Forms 036 and 037

Electronic filing of form 036

The link "Complimentation and online filing 036" is available in the list of procedures for the E-Office's "Forms 036 and 037." 

You can access by identifying yourself with Cl@ve, a certificate or DNIe. If you have any questions about how to obtain an electronic certificate or how to register in the Cl@ve system, check the information available in the related content.

In the next window, enter your DNI/NIE to log in with Cl@ve. Or, you can identify yourself with a certificate or DNIe.

If you choose to identify yourself with Cl@ve after you indicate the DNI/NIE, you must also enter the necessary contrast data according to your document number: Validity date for DNI, issue date for DNI permanent or support no. in the event of NIE. Then click "Continue." Confirm the authentication in Cl@ve on the app or view or receive the PIN on your mobile device. If you have the Cl@ve app installed, you can also access the link "Access with Cl@ve Móvil" to scan the QR code offered on the website to confirm the authentication of Cl@ve.

If the declarant does not have an electronic certificate, the person making the filing must be authorised to file returns on behalf of third parties, either because they are registered as a collaborator or because they are authorised to carry out this procedure.

When completing the model, the characters included in the following list must be used:

The@character can also be used in the email field.

At the beginning of the form you have the option "Optional: Import file data "if you want to import a file generated with a program outside the Tax Agency using the" Choose file "button. This file must be constructed in plain text (.txt) without any format and be adapted to the logical design of the current model and taking into account the characters included in the previous table. You can find the design of the 036 form registration for electronic filing and the rest of the requirements in the "Information" and "Help" sections of the model.

Form 036 also allows you to save the tax return generated with our form to recover it later by clicking on "SAVE."

If you click "Save," a Tax ID file will be saved.036.Txt in the "Downloads" folder or in the default location in the browser.

To file the tax return, click on "Send," in the next window, tick the "Accept" box and click "Sign and Send." If there are errors, they will be indicated in order to resolve them.

The result of a correct presentation of a 036 form will be a response sheet in which the text appears "Your presentation has been made with success "with an embedded PDF containing a first sheet with the presentation information (registration entry number, Code verification Insurance, receipt number, day and time of filing and details of the filing party) and, on the subsequent pages, the full copy of the tax return.

There are cases in which the provision of supporting documentation will be required to process the option or cause for which form 036 is presented. In these cases, the proof of presentation that the taxpayer will obtain will be indicated, warning that the filing will not take effect until the required documentation has been submitted and verified.

To submit the required documentation, you can access with an electronic certificate, DNIe or Cl@ve through the option "Contribute complementary documentation." This application allows documents to be sent in various formats that will be linked to the tax return by file number or electronic reference.

You can also make changes to the census data if you access with an electronic certificate, DNIe or Cl@ve in the section "My census details."

If you do not have an electronic certificate, DNIe or Cl@ve, you can access the option "Complimentation, validation and obtainment in PDF for printing 036" (requires a PDF document viewer installed). Once the details have been filled in the form, the tax return will be generated in PDF, which you can print to submit it where appropriate, together with the necessary documentation.