FAQ - Vlieger Finance

FAQ

View frequently asked questions here

Every year we take care of the annual accounts and (income) tax returns. It is pleasant and important for you and for us if we receive the necessary documents fully and digitally. This applies to both the annual closure of your company and the income tax return.

We need the following documents (not exhaustive). Of course, this may also be different due to your personal situation.

Annual closure of the company

Financial annual overview of banks.
Financial annual overview of financing (for example a car financing).
Financial annual overview of mortgages.
Financial annual overview of securities.
Overview of inventory/stock.
Overview of purchase invoices that are dated and paid in the following calendar year that still relate to the current financial year.
Overview of sales invoices dated and invoiced in the following calendar year that still relate to the current financial year (often revenue December).
Other documents / overviews that you think may be important.

Income tax return (from you and your possible partner)

Annual statements of employers.
Annual statements of pension bodies.
Annual statements of benefit agencies (UWV).
Financial annual overview of mortgages.
WOZ value of own home.
Notary statements at purchase / sale.
Cost valuation.
Costs of financial advice for the box 1 mortgage.
Annual overview of disability insurance.
Annual overview of pension premium:
- Bank pension (“banksparen”).
- Life annuities.
Financial annual overview of private banks.
Financial annual overview of private securities.
Statement of private receivables.
Financial annual statement of capital insurance.
2^nd homes or rental properties:
- WOZ value.
- Overview received rental income.
Debts:
- Financial annual overview of mortgages (not first home).
- Overview of other debts (for example family or third parties).
Preliminary tax assessments of the year of income tax return.