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  • Tax year 2023 - Resident individual income tax filing (RIIT)

    Tax organizer
  • The purpose of this organizer is to enable us to gather all necessary information for the preparation of your 2022 Belgian resident income tax return. We kindly request you to provide us with any relevant information including a  copy of your passport or Belgian ID card.

     

    This organizer is drawn up for the purpose of filing your income tax return relating to the calendar year of 2022 (tax year 2023). This is for any income, Belgian or foreign, earned between 1.01.2022 and 31.12.2022 unless you have registered in Belgium only after 1.01.2022.  


    Please note that the filing deadline this year is 15.07.2023 for filings that do NOT include foreign income AND/OR self-employed business income. For ALL OTHER filings we would still have time until 18.09.2023. The tax authorities will provide some more detailed info in the coming weeks, but do note that we have significantly less time this year to submit your tax return. It is in any case not possible to do a tax filing on paper after 30.06.2023. We, therefore, require your confirmation before Friday 14.04.2023, so we can activate the online filing mandate on time. For more information on the online filing mandate, we can refer to the last page of this organizer with further instructions.


    Please note that an accurate completion of the tax organizer will support an efficient preparation of your tax return and will most likely prevent the need to request additional information at a later stage. 
  • In case TAXPATRIA did not submit your tax return last year, press ‘NEXT’
  • Please complete this organizer to indicate the changes and provide us with the relevant documents similar like you did for 2021. Please provide us with a copy of your passport/ID card if you did not do this before.
  • You do not need to complete this tax organizer. We kindly request you to provide us with the relevant documents for 2022 similar to the documents provided for 2021. This organizer can be used as a guideline for that. We indicated for which types of income we require supporting documentation.
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    Accepted file types: jpg, png, pdf, Max. file size: 256 MB, Max. files: 15.
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    • Information about your tax return

    • We kindly request you to upload a scan of the first page of the paper tax form.
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      Accepted file types: jpg, png, pdf, Max. file size: 256 MB, Max. files: 15.
      • There can be different reasons why you have not received a paper tax form: 1. the tax form has been misplaced or is still underway (the tax office will send them out until early June 2023); 2. you did your tax filing online in 2022 (Tax-on-web) then the tax office will not send a paper form anymore unless you explicitly ask for it; 3. you only registered in Belgium after 31.12.2022. or your registration is not yet finalized.

        If you have not received a paper tax return by mid-June 2023, we need to request this for you with the tax office. Please let us know as soon as possible in that case to avoid further penalties as a result of a late filing.

      • Information about your personal situation


      • Please provide your bank account details (tax refund)
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        Accepted file types: jpg, png, pdf, Max. file size: 256 MB, Max. files: 15.
        • Civil status

        • Please note that if you are in a factual cohabitation your partner needs to complete a separate tax organizer if he / she had any earnings in 2022 and you would like us to prepare their tax return as well. In that case please provide a copy of your partner’s passport or Belgian ID card.

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          Max. file size: 256 MB.
          • Please note that your spouse / partner as a Belgian resident needs to complete a separate tax organizer if he / she had any earnings in 2022. If this is the case, please provide a copy of your partner’s passport or Belgian ID card as well.

          • Copy of your partner’s passport or Belgian ID card
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            Accepted file types: jpg, png, pdf, Max. file size: 256 MB, Max. files: 15.
            • Spouse / partner

            • Children

            • Please enter a number less than or equal to 9.
            • 1st child

            • 2nd child

            • 3rd child

            • 4th child

            • 5th child

            • 6th child

            • 7th child

            • 8th child

            • 9th child

            • Other

            • Please enter a number less than or equal to 4.
            • 1st

            • 2nd

            • 3rd

            • 4th

            • This is for children as well as other dependents, but never for your spouse/partner.
            • Please provide supporting documentation to demonstrate the amounts earned in 2020.
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              Max. file size: 256 MB, Max. files: 15.
              • As a Belgian tax resident you are required to report your worldwide earnings in Belgium, even if such income would have already been taxed abroad. Based on the relevant double tax treaty between Belgium and the country from which you received an income, we will determine if there is any (additional) tax due in Belgium or not. It is possible that foreign taxes have been withheld incorrectly and you will need to ask for a refund abroad.

