How to file a tax return for Wealth Tax
To access the Heritage 2023 web form, identify yourself with an electronic certificate, DNIe , Cl@ve or reference of the owner.
If it is the first access, the initial page will be the one with identification data and language of the declaration that you can modify if necessary. After checking the initial screen, press "OK" to continue.
If you have already been working with the form, the system detects it and allows you to continue with the declaration or start a new one.
Once in the web form you can complete the declaration by browsing between the different pages that make it up or using the "Sections" button to access the different sections. It is possible to "Save" the declaration 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 3 and June 26, 2024, both inclusive. 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 of which you belong headline. It can be an open account in Spain or abroad ( EU /SEPA).
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.
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 Income/Return" window you can also obtain a file in the BOE format, adjusted to the current registration design, using the " Export button ##2##" located in the lower left corner, with the name NIF of the declarant, year, 0A and with extension .714.
Press "Agree" and then "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.