Estonia Mandates Feb 2 Data Submission for Tax Returns
Estonian financial institutions and service providers must submit data on tax-deductible expenses to the government by February 2, a move designed to pre-populate personal income tax declarations for individuals who can claim up to €6,000 for pension contributions.
- —Estonian financial institutions, pension providers, insurance companies, and educational organizations must submit data on tax-deductible services used by individuals by February 2, 2026.
- —Individuals can deduct expenses for training, gifts, and donations up to €1,200, not exceeding 50% of their taxable income, and voluntary pension contributions (Pension III pillar) up to 15% of taxable income, capped at €6,000 annually.
- —The Estonian Tax and Customs Board (MTA) will pre-fill personal income tax declarations with this submitted data, allowing for quicker and more accurate tax filings.
- —The period for individuals to file their income tax declarations begins on February 16 and concludes on April 30, 2026.
Recap
Estonia's tax authority is enforcing a data-driven compliance system that shifts the initial reporting burden from individuals to institutions. By mandating early submission from service providers, the government automates and simplifies the tax filing experience for citizens, ensuring accuracy and efficiency in the annual declaration process.