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Heritage 2021 - Heritage processing service for collaborators

Social collaborators adhering to the corresponding agreement may submit the 2021 Asset Declaration of third parties through the option "Service for processing Asset Declarations for collaborators".

Identify yourself with your electronic certificate as a social collaborator. If you are not registered as a collaborator or an error appears, please consult the information related to Social Collaboration.

In the first window you will have to indicate the DNI or NIE of the taxpayer.

Then press "Accept" and the system will ask you for the reference number of the holder to incorporate the declarant's tax data directly into the different sections of the declaration.

If it is not possible to obtain the reference due to the particular conditions of the declarant, press the " Cancel " button in the "Validate authorization" window to complete form 714 from scratch, without automatically incorporating tax data.

If the system recognizes that you have been working in a previous session of Patrimonio WEB, it allows you to recover the declaration by clicking "Continue" or start a new one by clicking "New Declaration".

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 possible to " Save " the statement to retrieve it later in a new session by clicking "Continue" in the initial window.

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.

Once you have completed the form, check the result on the last page, under "Payment Document" or press "Formalize Payment/Refund" directly. 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. 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.

If you choose to pay using NRC or other payment methods that require a deposit, and if you access with Cl@ve, electronic certificate or DNIe , press the "Make payment (get NRC )" button, to link to the payment gateway and obtain the NRC proof of payment. To use the taxpayer account, you must have received a power of attorney to process payment from your representatives in the PAGOAPODECCC procedure. If you are not authorized, you must use a NRC previously obtained by the taxpayer.

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/Return" 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."

If the declaration is submitted correctly, a page will be returned with 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. Check the notice board to see if you need to make any corrections.