How to file a tax return for Wealth Tax via a corporate collaboration
Social collaborators adhering to the corresponding agreement may present the 2023 Wealth declaration of third parties through the option "Heritage declaration processing service for collaborators."
Identify yourself with your electronic social collaborator certificate. If you are not registered as a collaborator or an error appears, consult the information related to Social Collaboration.
In a first window you will have to indicate the DNI or NIE of the taxpayer. If you want to incorporate the taxpayer's tax data into the declaration, click on " Accept with DF " and the application will ask you for the holder's reference number . In the event that it is not possible to obtain the reference due to the particular conditions of the declarant, press " Accept without DF " to complete the form 714 from scratch, without the automatic incorporation of data to the declaration.
If you press "Accept with DF " the system will ask you for the reference number of the holder to incorporate the taxpayer's tax data directly into the different sections of the declaration.
If you have previously accessed the form using the "Accept with DF " button and have saved the declaration, the system recognizes that you have been working in a previous session of WEB Heritage and allows you to recover the declaration by clicking "Continue" or start a new one by clicking "New Declaration".
If you have previously accessed the form using the "Accept without DF " button and you did NOT identify the owner with their reference number, you will not have the "Continue session" button.
If this is the first access, additional information may be requested to enter tax data, but if you do not need to enter additional information to generate the declaration, you will access the initial page of identification data and language of the declaration, which you can modify if was necessary. After checking the initial screen, press "OK" to continue.
Once in the web form you can complete the declaration by browsing between the different pages that make it up or use the "Sections" button to access the different sections. You can "Save" the declaration if you have accessed it using the "Accept with DF " button and identifying the owner with a reference number. You can recover the declaration in a new session by clicking "Continue" in the initial window.
If you have accessed the form using the "Accept without DF " button, the "Save" button will not appear in the toolbar.
Once completed, check the result on the last page, in "Income Document" or directly press "Formalize Income/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 3 and June 26, 2024. 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 holder the taxpayer.
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)" button, to link to the payment gateway and obtain the NRC proof of payment. To use the taxpayer's account, you must have received a power of attorney to process the payment of your proxies in the PAGOAPODECCC process. If you are not a representative, you must use a NRC previously obtained by the taxpayer.
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.