How to file a tax return for Wealth Tax through power of attorney
You can identify yourself with an electronic certificate, DNIe or Cl@ve of the natural person authorized by the holder of the declaration. To access the form, you must have registered the specific authorization of form 714, 714P, or the corresponding general authorizations. Check the list of powers on our website.
In the first window, indicate the DNI or NIE of the taxpayer and click "Accept".
If it is the first access, the initial page will be the one with identification data and language of the declaration, which you can modify if necessary. After checking the initial screen, press "OK" to continue.
If a previous session of WEB Heritage is recognized, in which you have already been working, you can recover the declaration by pressing the "Continue" button or start a new one by pressing the "New Declaration" button.
Once in the web form you can complete the declaration by browsing between the different pages that compose it or use the "Sections" button to access the sections of the declaration. You can "Save" the return to retrieve it later in a new session by clicking "Continue" in the initial window.
Once completed, check the result on the last page in "Income Document".
Press "Formalize Deposit/Return" ; In the event that the result is an income, in the "Select the type of Declaration" section you can choose the payment method.
The direct debit will be available if the return is submitted between April 11 and June 27, 2023. Indicate the IBAN in which you wish to direct debit the declaration, which must be a bank account reported to the AEAT that accepts direct debits and from which it is headline.
If you choose to pay by NRC or other payment methods that involve income, and if you access with Cl@ve , electronic certificate or DNIe , press the "Make payment (obtain NRC )" button, to link to the payment gateway and obtain NRC proof of payment. To use the taxpayer's account, you must have received a power of attorney in the PAGOAPODECCC procedure that allows you to process the payment of your proxies.
Another alternative would be debt recognition options. In these cases, on the successful submission response sheet, a link will be displayed to submit the deferral or request for compensation. Press "Process debt" and the settlement details will appear with the debtor's data and the settlement key.
From the "Formalize Deposit/Return" window you can also obtain a file in the BOE format, adjusted to the current registration design, using the "Export" button located in the lower left corner.
Press "Agree" and "Sign and Send".
If the return is submitted correctly, a page will be returned with the message "Your submission has been completed successfully" and the assigned secure verification code. Additionally, a PDF will be displayed that contains a first sheet with the presentation information (registration entry number, Secure Verification Code, receipt number, day and time of presentation and details of the presenter) and, on the following pages, the presented declaration. Check the notice panel in case you need to make any corrections.