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Assets under management 2021-Wealth Tax processing service for collaborators

Social partners participating in the corresponding agreement may file the Wealth Tax return of 2021 third parties through the option "Wealth Tax return processing service for collaborators."

Identify yourself with your social partner's electronic certificate. If you are not registered as a collaborator or an error appears, consult the information related to social collaboration.

In a first window you will have to enter the taxpayer's DNI or NIE.

Then click "OK" and the system will ask you for the account holder's reference number 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, click on the "Cancel" button in the "Validate authorization" window to complete form 714 of zero, without the automatic incorporation of tax data.

If the system recognises that you have been working on a previous Wealth Tax Website session, it allows you to recover the tax return by clicking "Continue" or start a new one by clicking "New Tax Return."

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.

Once the completion has been completed, check the result on the last page, in "Deposit document" or click directly "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.

If you opt for payment through NRC or other payment methods that involve a deposit, and if you access with Cl@ve, electronic certificate or DNIe, click on the button "Make payment (obtain NRC)," to link to the payment gateway and obtain the payment receipt NRC. To use the taxpayer's account, you must have received a power of attorney to process the payment of your authorised representatives in the procedure PAGOAPODECC. If you are not authorised, you must use a NRC previously obtained by the taxpayer.

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."

If the tax return is filed correctly, a page will be returned with 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. Check the notifications panel in case you need to make any rectification.