Have you bought a home and want to receive the tax benefit from mortgage interest relief during the year? Or do you need to adjust your provisional tax assessment because your income, mortgage or personal circumstances have changed? I calculate the expected refund or payment and arrange the application or amendment with the Dutch Tax and Customs Administration.
Tell me briefly what you would like to arrange. I will explain the information needed and the costs first.
Apply for mortgage interest relief after buying a home
If you qualify for mortgage interest relief (hypotheekrenteaftrek), a provisional tax assessment can provide an advance refund during the year. I review your property and mortgage details, check which interest and financing costs are deductible and arrange the application for you.
A provisional assessment is based on an estimate. The amounts you have already paid or received are taken into account when your final income tax is calculated. I therefore also consider your expected annual income, other deductions and any fiscal partner.
Adjust your provisional tax assessment
Already receiving a monthly refund? A change in mortgage interest, a house move, working more or fewer hours or a change in your family circumstances can affect the calculation. I check your current assessment and arrange the amendment so the estimate reflects your situation again. This reduces the risk of an unexpected additional payment later.
When else can a provisional assessment be useful?
Would you like to pay income tax during the year rather than afterwards? A provisional assessment may also be useful if you have several sources of income, receive income on which no tax has been withheld, or have deductions such as certain charitable donations or spousal maintenance payments.
I review your expected income and deductions, explain the estimated tax payment or refund and assess whether an application or amendment would be useful. I can also check an assessment you have received but do not understand.
You see the calculation and approve it before I submit the application or amendment request.