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Tax Services

Effortless, Compliant, and Transparent Tax Management for Every Investor
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Simplify Your Tax Obligations with Neo Finance

At Neo Finance, managing your investment-related taxes is simple, reliable, and fully transparent.
Our Tax Services are designed to make compliance seamless for both Dutch residents and international investors.
Through direct cooperation with the Belastingdienst (Dutch Tax and Customs Administration), we ensure that every tax calculation, filing, and remittance is accurate, secure, and fully compliant with Dutch and EU fiscal regulations.

Whether you invest locally or globally, Neo Finance helps you stay compliant — without paperwork, delays, or complex procedures.

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Comprehensive Tax Management for Residents and Non-Residents

Neo Finance provides an all-in-one solution for managing and reporting taxes on interest and investment income.
Our service covers both Dutch residents and non-resident investors, ensuring total accuracy and compliance under national tax law and international taxation agreements.

Every calculation, deduction, and declaration is handled automatically through Neo Finance’s systems — giving you peace of mind that your tax obligations are met in full.

For Dutch Residents

Interest and investment income earned through Neo Finance is treated as taxable income under Dutch law.

To simplify your responsibilities, Neo Finance:

  • Calculates, withholds, and reports applicable taxes directly to the Belastingdienst.
  • Prepares and files all required documentation automatically — no manual submission needed.
  • Provides real-time visibility into all interest and tax transactions via your online account.
  • Ensures full compliance with Dutch income tax (Box 3) and related regulations.
This hands-free system guarantees accuracy, transparency, and peace of mind — helping you stay compliant while focusing on growing your investments.

For Non-Resident Investors

If you are an international investor earning income through Neo Finance, you may be subject to Dutch taxes on your investment income. Neo Finance simplifies this process by managing all tax-related steps.

We ensure that:

  • The appropriate Dutch withholding tax rate is applied according to international Double Taxation Agreements (DTAAs).
  • Taxes are collected, deducted, and remitted to the Belastingdienst automatically.
  • You receive clear documentation confirming the total income earned and tax withheld.
  • Compliance is maintained with both Dutch fiscal law and OECD international standards.

We ensure every investor enjoys transparent taxation, fair international treatment, and a seamless, automated experience.

How It Works

Neo Finance’s Tax Services follow a secure and fully automated process:

Interest Calculation
Interest earned on your investments is calculated automatically in real time.
Tax Assessment
Our system determines the applicable tax rate based on your residency and current Dutch legislation.
Withholding and Payment
Neo Finance manages the entire tax declaration process on your behalf. Your income and investment profits are processed securely through Neo Finance’s systems, where all necessary tax calculations, declarations, and remittances are completed automatically and submitted directly to the Belastingdienst (Dutch Tax and Customs Administration).
Confirmation and Record-Keeping
You receive a confirmation and annual tax statement summarizing your earnings, deductions, and payments.
Continuous Compliance Monitoring
Neo Finance updates its systems automatically in line with changes to Dutch or EU fiscal regulations to maintain ongoing compliance.

Key Features and Benefits

Feature Description and Benefit
Automatic tax reporting All interest income and applicable taxes are automatically filed with the Belastingdienst — no paperwork or manual submission required.
DTAA support for international investors Neo Finance applies the correct tax rate under applicable Double Taxation Agreements, avoiding overpayment or duplicate taxation.
End-to-end service From interest collection to reporting and payment, every stage is managed through Neo Finance’s secure systems.
Transparency and visibility Investors receive detailed tax summaries and real-time insights through their Neo Finance online dashboard.
Data protection All information is handled in accordance with GDPR and Dutch privacy laws to ensure total data security.

Partnership with the Belastingdienst

Neo Finance works in direct collaboration with the Belastingdienst to maintain high standards of fiscal compliance and reporting integrity.
This partnership ensures:

  • Secure electronic transmission of tax data and declarations.
  • Accurate application of Dutch and EU tax law to all interest and investment income.
  • Integration with national and EU systems (DAC6, CRS, and ATAD frameworks).
  • Fraud prevention and verification mechanisms to protect investors and public revenue.

By aligning with the Belastingdienst, Neo Finance guarantees that all investor accounts and transactions remain fiscally transparent, compliant, and verifiable under Dutch and European regulation.

International Tax Compliance

Neo Finance operates within a robust international framework to ensure consistency and compliance across all jurisdictions.
Our tax operations align with:

  • EU Anti-Tax Avoidance Directives (ATAD I & II)
  • OECD Common Reporting Standard (CRS)
  • EU Directive on Administrative Cooperation (DAC6)
  • Dutch WWFT (Anti-Money Laundering and Counter-Terrorism Financing Act)
  • GDPR and the Dutch Data Protection Authority (Autoriteit Persoonsgegevens)

This ensures that all reporting and remittance activities meet the highest global standards for transparency, ethics, and data protection.

Why Choose Neo Finance for Tax Services

Choosing Neo Finance means choosing a partner who values precision, compliance, and simplicity.

  • Direct cooperation with the Belastingdienst for fast and reliable tax reporting.
  • Automatic compliance updates with every change in legislation.
  • Advanced encryption and data protection for all tax communications.
  • Expert DTAA handling for investors in more than 90 jurisdictions.
  • Annual digital tax summaries accessible anytime through your secure online account.

With Neo Finance, your investments and tax obligations are handled with the same care, accuracy, and professionalism you expect from Europe’s leading digital financial institution.

Invest with Confidence - Locally and Globally

Whether you’re a Dutch citizen, an EU investor, or an international client, Neo Finance ensures that your tax responsibilities are managed efficiently, lawfully, and transparently.

Our advanced reporting infrastructure and regulatory partnerships make it easy to:

  • Earn interest and profits with peace of mind.
  • Stay compliant with Dutch and international tax law.
  • Keep your investments fully transparent and protected under EU standards.

With Neo Finance, you can focus on building wealth — we handle the rest.