Operation and use of Wealth Tax WEB

After identifying yourself, select the language of the declaration and accept the identification data.

Next, you will access the 2023 Patrimony model 714 form with the tax data incorporated into the declaration. However, additional information may sometimes be requested to incorporate data into the declaration. On these occasions, a window will appear in which you must select "Yes" or "No" to transfer this data. Then press "Accept".

You can check the data that has been transferred to the declaration, the data not incorporated and the incorporation notes by clicking the "View transferred data" button and selecting the corresponding option.

At the top of the form you will find the button panel with the different functions. To continue completing the declaration, you can use the arrow keys to move through the different pages or the "Sections" button, where you can view a menu with a breakdown of the declaration into different sections.

To check that the declaration is correctly completed, press the "Validate" button. The notices do not prevent you from filing your return and are only there to verify that it has been completed. However, if the message is an error, you must correct it so that the declaration is considered valid at the time of filing. To review the notices or errors there are the buttons "Go to Notice" or "Go to Error".

The form has a timeout; We recommend that before leaving the session or if you are going to be out of work for a while, you press the "Save" button to retain the data entered. When you click "Save", if you have already been working on your file, a notice will appear indicating that the previous declaration will be overwritten and the data from the latter will be saved on the server.

If you have any questions about filling out the form, click the "Help" button. By clicking on this button, the 2023 Heritage Help Manual will open in a new tab with detailed information on how to complete each section. If you click "Help" on a particular page, it will take you to the manual and information on how to complete the page you are on.

In addition, if you want to obtain a draft to review the data entered before filing the return, you have the "Preview" tool that generates a PDF with the return, with the watermark "Draft not valid for filing" on all pages, but it will serve as a reference.

You will be able to see the PDF on screen, if you want to save it click on the link "You can click here to download the pdf ". To correctly view the saved statement you will need a PDF viewer.

At the top of the generated draft you will have two buttons, "Return to the declaration" to continue working on it and "New declaration" to create a different one.

Once you have verified that there are no errors, press "Formalize Payment/Return" to submit the return at that time. In the next window, select "I agree" and press "Sign and Send" again to complete the submission process.