Before we submit your income tax return (IB), you will receive a secure link by email to a draft version.
We ask you to review it roughly.
Questions? Feel free to email or call us.
If everything is correct, confirm by email and we will submit it (optionally together with your fiscal partner’s return).
What is the draft report?
It is the financial summary of your business combined with your personal data needed for the return.
Who does what?
The Bookie handles the numbers; you do the check.
We handle all calculations. You only need to do a general review.
All calculations are based on:
Data you provided throughout the year via The Bookie Webapp
Additional information via the checklist
Errors are unlikely, but check for:
Unknown amounts or bank accounts
Changes in personal situation (partner, child, house)
A payable/refundable amount that differs greatly from expectations
If anything stands out, contact your Bookie.
How is the return structured?
The report consists of:
Personal details
Income tax and contributions
Taxable income
Attachments
Profit statement
1. Personal details
Check your name and address. Also verify partner/children details.
2. Income tax and contributions
Check other income sources:
Employment income
Other work or investments
Pension or benefits
3. Taxable income
Check key situations:
Bought or sold a home
Savings/investments included
Received an inheritance
4. Attachments
Supporting documents explaining the figures.
5. Profit statement
Business-related data such as:
Taxable profit
Investments
Final profit & loss statement
Business details
Check:
Your sole proprietorship/partnership details
Important situations like:
Buying/selling a company car
Business mileage with a private car
Debts on the balance sheet
Insurance premiums
Also review any questions or assumptions at the bottom of the email.