Luxembourg Tax return for individuals : list of documents
Here we are going to show you what details and necessary documents
you have to be aware before completing successful tax return in Luxembourg.
First of all your PERSONAL INFORMATION.
Last name
First Name
Date of birth
Luxembourg Social Security Number
Profession
Phone
Email
Current address
previous address in case of relocation since 01.01.2015
Name of bank account owner
IBAN
SWIFT BIC
Date of marriage
Date of the Civil partnership
Date of divorce/separation
Children info
Please precise if you receive alimony for a child who is part of your household or if you receive alimony for a child who is not part of your household.
LIST OF DOCUMENTS (Copies)
1. All your annual income certificates from Luxembourg and abroad
2. Certificates of interest expenses related to your mortgage loan for your primary residence
3. Income certificates of property income (dividends, ..) fr. Luxembourg and also abroad
4. Proof of payment of alimony to former spouse or children / copy of judgment (if applicable)
5. Interest expenses certificates of personal loans (or credit cards) granted within the EU
6. Certificates of civil liability and life insurance premiums (EU)
life (health, accident, disability, sickness …)
civil liability (cl car, cl housing, any other cl)
certificates should only contain civil liability premiums
7. Proof of contributions to private health insurance
8. Certificates related to private old-age pension scheme (111bis LIR)
9. Statements of EU Housing Savings Plan
9. Statements of EU Housing Savings Plan
11. Certificates of donations to charity organisations
12. Certificates of child care expenses
13. Certificates of household employee expenses
14. Certificates supporting extraordinary expenses ( healthcare, financial assistance to parents in need, funeral,…)
15. Certificates of interest expenses related to mortgage loans related to a property for rent
15b. Receipts for rent received, a copy of the deed of purchase and notary invoice
15b. Receipts for rent received, a copy of the deed of purchase and notary invoice
16. Certificates of RSU / SHARE granted as part of compensation
17. If person of Foreign origin, the related filed Income tax return and income details
18. Any Other investment income details coming from Shares or Mutual Funds or Bonds etc.
19. Your prior year Luxembourg Tax filing details (Return and Assessment).
Advensys Conseil can help you in your tax returns,
tax advice and tax simulation.
You can contact us by email : contact@advensys-conseil.lu and we will send you all the info and after getting back your answers (by e-mail using PDF format) and all the documents (scans) according to the list of documents, we guarantee a quality and efficient services as well as successfully filled tax return.
Team of Advensys Conseil.
Here we are going to show you what details and necessary documents you have to be aware before completing successful tax return in Luxembourg. First of all your PERSONAL INFORMATION. Last name First Name Date of birth Luxembourg Social Security Number Profession Phone Email Current address previous address in case of relocation since 01.01.2015 Name of bank account owner ...
Luxembourg Tax return for individuals : list of documents
Here we are going to show you what details and necessary documents
you have to be aware before completing successful tax return in Luxembourg.
First of all your PERSONAL INFORMATION.
Last name
First Name
Date of birth
Luxembourg Social Security Number
Profession
Phone
Email
Current address
previous address in case of relocation since 01.01.2015
Name of bank account owner
IBAN
SWIFT BIC
Date of marriage
Date of the Civil partnership
Date of divorce/separation
Children info
Please precise if you receive alimony for a child who is part of your household or if you receive alimony for a child who is not part of your household.
LIST OF DOCUMENTS (Copies)
1. All your annual income certificates from Luxembourg and abroad
2. Certificates of interest expenses related to your mortgage loan for your primary residence
3. Income certificates of property income (dividends, ..) fr. Luxembourg and also abroad
4. Proof of payment of alimony to former spouse or children / copy of judgment (if applicable)
5. Interest expenses certificates of personal loans (or credit cards) granted within the EU
6. Certificates of civil liability and life insurance premiums (EU)
life (health, accident, disability, sickness …)
civil liability (cl car, cl housing, any other cl)
certificates should only contain civil liability premiums
7. Proof of contributions to private health insurance
8. Certificates related to private old-age pension scheme (111bis LIR)
9. Statements of EU Housing Savings Plan
9. Statements of EU Housing Savings Plan
11. Certificates of donations to charity organisations
12. Certificates of child care expenses
13. Certificates of household employee expenses
14. Certificates supporting extraordinary expenses ( healthcare, financial assistance to parents in need, funeral,…)
15. Certificates of interest expenses related to mortgage loans related to a property for rent
15b. Receipts for rent received, a copy of the deed of purchase and notary invoice
15b. Receipts for rent received, a copy of the deed of purchase and notary invoice
16. Certificates of RSU / SHARE granted as part of compensation
17. If person of Foreign origin, the related filed Income tax return and income details
18. Any Other investment income details coming from Shares or Mutual Funds or Bonds etc.
19. Your prior year Luxembourg Tax filing details (Return and Assessment).
Advensys Conseil can help you in your tax returns,
tax advice and tax simulation.
You can contact us by email : contact@advensys-conseil.lu and we will send you all the info and after getting back your answers (by e-mail using PDF format) and all the documents (scans) according to the list of documents, we guarantee a quality and efficient services as well as successfully filled tax return.
Team of Advensys Conseil.
