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Heritage 2019 - Heritage processing service for collaborators
Social collaborators adhering to the corresponding agreement may present the 2019 declaration of Third Party Assets 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, by clicking "Accept", the system will request the reference number of the holder if you wish to incorporate the taxpayer's tax data directly into 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 pressing the " Cancel " button in the "Validate authorization" window you can complete form 714 from scratch, without automatic incorporation of tax data.
The initial page will be the one with identifying data and the language of the declaration, and it will be possible to modify them. If a previous session of WEB Heritage is recognized, it is possible to recover the declaration or start a new one.
Once in the web form, you can complete the declaration by browsing between the different pages that make it up or from the "Sections" button to access the different sections. Also, the declaration can be saved on the AEAT servers using the "Save" button and obtain a file in BOE format from the "Export" button ".
Once the completion has been completed, the result has been verified on the last page, in the event that the result is an income, in the "Type of declaration" section the payment method will be chosen.
The direct debit is not available after the voluntary submission period has ended. Therefore, the deposit will have to be made through NRC or select other payment methods such as debt recognition. It must be taken into account that payment through the payment gateway will only be available if it has been accessed with a certificate, DNIe or Cl@ve . Otherwise, you will have to contact the bank to provide the self-assessment data and generate the corresponding NRC , which must be entered in the "Reference Number field. NRC ##2##".
When the return has been submitted you will see the message "Your submission has been completed successfully" and the assigned secure verification code. Additionally, a PDF will be displayed that contains a first sheet with the presentation information (registration entry number, Secure Verification Code, receipt number, day and time of presentation and details of the presenter) and, on the following pages, the presented declaration.