Information on myTax

Depending on their household situation, some taxpayers are required to file a tax return.

Most other taxpayers have an interest in filing a tax return (or an annual statement) in order to recover excess tax deducted at source from their income(s). This surplus often represents a significant amount for households, which can amount to thousands of euros.

The myTax assistant is meant for all taxpayers. Whether you are an expert in taxation or, on the contrary, you have no knowledge of the field, myTax guarantees you will always pay the right tax amount.

Whether you are a Luxembourg resident or not, the myTax assistant developed by Edonys makes taxation truly accessible to everyone, regardless of the complexity of their situation.

No supplement will be charged should you need appendices to your return and you will be clearly informed of the amount of tax to be recovered from or paid to the Luxembourg tax authority.

Here are the advantages most often reported by users:

All you have to do is answer myTax's questions based on your situation.

At the end of the questionnaire, your tax return will tell you if you and/or your spouse are required to file a tax return (or an annual statement) or if it is to your advantage to do so.

The myTax assistant is made up of thousands of algorithms supervised and continuously improved by passionate experts.

Furthermore, it is recognised and used by many companies (available to employees as a benefit) and tax professionals who file thousands of returns every year.

The myTax assistant is updated annually based on the latest legal changes. An evaluation committee set up by VIREO ensures:

You are entirely free to modify the forms and appendices generated by your myTax assistant.

Once your documents have been sent to the Luxembourg tax authority, you may send an amended version of your return during the tax year, provided you have not yet received your tax assessment notice.

If you submitted a tax return to the Luxembourg tax authority while not being required to file one you will not have to file it again the following year.

This is why, every year, your myTax tax return tells you whether or not you are required to file a tax return (or an annual statement).

In practice, if a tax return has been filed in a previous year, the Luxembourg tax authority will probably send you a letter the following year requesting a tax return because your file will be saved in its database.

However, you may tell the Luxembourg tax authority that you no longer wish to file a tax return. It will then be removed from its database.

31 December:

From now on, the Luxembourg tax authority invites you to prepare your annual tax return before 31 December of year n+1 (for income in year n).

The myTax assistant does not require you to have any tax knowledge.

Furthermore, tooltips (?) are there to help you should you have doubts at any given time.

The questionnaire allows you to generate a tax return for your household.

If you are in a couple (partnership, civil partnership, legal cohabitation) or simply living together, you do not have to pay the amount of EUR 40 twice.

Yes. You can exit and return into the myTax questionnaire as many times as you like, thanks to the chapters displayed at the left menu of your questionnaire screen.

If you do not have time to do everything at once or do not have all the documents at your disposal yet, you can fill out your questionnaire in several sessions.

To go back and modify information that is already encoded, use the chapters displayed on the left side menu of your screen. 

Use the tooltips (?) if you have any doubts about an answer to a question. 

If you wish to exit the questionnaire and resume it later, please be aware that your data will be automatically saved. You will be able to access it again via your Tax Area. 

To ensure optimal navigation, we recommend the use of one of the following (updated) browsers: Google Chrome - Mozilla Firefox - Safari - Edge Chromium.

Yes, you are free to change the responses to the questionnaire and regenerate the forms that you upload.

As stated by the Luxembourg tax authority on its website, Adobe Acrobat Reader is required to open PDFs correctly.

If you do not use Adobe Acrobat Reader, some calculations may not be displayed in your forms.

The myTax assistant is made up of thousands of algorithms and simple questions.

All you have to do is answer  these questions in order to generate a tax report allowing you to:

Yes, VIREO keeps the myTax assistant up to date based on the latest legal and regulatory changes.

It is therefore no longer necessary to stay up-to-date with the latest information or to know all the tricks to optimise your tax return. MyTax takes care of this for you and allows you to save valuable time.

Let the questionnaire guide you and myTax’s tax report will clearly tell you whether it is mandatory or advantageous for your household to file a tax return (or an annual statement).

The optimisation cursor allows you to view, for each tax method, the opportunities at your disposal to reduce your household's tax burden.

Simulate an amount to invest and immediately view the amount of tax you could save.

Depending on your household's situation (single, civil union “PACS”, married.….), you have access to one or more tax methods.

For each of the tax methods displayed, your tax report provides you with:

Yes, it is entirely possible to change the tax method from one year to the next.

However, if you are married, you must inform the Luxembourg tax authority of this change before 31 March (via your tax return).

Once your documents have been sent to the Luxembourg tax authority, the latter will "revise" your tax return and send you a report.

This report is referred to as "Tax Assessment Notice" or "Tax Statement". It includes all the information related to your taxation as well as the final amount that you can recover or that you must pay.

Do not hesitate to compare your assessment notice with your myTax tax report, to review your entries and/or make a claim to your tax office.

The processing time varies depending on your tax office. It may be longer for non-residents than for residents.

Yes, certainly. We trust the quality of the service we offer you.

That is why you can start your questionnaire for free as fees will only be applied when accessing your tax report.

The myTax service is only billed once per tax year (at the standard rate of €40 at launch in March 2022).

You are free to start filling in the myTax questionnaire at no charge. Only after this has been finalised and before accessing the results of the tax report and its various forms does this billing take place. You can then return to the questionnaire to generate new versions of the tax report and its various forms without additional billing.

Please note: the optional use of the tax safe is completely free of charge.

The forms and appendices generated by myTax are fully completed, optimised and ready to be sent.

The objective of your tax safe deposit box, which can be accessed within your S-Net Desktop Tax Area, is to make your daily life easier.

