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Heritage 2020 - Heritage processing service for employees
Social collaborators adhered to the corresponding agreement will be able to file the 2020 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, you can fill in the declaration by navigating between the different pages that make up the form or by using the button "Apartados" to access the different sections.
It is advisable to verify that there are no errors from the option "Validate".
When you have finished filling in the form, check the result on the last page under "Registration document".
Click "Formalise Deposit/Return";if the result is a deposit, in the section "Select the type of declaration" you will be able to choose the form 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.
If the payment is made on behalf of a third party, the holder of the digital identification and the account holder must be the same person, although upon payment the tax code of the taxpayer or debtor must be supplied.If you wish to use the bank account of the holder of the declaration (the person liable to pay), the payer must be authorised by the person liable to pay.Otherwise, you will have to contact the bank to generate the corresponding NRC with the details of the declaration, which you will have to enter in the field "Reference Number NRC".
Another alternative would be debt recognition options.In these cases, a link to submit the deferral or compensation request will be displayed on the successful submission response sheet.Click on "Process debt" and the details of the settlement will appear with the debtor's details and the settlement key.
From the "Formalise Entry/Return" window you can also obtain a file in the format BOE, adjusted to the current registry design, using the button "Export" located in the lower left corner.
To continue with the presentation click on the button "Sign and Send".
A notification will appear telling you to review the details.
In the next window, tick the "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.