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Welcome! This guide will help you complete the questionnaire in the Personal Income Tax module that you received from your accountant.

Table of contents 


Starting with the questionnaire

As a new Silverfin user, you will receive an email with a link to set your password for your account. Ensure you set your password within 7 days, as the link will expire after this time.

Once the questionnaire is shared with you, you will receive a second email. Click the 'Complete questionnaire' button to access the questionnaire. 



Communication with your accountant

Are you unable to update certain information (such as your name or national registry number) or do you have questions for your accountant? Use the communication panel at the top right to inform your file manager:

  1. Click on the speech bubble at the top right to open the communication panel.
  2. Click on 'Add a new message'.
  3. Type your message and save it.

Your accountant will receive a notification and handle your request.


Sharing the documents

Some questions allow you to upload documents, such as certificates or loan agreements. These documents will then become available to your accountant. If a document is already available because we are retrieving this information from Tax On Web or Myminfin, it will be displayed next to the question.  Click 'Manage' to see a preview or use the 'Upload' button to add additional documents.


To complete the questionnaire correctly, follow these steps in the provided order:

  1. Complete the fields in the section of the Questionnaire.
  2. Click 'Confirm' at the bottom to save your answers. 
  3. Use the 'Next Page' button to proceed to the next section.


You don't know the answers to all the questions? Don't worry! You can still confirm the page and return later using the overview menu on the left side of your screen.


Sections of the questionnaire

Complete the questionnaire section by section to ensure that all required information is provided.

Personal Details

Your basic details, such as name and national registry number, are pre-filled. However, you still need to provide other information like telephone number, home situation, and bank details. This data is crucial for your tax return and potential refunds. Note that you cannot edit certain data (surname, first name, and national registry number) yourself. If you spot an error, click on the speech bubble at the top right to open the communication panel and inform your accountant. They will make the necessary adjustments.

Dependants

You are asked to provide information about your children, childcare expenses, and other dependents, such as live-in parents, parents-in-law, and siblings-in-law. This also includes details about alimony payments and receipts.

Immovable properties and loans

Verify and complete details of your real estate and loans. If we already have information, it will be displayed at the top of the page.

Includes income from self-employment, remuneration, benefits, and pensions. Many details are filled in automatically via Tax On Web or Myminfin; please verify these for completeness. If you are self-employed, you can upload here your (S)VAPZ attestation.

Movable income

Includes royalties, income from movable property, dividends, and interest. Please enter all relevant information. 

Various income

Please indicate income from association activities, sharing economy activities, and payments for advertising on your property facade. This category encompasses a broad range of revenue sources.

Tax credits

Depending on the region selected in the “Personal Details” template, questions will be asked about pension savings, service vouchers, gilts, etc. This information is crucial for calculating your tax benefit and, if available, will be automatically populated through Tax On Web and MyMinfin.

Winwin loans, friends shares and loans to start-up small companies

In this section of the questionnaire, you will find questions related to win-win loans and friends' shares. We will also ask whether you or your partner have granted loans through an approved crowdfunding platform.

Please ensure that all relevant information is provided to fully benefit from regional tax advantages.

Provide complete information on foreign bank accounts, life insurance policies, and legal structures for both yourself and your partner. Indicate whether these accounts have already been reported to the Central Contact Point; if not, your accountant can arrange this for you.

Real estate rentals contributed as a professional expense

If you partially use a rental property for professional purposes and wish to deduct the rent as a professional expense, starting this year, you must include an additional attachment with your tax return. This requirement does not apply to agricultural land rented under leaseholding legislation. Additionally, this information is not necessary if the rent is covered by VAT-compliant invoices.

Prepayments

Did you make any advance payments in the past calendar year? If so, this information should have been automatically recorded here through Tax-On-Web.

Submitting the questionnaire

Once you have answered all the questions and/or reviewed all the pages, the progress bar in the upper right corner will reach 100%. A green dot will appear on the summary screen when all required fields are filled out and you have confirmed that you reviewed the page. Click the 'Mark as finalised' button when you are ready to send the questionnaire to your accountant.

Have you completed questionnaire and you see a red triangle? Please click 'Mark as finalised with missing fields'.

After finalising, you'll notice that the questionnaire has been submitted to your accountant for review. Did you forget to include something or wish to make changes? If so, please click on 'Make changes' or leave a message via the communication panel on the right.

Next year

All the information you fill out this year will be available for next year's preparations. This will streamline the process and help you quickly identify the relevant questions.

For inquiries related to the content of the questionnaire, please use the communication panel within the module to contact your accountant. They can offer additional assistance with any specific questions or comments.