Filing tax returns > Main study

Single Wave Study

General Information

Title
Main study
Project Number
426.2
Abstract
A study on the difficulties people experience when filing their tax returns.
Longitudinal Type
Single Wave Study
Begin date
20-02-2023
End date
28-02-2023
Topics
Ability
Administration
Information needs
Information sources
Information use
Knowledge (awareness)
Labour and employment
Social problems
Researcher
Job Harms (Ministry of Finance); Michael Schreuders (Tax and Customs Administration)
Publisher
Centerdata
Copyright
© 2026 Centerdata
DOI
https://doi.org/10.57990/fsmj-cj91
Funding Organization
ODISSEI, OCW (Domeinplan SSH), Ministry of Finance

Datasets and documentation

View Documentation

Codebook in English
codebook_yo23a_EN_1.0.pdf
Codebook in Dutch
codeboek_yo23a_NL_1.0.pdf

Data Files

English SPSS file
yo23a_EN_1.0p.sav
English STATA file
yo23a_EN_1.0p.dta
English CSV file
yo23a_EN_1.0p.csv

Variables

Variable name Variable Label
nomem_encrNumber of the household member encrypted
yo23a_mYear and month of the field work period
yo23a001Preloaded variable: Main occupation
yo23a002Preloaded variable: Has personally filed a tax return
yo23a003Preloaded variable: Has filed a tax return with someone else’s help
yo23a004Preloaded variable: Has helped someone else file a tax return
yo23a005How much do you know about filing tax returns in general?
yo23a006How much do you know about requesting a provisional assessment?
yo23a007How much do you know about changing a tax return after the definitive assessment?
yo23a008What is a deductible item?
yo23a009From which date can or could you file a tax return for the year 2022?
yo23a010If you receive an allowance, do you need to file a tax return?
yo23a011Filing a tax return …is not obligatory if you earn less than the middle income
yo23a012Filing a tax return …is not obligatory if you don’t have income from work
yo23a013Filing a tax return …is obligatory if you need to pay 49 euros or more to the Tax Administration
yo23a014Filing a tax return …is obligatory if you will receive 49 euros or more from the Tax Administration
yo23a015Filing a tax return …is obligatory if you receive a tax return letter from the Tax Administration
yo23a016Filing a tax return …is always obligatory
yo23a017Filing a tax return …is never obligatory
yo23a018Suppose you had earned €1000 extra last year, approximately how much do you think this would have delivered as a net sum?
yo23a019Please indicate on a scale from 0 to 10 how hard or how easy it is for you to make ends meet with your household’s income. 0 means that it is very hard for you to make ends meet, 10 means that it is very easy for you to make ends meet.
yo23a020I wish I had more discipline
yo23a021I am well able to resist temptations
yo23a022I am well able to work on long-term goals
yo23a023I find it hard to concentrate
yo23a024Relocation within the Netherlands: Happened in 2021
yo23a025Relocation within the Netherlands: Happened in 2022
yo23a026Relocation within the Netherlands: Did not happen
yo23a027Relocation from another country to the Netherlands (immigration): Happened in 2021
yo23a028Relocation from another country to the Netherlands (immigration): Happened in 2022
yo23a029Relocation from another country to the Netherlands (immigration): Did not happen
yo23a030Co-habitation: Happened in 2021
yo23a031Co-habitation: Happened in 2022
yo23a032Co-habitation: Did not happen
yo23a033Marriage: Happened in 2021
yo23a034Marriage: Happened in 2022
yo23a035Marriage: Did not happen
yo23a036Divorce/break-up: Happened in 2021
yo23a037Divorce/break-up: Happened in 2022
yo23a038Divorce/break-up: Did not happen
yo23a039Birth of child: Happened in 2021
yo23a040Birth of child: Happened in 2022
yo23a041Birth of child: Did not happen
yo23a042Child left home: Happened in 2021
yo23a043Child left home: Happened in 2022
yo23a044Child left home: Did not happen
yo23a045I suffered a serious illness: Happened in 2021
yo23a046I suffered a serious illness: Happened in 2022
yo23a047I suffered a serious illness: Did not happen
yo23a048A loved one suffered a serious illness: Happened in 2021
yo23a049A loved one suffered a serious illness: Happened in 2022
yo23a050A loved one suffered a serious illness: Did not happen
yo23a051A loved one passed away: Happened in 2021
yo23a052A loved one passed away: Happened in 2022
yo23a053A loved one passed away: Did not happen
yo23a054Started my own business: Happened in 2021
yo23a055Started my own business: Happened in 2022
yo23a056Started my own business: Did not happen
yo23a057My own business went bankrupt: Happened in 2021
yo23a058My own business went bankrupt: Happened in 2022
yo23a059My own business went bankrupt: Did not happen
yo23a060Voluntarily ceased my own business, without bankruptcy: Happened in 2021
yo23a061Voluntarily ceased my own business, without bankruptcy: Happened in 2022
yo23a062Voluntarily ceased my own business, without bankruptcy: Did not happen
yo23a063Serious debts: Happened in 2021
yo23a064Serious debts: Happened in 2022
yo23a065Serious debts: Did not happen
yo23a066Received an inheritance or substantial gift: Happened in 2021
yo23a067Received an inheritance or substantial gift: Happened in 2022
yo23a068Received an inheritance or substantial gift: Did not happen
yo23a069Became unemployed and sought another job, but unsuccessfully: Happened in 2021
yo23a070Became unemployed and sought another job, but unsuccessfully: Happened in 2022
yo23a071Became unemployed and sought another job, but unsuccessfully: Did not happen
yo23a072Resigned or was dismissed: Happened in 2021
yo23a073Resigned or was dismissed: Happened in 2022
yo23a074Resigned or was dismissed: Did not happen
yo23a075Retired: Happened in 2021
yo23a076Retired: Happened in 2022
yo23a077Retired: Did not happen
yo23a078Started a new job: Happened in 2021
yo23a079Started a new job: Happened in 2022
yo23a080Started a new job: Did not happen
yo23a081According to our information, you are an entrepreneur. Please indicate below what type of business you own: One-man business
yo23a082According to our information, you are an entrepreneur. Please indicate below what type of business you own: Partnership
yo23a083According to our information, you are an entrepreneur. Please indicate below what type of business you own: General partnership (Dutch: VOF)
yo23a084According to our information, you are an entrepreneur. Please indicate below what type of business you own: Limited partnership (Dutch: CV)
yo23a085According to our information, you are an entrepreneur. Please indicate below what type of business you own: Private limited company (Dutch: BV)
yo23a086According to our information, you are an entrepreneur. Please indicate below what type of business you own: Foundation or association
yo23a087According to our information, you are an entrepreneur. Please indicate below what type of business you own: Other
yo23a088According to our information, you are an entrepreneur. Please indicate below what type of business you own: I am not an entrepreneur (anymore)
yo23a089The following questions are about your tax return for 2021. How did you complete this tax return?
