Example
Example: folder Tax Administration
Fits with: 02 Annual Tax Return File.
Example
Annual file: tax return and assessments
| Received | Sender | Subject | Reference | Amount | Final date | Action | Status |
|---|---|---|---|---|---|---|---|
| 01-03-2026 | Tax Office Exampleland (example) | Tax return invitation 2025 | VB-2025-0001 | – | 01-05-2026 | File tax return | Done |
| 12-06-2026 | Tax Office Exampleland (example) | Provisional assessment 2025 | VB-2025-0002 | € 412.00 refund | – | Check against return | Done |
| 18-09-2026 | Tax Office Exampleland (example) | Final assessment 2025 | VB-2025-0003 | € 437.50 refund | 30-10-2026 | Check amount; object if needed | Planned |
| 02-10-2026 | Tax Office Exampleland (example) | Provisional assessment 2027 | VB-2027-0001 | € 35.00 refund per month | – | Add to overview | Open |
Next date: 30-10-2026 (check amount).
Documents checklist 2025: annual income statement ✓, mortgage statement ✓, medical costs ✓, donations ✓.
All names, amounts and references are made up.
Other examples
- Tax AdministrationTax return, assessmentSee example
- MunicipalityProperty value, local taxesSee example
- INDResidence, integrationSee example
- HealthcareInsurer, CAKSee example
- Fixed costsRent, energySee example