Operation and use of Wealth Tax WEB
After identifying yourself, select the language of the declaration and accept the identifying data.
Next, you will access the 2022 Patrimony model 714 form with the tax data incorporated into the declaration. However, it is possible that on some occasions additional information will be requested to incorporate data into the declaration. On these occasions, the window will appear in which you must mark "Yes" or "No" to transfer this data. Then press "OK".
You can check the data that has been transferred to the declaration, the data not incorporated and the incorporation notes by pressing 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 date 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 completed correctly, press the "Validate" button. The notices do not prevent the filing of the declaration and are only for verification of completion. However, if the message is an error, you must correct it so that the declaration is considered valid at the time of submission. To review the warnings or errors there are the "Go to Warning" or "Go to Error" buttons.
The form has a waiting time; We recommend that before leaving the session or if you are going to spend some time without working on it, press the "Save" button to retain the data entered. When you click "Save", if you have already been working with your file, a notice will be displayed indicating that the previous declaration will be overwritten and the data from the latter will be kept on the server.
If you have questions about completing it, press the "Help" button. Clicking will open, in a new tab, the Heritage 2022 help manual with detailed information on completing each section. If you click "Help" on a specific page, it will take you to the manual and information about completing the page you are on.
Additionally, if before submitting the declaration you want to obtain a draft to review the indicated data, you have the "Preview" tool that generates a PDF with the declaration, with the watermark " Draft not valid for presentation" on all pages, but it will serve as a reference.
You will be able to see the PDF on the screen, if you want to save it click on the link "You can click here to download the pdf ". To properly view the saved return 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 register a different one.
Once you have verified that there are no errors, press "Formalize Deposit/Return" to submit the return at that time. In the next window, mark "Agree" and press "Sign and Send" again to finish the submission process.