yo23a090When did you submit the tax return for 2021?
yo23a091When completing the tax return for 2021, did you make use of any software, calculation tools, checklists and/or other digital tools that are not provided with the tax return form?
yo23a092Did you receive and change a provisional assessment for 2021?
yo23a093In doing so, did you encounter any of the situations described below? Due to a busy schedule/stress in my personal life, I initially did not get around to it. Later I did change my provisional assessment.
yo23a094In doing so, did you encounter any of the situations described below? It was complicated to form an accurate estimate of my income
yo23a095In doing so, did you encounter any of the situations described below? It was complicated to form an accurate estimate of my deductible items
yo23a096In doing so, did you encounter any of the situations described below? I encountered other problems while changing my provisional assessment
yo23a097In doing so, did you encounter any of the situations described below? I did not encounter any problems while changing my provisional assessment
yo23a098Why did you not change your provisional assessment?
yo23a099Did you make any changes after filing your tax return for 2021?
yo23a100Why did you not do so?
yo23a101Why did you complete the tax return with the help of another person or organization?: To be sure it was completed correctly
yo23a102Why did you complete the tax return with the help of another person or organization?: Out of habit, I always ask for help
yo23a103Why did you complete the tax return with the help of another person or organization?: I find it too complicated to complete the tax return by myself
yo23a104Why did you complete the tax return with the help of another person or organization?: Because this time I had to take account of a complicated situation
yo23a105Why did you complete the tax return with the help of another person or organization?: In order to get back as much money as possible
yo23a106Why did you complete the tax return with the help of another person or organization?: For the sake of ease
yo23a107Why did you complete the tax return with the help of another person or organization?: Other, namely
yo23a108Why did you complete the tax return with the help of another person or organization?: Other, namely
yo23a109How did you complete the income tax return for 2021, or have it completed?
yo23a110When did you, or the person/organization that helped you, submit the tax return for 2021?
yo23a111When completing the tax return for 2021, did you, or the person/organization that helped you, make use of any software, calculation tools, checklists and/or other digital tools that are not provided with the tax return form?
yo23a112Did you, or the person/organization that helped you, receive and change a provisional assessment for 2021?
yo23a113Did you, or the person/organization that helped you, experience one of the situations below?: Due to a busy schedule/stress in my personal life, we initially did not get around to it. [...]
yo23a114Did you, or the person/organization that helped you, experience one of the situations below?: It was complicated to form an accurate estimate of my income
yo23a115Did you, or the person/organization that helped you, experience one of the situations below?: It was complicated to form an accurate estimate of my deductible items
yo23a116Did you, or the person/organization that helped you, experience one of the situations below?: We have encountered other problems while changing my provisional assessment
yo23a117Did you, or the person/organization that helped you, experience one of the situations below?: We did not encounter problems while changing my provisional assessment
yo23a118Why didn't you, or the person/organization that helped you, change your provisional assessment?
yo23a119Did you, or the person/organization that helped you, make any changes after filing your tax return for 2021?
yo23a120Why didn't you, or the person/organization that helped you, do this?
yo23a121I had trouble finding/collecting the required information (e.g. information about deductible healthcare costs)
yo23a122I had trouble performing the required calculations
yo23a123I chose to not make certain expenditures, because I didn’t know you could deduct these when completing the tax return
yo23a124I did choose to make certain expenditures, because I wrongly thought that I could deduct these when completing the tax return
yo23a125The amount that I had to pay was so high for me that it caused stress and/or financial problems
yo23a126I filed the tax return too late or not at all, although I was obliged to
yo23a127Something had gone wrong with regard to my income under a certain item (e.g. too little or too much income was reported, or an incorrect profit calculation was made)
yo23a128Something had gone wrong with regard to one or more deductible items (e.g. too much or too little was reported regarding deductible items)
yo23a129Something had gone wrong with the distribution of deductible items over my own and my fiscal partner’s income
yo23a130Under which deductible item could you have deducted these expenditures? Mortgage rent
yo23a131Under which deductible item could you have deducted these expenditures? Purchase costs own dwelling
yo23a132Under which deductible item could you have deducted these expenditures? Life annuity
yo23a133Under which deductible item could you have deducted these expenditures? Costs of unemployment insurance or benefit for adult disabled (grand)child
yo23a134Under which deductible item could you have deducted these expenditures? Healthcare costs
yo23a135Under which deductible item could you have deducted these expenditures? Gifts
yo23a136Under which deductible item could you have deducted these expenditures? Costs of study or education program
yo23a137Under which deductible item could you have deducted these expenditures? Partner alimony
yo23a138Under which deductible item could you have deducted these expenditures? Costs for temporary home stay of disabled person
yo23a139Under which deductible item could you have deducted these expenditures? Costs incurred in 2021 but that you could not deduct previously due to insufficient income
yo23a140Under which deductible item could you have deducted these expenditures? Commuter costs not remunerated by employer
yo23a141Under which deductible item could you have deducted these expenditures? Deductible items for entrepreneurs
yo23a142Under which deductible item could you have deducted these expenditures? Other, namely
yo23a143Under which deductible item could you have deducted these expenditures? Other, namely
yo23a144Under which deductible item did you think you could deducts these costs? Mortgage rent
yo23a145Under which deductible item did you think you could deducts these costs? Purchase costs own dwelling
yo23a146Under which deductible item did you think you could deducts these costs? Life annuity