              • Information about your Belgian income & foreign income

              • Please include a brief summary below of the different types of income received in 2022.
              • Please provide summary statements for the income received in 2022 (e.g. fiche 281.10 & individual account for salary, fiche 281.11 for pension, fiche 281.20 for director’s fees, invoices for self-employed freelancers, etc.).

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                Max. file size: 256 MB, Max. files: 15.
                • Km

                • Please provide an attestation from the international organization confirming that your income for 2022 is not taxable (with or without tax progression) in Belgium.

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                  Max. file size: 256 MB, Max. files: 15.
                  • Please provide an official statement from your fund for the social security contributions that you made in 2022.

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                    Max. file size: 256 MB, Max. files: 15.
                    • Please provide supporting documentation on the advance tax payments that you made in 2022.

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                      Max. file size: 256 MB, Max. files: 15.
                      • Please follow this link for an overview of the different online platforms : Économie collaborative - liste des plateformes agréées | SPF Finances (belgium.be)
                      • Please provide a copy of the A1-document, if available.

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                        Max. file size: 256 MB, Max. files: 15.
                        • Please provide a detailed overview of your foreign working days in 2022. Please find here our template for the travel calendar. Travel calendar
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                          Max. file size: 256 MB, Max. files: 15.
                          • Please note that this question only applies if you would have normally worked in the Netherlands, France, Germany, or Luxembourg.
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                            Max. file size: 256 MB, Max. files: 15.
                            • If yes, please provide the following information
                            • Information about your deductible expenses

                            • If you do not prove your business expenses, the tax office will automatically deduct a lump-sum expense of which the amount depends on your total earnings for 2022. This will also avoid any issues later on in case of a tax audit as you do not need to provide supporting documentation. The maximum lump-sum amounts for 2022 are the following: €5,040.00 (for employees and self-employed), €4,330.00 (for liberal professions and helping spouses) and € 2,660.00 (for company directors).
                            • Please provide a detailed overview of your 2022 business expenses in an Excelsheet. These expenses would need to be grouped per category (e.g. travel, hotel, restaurant, etc.) and mentioned in Euro (in case of a foreign currency). There is no requirement to include the actual invoices, receipts and expense notes with your tax filing, but you need to keep these available in case of a tax audit.
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                              Max. file size: 256 MB, Max. files: 15.
                              • Please provide supporting documentation for the amount that you contributed in 2022.

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                                Max. file size: 256 MB, Max. files: 15.
                                • Please provide a summary statement of the total amount of vouchers you purchased in 2022.

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                                  Max. file size: 256 MB, Max. files: 15.
                                  • Please indicate the amount, the beneficiaries, and address where your children/ex-spouse is/are residing.

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                                    Max. file size: 256 MB, Max. files: 15.
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                                      Max. file size: 256 MB, Max. files: 15.
                                      • Please provide an official attestation confirming the number of days your child was in daycare and the amount charged per day.

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                                        Max. file size: 256 MB, Max. files: 15.
                                        • Information about your privately held assets

                                        • Please provide a statement from your Belgian or foreign bank confirming the gross amounts received and taxes withheld.

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                                          Max. file size: 256 MB, Max. files: 15.
                                          • Please provide a statement from your Belgian or foreign bank confirming the amounts received and taxes withheld.

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                                            Max. file size: 256 MB, Max. files: 15.
                                            • Please indicate country for each account separately

                                            • Please indicate if any of the previously reported bank accounts were closed or changed ownership in 2022. Did you open any new foreign bank account(s) during 2022 that have not yet been reported before? If so, please move on to the next paragraph.

