Get your taxes in order!

Many of us find that taxes, depreciation, and deductions can feel like an overwhelming mouthful. That is why we often ask for help when it is time to report to the tax authorities.

What is a preliminary income assessment?

A preliminary income assessment is an approximate calculation of your income for the coming year. The assessment we prepare at the end of one year is therefore called the preliminary income assessment for the "upcoming year." For example, we prepare the 2026 assessment at the end of 2025.
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Once you have calculated your preliminary income assessment—meaning you have made an approximate estimate of figures such as your salary, interest expenses, and any other income—the tax authorities create a tax card for you with the correct tax rate and deductions.

If you do not complete your preliminary income assessment for the new year, your tax card will be calculated based on previous years. Therefore, if there have been changes to your income or interest expenses, you risk receiving a tax bill at the end of the year.

Can I only complete the preliminary income assessment before the year starts?

The smart thing about the preliminary income assessment is that you can adjust it on an ongoing basis. It is difficult to predict whether you will buy a new house in the coming year, when you will do it, or if you will suddenly need to rent out a room in your house or apartment. Therefore, the beauty of the preliminary income assessment is that you can update it whenever the need arises.

What does the tax authority know, and what are they missing?

The tax authorities already have a lot of information about you. Your bank informs them about your interest, stock trades, and assets, while your employer helps them report your salary.

What the tax authorities need to provide you with an accurate tax card are activities that you manage yourself. For example, if you are a private landlord—meaning you have invested in an apartment or house that you have started renting out. This generates extra income that must be reported to the tax authorities so that your preliminary income assessment is correct.

How can Reportability's preliminary income assessment help me?

If you have made a parental purchase or rent out a property, you can use Reportability's self-service solution to prepare your preliminary income assessment, giving you the best possible overview of your finances and deductions for the coming year. We have created a simple step-by-step guide to ensure you always report the right figures in the right places.