Taxing times 2016: Documents you may need for the Belgian 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
• 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 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

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