Form 131

Electronic filing through Form 131

For the electronic filing of form 131, the AEAT provides a form to be filled in online and sent directly from the option "Form 131.Financial year 2021.Filing".

Identify yourself with digital signature (electronic DNI or certificate) or using the Cl@ve PIN access system (only natural persons).

In the "Identification Details" window, the "Load” option allows you to import a tax return stored on the AEAT server and saved previously.Remember that if you wish to import data from files, you must use the option "Form 131.Financial year 2021.Submission (with file)”.

Enter the identification details and click "Accept".

On the form, you can change the identifying data and load (again) a tax return stored on the server by clicking the button "Identifying data" located at the top.

Click on the icon situated next to "Additional information" to select the activity and to fill in the required details.To register a new activity click "Add Record".You can navigate through the various records with the arrows to move forward or backward or click the cross icon to delete a particular record.

The button featuring the different options is located at the top of the screen.Using the arrows you can move back and forth between pages.

Once the details have been filled in, you can check to see if there are any notifications or errors in the tax return from the button "Validate tax return”.

When validating the tax return, the list of detected errors and notifications will be shown. To correct these, go to the button "Go to Error" or "Go to Notification" together with the description of the mistake.

If no errors are detected in the tax return, the description will report no errors.

From the "Help” button you can view the completion instructions for the form.

You can also get help with tax matters and filling in the tax form by contacting the virtual counter at "ADI Need help?which opens when you enter the form, in the bottom right-hand corner.

The "Save” option allows you to save the already completed data even if the tax return has not been validated correctly, so you can keep the data and continue filling it in at a later time.The tax return will be saved on the AEAT server, so you can load it later to the form in the initial "Identification details” window.Only one session is saved, so if a previously saved tax return exists it will be overwritten and replaced by the current one.

Using the "Draft” button, you can get a PDF file that, although not valid for the filing, can serve as a query.The PDF will be shown with a diagonal watermark indicating that it is not valid for the filing.

At the top of the PDF you can find the buttons to return to the form, open a new tax return or download it onto your computer by clicking "click here to download pdf".

The "Show information” button allows you to enable or disable information about the warnings and errors of the tax return, as well as the sections of the tax return.

Continue to the next page to complete the tax return details.

Once validated, you can process the settlement options from the button "Process Deposit/Refund".

If the return gives rise to tax payable and a direct debit is not set up, first obtain the NRC and then file the self-assessed tax return.The NRC is the Complete Reference Number, a 22-character code that serves as receipt of payment.From the form itself, clicking on "Make payment (obtain NRC)" you can connect to the payment gateway to automatically generate an NRC with the details contained in the tax return.Once you have obtained the NRC, you must enter it in the "Reference Number NRC” field.However, you can select other methods of payment or debt recognition.

Form 131 also includes the option of payment by transfer from a bank account of a bank that is NOT a collaborating bank, by choosing "Acknowledgement of debt and payment by transfer" in the drop-down menu "Select the type of tax return".

Once you have validated and saved the tax return, you can file it from the "Sign and Send” option.In the new window, check the "OK" box to confirm the filing of the tax return.The text box will show the content of the tax return in code.You can continue with the filing of the tax return by clicking "Sign and Send".

If the process is correct, you will obtain a reply stating "Your tax return has been filed successfully" and a Secure Verification Code so that the authenticity of the tax return can be checked in the e-Office in the section "Check documents using secure verification code", found in "Notifications and Check documents" (in the highlighted blocks), as well as an embedded PDF containing a first page with the information of the filed document (record entry number, Secure Verification Code, receipt number, day and time of filing and details of the taxpayer) and, in the later pages, the full copy of the tax return.

In cases with acknowledgement of debt, in the reply, a link will be displayed where you can submit the deferral or request for compensation.Click "Process debt".

Remember that for questions on tax matters you can contact 901 33 55 33 /91 554 87 70 for Basic Tax Information, via the virtual counter "ADI Do you need help?",or you can consult in person at your Administration or Delegation.