                                            • If NOT: If you would like TAXPATRIA® to report (any changes in) your foreign bank account(s) to the Central Point of Contact (CPC), please send us a separate request by email as this service is not included in our standard filing fee.
                                            • With this reporting requirement, the Belgian tax administration wants to have a clear view on all assets which have been transferred by taxpayers to foreign private wealth structures in the context of the ‘Cayman Tax’. If this is applicable to you, please answer the following questions:
                                            • Information about your Belgian real estate

                                              Please complete these questions for each building or property separately.

                                            • Please enter a number less than or equal to 9.
                                            • 1st

                                            • Please include a copy of the annual real estate tax bill (precompte immobilier / onroerende voorheffing).

                                              Drop files here or
                                              Max. file size: 256 MB, Max. files: 15.
                                              • Please include an attestation from the bank confirming the capital and interest payments for 2022.

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                                                Max. file size: 256 MB, Max. files: 15.
                                                • 2nd

                                                • Please include a copy of the annual real estate tax bill (precompte immobilier / onroerende voorheffing).

                                                  Drop files here or
                                                  Max. file size: 256 MB, Max. files: 15.
                                                  • Please include an attestation from the bank confirming the capital and interest payments for 2022.

                                                    Drop files here or
                                                    Max. file size: 256 MB, Max. files: 15.
                                                    • 3rd

                                                    • Please include a copy of the annual real estate tax bill (precompte immobilier / onroerende voorheffing).

                                                      Drop files here or
                                                      Max. file size: 256 MB, Max. files: 15.
                                                      • Please include an attestation from the bank confirming the capital and interest payments for 2022.

                                                        Drop files here or
                                                        Max. file size: 256 MB, Max. files: 15.
                                                        • 4th

                                                        • Please include a copy of the annual real estate tax bill (precompte immobilier / onroerende voorheffing).

                                                          Drop files here or
                                                          Max. file size: 256 MB, Max. files: 15.
                                                          • Please include an attestation from the bank confirming the capital and interest payments for 2022.

                                                            Drop files here or
                                                            Max. file size: 256 MB, Max. files: 15.
                                                            • 5th

                                                            • Please include a copy of the annual real estate tax bill (precompte immobilier / onroerende voorheffing).

                                                              Drop files here or
                                                              Max. file size: 256 MB, Max. files: 15.
                                                              • Please include an attestation from the bank confirming the capital and interest payments for 2022.

                                                                Drop files here or
                                                                Max. file size: 256 MB, Max. files: 15.
                                                                • 6th

                                                                • Please include a copy of the annual real estate tax bill (precompte immobilier / onroerende voorheffing).

                                                                  Drop files here or
                                                                  Max. file size: 256 MB, Max. files: 15.
                                                                  • Please include an attestation from the bank confirming the capital and interest payments for 2022.

                                                                    Drop files here or
                                                                    Max. file size: 256 MB, Max. files: 15.
                                                                    • 7th

                                                                    • Please include a copy of the annual real estate tax bill (precompte immobilier / onroerende voorheffing).

                                                                      Drop files here or
                                                                      Max. file size: 256 MB, Max. files: 15.
                                                                      • Please include an attestation from the bank confirming the capital and interest payments for 2022.

                                                                        Drop files here or
                                                                        Max. file size: 256 MB, Max. files: 15.
                                                                        • 8th

                                                                        • Please include a copy of the annual real estate tax bill (precompte immobilier / onroerende voorheffing).

                                                                          Drop files here or
                                                                          Max. file size: 256 MB, Max. files: 15.
                                                                          • Please include an attestation from the bank confirming the capital and interest payments for 2022.

                                                                            Drop files here or
                                                                            Max. file size: 256 MB, Max. files: 15.
                                                                            • 9th

                                                                            • Please include a copy of the annual real estate tax bill (precompte immobilier / onroerende voorheffing).

                                                                              Drop files here or
                                                                              Max. file size: 256 MB, Max. files: 15.
                                                                              • Please include an attestation from the bank confirming the capital and interest payments for 2022.