yo23a147Under which deductible item did you think you could deducts these costs? Costs of unemployment insurance or benefit for adult disabled (grand)child
yo23a148Under which deductible item did you think you could deducts these costs? Healthcare costs
yo23a149Under which deductible item did you think you could deducts these costs? Gifts
yo23a150Under which deductible item did you think you could deducts these costs? Costs of study or education program
yo23a151Under which deductible item did you think you could deducts these costs? Partner alimony
yo23a152Under which deductible item did you think you could deducts these costs? Costs for temporary home stay of disabled person
yo23a153Under which deductible item did you think you could deducts these costs? Costs incurred in 2021 but that you could not deduct previously due to insufficient income
yo23a154Under which deductible item did you think you could deducts these costs? Commuter costs not remunerated by employer
yo23a155Under which deductible item did you think you could deducts these costs? Deductible items for entrepreneurs
yo23a156Under which deductible item did you think you could deducts these costs? Other, namely
yo23a157Under which deductible item did you think you could deducts these costs? Other, namely
yo23a158You indicated to have filed your tax return too late or not at all, although you were obliged to do so. What was the consequence of not filing your tax return, or too late?: I received a reminder
yo23a159You indicated to have filed your tax return too late or not at all, although you were obliged to do so. What was the consequence of not filing your tax return, or too late?: I received a warning
yo23a160You indicated to have filed your tax return too late or not at all, although you were obliged to do so. What was the consequence of not filing your tax return, or too late?: I received a mandatory payment order
yo23a161You indicated to have filed your tax return too late or not at all, although you were obliged to do so. What was the consequence of not filing your tax return, or too late?: I received a (default) penalty
yo23a162Under which item or items did something go wrong with regard to your income? Income through employment
yo23a163Under which item or items did something go wrong with regard to your income? Profit from business
yo23a164Under which item or items did something go wrong with regard to your income? Foreign income
yo23a165Under which item or items did something go wrong with regard to your income? Pension and other benefits
yo23a166Under which item or items did something go wrong with regard to your income? Income through other work
yo23a167Under which item or items did something go wrong with regard to your income? Income through making property available to my own business or that of a fiscal partner
yo23a168Under which item or items did something go wrong with regard to your income? Received partner alimony
yo23a169Under which item or items did something go wrong with regard to your income? Amounts and reimbursements received back
yo23a170Under which item or items did something go wrong with regard to your income? Notional rental value of owner-occupied home
yo23a171Under which item or items did something go wrong with regard to your income? Settlement of losses with previous years
yo23a172Under which item or items did something go wrong with regard to your income? Other, namely
yo23a173Under which item or items did something go wrong with regard to your income? Other, namely
yo23a174What had gone wrong with regard to income through employment?
yo23a175What had gone wrong with regard to income through employment? Other, namely:
yo23a176Under what item could or should you have entered this amount? (income through employment)
yo23a177Under which item did you accidentally enter this amount? (income through employment)
yo23a178What had gone wrong with regard to pension and other benefits?
yo23a179What had gone wrong with regard to pension and other benefits? Other, namely:
yo23a180Under what item could or should you have entered this amount? (pension and other benefits)
yo23a181Under which item did you accidentally enter this amount? (pension and other benefits)
yo23a182What had gone wrong with regard to income through other work?
yo23a183What had gone wrong with regard to income through other work? Other, namely:
yo23a184Under what item could or should you have entered this amount? (income through other work)
yo23a185Under which item did you accidentally enter this amount? (income through other work)
yo23a186What had gone wrong with regard to income through making property available to my own business or that of a fiscal partner?
yo23a187What had gone wrong with regard to income through making property available to my own business or that of a fiscal partner? Other, namely:
yo23a188Under what item could or should you have entered this amount? (income through making property available to my own business or that of a fiscal partner)
yo23a189Under which item did you accidentally enter this amount? (income through making property available to my own business or that of a fiscal partner)
yo23a190What had gone wrong with regard to received partner alimony?
yo23a191What had gone wrong with regard to received partner alimony? Other, namely:
yo23a192Under what item could or should you have entered this amount? (received partner alimony)
yo23a193Under which item did you accidentally enter this amount? (received partner alimony)
yo23a194What had gone wrong with regard to amounts and reimbursements received back?
yo23a195What had gone wrong with regard to amounts and reimbursements received back? Other, namely:
yo23a196Under what item could or should you have entered this amount? (amounts and reimbursements received back)
yo23a197Under which item did you accidentally enter this amount? (amounts and reimbursements received back)
yo23a198What had gone wrong with regard to notional rental value of owner-occupied home?
yo23a199What had gone wrong with regard to notional rental value of owner-occupied home? Other, namely:
yo23a200Under what item could or should you have entered this amount? (notional rental value of owner-occupied home)
yo23a201Under which item did you accidentally enter this amount? (notional rental value of owner-occupied home)
yo23a202What had gone wrong with regard to settlement of losses with previous years?
yo23a203What had gone wrong with regard to settlement of losses with previous years? Other, namely:
yo23a204Under what item could or should you have entered this amount? (settlement of losses with previous years)
yo23a205Under which item did you accidentally enter this amount? (settlement of losses with previous years)
yo23a206What had gone wrong with regard to profit from business?
yo23a207What had gone wrong with regard to profit from business? Other, namely:
yo23a208Under what item could or should you have entered this amount? (profit from business)
yo23a209Under which item did you accidentally enter this amount? (profit from business)
yo23a210What had gone wrong with regard to foreign income?
