Tax Return Documents Required by Country
Find the essential documents required to file your tax return based on your country of residence. While we’ve listed the key documents, additional information may be required in certain cases. If you have any questions or are unsure about what to submit, please reach out to our team for clarification. We’re here to make the process as smooth as possible!
1. United Kingdom
- P45 (if employment ended within the tax year)
- P60 (end-of-year income and tax paid certificate)
- Payslips (if applicable)
- P11D (if taxable benefits received)
- Bank interest certificates
- Dividend vouchers
- Rental income statements
- Self-employed: Income and expense summaries, invoices, and receipts
2. United States
- W-2 (employment income)
- 1099 forms (for self-employed or freelance income)
- 1099-INT (bank interest)
- 1099-DIV (dividends)
- 1098 (mortgage interest)
- Rental income documentation
- Self-employed: Income and expense summaries, invoices, receipts
3. Austria
- Lohnzettel (employment income statement)
- Bank interest certificates
- Investment/dividend statements
- Self-employed: Invoices, receipts, income and expense summaries
4. Australia
- Payment summary (employment income)
- PAYG summaries (if applicable)
- Bank interest certificates
- Rental income documents
- Dividend statements
- Self-employed: BAS (Business Activity Statement), income and expense summaries
5. Belgium
- Fiche 281.10 (employment income)
- Fiche 281.20 (for freelancers or self-employed income)
- Bank interest certificates
- Dividend statements
- Rental income documents
6. Canada
- T4 (employment income)
- T5 (investment income)
- T4A (self-employed income)
- RRSP contribution receipts
- Rental income documents
- Dividend statements
7. Czech Republic
- Potvrzení o zdanitelných příjmech (income statement)
- Bank interest certificates
- Dividend statements
- Self-employed: Income and expense summaries, invoices, receipts
8. Germany
- Lohnsteuerbescheinigung (employment income)
- Investment income certificates
- Rental income documents
- Self-employed: Income and expense reports
9. Ireland
- P60 (employment income, if available)
- Bank interest certificates
- Dividend statements
- Rental income documents
- Self-employed: Income and expense summaries
10. Italy
- Certificazione Unica (employment or self-employment income)
- Bank interest certificates
- Dividend statements
- Rental income documents
11. Luxembourg
- Income and tax withholding certificate
- Bank interest certificates
- Dividend vouchers
- Rental income documents
12. Lithuania
- Income statement from employer
- Bank interest certificates
- Dividend statements
- Rental income documents
- Self-employed: Invoices, receipts, income and expense summaries
13. Malta
- Income statement from employer
- Bank interest certificates
- Dividend statements
- Rental income documents
- Self-employed: Income and expense summaries, invoices, receipts
14. Netherlands
- Jaaropgave (annual tax statement)
- Bank interest certificates
- Dividend statements
- Rental income documents
15. Norway
- Årsoppgave (annual tax statement)
- Dividend statements
- Bank interest statements
- Rental income documents
16. Poland
- PIT-11 (employment income)
- Bank interest certificates
- Dividend statements
- Rental income documents
- Self-employed: Income and expense summaries, invoices, receipts
17. Slovakia
- Potvrdenie o príjme (employment income)
- Bank interest certificates
- Dividend statements
- Rental income documents
- Self-employed: Income and expense summaries
18. Spain
- Certificado de retenciones (employment income)
- Dividend statements
- Rental income documents
- Self-employed: Income and expense summaries, invoices, receipts
19. Switzerland
- Lohnbescheinigung (employment income)
- Dividend statements
- Rental income documents
- Bank interest certificates
- Self-employed: Income and expense summaries, invoices, receipts