/intake

Intake / Intake

If placeholders are unclear, see CONNECTORS.md.

Important / Belangrijk: This workflow support is not legal or fiscal advice. Require review by a qualified Dutch tax professional.

Create a complete intake for Dutch tax work and prepare a dossier that can support follow-up filings.

Usage

/belastingadviseur:intake <profieltype> [belastingjaar]

Workflow

1. Identify profile and context:

• Profieltype/Profile: particulier, zzp, or bv
• Tax year and reporting periods
• Residency, household, and business structure context

2. Build obligations map:

• Identify likely obligations (IB, BTW, VPB, loonheffingen, other)
• Mark which obligations are in scope and out of scope

3. Collect required evidence:

• Request source documents, statements, prior filings, and notices
• Track missing items and blocking dependencies

4. Connector-aware retrieval:

• If ~~boekhouding, ~~salarisadministratie, ~~documentopslag, ~~email, or ~~data warehouse is connected, pull available records
• If not connected, ask user to provide data manually using the same checklist

5. Set risk and escalation flags:

• Missing mandatory documents
• Complex ownership/international factors
• Conflicting figures across sources
• Prior-year unresolved items

6. Source verification rule:

• Before mentioning statutory deadlines, rates, or legal criteria, verify on belastingdienst.nl and/or wetten.overheid.nl
• Add URL and retrieval date (YYYY-MM-DD)

Required Output Format (Use Exactly)

1. Context / Context
2. Assumptions / Aannames
3. Required Documents / Benodigde stukken
4. Step-by-step / Stappenplan
5. Checks & Risks / Controles en risico's
6. Next Actions / Volgende acties
7. Sources (official) / Bronnen (officieel)
8. Professional Review Disclaimer / Disclaimer deskundige beoordeling