How to file a transfer tax return as a real estate agent or securities broker
Real estate agents and securities brokers can use MyTax to file transfer tax returns.
You can log in to the service with your online banking codes or mobile certificate. After logging in, you can file the transfer tax return. You do not need a separate authorisation for this purpose. The return will ask you to fill in the details of the real estate agency or securities broker.
How to find previously filed transfer tax returns in MyTax
How to copy a previously submitted return as a template for a new return
Do as follows
File a separate transfer tax return individually for each buyer.
Provide the buyer with proof of transfer tax payment
Give the buyer a summary of the filed information as a document proving that the transfer tax has been paid. The summary will also show the time when the return was filed and the return’s processing number.
After you have submitted the return, you can save or print out the summary on the confirmation page by clicking Open return (pdf). The filer of the return can also find the return on the front page, under Status of returns and requests: first select the return based on the filing date, and then click the Open as file (pdf) link.
In addition to the summary, the securities broker will also later receive a certificate of paid transfer tax in the company’s MyTax.
How to find previously filed transfer tax returns in MyTax
Log in to MyTax. After logging in, select Report or request information in a limited scope.
You can view the returns you have filed by going to the section Status of returns and requests and clicking Filed returns and submitted requests and applications. Transfer tax returns filed through the “Report or request information in a limited scope” functionality remain available in MyTax for two years. Note that you can only see the returns you have filed yourself.
The buyer will be able to see the transfer tax return filed by the real estate agent in their MyTax. Transfer tax returns filed as a securities broker can be seen in the securities broker’s MyTax.
How to copy a previously submitted return as a template for a new return
If you file a transfer tax return on a sale to more than one buyer, for example, you can copy the first return and use it as a template for the other returns.
- On the MyTax home page, go to Status of returns, requests and applications, and select Filed returns and submitted requests and applications.
- Select the transfer tax return whose details you want to copy.
- At the beginning of the page that opens, select Copy as a template for a new return.
Securities broker: How to pay transfer tax
The securities broker’s transfer tax must be paid in the name of an investment firm.
If you are authorised to manage a securities broker’s tax matters, you can pay the transfer tax in the firm’s MyTax. After filing the transfer tax return, click Change role and then select Act on behalf of a company.
If you pay the tax in MyTax, the reference numbers and other payment details are automatically pre-completed on the payment template in your online bank. How to pay taxes in MyTax.
If you pay the tax in your online bank, remember to use the securities broker’s reference number for transfer tax in order to ensure that the payment is allocated correctly.