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Assets under management 2020-Wealth Tax processing service for collaborators

Social partners participating in the corresponding agreement may file the 2020 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 consult the information related to the social partnership.

In the 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 homepage will be that of identifying data and the language of the declaration, and it will be possible to modify them. If a previous session of Wealth Tax is recognized, the tax return can be recovered or a new one can be started.

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

It is recommended to check that there are no errors from the "Validate" option.

Once the completion has been completed, check the result on the last page in "Payment document."

Click on "Formalise Ingreso/Refund"; If the result is a deposit, in the "Select the type of declaration" section you can choose the payment method.

Direct debit is not available outside the official filing deadline. 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.

If payment is made on behalf of a third party, the holder of the electronic identification and that of the account must be the same, although at the time of payment the declarant or debtor's Tax ID will be provided. If you wish to use the bank account of the holder of the tax return (obliged to pay), the payer must be authorised by the person obliged to carry out this operation. Otherwise, you will have to contact the bank to generate the corresponding NRC with the tax return details, and you will have to enter in the "NRC Reference Number " field.

Another alternative would be debt recognition options. In these cases, on the successful submission response sheet, a link will be displayed to readjust the presentation of the deferral or compensation request. Click on "Process debt" and the details of the settlement will appear with the debtor's details and the settlement code.

From the "Formalise Ingreso/Refund" window you can also obtain a file with the Official State Gazette format, adjusted to the current register design, using the "Export" button in the bottom left-hand corner.

To continue with the presentation, click on the "Sign and Send" button.

A notification will appear before the presentation window warning of the possibility of reviewing the data.

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

When the tax return has been filed, you can 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.