yo23a211What had gone wrong with regard to foreign income? Other, namely:
yo23a212Under what item could or should you have entered this amount? (foreign income)
yo23a213Under which item did you accidentally enter this amount? (foreign income)
yo23a214You stated that something went wrong with another income item: [yo23a172]. What had gone wrong with regard to this income item?
yo23a215What had gone wrong with regard to this income item? Other, namely:
yo23a216Under what item could or should you have entered this amount? (another income item)
yo23a217Under which item did you accidentally enter this amount? (another income item)
yo23a218Under which item or items did something go wrong? Mortgage rent
yo23a219Under which item or items did something go wrong? Purchase costs own dwelling
yo23a220Under which item or items did something go wrong? Life annuity
yo23a221Under which item or items did something go wrong? Costs of unemployment insurance or benefit for adult disabled (grand)child
yo23a222Under which item or items did something go wrong? Healthcare costs
yo23a223Under which item or items did something go wrong? Gifts
yo23a224Under which item or items did something go wrong? Costs of study or education program
yo23a225Under which item or items did something go wrong? Partner alimony
yo23a226Under which item or items did something go wrong? Costs for temporary home stay of disabled person
yo23a227Under which item or items did something go wrong? Costs incurred in 2021 but that you could not deduct previously due to insufficient income
yo23a228Under which item or items did something go wrong? Commuter costs not remunerated by employer
yo23a229Under which item or items did something go wrong? Starter’s deduction
yo23a230Under which item or items did something go wrong? Self-employed person’s deduction
yo23a231Under which item or items did something go wrong? Deductible items for entrepreneurs
yo23a232Under which item or items did something go wrong? Other
yo23a233Under which item or items did something go wrong? Other, namely:
yo23a234What had gone wrong for the deductible item of mortgage rent?
yo23a235What had gone wrong for the deductible item of mortgage rent? Other, namely:
yo23a236Under what item could or should you have entered this amount? (mortgage rent)
yo23a237Under which item did you accidentally enter this amount? (mortgage rent)
yo23a238What had gone wrong with regard to the deductible item of purchase costs own dwelling?
yo23a239What had gone wrong with regard to the deductible item of purchase costs own dwelling? Other, namely:
yo23a240Under what item could or should you have entered this amount? (purchase costs own dwelling)
yo23a241Under which item did you accidentally enter this amount? (purchase costs own dwelling)
yo23a242What had gone wrong with regard to the deductible item of life annuity?
yo23a243What had gone wrong with regard to the deductible item of life annuity? Other, namely:
yo23a244Under what item could or should you have entered this amount? (life annuity)
yo23a245Under which item did you accidentally enter this amount? (life annuity)
yo23a246What had gone wrong with regard to the deductible item of costs of unemployment insurance or benefit for adult disabled (grand)child?
yo23a247What had gone wrong with regard to the deductible item of costs of unemployment insurance or benefit for adult disabled (grand)child? Other, namely:
yo23a248Under what item could or should you have entered this amount? (costs of unemployment insurance or benefit for adult disabled (grand)child)
yo23a249Under which item did you accidentally enter this amount? (costs of unemployment insurance or benefit for adult disabled (grand)child)
yo23a250What had gone wrong with regard to the deductible item of healthcare costs?
yo23a251What had gone wrong with regard to the deductible item of healthcare costs? Other, namely:
yo23a252Under what item could or should you have entered this amount? (healthcare costs)
yo23a253Under which item did you accidentally enter this amount? (healthcare costs)
yo23a254What had gone wrong with regard to the deductible item of gifts?
yo23a255What had gone wrong with regard to the deductible item of gifts? Other, namely:
yo23a256Under what item could or should you have entered this amount? (gifts)
yo23a257Under which item did you accidentally enter this amount? (gifts)
yo23a258What had gone wrong with regard to the deductible item of costs of study or education program?
yo23a259What had gone wrong with regard to the deductible item of costs of study or education program? Other, namely:
yo23a260Under what item could or should you have entered this amount? (costs of study or education program)
yo23a261Under which item did you accidentally enter this amount? (costs of study or education program)
yo23a262What had gone wrong with regard to the deductible item of partner alimony?
yo23a263What had gone wrong with regard to the deductible item of partner alimony? Other, namely:
yo23a264Under what item could or should you have entered this amount? (partner alimony)
yo23a265Under which item did you accidentally enter this amount? (partner alimony)
yo23a266What had gone wrong with regard to the deductible item of costs for temporary home stay of disabled person?
yo23a267What had gone wrong with regard to the deductible item of costs for temporary home stay of disabled person? Other, namely:
yo23a268Under what item could or should you have entered this amount? (costs for temporary home stay of disabled person)
yo23a269Under which item did you accidentally enter this amount? (costs for temporary home stay of disabled person)
yo23a270What had gone wrong with regard to the deductible item of costs incurred in 2021 but that you could not deduct previously due to insufficient income?
yo23a271What had gone wrong with regard to the deductible item of costs incurred in 2021 but that you could not deduct previously due to insufficient income? Other, namely:
yo23a272Under what item could or should you have entered this amount? (costs incurred in 2021 but that you could not deduct previously due to insufficient income)
yo23a273Under which item did you accidentally enter this amount? (costs incurred in 2021 but that you could not deduct previously due to insufficient income)
yo23a274What had gone wrong with regard to the deductible item of commuter costs not remunerated by employer?
yo23a275What had gone wrong with regard to the deductible item of commuter costs not remunerated by employer? Other, namely:
yo23a276Under what item could or should you have entered this amount? (commuter costs not remunerated by employer)
yo23a277Under which item did you accidentally enter this amount? (commuter costs not remunerated by employer)
yo23a278What had gone wrong with regard to the deductible item of starter’s deduction?
yo23a279What had gone wrong with regard to the deductible item of starter’s deduction? Other, namely:
yo23a280Under what item could or should you have entered this amount? (starter’s deduction)
yo23a281Under which item did you accidentally enter this amount? (starter’s deduction)
yo23a282What had gone wrong with regard to the deductible item of self-employed person’s deduction?
