Assets · income · value movement · evidence
Box 3 actual-return evidence file
Prepare the data for comparing the standard Box 3 calculation with werkelijk rendement — actual return — without combining bank balances, investments, property and debts into one unsupported figure.
Understand the situation first
Read the explanation before completing the checklist.
The related chapter follows the event and its consequences through a family example. Read it first, then return and enter confirmed facts only. A blank field is better than a guess.
Work separately for each calendar year and asset category. Do not enter account numbers, property addresses or documents. Record only the amount, category, source and evidence status.
Read the related chapterOne system
Documents should lead to one understandable outcome.
Reconstruct the facts first. Compare documents and authority next. Only then set the order of action.
- 01Facts
People, assets and countries
- 02Rules
Documents and authority
- 03Action
Owners and timing
Working version
Complete without personal details
Work separately for each calendar year and asset category. Do not enter account numbers, property addresses or documents. Record only the amount, category, source and evidence status.
Local only: your selections exist only in this page's memory and disappear when it is refreshed.
Only that the question has been noticed or discussed. ‘No explicit gap identified from the answers’ does not mean that a document, authority or procedure has been confirmed.
Continue the route
The next material depends on the facts already found.
Open official sources
Check the form, deadline and rules at the action date.
Outcome after completion
A year-by-year evidence file covering the asset perimeter, cash income, value movements and documents still to be found or reviewed.
Format: checklist. Complete it on the page or print it. Answers remain in the page and are not sent automatically.
Next step
The checklist shows what is known and what is still missing for the next decision.
If the issue affects the family, authority, documents or a material asset, resolve the open facts first. Then move to the service that connects review, decision and implementation.