What's needed for my tax filing?
For Employees
- From your employer: "Confirmation of Taxable Income" (Potvrzení o zdanitelných příjmech)
For Business Owners / Freelancers
- Records of receivables and income (template here)
- Confirmation of paid social security contributions from ČSSZ
- Confirmation of paid health insurance contributions from your health insurance provider
For Landlords
- Summary of rental income and related expenses
General Documents
- Power of Attorney (to ensure the submission of the tax return and reports to the authorities)
- Documents for claiming tax deductions and tax credits—which are the most common?
Frequently Claimed Tax Allowances and Credits
| DEDUCTION / TAX CREDIT | REQUIRED DOCUMENTS |
|---|---|
| Charitable donations | Confirmation of donation received (from the recipient) |
| Mortgage interest | Statement of paid interest (from the bank) |
| Pension insurance contributions | Confirmation of paid pension insurance contributions (from the institution) |
| Private life insurance premiums | Confirmation of paid life insurance (from the insurance company) |
| Child tax credit / bonus | Birth certificate (for the first-time claim), declaration from the other parent's employer stating they are not claiming the credit (if not employed, an affidavit from the other parent), for students aged 18–26, a confirmation of studies |
| Spouse tax credit (for income up to 68k CZK) | Spouse's affidavit / statutory declaration |