Step 1 – provide information
As soon as you have supplied your information completely via the IB checklist in The Bookie Webapp, we can prepare your annual reports. This list can be found under Income Tax button on the upper right on your Dashboard. We need some time for this. However, the sooner you deliver everything, the sooner we send the draft version of your declaration. After you have approved this, we will submit your declaration. **
Read the explanation above before you start, to avoid uncertainty during the checklist.
Please note: there are a number of things that you (generally) only receive at the end of February. Only when all documents are complete can we prepare your annual reports.
- the annual statement (if you or your partner were / are employed)
- annual financial overview of your bank (business, savings and children)
- the annual statement of your mortgage and related matters
- your overview of your disability insurance