How to file the Wealth Tax return by proxy
You can identify yourself with an electronic certificate, DNIe or Cl@ve PIN of the natural person authorised by the holder of the tax return.To access the form, you must have registered the specific power of attorney for form 714, the 714P, or the corresponding general powers of attorney.Consult the list of proxies 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 identification data and language of the declaration, which you can modify if necessary.After checking the initial screen, click "OK" to continue.
If a previous session of Patrimonio WEB, in which you have already been working, is recognised, you will be able to recover the declaration by clicking on the "Continue" button or start a new one by clicking on the "New Declaration" button.
Once in the web form, you can fill in the declaration by navigating between the different pages that make up the declaration or use the "Sections" button to access the sections of the declaration.You can "Save" the declaration to retrieve it later in a new session by clicking "Continue" in the initial window.
Once you have finished filling in the form, check the result on the last page under "Entry document".
Click "Formalise Deposit/Return";if the result is a deposit, in the section "Select the type of declaration" you will be able to choose the form of payment.
The direct debit will be available if the tax return is filed between 7 April and 27 June 2022.Indicate the IBAN to which you wish to direct debit your tax return, which must be a bank account reported to AEAT that accepts direct debits and of which you are the account holder.
If you choose to pay by NRC or other forms of payment that involve a deposit, and if you access with Cl@ve PIN, electronic certificate or DNIe, click on the button "Make payment (obtain NRC)", to link to the payment gateway and obtain the NRC proof of payment.To use the taxpayer's account, you must have received a proxy in the PAGOAPODECCC procedure which allows you to process the payment of your proxies.
Another alternative would be debt recognition options.In these cases, a link to submit the deferral or compensation request will be displayed on the successful submission response sheet.Click on "Process debt" and the details of the settlement will appear with the debtor's details and the settlement key.
From the "Formalise Deposit/Return" window you can also obtain a file in the format BOE, adjusted to the current registry design, using the "Export" button in the bottom left-hand corner.
Click “Accept”, and “Sign and Send”.
If the tax return has been filed correctly, a page will appear with the message 'Your tax return has been filed successfully', along with a secure verification code.A PDF will also appear, containing the first page with the information of the tax return (record entry number, Secure Verification Code, receipt number, date and time of filing and the details of the person filing the return), and, on the following pages, the full tax return.Check the notice board in case you need to make any corrections.