                                                                                Drop files here or
                                                                                Max. file size: 256 MB, Max. files: 15.
                                                                                • Information about your foreign real estate

                                                                                  As from income year 2021 (tax year 2022) onwards, Belgian tax residents owning foreign real estate were required to submit a separate one-time report to the Belgian authorities. If you have already reported your property abroad, the Belgian authorities have determined a (fictitious) cadastral income (CI) for each foreign property on the same basis as for a property located in Belgium.

                                                                                • In this case, we will take the information you provided to us for 2021
                                                                                • Please note that this is a mandatory reporting. If you would like TAXPATRIA® to assist you with it, please send us a separate request by e-mail as this service is not included in our standard filing fee.
                                                                                • Please indicate the cadastral income (CI) of each property and their complete addresses. This information may be found on your online dossier at MyMinfin.
                                                                                • Drop files here or
                                                                                  Max. file size: 256 MB.
                                                                                  • Please enter a number less than or equal to 9.
                                                                                  • 1st

                                                                                  • Please include an attestation from the bank confirming the capital and interest payments for 2022.

                                                                                    Drop files here or
                                                                                    Max. file size: 256 MB, Max. files: 15.
                                                                                    • Drop files here or
                                                                                      Max. file size: 256 MB.
                                                                                      • 2nd

                                                                                      • Drop files here or
                                                                                        Max. file size: 256 MB.
                                                                                        • 3rd

                                                                                        • Drop files here or
                                                                                          Max. file size: 256 MB.
                                                                                          • 4th

                                                                                          • Drop files here or
                                                                                            Max. file size: 256 MB.
                                                                                            • 5th

                                                                                            • Drop files here or
                                                                                              Max. file size: 256 MB.
                                                                                              • 6th

                                                                                              • Drop files here or
                                                                                                Max. file size: 256 MB.
                                                                                                • 7th

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                                                                                                  Max. file size: 256 MB.
                                                                                                  • 8th

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                                                                                                    Max. file size: 256 MB.
                                                                                                    • 9th

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                                                                                                      Max. file size: 256 MB.
                                                                                                      • Other information

                                                                                                      • This tax organizer covers only the most common situations. We kindly request you to provide us with any other information that is not already mentioned in this organizer and that you would consider relevant for your 2022 tax return in respect to your personal tax situation. Please contact us if you have any doubts whether it might be relevant or not. We cannot be considered liable if you provide us with inaccurate and/or incomplete data.



                                                                                                        As we prefer to do your tax filing online through the ‘Tax-on-web’ portal and are anyway required to do so after 30.06.2023, you will need to give us power of attorney. We first create an online mandate that you (and your spouse/partner in case of a joint filing) will then need to individually confirm.

                                                                                                        More information is available online on how to access your online mandate. For this you will need your Belgian ID card, your PIN code and a digital card reader: https://sma-help.fedict.belgium.be/en or you can also do this through the Itsme application (without your ID card): https://www.itsme.be/en/.

                                                                                                        As soon as you have online access, you will need to confirm the mandate through the following link as soon as we have created it for you: http://eservices.minfin.fgov.be/mandates-csam/finances/.

                                                                                                        If we have filed your tax return online last year, the mandate will still be valid this year and no further action is required. We will be able to access your online filing form automatically.

                                                                                                        If you would not be able to access the online mandate, as a last resort we can always request and file a paper tax form, but we would really recommend filing online, as this will also allow you to check the processing of your tax return through the MyMinfin portal: https://eservices.minfin.fgov.be/myminfin-web/.

                                                                                                        As soon as you have confirmed the mandate (or have already done so in the previous year), we will be able to proceed with the online filing.

                                                                                                        Considering a large number of tax returns we have to file each year, we prefer to communicate everything through email or by phone. It is possible you will not hear from us for several weeks after you send in the requested information, as we work on a first-in-first-out basis with an ultimate deadline of 18.09.2023

                                                                                                        If you have difficulties accessing the online system or you would still like to have a meeting to discuss your tax filing, please send us a separate email, so we can contact you to schedule a meeting.
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