yo23a283What had gone wrong with regard to the deductible item of self-employed person’s deduction? Other, namely:
yo23a284Under what item could or should you have entered this amount? (self-employed person’s deduction)
yo23a285Under which item did you accidentally enter this amount? (self-employed person’s deduction)
yo23a286What had gone wrong with regard to deductible items for entrepreneurs?
yo23a287What had gone wrong with regard to deductible items for entrepreneurs? Other, namely:
yo23a288Under what item could or should you have entered this amount? (deductible items for entrepreneurs)
yo23a289Under which item did you accidentally enter this amount? (deductible items for entrepreneurs)
yo23a290You indicated that something went wrong with another deductible item: [yo23a232]. What had gone wrong with regard to this deductible item?
yo23a291You indicated that something went wrong with another deductible item: [yo23a232]. What had gone wrong with regard to this deductible item? Other, namely:
yo23a292Under what item could or should you have entered this amount? (another deductible item)
yo23a293Under which item did you accidentally enter this amount? (another deductible item)
yo23a294Discovered something had gone wrong, but did not change this (in time)
yo23a295Did not file an objection in time when it turned out that I needed to pay more or had to pay a penalty according to the Tax Administration, while I did not think this was correct
yo23a296I received a tax assessment that I was able to pay but I did not do so in time
yo23a297I received a tax assessment that I was not able to pay (directly)
yo23a298I was unsure whether everything had been entered correctly, after filing the tax return
yo23a299What was the consequence of not having paid your tax assessment in time?: Payment reminder
yo23a300What was the consequence of not having paid your tax assessment in time?: Warning
yo23a301What was the consequence of not having paid your tax assessment in time?: Payment order
yo23a302What was the consequence of not having paid your tax assessment in time?: Confiscation of property/bank assets
yo23a303What was the consequence of not having paid your tax assessment in time?: Received a penalty
yo23a304You indicated to have received a tax assessment after filing your tax return, which you could not pay directly. Did you manage to pay the tax assessment in the end?
yo23a305Did you manage to pay the tax assessment in the end? Other, namely:
yo23a306Did you encounter any other problems before, during or after filing your tax return for 2021? You can leave the space empty if you did not encounter any other problems.
yo23a307How did you experience filing your tax return for 2021, overall?
yo23a308How was the tax return completed for which you provided help/advice?
yo23a309When was the tax return for 2021 filed, for which you provided help/advice? Choose the month in which it was filed.
yo23a310To complete the tax return for which you provided help/advice, was any use made of software, calculation tools, checklists and/or other digital tools that are not provided with the tax return form?
yo23a311Did you, or the person/organization you helped, receive and change a provisional assessment for 2021?
yo23a312In doing so, did you, or the person you helped, encounter any of the situations described below?: Due to a busy schedule/stress in the personal life of the person I helped, we initially did not get around to [...]
yo23a313In doing so, did you, or the person you helped, encounter any of the situations described below?: It was complicated to form an accurate estimate of his/her income
yo23a314In doing so, did you, or the person you helped, encounter any of the situations described below?: It was complicated to form an accurate estimate of his/her deductible items
yo23a315In doing so, did you, or the person you helped, encounter any of the situations described below?: We encountered other problems while changing his/her provisional assessment
yo23a316In doing so, did you, or the person you helped, encounter any of the situations described below?: We did not encounter any problems while changing his/her provisional assessment
yo23a317Why did you, or the person you helped, not change your provisional assessment?
yo23a318Did you, or the person you helped, make any changes after filing his/her definitive tax return for 2021?
yo23a319Why didn’t you, or the person/organization you helped, do so?
yo23a320This person had trouble finding/collecting the required information (e.g. information about deductible healthcare costs)
yo23a321This person had trouble performing the required calculations
yo23a322This person chose to not make certain expenditures, because he/she didn’t know you could deduct these when completing the tax return
yo23a323This person did choose to make certain expenditures, because he/she wrongly thought that I could deduct these when completing the tax return
yo23a324The amount that this person had to pay was so high for him/her that it caused stress and/or financial problems
yo23a325This person filed the tax return too late or not at all, although he/she was obliged to
yo23a326Something had gone wrong with regard to the income of this person under a certain item (e.g. too little or too much income was reported, or an incorrect profit calculation was made)
yo23a327Something had gone wrong with regard to one or more deductible items (e.g. too much or too little was reported regarding deductible items)
yo23a328Something had gone wrong with the distribution of deductible items over this person’s own income and his/her fiscal partner’s income
yo23a329Under which item could these costs have been deducted? Mortgage rent
yo23a330Under which item could these costs have been deducted? Purchase costs own dwelling
yo23a331Under which item could these costs have been deducted? Life annuity
yo23a332Under which item could these costs have been deducted? Costs of unemployment insurance or benefit for adult disabled (grand)child
yo23a333Under which item could these costs have been deducted? Healthcare costs
yo23a334Under which item could these costs have been deducted? Gifts
yo23a335Under which item could these costs have been deducted? Costs of study or education program
yo23a336Under which item could these costs have been deducted? Partner alimony
yo23a337Under which item could these costs have been deducted? Costs for temporary home stay of disabled person
yo23a338Under which item could these costs have been deducted? Costs incurred in 2021 but that you could not deduct previously due to insufficient income
yo23a339Under which item could these costs have been deducted? Commuter costs not remunerated by employer
yo23a340Under which item could these costs have been deducted? Deductible items for entrepreneurs
yo23a341Under which item could these costs have been deducted? Other
yo23a342Under which item could these costs have been deducted? Other, namely:
yo23a343Under which deductible item did he/she think these costs could be deducted? Mortgage rent
yo23a344Under which deductible item did he/she think these costs could be deducted? Purchase costs own dwelling
yo23a345Under which deductible item did he/she think these costs could be deducted? Life annuity
yo23a346Under which deductible item did he/she think these costs could be deducted? Costs of unemployment insurance or benefit for adult disabled (grand)child
