Hedva Lichtenstein CPA · 054-426-2274 · contact@hl-cpa.co.il

Employee tax refund – document checklist

Name: Hedva Lichtenstein CPA
Address: 58 HaBanim St, Herzliya, Tel Aviv District, 4637962, IL
Price range: ₪₪

What to collect before filing a refund claim, per tax year (claims go back 6 years; 2020 closes on 31.12.2026).

Required for every year

Form 106 from every employer you worked for that yearEven for a short period. From the employer, usually by the end of March for the previous year.
Bank account details for the refundAccount confirmation or a voided cheque.
Copy of your ID card including the appendix

Form 161 – retirement grant or severance pay that was taxed(if relevant)From the employer that paid it.
Form 119 + degree certificate – completed academic degree(if relevant)You fill it in and attach the institution's certificate.
Annual certificates for pension, provident-fund or life-insurance deposits you made yourself(if relevant)From the fund or insurer; not payroll deductions.
Donation receipts from recognised institutions (section 46)(if relevant)In tax year 2026 the credit applies above 207 ILS a year.
National Insurance confirmations: unemployment, maternity or reserve-duty benefits(if relevant)From your National Insurance personal area.
Documents for credit points: children, family status, single parent, aliyah, eligible locality(if relevant)
Confirmation of unpaid leave or unemployment if you worked only part of the year(if relevant)

Not sure which grounds apply? Send me your 106 forms on WhatsApp at 054-426-2274 and I will check eligibility free of charge.