Prior years

Heritage 2016 - Heritage processing service for employees

Social collaborators adhered to the corresponding agreement will be able to file the 2016 Wealth declaration of third parties by identifying themselves with the electronic certificate of social collaborator.If you are not registered as a collaborator or an error appears, you can consult the information related to Social Collaboration.

In the first window indicate the DNI or NIE of the taxpayer.Then click on "Accept", the system will request the reference number of the holder if you wish to include the declarant's tax data directly in the different sections of the declaration.

In the event that it is not possible to obtain the reference due to the particular conditions of the declarant, by clicking on the button "Cancel" in the "Validate authorisation" window, form 714 can be completed from zero, without automatic incorporation of tax data.

The first page will be the identification details and the language of the tax return.It is possible to modify them if necessary.If a previous Patrimonio WEB session is recognised, it is possible to recover the declaration or start a new one.

Once in the web form, you can fill in the declaration by navigating between the different pages that make it up or by clicking on the "Sections" button to access the different sections.

After completion, it is recommended to verify that there are no errors using the "Validate" option.

Then check the result of the declaration on the last page.If the result is a deposit, in the "Type of return" section you can choose the method of payment.

Direct debit is not available after the official submission deadline.Therefore, you will have to make the payment via NRC or select other forms of payment such as debt acknowledgement.Please note that payment via the payment gateway will only be available if you have accessed with a certificate, DNIe or Cl@ve PIN.Otherwise, you will have to contact your bank to provide them with the details of the self-assessment and generate the corresponding NRC, which you must include in the field "Reference Number NRC".

Finally, if there are no errors that prevent the submission, click on "Sign and Send".

A notification will appear telling you to review the details.

In the next window tick the "I agree" box and click on "Sign and Send".

When the declaration has been submitted you will see the message "Your submission has been successful" and the assigned secure verification code.A PDF will also appear, containing the first page with the information of the tax return (record entry number, Secure Verification Code, receipt number, date and time of filing and the details of the person filing the return), and, on the following pages, the full tax return.