yo23a347Under which deductible item did he/she think these costs could be deducted? Healthcare costs
yo23a348Under which deductible item did he/she think these costs could be deducted? Gifts
yo23a349Under which deductible item did he/she think these costs could be deducted? Costs of study or education program
yo23a350Under which deductible item did he/she think these costs could be deducted? Partner alimony
yo23a351Under which deductible item did he/she think these costs could be deducted? Costs for temporary home stay of disabled person
yo23a352Under which deductible item did he/she think these costs could be deducted? Costs incurred in 2021 but that you could not deduct previously due to insufficient income
yo23a353Under which deductible item did he/she think these costs could be deducted? Commuter costs not remunerated by employer
yo23a354Under which deductible item did he/she think these costs could be deducted? Deductible items for entrepreneurs
yo23a355Under which deductible item did he/she think these costs could be deducted? Other
yo23a356Under which deductible item did he/she think these costs could be deducted? Other, namely:
yo23a357What was the consequence of not filing the tax return for 2021, or too late, for the person you helped?: This person received a reminder
yo23a358What was the consequence of not filing the tax return for 2021, or too late, for the person you helped?: This person received a warning
yo23a359What was the consequence of not filing the tax return for 2021, or too late, for the person you helped?: This person received a mandatory payment order
yo23a360What was the consequence of not filing the tax return for 2021, or too late, for the person you helped?: This person received a (default) penalty
yo23a361Please indicate below for which income item something went wrong for the person you helped. Income through employment
yo23a362Please indicate below for which income item something went wrong for the person you helped. Profit from business
yo23a363Please indicate below for which income item something went wrong for the person you helped. Foreign income
yo23a364Please indicate below for which income item something went wrong for the person you helped. Pension and other benefits
yo23a365Please indicate below for which income item something went wrong for the person you helped. Income through other work
yo23a366Please indicate below for which income item something went wrong for the person you helped. Income through making property available to my own business or that of a fiscal partner
yo23a367Please indicate below for which income item something went wrong for the person you helped. Received partner alimony
yo23a368Please indicate below for which income item something went wrong for the person you helped. Amounts and reimbursements received back
yo23a369Please indicate below for which income item something went wrong for the person you helped. Notional rental value of owner-occupied home
yo23a370Please indicate below for which income item something went wrong for the person you helped. Settlement of losses with previous years
yo23a371Please indicate below for which income item something went wrong for the person you helped. Other
yo23a372Please indicate below for which income item something went wrong for the person you helped. Other, namely:
yo23a373What had gone wrong with regard to income through employment?
yo23a374What had gone wrong with regard to income through employment? Other, namely:
yo23a375Under which item should or could this amount have been entered? (income through employment)
yo23a376Under which item did you accidentally enter this amount? (income through employment)
yo23a377What had gone wrong with regard to pension and other benefits?
yo23a378What had gone wrong with regard to pension and other benefits? Other, namely:
yo23a379Under which item should or could this amount have been entered? (pension and other benefits)
yo23a380Under which item did you accidentally enter this amount? (pension and other benefits)
yo23a381What had gone wrong with regard to income through other work?
yo23a382What had gone wrong with regard to income through other work? Other, namely:
yo23a383Under which item should or could this amount have been entered? (income through other work)
yo23a384Under which item did you accidentally enter this amount? (income through other work)
yo23a385What had gone wrong with regard to income through making property available to my own business or that of a fiscal partner?
yo23a386What had gone wrong with regard to income through making property available to my own business or that of a fiscal partner? Other, namely:
yo23a387Under which item should or could this amount have been entered? (income through making property available to my own business or that of a fiscal partner)
yo23a388Under which item did you accidentally enter this amount? (income through making property available to my own business or that of a fiscal partner)
yo23a389What had gone wrong with regard to received partner alimony?
yo23a390What had gone wrong with regard to received partner alimony? Other, namely:
yo23a391Under which item should or could this amount have been entered? (received partner alimony)
yo23a392Under which item did you accidentally enter this amount? (received partner alimony)
yo23a393What had gone wrong with regard to amounts and reimbursements received back?
yo23a394What had gone wrong with regard to amounts and reimbursements received back? Other, namely:
yo23a395Under which item should or could this amount have been entered? (amounts and reimbursements received back)
yo23a396Under which item did you accidentally enter this amount? (amounts and reimbursements received back)
yo23a397What had gone wrong with regard to notional rental value of owner-occupied home?
yo23a398What had gone wrong with regard to notional rental value of owner-occupied home? Other, namely:
yo23a399Under which item should or could this amount have been entered? (notional rental value of owner-occupied home)
yo23a400Under which item did you accidentally enter this amount? (notional rental value of owner-occupied home)
yo23a401What had gone wrong with regard to settlement of losses with previous years?
yo23a402What had gone wrong with regard to settlement of losses with previous years? Other, namely:
yo23a403Under which item should or could this amount have been entered? (settlement of losses with previous years)
yo23a404Under which item did you accidentally enter this amount? (settlement of losses with previous years)
yo23a405What had gone wrong with regard to profit from business?
yo23a406What had gone wrong with regard to profit from business? Other, namely:
yo23a407Under which item should or could this amount have been entered? (profit from business)
yo23a408Under which item did you accidentally enter this amount? (profit from business)
yo23a409What had gone wrong with regard to foreign income?
yo23a410What had gone wrong with regard to foreign income? Other, namely:
yo23a411Under which item should or could this amount have been entered? (foreign income)
yo23a412Under which item did you accidentally enter this amount? (foreign income)
yo23a413You stated that something went wrong with another income item: [yo23a371]? What had gone wrong with regard to this income item?
