The Financial Administration made the balance account available to its clients

From 15 April 2021, the clients of the Financial Administration have the opportunity to use a new tool, the aim of which is to strengthen the voluntary fulfilment of their tax obligations.

The Financial Administration continues in pro-client orientation towards taxpayers by launching a new tool – the balance account. This makes it easier for tax payers to check their status of personal account and it also simplifies the fulfilment of tax obligations.

All entities electronically communicating with the Financial Administration have now access to the balance account data.

In the case of legal entities, access is automatically assigned to the user with full access to the services of the Financial Administration portal (statutory body, managing director). In addition to users with full access, data from the balance account can also be seen by entities with limited access (authorized persons), but only if they have also marked the authorization for the Personal Account. If necessary, this access can be retrofitted.

In the balance account, the user has the opportunity to see a clear view of:

outstanding notices together with a payment instruction
unreturned overpayments, unreturned excess deductions, unallocated payments
paid notices with a history of 1 year
notices paid after the due date – 1 year after the date of payment
notices of advances with a history of 2 years (so that the taxpayer has the opportunity to check the paid advances before filing a tax return)

Data from submitted tax returns are displayed in the balance account gradually, depending on the processing. The remaining data is updated on a daily basis and corresponds to the status on the day preceding the day of display.

For more information on the use of the balance account, do not hesitate to contact us.