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Welcome to our Personal Income Tax Manual within Silverfin. The package provides tools to efficiently send questionnaires to your clients, allowing them to fill them out accurately. You can then effortlessly prepare personal income tax returns, calculate assessments, and file the returns.

The package, called "BE - Personal Income Tax (Silverfin)," is available in our marketplace. To activate it, please contact your Customer Success Manager (CSM), who will ensure everything goes smoothly so you can get started right away.

Table of contents

What does the Personal Income Tax module include?

The module includes two workflows:

  1. The Questionnaire: This workflow is shared with the Pulse user. It contains the data received from Tax On Web (TOW) and MyMinfin, ready for verification, or the data already pre-filled by the accountant. 
  2. Working papers: This workflow is filled with information entered by the Pulse user in the questionnaire, as well as data received from TOW and MyMinfin. You can review the data, consult the calculations, prepare documents for the client, and download the file to submit the return through TOW. Working papers workflow includes the familiar codes as present on TOW.
Before you start working on the file, we recommend adding yourself as a follower. This will ensure you receive notifications in your personal inbox when the client adds a note or to-do, or when they mark the questionnaire as completed.

Sharing the Questionnaire with the Pulse User

There are two ways to share the questionnaire:

When a Pulse user has already been added to the file

  1. Open the personal tax questionnaire in the file.
  2. Click on the icon next to the 'Actions' button. 
  3. If necessary, add multiple Pulse users to one file (for example, a partner or a parent).
  4. Optional: Add a message to the email sent to the client. 

If the Pulse user has yet to be created

  1. Create the Pulse user to give them access to their file. Refer to this article for instructions on how to grant client access.
  2. Your CSM can also help add multiple Pulse users to your office environment at once.
  3. When the Questionnaire is shared with a client:
  • A new user receives an email to create an account on the Silverfin platform.
  • An existing user can log in with their existing password.

Sending questionnaire in bulk

  1. Go to 'Insights' at the office level.
  2. Choose a query 'Personal Income Tax Files Status'.
  3. In the overview of personal files, select the files to which you want to send the questionnaire.
  4. Perform the action “Send Questionnaire.”
  5. Optional: Add a personal message before performing the action.
The feature is available only  for customers using Insights Premium. If you have Insights Light and wish to switch to the premium option, please contact your Customer Service Manager.


Sections of the Questionnaire

The questionnaire consists of eleven different sections that match the work papers in the working papers:

  • Personal Details: Covers the declarant's basic information, including marital status and bank information.
  • Dependants: Includes anything related to children, childcare costs, alimony and other dependents
  • Immovable properties and loans: Can be populated from Kluwer. If the information is not available, the client must complete the data once. As an accountant, you can also prepare the information for the client, requiring only their verification
  • Professional and job-related Income: Includes income from self-employment, professional income such as  unemployment benefits, sickness or disability benefits, pensions, replacement income, and income of working spouse and legally cohabiting partner. All available data in Tax On Web will already be pre-populated here.
  • Movable Income: Includes copyright income, income from rental of movable property, annuities and dividends, royalties or interest on saving account.
  • Various Income: This is the only section of the questionnaire that you can configure yourself. Please read how to do this in the following article.
  • Tax credit: Depending on the region where the client lived on January 1, this section will include questions around pension savings, service checks, PWA vouchers, gifts, etc. Depending on the region, the questionnaire will include questions about winwin loans, friends shares and loans to start-up small companies.
  • Winwin loans, friends shares and loans to start-up small companies: Under this section, the Pulse user will find a number of questions about any winwin loans, friends shares or any loans that were granted to small startups through an approved crowdfunding platform.
  • Foreign bank accounts, foreign life insurance and legal structures: Client is asked to provide complete information on foreign bank accounts, life insurance policies, and legal structures for both themself and their partner.
  • Property rentals contributed sas a professional expense: In line with the new form 270 MLH.
  • Prepayments: Made in the previous calendar year. If data is available in TOW, section will be pre-populated.

The client begins by filling out the personal details section, then answers the questions and provides any missing information. At the bottom, they confirm that the information is correct and up-to-date before proceeding to the next page.

The client is not required to complete all fields before moving to the next section. Once the client confirms that they have reviewed the page, they can proceed to the next template.They client can see in a progress bar in the upper right corner what percentage of the questions have already been completed. Using a hamburger menu on the left side of the screen, they can see which templates have already been completed. This navigation panel is the easiest way to quickly access a particular template.

When the client has finished, they can mark their questionnaire as complete and send you a message. As the accountant, you will find this message in your inbox if you are following the file. After the client completes the questionnaire, they will receive a notification indicating that it is finished and awaiting your review.

The appearance of the questionnaire is the same for you as the accountant as it is for the client. The only difference is that, as the accountant, you do not see the progress bar and the green spheres/red triangles in the navigation menu.

Accepting, rejecting or requesting adjustments in the Questionnaire

If the accountant is tracking the file and the client has marked the questionnaire as complete, the accountant will receive a notification in their personal inbox indicating that the file is ready for verification. Meanwhile, the client will receive an email confirming that the questionnaire has been successfully submitted

When you click on 'Personal Details', you can accept the questionnaire by selecting "Check Final Proposal." Then you can review, accept, request changes, or decline.

You will see the changes made by the customer highlighted in green compared to the initial proposal.

You will need to confirm that you wish to accept the data. Once accepted, the client will see that their data has been reviewed by their accountant. If changes are necessary later, you can update the  file to show deviations from the client's original answers. Additionally, you can request the client to make adjustments by creating a message.

If you accidentally declined the changes proposed by the client, you can easily review them via the audit log without requiring the customer to start over. Click on the "proposal" and you will then see the changes made again.

If the client makes a change after finalising  their answers, you will be notified again.

Once you have shared the questionnaire, accepted it, and are ready to start working with the working papers, you can export the completed questionnaire and share  with the client.