Operating and managing the Informative Tax Returns Platform (latest version)
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The query management design allows you to perform queries in a few steps wizard, permanently set filter criteria for all fields, obtain totals for all amounts of records that meet the filter criteria, and obtain an impression of the declaration regardless of its status.
The query wizard is available in the top menu "Utilities", "Queries". It is necessary to enter the search criteria to obtain the result.
The final screen shows the results of the query and allows you to perform three actions:
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Print the result of the query using the "Print" option, generating a PDF that has by default the name "CONSULTAXXX20160A.pdf, where XXX refers to the model. However, when generating it, its name and location can be modified.
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Transfer the data to an Excel file using the "Export" option, identified with a sheet icon and the word " CSV ". By default, this file is assigned the name consulta_2016mmddhhmmss.csv.
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Edit a record for the selected ones using the "Correct" option at the bottom of the window.
Regarding the complete printing of the declaration, it must be taken into account that the printer icon, located in the upper right corner of the "Declarant" tab, prints only a DRAFT or "Summary list of the declaration". The option generates a PDF marked "INVALID for presentation" to avoid paper presentations when that option is not possible, but it does not prevent the document from being consulted as a draft.
If the return has already been filed electronically, a complete electronic copy of the filed return can also be obtained from the Electronic Office.
You can obtain more information about queries on the Information Platform by accessing the menu at the top "Help", "Platform Help", in the "Obtaining statements" folder and in the "Queries" option.