Prior years

Heritage 2019 - Heritage processing service for employees

Social collaborators adhered to the corresponding agreement will be able to file the 2019 Wealth declaration of third parties by identifying themselves with the electronic certificate of social collaborator.If you are not registered as a collaborator or if an error appears, you can consult the information related to the Social Collaboration.

In the first window indicate the DNI or NIE of the taxpayer.Then, by clicking 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 initial page will be the identification data and the language of the declaration, and it will be possible to modify them.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, the declaration can be completed by navigating between the different pages that make up the form or by clicking on the "Sections" button to access the different sections.You can also save the return on the servers of the AEAT using the "Save" button and obtain a file in BOE format using the "Export" button.

Once you have finished filling in the form and verified the result on the last page, if the result is a deposit, in the "Type of declaration" section you will choose the form of payment.

Direct debit is not available after the voluntary 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 the bank to provide the details of the self-assessment and generate the corresponding NRC, which must be included in the field "Reference Number NRC".

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.