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Luxembourg Tax return for individuals : deduction.

How to get successful tax return? How much and what can I deduct?

Basically, we need the certificate of all the client’s income (income from abroad included) and the list with personal data.

The rest depends on the client’s situation.

For example: Insurance premiums (deductible if the head office of the insurance company is in the European Union) and interest expense from consumer loans, financing cars etc., saving pension scheme (deductible maximum of 3200 EUR per taxpayer), housing savings (maximum deductible of 672 EUR per taxpayer, except for taxpayers between 18 and 40 years old, «BHW Bausparkasse», «Wûstenrot Bausparkasse» and «Bausparkasse Schwäbisch Hall» are accepted by the Tax authorities ACD), social service contributions, donations (deductible between 120 EUR and 1,000,000 EUR) are to be indicated in the tax declaration.

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.

Joel Spaus,

tax manager of Advensys Conseil.

How to get successful tax return? How much and what can I deduct? Basically, we need the certificate of all the client's income (income from abroad included) and the list with personal data. The rest depends on the client's situation. For example: Insurance premiums (deductible if the head office of the insurance company is in the European Union) and interest ...
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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 ...
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