User management in the AEAT APP
All APP users and notifications are securely stored on the AEAT servers. You can change your mobile device and reinstall the APP and easily recover the list of users and notifications of news and personal information that you had on your previous device.
The portfolio holder can register their portfolio with an electronic certificate or with Cl@ve, if you are registered in the system.
Identify the wallet owner and activate the device
If you are already logged in and the wallet holder's reference is no longer valid when you open the application, you will be given the option to renew it automatically.
If you open the app for the first time and there are no users added, go to the "Users" menu at the bottom and identify the wallet holder. You can identify yourself using Cl@ve Mobile Cl@ve or with electronic certificate.
Identification of the holder with Cl@ve
Press "Cl@ve Mobile Cl@ve" and on the next screen "Request access for APP", in the next window press "YES" and confirm the request in the APP Cl@ve if you already have it installed and activated.
The user (wallet holder) will be identified on the device and will receive their reference number.
If you do not have the APP Cl@ve installed and you click "Request access for APP" it will take you to the official Google, Apple and Huawei markets so you can install it.
If you do not have the Cl@ve APP activated or do not wish to install it at this time, click on the question "Can't you access with your session started in the Cl@ve APP?" and enter your DNI / NIE number and the required verification data (validity / issue date or support number).
It will give you the option to request the PIN to be sent via SMS after about 60 seconds.
Enter the PIN received by SMS and press "Activate device".
Identification of the holder with electronic software certificate
You can select this option if you already have a software electronic certificate on your device. If you do not have it on your device but you have a valid copy, import it to register in the user wallet with an electronic certificate.
Next, you will get a pop-up window with the certificates installed on the device, press "Select" and in the next window the name, surname and DNI of the holder will be reported, if it is correct, press "Continue".
The user is identified as the holder of the user portfolio and obtains their reference number for Income Tax procedures. The device is activated.
Add other users
You can add other users to the wallet by identifying them with the electronic certificate software of the user you wish to add, with Cl@ve and with its reference. Click "Add user" and follow the same steps as for the main user.
Note: If the user is not registered in Cl@ve the link to the registration will be offered so that the reference can be obtained with Cl@ve .
If you are going to add another user by identifying them with their reference, enter the DNI / NIE and the required verification data (validity date, issue date for permanent DNI or support number for NIE ) and press "CONTINUE".
Enter the reference number and press "IDENTIFY ME" or press "I DON'T HAVE A REFERENCE" to obtain it with Cl@ve, with the amount from box 505 of Income Tax 2024 (if the amount in the box is 0.00 you must indicate the IBAN) or with an electronic certificate.
The user will be identified and added to the user portfolio. The maximum number of people identified in the application will be 20.
Renew reference
If when adding a user the reference from the previous year is indicated, a message will appear indicating that the reference has expired and the option to renew it will be offered, providing the contrast data of DNI or NIE .
User management and personal area
In the "Users" box you can check the users identified in the user portfolio. If there is an active user, the "MANAGE MY USER" access will be displayed, from where you can deactivate them from the device and close their session.
Press "LOG IN" for a specific user to access the APP services with that user.
In the "MY PERSONAL AREA" section, which you can access from "Procedures" by clicking the icon at the top with the figure of a person, you can also find out the reference and the options available for the active user: "MANAGE MY USER", "CHANGE USER", "MY CENSUS DATA", "MY NOTIFICATIONS", "MY GRANTED POWERS OF ATTORNEY", "MY PENDING SIGNATURES" and "MY LATEST ACCESSES".
Note: If there is a spouse for the identified user, the possibility of identifying him/her will also be given in order to perform the calculation of the joint Income Tax return. However, you can choose not to identify it and calculate only the individual return.