How to obtain the reference of the Income file with box 505 for fiscal year 2021
The service for obtaining the reference of the Income file allows you to obtain the reference immediately; With it you will be able to manage and streamline all Income services, prepare the declaration through the Income WEB service and present it online, regardless of its result.
As of March 8, 2023 , the references obtained during the 2021 campaign cease to have effect. If you want to continue operating with a reference to access Income services, you will have to obtain a new reference with the amount in box 505 corresponding to the 2021 Income tax return and which will be valid for 2022 Income services.
You can obtain a valid reference when accessing any Headquarters service that allows identification by reference, if you choose that access mode. Also from the link "Get your reference number" in the "Managements" section of this help.
Below, we show you how to obtain the reference with box 505 of Income Tax 2021 . The references obtained with the amount in box 505 for fiscal year 2020 are no longer valid.
Remember that the reference is shown directly on the screen or in the APP.
In the first window select the type of identification you want to use.
If you choose to identify yourself with Reference number , indicate your DNI or NIE and the access reference for fiscal year 2022 or press "I don't have a reference" to obtain a new one, if you don't have one.
- If you indicate a NIF, you will have to write the validity date of the DNI in the indicated format, dd-mm-yyyy, day, month and year separated by hyphens (if you do not enter a separation, the application will add the hyphens automatically). You can also use the available calendar to select the date. If the DNI is permanent (01/01/9999) , the date that will be requested is the date of issue of the document. You can display the help links "How to get the date of...?" which explains how to locate this information in the DNI .
In the event that you indicate a NIE , the information that will be requested will be the support number that appears in the document. You can display the help links "How to obtain the support number...", which explains how to locate this information on the foreigner's card, residence permit or EU citizen certificate and how to enter it correctly on the form. For more information about the support number, you can also refer to the help "Enter valid support" (How to enter the support number).
If it is a NIF without validity date, of type K, L, M , the information you will have to provide will be the date of birth that appears on your document.
When you press "Continue" the application will offer different alternatives depending on the DNI or NIE indicated, recognizing whether or not you are registered in Cl@ve so you can use this alternative identification system. In this case, press "Get Reference with box 505" or "Get reference". If you are disabled from obtaining the reference through a checkbox, these options will not appear.
After clicking to obtain the reference, the system detects whether the previous year presented Income or not.
- If you filed an Income Tax return for the 2021 financial year, whether in an individual or joint return, the field is enabled to provide the data in box 505 of the 2021 Income Tax return. Remember that it corresponds to the "General taxable base subject to tax" and not to another amount or to the result of the declaration. Check that box on the copy of last year's return or draft, in the "Income or return document." To correctly record the amount, do not enter any sign in the whole number and separate the decimals by a comma.
- If you were not a 2021 Income Tax filer, the last five positions of the IBAN of a bank account of which we know that you were the owner in 2022 will be requested. This information will also be requested in the event that the amount in box 505 of the 2021 Income is 0.00.
Once all the requested data has been entered, click on "Get reference".
The 6-character reference will be displayed to manage Income. Write down or copy this reference so you can use it later. However, it is allowed to obtain up to 10 Income references per day and each of the references received will be different and will automatically revoke the one generated previously.
Keep in mind that if you have obtained a reference from the APP, when obtaining a new one through the browser, it will revoke the previous one so you will have to identify yourself again on the mobile device. Remember that only the last reference generated will be valid, whether through the APP or from the page.
Once you have obtained the reference, you will be able to manage any of the available Income services or those that allow identification in this way, such as requesting a Personal Income Tax tax certification.
Next you will access your Income file, where in the "Available Services" section you will be able to check the procedures enabled at that time for you.
If you want more information about managing the reference from the Tax Agency APP, you can consult the help "Services offered by the Tax Agency APP".