income, dividend, or an inheritance. These often fall under box 2 or 3. Report them and we’ll help determine if they are taxable.
Donations and gifts
Do you donate money to charities (ANBIs) with a notarial contract or recurring agreement of at least 5 years? Upload the contract and payment confirmations. You may be entitled to deduct these from your taxable income.
Unreimbursed healthcare costs
Did you pay healthcare costs in 2024 that weren’t reimbursed by your insurer? Certain medical expenses might be deductible.
> Which medical expenses are deductible?
Box 2 and 3 income
Do you own shares in a BV or NV, or other types of investments? Then these might be taxed in box 2 or 3. Please include this information in the questionnaire so we can file your return correctly.
> How do tax boxes 1, 2 and 3 work?
Questions? Schedule a consult with your Bookie!
As a client of The Bookie, we’ll always give you a quick call before we start your return. That way, you can ask questions or clarify anything from above.
Want a longer session to go through your options? You call us at +31 (0)30 2072077.