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Assets under management 2017-Wealth Tax processing service for collaborators

Social partners participating in the corresponding agreement may file the 2017 Wealth Tax return from third parties, identifying themselves with the electronic certificate of social collaborator. If you are not registered as a collaborator or an error appears, you can view the information related to social collaboration.

In a first window, enter the taxpayer's DNI or NIE. Then, by clicking "Accept," the system will request the holder's reference number if you wish to add the taxpayer's tax details directly to the different sections of the tax return.

If it is not possible to obtain the reference due to the taxpayer's particular conditions, by clicking on the "Cancel" button in the window "Validate authorization" you can complete form 714 of zero, without automatic incorporation of tax data.

The home page will be that of identifying data and the language of the declaration. You can modify them if necessary. If you acknowledge a previous session of Wealth Tax, you can recover the tax return or start a new one.

Once you have completed the tax return on the website, you can complete it by browsing the different pages that make it up or by clicking on the "Sections" button.

You can keep the tax return on the server to take it later if you wish using the "Save" button.

Once the completion is complete, it is recommended to check that there are no errors from the "Validate" option.

Once the result has been completed and verified on the last page, if the result is a deposit, in the "Type of return" section, choose the payment method.

Direct debit is not available as the voluntary filing period has ended. Therefore, you will have to make the deposit using NRC or select other payment methods, as well as the recognition of debt. Please note that payment via the payment gateway will only be available if you have accessed with a certificate, DNIe or Cl@ve. Otherwise, you will have to contact the bank to provide the self-assessment details and generate the corresponding NRC, which you must add in the "NRC Reference Number " field.

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

A notification will appear before the presentation window warning of the possibility of reviewing the data. Click "Continue" to access the filing or "Cancel" to return the tax return.

In the next window, tick the box "OK" and click "Sign and Send."

When the tax return has been filed, you will see the message "Your tax return has been filed successfully" and the secure verification code assigned. In addition, a PDF will be displayed containing a first sheet with the information on the presentation (registration entry number, Secure Code verification number, receipt number, day and time of presentation and details of the presenter) and, on the subsequent pages, the tax return filed.