yo23a414What had gone wrong with regard to this income item? Other, namely:
yo23a415Under which item should or could this amount have been entered? (another income item)
yo23a416Under which item did you accidentally enter this amount? (another income item)
yo23a417Please indicate below for which deductible item something went wrong for the person you helped. Mortgage rent
yo23a418Please indicate below for which deductible item something went wrong for the person you helped. Purchase costs own dwelling
yo23a419Please indicate below for which deductible item something went wrong for the person you helped. Life annuity
yo23a420Please indicate below for which deductible item something went wrong for the person you helped. Costs of unemployment insurance or benefit for adult disabled (grand)child
yo23a421Please indicate below for which deductible item something went wrong for the person you helped. Healthcare costs
yo23a422Please indicate below for which deductible item something went wrong for the person you helped. Gifts
yo23a423Please indicate below for which deductible item something went wrong for the person you helped. Costs of study or education program
yo23a424Please indicate below for which deductible item something went wrong for the person you helped. Partner alimony
yo23a425Please indicate below for which deductible item something went wrong for the person you helped. Costs for temporary home stay of disabled person
yo23a426Please indicate below for which deductible item something went wrong for the person you helped. Costs incurred in 2021 but that you could not deduct previously due to insufficient income
yo23a427Please indicate below for which deductible item something went wrong for the person you helped. Commuter costs not remunerated by employer
yo23a428Please indicate below for which deductible item something went wrong for the person you helped. Starter’s deduction
yo23a429Please indicate below for which deductible item something went wrong for the person you helped. Self-employed person’s deduction
yo23a430Please indicate below for which deductible item something went wrong for the person you helped. Deductible items for entrepreneurs
yo23a431Please indicate below for which deductible item something went wrong for the person you helped. Other
yo23a432Please indicate below for which deductible item something went wrong for the person you helped. Other, namely:
yo23a433What had gone wrong with regard to the deductible item of mortgage rent?
yo23a434What had gone wrong with regard to the deductible item of mortgage rent? Other, namely:
yo23a435Under which item should or could this amount have been entered? (mortgage rent)
yo23a436Under which item did you accidentally enter this amount? (mortgage rent)
yo23a437What had gone wrong with regard to the deductible item of purchase costs own dwelling?
yo23a438What had gone wrong with regard to the deductible item of purchase costs own dwelling? Other, namely:
yo23a439Under which item should or could this amount have been entered? (purchase costs own dwelling)
yo23a440Under which item did you accidentally enter this amount? (purchase costs own dwelling)
yo23a441What had gone wrong with regard to the deductible item of life annuity?
yo23a442What had gone wrong with regard to the deductible item of life annuity? Other, namely:
yo23a443Under which item should or could this amount have been entered? (life annuity)
yo23a444Under which item did you accidentally enter this amount? (life annuity)
yo23a445What had gone wrong with regard to the deductible item of costs of unemployment insurance or benefit for adult disabled (grand)child?
yo23a446What had gone wrong with regard to the deductible item of costs of unemployment insurance or benefit for adult disabled (grand)child? Other, namely:
yo23a447Under which item should or could this amount have been entered? (costs of unemployment insurance or benefit for adult disabled (grand)child)
yo23a448Under which item did you accidentally enter this amount? (costs of unemployment insurance or benefit for adult disabled (grand)child)
yo23a449What had gone wrong with regard to the deductible item of healthcare costs?
yo23a450What had gone wrong with regard to the deductible item of healthcare costs? Other, namely:
yo23a451Under which item should or could this amount have been entered? (healthcare costs)
yo23a452Under which item did you accidentally enter this amount? (healthcare costs)
yo23a453What had gone wrong with regard to the deductible item of gifts?
yo23a454What had gone wrong with regard to the deductible item of gifts? Other, namely:
yo23a455Under which item should or could this amount have been entered? (gifts)
yo23a456Under which item did you accidentally enter this amount? (gifts)
yo23a457What had gone wrong with regard to the deductible item of costs of study or education program?
yo23a458What had gone wrong with regard to the deductible item of costs of study or education program? Other, namely:
yo23a459Under which item should or could this amount have been entered? (costs of study or education program)
yo23a460Under which item did you accidentally enter this amount? (costs of study or education program)
yo23a461What had gone wrong with regard to the deductible item of partner alimony?
yo23a462What had gone wrong with regard to the deductible item of partner alimony? Other, namely:
yo23a463Under which item should or could this amount have been entered? (partner alimony)
yo23a464Under which item did you accidentally enter this amount? (partner alimony)
yo23a465What had gone wrong with regard to the deductible item of costs for temporary home stay of disabled person?
yo23a466What had gone wrong with regard to the deductible item of costs for temporary home stay of disabled person? Other, namely:
yo23a467Under which item should or could this amount have been entered? (costs for temporary home stay of disabled person)
yo23a468Under which item did you accidentally enter this amount? (costs for temporary home stay of disabled person)
yo23a469What had gone wrong with regard to the deductible item of costs incurred in 2021 but that you could not deduct previously due to insufficient income?
yo23a470What had gone wrong with regard to the deductible item of costs incurred in 2021 but that you could not deduct previously due to insufficient income? Other, namely:
yo23a471Under which item should or could this amount have been entered? (costs incurred in 2021 but that you could not deduct previously due to insufficient income)
yo23a472Under which item did you accidentally enter this amount? (costs incurred in 2021 but that you could not deduct previously due to insufficient income)
yo23a473What had gone wrong with regard to the deductible item of commuter costs not remunerated by employer?
yo23a474What had gone wrong with regard to the deductible item of commuter costs not remunerated by employer? Other, namely:
yo23a475Under which item should or could this amount have been entered? (commuter costs not remunerated by employer)
yo23a476Under which item did you accidentally enter this amount? (commuter costs not remunerated by employer)
yo23a477What had gone wrong with regard to the deductible item of starter’s deduction?
yo23a478What had gone wrong with regard to the deductible item of starter’s deduction? Other, namely:
yo23a479Under which item should or could this amount have been entered? (starter’s deduction)
yo23a480Under which item did you accidentally enter this amount? (starter’s deduction)
yo23a481What had gone wrong with regard to the deductible item of self-employed person’s deduction?
