Appointment request for collaborators via internet
The Tax Agency has the online appointment request service to go to the Administration.
Social partners have specific access to the appointment service with an electronic certificate to request their own appointments or those of their clients.
The appointment for social collaborators is available for:
- Natural persons or legal entities belonging to Social Collaborators.
- Natural persons who are Social Collaborators Delegates of Legal Entities Social Collaborators.
If this is your case, click on " Assistance and Appointment for social collaborators " and choose the collaborator's certificate.
To request an appointment, go to "Manage new appointments" .
Step 1. For whom
In the "Who will attend the appointments" section, the NIF will appear by default, the name and surname of the holder of the selected certificate; otherwise, it indicates the person who will attend the appointment.
You can request an appointment for your own management, for your clients or for both. Appointments can be made for up to a maximum of 9 taxpayers, including own management.
Press "Add new taxpayer" and complete the boxes NIF , name and surname of the first represented, to indicate the data of the next represented press again "Add new taxpayer" and so on.
Additionally, if you want to make an appointment for your own management, mark "Request appointments for your own management", in this case the NIF , name and surname of the social collaborator, will appear first.
Press "Next" to continue.
Step 2. So that
Directly select the procedure or service for which the appointment is requested. The services are shown grouped into categories. If you have doubts about which one to select, place the cursor over the question mark icon for further information on each one. You can choose up to three appointment services and, for each service, you must indicate which taxpayers entered in step 1 they apply to.
Taxpayers can only have one live appointment per service.
The services that are selected are shown in the summary message on the right and can be deleted by clicking on the trash icon.
In this step, you can choose up to 3 different services for this appointment.
Then press "Next."
Step 3. Where
Two or three options can be offered. The option "In a Tax Agency office that provides all services to your tax domicile" is only offered if the office to which the manager's tax domicile belongs provides the services that have been selected in "Step 2. So that".
In this step you must enter the contact information, a telephone number (foreign numbers are accepted) so that the Tax Agency can contact you if necessary, if you wish you can request the sending of a reminder of the appointment that you will receive in that same moment both by SMS to the indicated mobile phone and by email if you select this option. Press "Next."
If you have selected the appointment at an office in a province or an office in a specific zip code and there is more than one office that can provide the services, clicking "Next" displays a screen to select the office.
Finally, press "Next".
Step 4. When
Once an office is selected, the calendar is displayed with the available dates.
Consult the service provision agenda of that office and choose a day from those that appear available, being able to navigate by month. Once the day has been selected on the calendar, the "Next" button will be activated.
If the requested services correspond to a single appointment service, the availability is unique. In this case, the time slots available for the appointment are displayed at the bottom of the calendar screen.
If the requested services correspond to several appointment services, you must look at the availability for each of the services. In this case, another screen is shown informing you of the time slots that are available, the time you will have to be in the office and what time you will be attended to in each service.
Select one of the available times and press "Confirm".
Then the appointment confirmation message is shown. The details associated to the appointment are shown: the services requested, the place of the appointment, the date and time, the interested parties (your clients), the person who will attend the appointment and the necessary documentation.
Management of appointments already granted and pending to be attended
If you access the menu for collaborators again, you can request another appointment or consult, modify and cancel an appointment already granted. In the latter case, access "Management of appointments already granted and pending to be attended to."
To find an appointment requested for a third party, you can filter using one of the suggested search criteria entering the date of the appointment or the recipient.
Results of existing appointments will be displayed. Activate the box for the appointments you want to modify; At the top you have the options to mark or unmark all. Select the service and click on "Modify appointment/s" or "Cancel appointment/s".