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Assets under management-Wealth Tax processing service 2020
To file a Wealth Tax return for 2020, go to the list of procedures for form 714 in "Previous years" and click on "2020 Wealth Tax return processing service."
To access the account, you must identify yourself with an electronic certificate, DNIe, Cl@ve or a valid Income Tax reference that has been obtained during the last Income Tax campaign.
If it is the first access, the home page will be that of identifying data and the language of the tax return, which you can modify.
If you have already been working with the form, the system detects it and allows you to continue with that last declaration or start a new one.
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 to access the different sections.
It is possible to "Save" the tax return to recover it later in a new session by clicking on "Continue" in the initial window.
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. 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.