yo23a482What had gone wrong with regard to the deductible item of self-employed person’s deduction? Other, namely:
yo23a483Under which item should or could this amount have been entered? (self-employed person’s deduction)
yo23a484Under which item did you accidentally enter this amount? (self-employed person’s deduction)
yo23a485What had gone wrong with regard to deductible items for entrepreneurs?
yo23a486What had gone wrong with regard to deductible items for entrepreneurs? Other, namely:
yo23a487Under which item should or could this amount have been entered? (deductible items for entrepreneurs)
yo23a488Under which item did you accidentally enter this amount? (deductible items for entrepreneurs)
yo23a489You stated that something went wrong with another deductible item: [yo23a431]. What had gone wrong with regard to this deductible item?
yo23a490What had gone wrong with regard to this deductible item? Other, namely:
yo23a491Under which item should or could this amount have been entered? (another deductible item)
yo23a492Under which item did you accidentally enter this amount? (another deductible item)
yo23a493This person had discovered that something had gone wrong, but did not change this (in time)
yo23a494This person did not file an objection in time when it turned out that he/she needed to pay more or had to pay a penalty according to the Tax Administration, while he/she did not think this was correct
yo23a495This person received a tax assessment that he/she was able to pay but he/she did not do so in time
yo23a496This person received a tax assessment that he/she was not able to pay (directly)
yo23a497This person was unsure whether everything had been entered correctly, after filing the tax return
yo23a498What was the consequence of not having paid the tax assessment in time while the person you helped was able to pay the assessment?: Payment reminder
yo23a499What was the consequence of not having paid the tax assessment in time while the person you helped was able to pay the assessment?: Warning
yo23a500What was the consequence of not having paid the tax assessment in time while the person you helped was able to pay the assessment?: Payment order
yo23a501What was the consequence of not having paid the tax assessment in time while the person you helped was able to pay the assessment?: Confiscation of property/bank assets
yo23a502What was the consequence of not having paid the tax assessment in time while the person you helped was able to pay the assessment?: Received a penalty
yo23a503You indicated that this person received a tax assessment after filing the tax return, which he/she could not pay directly. Did this person manage to pay the tax assessment in the end?
yo23a504Did this person manage to pay the tax assessment in the end? Other, namely:
yo23a505Did the person you helped encounter any other problems before, during or after filing the tax return for 2021? You can leave the space empty if the person you helped did not encounter any other problems.
yo23a506How did you experience filing the tax return with which you helped for 2021, overall?
yo23a507Finally, some questions about your own background and skills. Do you have a fiscal partner?
yo23a508How often do you need help to read a letter, a manual, a brochure or other texts?
yo23a509Which tasks have you performed in the last 3 months independently (without any help)? Copy or move files or maps
yo23a510Which tasks have you performed in the last 3 months independently (without any help)? Save files to an online storage location
yo23a511Which tasks have you performed in the last 3 months independently (without any help)? Find online information about a government website
yo23a512Which tasks have you performed in the last 3 months independently (without any help)? Find online information about goods and services
yo23a513Which tasks have you performed in the last 3 months independently (without any help)? Find online information about health
yo23a514Which tasks have you performed in the last 3 months independently (without any help)? Send and receive emails
yo23a515Which tasks have you performed in the last 3 months independently (without any help)? Participate in online social networks
yo23a516Which tasks have you performed in the last 3 months independently (without any help)? Video-calling or phoning via the internet
yo23a517Which tasks have you performed in the last 3 months independently (without any help)? Uploading and sharing self-made content on a website
yo23a518Which tasks have you performed in the last 3 months independently (without any help)? Transferring files between different devices
yo23a519Which tasks have you performed in the last 3 months independently (without any help)? Installing software and applications (apps)
yo23a520Which tasks have you performed in the last 3 months independently (without any help)? Changing software settings (including the operating system or security programs)
yo23a521Which tasks have you performed in the last 3 months independently (without any help)? Buy something online
yo23a522Which tasks have you performed in the last 3 months independently (without any help)? Sell something online
yo23a523Which tasks have you performed in the last 3 months independently (without any help)? Use online learning tools (such as courses and e-learning software)
yo23a524Which tasks have you performed in the last 3 months independently (without any help)? Online banking
yo23a525Which tasks have you performed in the last 3 months independently (without any help)? None of the above
yo23a526I have trouble reading and understanding information provided by the municipal authority.
yo23a527I save important documents in an orderly manner.
yo23a528I find it hard to fill out forms about work or benefits.
yo23a529I find it hard to read on my bank account what has been credited and what has been debited.
yo23a530I find it easy to work with DigiD.
yo23a531I immediately report changes in my work and income to the Tax Administration.
yo23a532I am well aware of my financial situation.
yo23a533I find it hard to read the departure times of buses or trains.
yo23a534Was it difficult to answer the questions?
yo23a535Were the questions sufficiently clear?
yo23a536Did the questionnaire get you thinking about things?
yo23a537Was it an interesting subject?
yo23a538Did you enjoy answering the questions?
yo23a539Starting date questionnaire
yo23a540Starting time questionnaire
yo23a541End date questionnaire
yo23a542End time questionnaire
yo23a543Duration in seconds

Response Information

Response Overview
Selected number of household members: 2,697 (100.0%)
Non-response: 453 (16.8%)
Response: 2,244 (83.2%)
Complete: 2,202 (81.6%)
Incomplete: 42 (1.6%)
Collection Events
Period
20-02-2023 to 28-02-2023
Sample
Panel members who answered in the pre-study they experienced problems when filing their tax returns (score 3 or lower on a scale of 1 “A lot of difficulties, stress and/or other problems’’ through 7 “Very little difficulties, stress and/or other problems”). Business owners who participated in the pre-study were added to the selection as well as a random sample of panel members who filed tax returns themselves and/or did this for others.
Collection Mode
Internet Survey
Fieldwork Note
A reminder was sent twice to non-respondents.