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What counts toward the totals

Cross out anything already taxed at source — dividends and fund or REIT disposals settled by a custodian, or business income that belongs on a company return rather than yours. Crossed-out lines stay in the document and keep their own subtotal; they just stop being added up. In this demo the switches are fixed, showing one group already crossed out.

1 group crossed out, worth +€22,000.

Listed rather than dropped, so the totals below are read with the right caveats.

• 1 — Rent rows entered as a whole-year total rather than per month: no date-of-receipt detail, and the FX rate applied is year-end. Enter rent monthly for month-accurate figures.
• 1 — Business ledger rows entered as whole-year totals rather than per month: no date-of-receipt detail, and the FX rate applied is year-end.

One line per closed round trip. Cost is struck at acquisition-date rates, proceeds at the disposal-date rate; broker commission and sale tax are already netted off.

Counted on the pay date, at the after-tax amount recorded for each payout. Announced-but-unpaid dividends are excluded.

Loan interest actually received in the year. Agreed-but-future dates are excluded.

Counted per property. Rows entered as a whole-year lump have no per-month detail — see the completeness notes.

Revenue less recorded costs, per business, from the P&L ledger. Whether this is YOUR income or the company's depends on how it is structured and whether it was distributed — cross it out if it does not belong on your personal return.

Shown for completeness only. The sections are taxed under different regimes, so this total is not a taxable base. A further +€22,000 sits in crossed-out groups and is excluded here.