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Form 184 Filing by Form
Form 184 is filed using the form available for returns of less than 40,000 records and requires identification with the declarant's electronic certificate. For larger files, you must use the file to file the file. In addition to the holder of the tax return, you can also file a person or entity acting on your behalf, whether a social collaborator or an authorised representative to carry out the procedure.
You will access the window to enter the details related to the "Entity." Enter the declarant's Tax ID and select one of the available options.
The "Import" button allows you to load a previously generated file using the form or with an external program, which is adjusted to the published logical design.
The "Import previous year" button will import the data from the previous year of the active records from the previous year at the time of the query; To do this, you must access the form with an electronic certificate, DNI from the declarant, a social collaborator who filed the tax return the previous year or an authorised representative who submitted the tax return the previous year or an authorised representative to view the tax return. It is not possible to import data from the previous year if the tax return exceeds 40000 records.
The Continue: button Give access to the form, for online completion and filing. You can offer 3 options:
"Load the working session of...": By using this option you can recover the details of a session that you have saved previously.
"Load the tax return filed on...": If you have already filed a tax return for the same Tax ID, form, fiscal year and period, you can recover it by marking this option and making changes, registration or cancellation of records from the "Annuities" and "Members" sections.
"Create a new tax return": Select this option if you wish to complete the form from the start, without recovering data.
After the initial window, you will access the form. The boxes marked with an asterisk are mandatory.
After completing the bank's details, from the tab "Sections" you can access "Annuities" and "Members" to continue filling in the tax return.
In both sections you will find a button panel from which you can register, remove and browse between the records. To register an income or a member, click on the "New record" icon identified by a blank sheet with the green "+" sign.
To view the details of a specific income or partner, select it and click on "See the selected Income" or "See the selected Partner."
Once the registration details have been completed, in this window you can register more records, delete the record and move between they or return to the list of income or partners from the button "Return to the list of Income" or "Return to the list of Members."
You can also make enquiries from the Income or Members list by establishing filtering criteria. Click on "Queries" at the top, set the filter criteria and click on "Consult." A new tab will be activated at the bottom called "Query" next to the tab "Sections" and "Errors" with the results that match the established criteria.
The information on the record is extended in a single row to the width of the form, so you need to use the horizontal scroll bar to check the rest. However, by double clicking on any of the results, the registration information appears at the top of the form.
To check if there are errors in the tax return, click on the button "Validate." If it contains errors or notifications, the "Errors" tab will be enabled with the description of the error or the warning and the "Go to Error" or "Go to the Warning" button, as applicable, which places you in the box to modify or complete. If the tax return does not contain errors, you will obtain the message "There are no errors."
The download of the error list shows you the .xml file with the incorrect record block.
Before filing the tax return, you can click on "Draft" to generate a PDF that is not valid for filing. The draft is displayed on the screen; However, from the link "You can click here to download the PDF" it is possible to download it to your computer. To return to the tax return, click on "Return to tax return" at the bottom of the draft window or register a new tax return from the "New tax return" button.
The "Save" option allows you to store the data filled in up to that point on the Tax Agency servers, even if it is not validated (it may contain errors or be incomplete), if a saved declaration already exists, it will be overwritten. These data are retrieved by accessing the web form again by clicking "Continue"; Once the Tax ID has been entered, if there is a saved tax return for that Tax ID, the server will detect it and give you the option to recover it.
The form has a waiting time due to inactivity. we recommend that you keep the tax return to avoid data loss.
By clicking on the "Export" button, you can generate a file. 184 with the published record design.
The "Import" button allows you to import the data from a file generated with the form or with a program outside the Tax Agency and made with the data adjusted to the published registration design of the current model, provided that it does not exceed 40,000 records.
If the tax return already contains data, they will offer you 2 import options after selecting the file:
- A. Delete all the Members and Income records and import (all existing recipients will be deleted before importing the file).
B. Add Members'and Income Records to the current tax return (the records imported to those already in place will be added)
The form also offers the option to import data from the previous year from the active records of the previous financial year at the time of import; To do this, you must access the form with an electronic certificate from the declarant, the social collaborator who submitted that declaration or an authorised representative to carry out this consultation or to file the tax return. Enter the declarant's NIF and click on the "Import previous year" button. the information is automatically retrieved and a window appears that informs of the imported data. If you are not authorised, the message will appear in the "Errors" tab.
In the "Help" button, you will be provided a PDF with the regulations and information regarding the model, as well as the deadline, form and place of presentation and the design of registration of form 184.
After validating and saving the tax return, you can submit it by clicking on the button "Sign and Send." In the new window, tick the "OK" box to confirm the tax return. The content of the tax return will be shown in the text box. Finally, click "Sign and Send" to continue with the presentation.
A notification will be displayed informing you of the number of correct and incorrect records that you have filled in. If you wish to return to the tax return to correct errors before filing, click "NO." If you would like to present the correct records at this time and then correct the errors and file a new tax return, click "Yes."
Mark the box "OK" and click "Sign and Send."
The result of a correct presentation will be a response page with an embedded PDF containing a first sheet with the information of the presentation (registration entry number, Secure Verification Code, receipt number, day and time of submission and presenter details) and, on subsequent pages, the full copy of the tax return.
In the event of partial filing, this will be reported in a notification and the option to return to the tax return will be offered to make the corresponding modifications, additions or cancellations.
You can also recover the tax return filed by going back to the form, identifying the person declaring and selecting the options "Continue," Load tax return filed on... "
When the tax return is resumed, the list of recipients keeps all the records and includes the date of filing those already filed.
Note: There are no standard complementary and alternative options on this form. Once the necessary corrections have been made, you must file the full tax return, including all the records to be declared. Similarly, a new tax return filed will result in the cancellation of the previous tax return.