What you need at year-end for your VAT (BTW) return and annual bookkeeping, and how to get it from Finqle.
TL;DR
- All the documents you need for your VAT return (Sales Invoices, Financing Fee invoices, Platform Fee invoices) are available in My Finqle at any time, not just at year-end.
- VAT on the factoring fee is reclaimable. VAT on your own KOR-exempt sales is not charged in the first place.
- After closing your account, statements remain available on request for 7 years.
What you need for your VAT return
| Document | What it shows | Where to find it |
|---|---|---|
| Sales Invoice (M-series) | VAT you charged your Debtor | My Finqle > Invoices |
| Financing Fee invoice (F-series) | VAT on the factoring fee (reclaimable) | My Finqle > Invoices > Purchase invoices |
| Platform Fee invoice (V-series) | VAT on platform or intermediary fees (reclaimable, if applicable) | My Finqle > Invoices > Purchase invoices |
| Transaction Statement (T-series) | Full breakdown per payout | My Finqle > Invoices > select invoice |
See Invoicing Documents for what each document means.
Reclaiming VAT on the factoring fee
The factoring fee always includes 21% VAT, which is reclaimable in your regular VAT return like any other business expense. See the worked example in Costs & Fees.
Downloading a full-year overview
- 1
- 2Go to Invoices and filter by date range for the calendar year.
- 3Export or download the filtered list, or download individual documents per invoice.
If your bookkeeping software is connected via UBL, your invoices already flow in automatically throughout the year. See Automate invoicing & accounting with UBL.
KOR (VAT exemption) and year-end
If you are registered under the KOR, you do not charge or reclaim VAT on your own sales, so your year-end filing is simpler. See VAT-Exempt/KOR Scheme (Dutch) for details, including VAT handling for merchants outside the Netherlands.
After closing your account
Download everything you need before closure. Finqle retains financial records for 7 years and can provide historical statements on request during that period. See Closing my Finqle account.
FAQ
Does Finqle send a single annual summary document?
Finqle does not send one bundled annual statement automatically today. Use the date filter in My Finqle > Invoices to export everything for the calendar year, or ask your Account Manager for a summary export.
I am KOR-exempt, do I still need these documents?
Yes, for the Financing Fee (and Platform Fee, if applicable) invoices, since VAT still applies to Finqle's own services even if you do not charge VAT on your sales.
Can I get statements from a previous, already-closed account?
Yes, within the 7-year retention period. Contact info@finqle.com with your company name and KVK number.