Filing tax returns from the Informative Tax Returns Platform
Skip information indexOnline filing of an informative return with certificate
Once your tax return has been completed and validated by the help program, under the option "Filing of tax returns" you can obtain the file and choose from one of the accepted forms of submission for the selected form.
In order to enable the "Filing of tax returns" option, you need to open the tax return or select it in the "Taxpayers" tab. In the toolbar on the "Taxpayers" tab, look for the fifth icon (identified by a globe and a folder). You can also right-click on the tax return you want to obtain and use the "Filing of tax returns" option or access the "Utilities" menu, "File tax return...".
If the tax return is correctly completed and there are no errors, when you obtain the tax return you can select the type of file to be generated, depending on the filing method you choose. Depending on the form selected, the wizard will display the valid filing methods.
See the Platform help section for more information on the different ways to obtain tax returns.
To file online using the electronic certificate, select from amongst the options available for the form, the "Filing with recognised electronic certificate” option.
Using the option "Filing with recognised electronic certificate", the program generates a file containing the details of the return selected for its electronic submission. By default, the presentation file generated from the Information Platform will have the name of the 9 characters of the NIF of the declarant and by extension the model number. The file will be saved in the "AEAT" folder generated in the Platform installation path. If you wish you can change the location of this file by clicking the button with the folder icon. Remember that to file tax returns online, you need to save the file in a folder called "AEAT".
If the operating system you are using is Mac OS X, the file should be saved in /aeat or /users/<usuario actual> /aeat or in any of these subfolders. In the case of Linux, the path where it should be saved is /home/<usuario actual> /aeat or in some subfolder of it.
If you check the box "Immediately file the tax return" the program will continue filing the tax return. If another directory is selected at the end of the obtaining process or you do not check the "Make the immediate presentation of the declaration" box, it will not be connected to the AEAT website and you will only have generated the file for electronic presentation.
You will then have to choose the electronic certificate corresponding to the declarant, or a third party authorised to file the return.
Click the "Select" button and choose the certificate with which to file the return.
Once the certificate has been selected, click "File return".
To confirm the return, you must tick the "Correct" box. From the "View Information" button, you can view the encrypted data to be sent. Finally, click "Sign and Send".
If the submission was successful, the message "your return was filed successfully" will be displayed. You can consult the PDF with the copy of the filed declaration by clicking the "View PDF " button. This document is automatically saved in the program installation path, C:\ AEAT \Informativas\aeat. You can also obtain the copy with CSV from the electronic document matching option at Headquarters.
You can confirm that the file for electronic submission has been successfully generated if a spherical blue icon appears in the "Obtained" column on the declarants tab.
If you prefer not to link to the electronic return at that time, the file will be generated all the same and you can send it at any time by accessing the corresponding tax return option on the E-Office. Within the corresponding tax return form, find the option "Filing from previous financial years" and the link to file the tax return for the year in question.
On the next page, you must click the "Browse" button and locate the file generated from the help program (remember the path and name with which the file was generated when obtaining the return) to continue with the tax return.
Click "Sign and Submit" to complete the tax return after verifying that the summary of the data is correct.
Next, tick the "OK" box to confirm the filing of the tax return. The content of the declaration will be displayed encoded in the text box. You can continue with the presentation of the declaration by clicking "Sign and Send".
The result of a correct submission of an information return for the 2016 financial year will in any case be a response page on which the text "Your submission has been completed successfully" appears with an embedded PDF which contains a first sheet with the presentation information (registration entry number, Secure Verification Code, receipt number, day and time of presentation and presenter information) and, on the subsequent pages, the complete copy of the declaration .