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Heritage 2020 - Heritage processing service for collaborators

Social collaborators adhering to the corresponding agreement may submit the 2020 Asset Declaration of third parties 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, enter 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 declarant'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 clicking the " Cancel " button in the "Validate authorization" window, form 714 can be completed from scratch, without automatic incorporation of tax data.

The home page will contain identification data and the language of the declaration, which can be modified. If a previous session of Patrimonio WEB 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 through the different pages that make it up or by using the " Sections " button to access the different sections.

It is advisable to verify that there are no errors from the option " Validate ".

Once completed, check the result on the last page under "Admission Document".

Press "Formalize Income/Return" ; If the result is an income, in the "Select the type of Declaration" section you can choose the payment method.

Direct Debit is not available outside the official submission period. Therefore, you will have to make the payment using NRC or select other payment methods such as debt recognition. Please note that payment via the payment gateway will only be available if access has been made with a certificate, DNIe or Cl@ve.

If payment is made on behalf of a third party, the holder of the electronic identification and the account holder must be the same, although at the time of payment the NIF of the declarant or debtor will be provided. If you wish to use the bank account of the person making the declaration (the person obliged to make the payment), the payer must be authorized by the person obliged to carry out this operation. Otherwise, you will have to contact the bank to generate the corresponding NRC with the declaration data, which you will have to include in the "Reference Number NRC " field.

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

From the "Formalize Income/Refund" window you can also obtain a file with format BOE , adjusted to the current registration design, using the " Export " button located in the lower left corner.

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

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

In the next window, check the "I agree" box and click "Sign and Send."

Once the declaration has been submitted, you will see the message "Your submission has been completed successfully" and the assigned secure verification code. In addition, a PDF will be displayed containing a first page with the submission information (registration entry number, Secure Verification Code, receipt number, day and time of submission and presenter data) and, on the subsequent pages, the submitted declaration.