Preparing your taxes with the Tax Pack

Preparing your tax return well mostly comes down to having your figures clear. Noryo's annual <strong>Tax Pack</strong> brings together a summary of your income and spending over the year, to save you time. This article explains what it is for and how to use it, including how to track a saving effort like a retirement savings plan.

What the Tax Pack contains

The Tax Pack is an annual summary. It brings together an overview of what came in and went out of your connected accounts over the year, organised to make it easier to carry your figures across when filing your return.

Tracking a retirement savings plan

A retirement savings plan (PER, the French retirement savings plan) is a common example of a saving effort you can track in Noryo. By classifying the contributions to this type of product in a dedicated category, you can see at a glance the total paid over the year in your Tax Pack.

When to check it

• As the filing period approaches, to gather your figures.
• Regularly through the year, to track where you stand with your saving effort.
• Before setting a new goal, to start from a realistic basis.

Important to remember

The Tax Pack reflects what Noryo sees of your connected accounts. The amounts serve as a starting point: they are <strong>estimates and groupings</strong>, not an official tax calculation. For any decision related to your taxes, rely on the official documents and, if needed, on a professional.

Generate your Tax PackFollow the step by step guide to produce your annual summary.