To better find your way around, we recommend you scan your certificates (or take a picture of them) and attach them manually in your tax safe deposit box.

In order to comply with the forms provided by the State of Luxembourg, some data generated by myTax may be merged. This is particularly the case if you have a large number of special expense items.

For example, if you have 10 civil liability insurance items, myTax will group them together in a single line.

If you are in a couple and have opted for joint taxation, some calculations may have been allocated between the two of you.

For example, if you have  EUR 1.000 in special expenses, myTax will indicate  EUR 500 in expenses for each of you.

You will have two options to send your forms and files/supporting documents to the Luxembourg tax authority (at the end of the questionnaire):

*If you choose to send your documents by mail, the mailing address is at the top left corner of your myTax-generated form.

If you are required to file a tax return (or an annual statement) or have an interest in doing so, you must submit the forms generated by myTax to the Luxembourg tax authority, namely:

Furthermore, you also need to provide the Luxembourg tax authority with the certificates that allowed you to complete your declaration.

In the event that you do not send your certificates/supporting documents, your tax office may ask you, by postal mail or e-mail, to submit them for verification.

Should your transactions - executed via S-Net - be useful for your tax declaration, they will automatically be stored in your tax safe deposit box.

Simultaneously, some information shared between S-Net and myTax allow the algorithm to automatically pre-fill some answers of the questionnaire with the clear objective to save you time.

The first year of using myTax, you must answer all the questions according to your situation.

From the second year of use, you can use the data from your previous myTax questionnaire. All you will have to do is update the information from the previous tax year.

The biggest part of your answers will already be pre-filled to allow you to save valuable time.

Yes. In your myTax tax return, you are invited to click on a button (next to the downloadable forms) in order to import your tax return in your tax safe deposit box, allowing you to access the forms from a previous year you used myTax.

Within the "Types of Income" section of your myTax questionnaire, you will be able to select all the income categories that your household can benefit from.

Yes, you have to report all your household income.

myTax will take care of the income that needs to be exempted.

All you need to do is fill in your information and myTax will complete your return by applying all the tax benefits that you are entitled to.

Throughout the questionnaire, you will be asked to report any household expenses, some of which may be deductible.

Therefore, you should not only consider the "Special Expenses" and "Extraordinary Expenses" sections.

For example, the tax benefits related to children such as "allowance for children who are not part of the household" can be found in the "Children" section and not the "Extraordinary Expenses” one.

Yes. Certain expenses incurred abroad may be deducted in Luxembourg.

All you have to do is answer myTax's questions and its algorithms will handle your expenses correctly.

No problem; myTax will detect this very quickly.

It will rectify the situation for you and assign you the tax class that you are entitled to.

Yes, myTax indeed deals with real estate situations and generates the appropriate appendices.

Good to know: myTax optimises your entries to maximise the tax recovery and tax benefits your property entitles you to.

Here are the most common advantages attributed by myTax. They represent only a small part of all the automatic optimisations performed by its algorithms:

As part of our partnership with VIREO, Spuerkeess has chosen to implement myTax within its own IT infrastructure. This way, you can be sure that all the data collected are not transmitted via a third-party infrastructure, which guarantees their security and confidentiality (as is the case for all your data available on S-Net).

Yes, you have a maximum of 18 months to complete your myTax questionnaire. After this period, the data already entered will be deleted and, if necessary, you will have to start the questionnaire again for the year in question.

However, we would like to remind you below of the deadlines imposed by the Luxembourg tax authority (“Administration des Contributions Directes”) for submitting your return:

In general, it invites you to prepare your annual tax return before 31 March. That said, this date is merely a recommendation, the actual deadline being 31 December of year “n+1” (for income in year “n”).

After this date, the Luxembourg tax authority will no longer take any tax deductions into account, whether from special expenses, extraordinary expenses, etc.

Specifically, for married resident or non-resident taxpayers who wish to change their tax method (for example, to switch from joint to individual taxation or vice versa): the deadline is 31 March.

No. In accordance with the legislation on the protection of personal data, Spuerkeess explicitly requests your consent to use your data for purposes other than the tax return when you are asked to confirm the myTax general terms and conditions. This consent is therefore not mandatory to use the myTax assistant and is not activated by default. If necessary, you will always have the choice of revoking this consent directly in S-Net’s settings, under the “Data processing” section.

The aforementioned data will be kept for a maximum of ten (10) years after the session has been completed, i.e. after reaching the final stage of the tax report for a given tax year, in order to enable you to justify to the Luxembourg tax authority the calculations used to determine your tax returns.

This remains valid even if you were to terminate your business relationship with Spuerkeess during this period.

Under the <<Know Your Customer>> legislation, S-Net asks you on an annual basis to check and update, if necessary, some of your personal identifying data.

If these change in the meantime, please go back to the main S-Net menu and access your user profile section “My personal data” to update them.

Please note: for data that cannot be modified in S-Net, you can contact your Spuerkeess advisor to update them.

After that, we invite you to restart your myTax questionnaire to see if your changes have been taken into account.

S-Net uses your identifying and product data, as well as the data detected and injected into your tax safe to pre-fill the myTax questionnaire. However, not all of this data will be included at the launch of the service and Spuerkeess will progressively enhance the pre-fill during the ongoing updates of S-Net.

In any case, Spuerkeess cannot guarantee the completeness of this pre-filling.

It is therefore essential that you check and validate all the pre-filled data throughout the questionnaire and adapt or delete them if necessary.

We also encourage you to validate the content of the various forms generated before signing them and sending them to the Luxembourg tax authority..

Please refer to the myTax Terms of Use for more information.