How to save time and avoid stress with the tax return

Digitisation is changing our everyday lives – and that includes tax returns too. We explain what this means for you as a taxpayer and how you can overcome any challenges.

The countdown has started

We have to submit our private tax returns by the end of March. For many of us, this means wading through mountains of paper and completing endless forms. But wait: digitisation has come into play here too, and this means some changes for us taxpayers.

More than just a trend

Even though you may be sceptical to start with: online tax returns are not just a trend, but are increasingly becoming the norm. There are several reasons for this. On the one hand, digitisation allows your tax return to be processed more efficiently and quickly. Your data are stored securely and can be accessed at any time if necessary. On the other hand, digitisation makes the authorities’ work easier because they can check and process the data more easily.

However, it should be noted that processing tax returns digitally also brings challenges with it. You have to familiarise yourself with the technology and digital processes. This can be time-consuming and potentially frustrating at first. But don’t worry, with a few tips and tricks, you’ll quickly become a pro.

How to become a professional

• Use the online help features: most digital tax return platforms offer help features and FAQs that can help you with any questions or problems.
• Familiarise yourself with the new technology early on: it is advisable to allow enough time to become familiar with digital systems. Try out the different features and practise until you feel certain.
• Store your documents digitally: if you store your invoices and receipts digitally, you not only save space, but you also have everything to hand quickly when you need it.
• Stay up to date at all times: digitisation is constantly evolving. It is therefore important to always stay up to date to ensure that you make optimum use of any features and assistance.

Your documents are always at the ready with ePost

Another valuable tip for simplifying the processing of your tax return is to use a digital document archive, such as ePost. Instead of storing your documents in physical folders, you can store them safely and conveniently in your digital archive. Not only do you have all the documents in one place and to hand at any time, but you can also use them directly in the tax return software.

ePost document storage also offers other helpful features. For example, you can search, sort and filter documents, which makes it easier for you to maintain an overview. It is also possible to mark important documents with smart tags to ensure that you do not lose sight of them.

We hope that this guide will help you prepare for the digital completion of your tax return from now on.