Getting Started

Starting a Declaration

Uploading a File

You can start a declaration by uploading a file through the 'New' menu:

• You can upload a downloaded PDF of a declaration. It is important that the PDF is the original PDF from MyMinFin. A PDF that has been printed and then scanned is not readable. All necessary data will be extracted and displayed in the editing window from this declaration.
• You can upload a downloaded draft of a declaration in PDF format. Here too, it is important that the PDF comes directly from MyMinFin. Given that the draft does not contain location data, this will have to be entered manually.
• You can upload a declaration in '.pit' format, which is the format of the current application. Each declaration can be downloaded in this format by selecting 'Save declaration' in the 'More' menu at the top right.
• You can upload a file in Tax-On-Web format generated by other calculation programs. (appendices not supported, additional information with codes not supported, INR not supported)

Starting a New Declaration

By clicking the 'New' button, a new declaration will be started.

Starting from the Last Declaration

Every change to a declaration is saved in the local memory of the user, specifically in the browser cache. Thus, this information remains available after exiting the application. When you restart the application, you can start from the declaration that was open last time.

Editing a Declaration

Tax Year

The tax year of a declaration can always be adjusted in the main editing field. This can also be done after codes have already been filled in. All codes will be preserved, but an error message will be given for nonexistent codes.

Municipality

The municipality can always be adjusted. Here too, all codes will be preserved and an error message will be given if a code does not exist for a particular region. An adjustment of the municipality can result in an adjustment of codes 1090 (region) and/or 1061 (municipal tax rate). If these codes are adjusted themselves, a filled municipality will be erased again, so the relationship between municipality, region, and tax rate remains correct.

Codes

Searching for a Code

At the top of the editing field is a search bar. This can be used to search for entire sections or separate codes. Possible search terms include the section name, code label, complete description of the code, and the code itself.

When selecting a section, a pop-up screen (editing pop-up) will appear with all the codes of that section, along with their description and their possible current value. In this screen, a code can be adjusted.

When selecting a code, an editing pop-up will appear with the description and possible current value of that code. Directly related codes will also be shown: codes that require the value of another code or codes that require another code to not exist.

Clicking on an Existing Code/Section

The editing pop-up can be shown through a search action, but also by clicking on an existing code or section in the regular editing window. The result of that click corresponds to the result of a search action.

Editing Existing Codes

In the editing pop-up, a code can be edited:

• A new value can be entered.
• An existing value can be changed.
• An existing value can be removed (note: setting the value to 0 is not the same as removing a code).
• Foreign income can be added where possible, by clicking on the map icon next to an entered value for a code. Here, the value and country of origin can then be entered.

Codes can also be removed more quickly by clicking the trash can icon to the right of a code in the regular editing window. This action is executed immediately, even if the action results in an incorrect assessment.

Correctness of a Declaration

When entering or editing a code, it is checked in real-time whether this is a correct action.

If an entered value is not of the correct type (such as text where a number is required), this will be indicated and the edit cannot be saved until the error is corrected. If the entered value results in an incorrect assessment, this will be indicated, but the possibility to save the edit still exists. The assessment can then possibly be made valid again by adjusting another code.

Examples of existing rules:

• a code can only be filled in if certain other codes do or do not contain a value
• the value of a code must have a minimum or maximum value
• the value of a code is dependent on the (sum of) the value(s) of other codes
• foreign income must be less than the entered income for the corresponding code

Information about Declaration and Codes

Information about Problems

If there is a problem with the correctness of the declaration, it is shown at the top of the main editing window. Clicking on an error will directly show the correct editing pop-up, where the code can be adjusted. If there are problems with codes in an opened editing pop-up, this problem will also be visible next to the code and at the bottom of the editing pop-up.

Brief Information

At first glance, only the label of a code and the brief content of a section can be seen in the main editing window. If the mouse pointer hovers over a code or section number in the main editing window, the description of it (from the tax return) will be shown in a tooltip. If the mouse in that window hovers over the abbreviation of a country of foreign income, the full name will be shown. In the editing pop-up, after clicking, the description is shown directly and the label is no longer visible.

Detailed Information

By clicking on some descriptions that are underlined with a dotted line, a pop-up with information from TaxCalc will be shown. The pop-up will directly refer to the relevant information for the clicked description. This information is retrieved directly from TaxCalc. The information corresponds to the official explanation issued annually.

Result of a Declaration

Calculation of the Result

The result of a declaration is only calculated if all rules are met and there is no red warning sign available.

The calculation is done on a server and normally takes only a few hundred milliseconds.

Displaying the Result

Two tabs are visible at the top: input and result. Input can always be clicked/opened, result only if a result has been calculated for the current input. If the declaration is no longer valid after an adjustment, the result is also not visible (previous result is not valid and current cannot be calculated).

In the result tab itself, the tax to be paid/received is shown, along with the total tax. A more detailed breakdown of the result is shown in the result tab.

Information in Result Tab

The result is shown in different expansion panels.

The totals show the complete total of income and tax. For income, this is the sum of the incomes of both declarants, or just the income of the first declarant if he is the sole declarant. For tax, this is the total calculated tax.

In the panels 'share of first/second taxpayer' and 'combined share...', the separate income but also the separate result is visible. This separate result is not available via the TaxCalc or Tax-On-Web application. This makes visible what share a single declarant actually has in a double declaration; both in income and in tax. It thus shows how much each declarant has to pay or should get back separately. This share can be calculated in different ways and can therefore differ in an application from a different publisher.

In the last panel, the full text from the calculation module can be shown. This is only retrieved from the server when the panel is opened.

Verifying a Declaration with TaxCalc

Because the calculation of personal income tax is very complex, it is possible that certain combinations are not calculated correctly. For this reason, an option 'Verify with TaxCalc' was provided at the top right under 'More'. This option will send the declaration to TaxCalc and compare the result. This way, a correct and exact calculation can be assured.

Availability of Application

The application is not a normal website but a Progressive Web App. This means that most features are also available offline and that the application can be installed as an app on mobile phones or tablets.

A declaration can be adjusted and validated offline. However, processing PDFs and calculating a declaration require communication with a server.