How to obtain the reference number of the 2021 Income Tax file with box 505 of the 2020 fiscal year

The service for obtaining the income tax file reference enables you to obtain the reference immediately;with it you will be able to manage and speed up all the Renta services, prepare the tax return using the Renta WEB service and file it online, regardless of the result of the return.

From 8 March 2022, the references obtained during the 2020 campaign cease to have effect.If you want to continue operating with a reference to access Renta services, you will have to obtain a new reference with the amount of box 505 corresponding to the Renta 2020 tax return, which will be valid for Renta 2021 services.　

In the section of the website dedicated to the Renta 2021 campaign, under "Highlights", click on the link "Get your reference number".You can also obtain a valid reference when accessing any service at Headquarters that allows identification by reference, if you choose this access mode.

Now we will explain how to get a reference number using box 505 of the 2020 Income Tax return.The references obtained with the amount in box 505 for the financial year 2019 are no longer valid.

Please remember that the reference is displayed directly on the screen or on the app.

In the first window indicate DNI or NIE:

The following data to be communicated is automatically loaded:the date of validity 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 calendar feature to select the date.If the DNI is permanent (01/01/9999), the date of issue of your document will be requested.You can display the help links “How to get the date of...?”which explains how to locate this information on the DNI.

In the case that you indicate a NIE, the information that will be requested will be the support number that appears on the document.You can display the help links "How to obtain the support number...", which explain how to find this information on the foreigner's card, residence permit or EU citizen's certificate from EU and how to enter it correctly in the form.For more information on the support number, you can also consult the help point "Enter a valid support" (How to enter the support number).

If it is a NIF without a validity date, type K, L, M, the information you must provide is the date of birth shown on your document.

When you click "Continue" the application will offer different alternatives depending on the DNI or NIE indicated, recognising whether or not it is registered in Cl@ve so that you can use this alternative identification system.In this case, click “Get Reference number using box 505” or “Get reference number”.If the function to obtain a reference number by check box is disabled, these options will not appear.

After clicking to get a reference number, the system detects whether or not an Income Tax return was filed in the previous tax year.

• If an Income Tax return was filed for the 2020 tax year, whether in an individual or joint tax return, the field is enabled for you to enter the information from box 505 on your 2020 Income Tax return.Remember that it corresponds to the "general net tax base," not to any other amount or the result of the tax return.Check this box on the copy of last year's tax return or draft, in the "Document income or refund".To enter the amount correctly, do not use any symbol in the full number and separate the decimals with a comma.
• If no Income Tax return was filed during the 2020 tax year, you will be asked for the last five digits of the IBAN for which you appeared as the holder in 2021.You will also be asked for this information if the amount of box 505 of the 2020 Income Tax return is 0.00.

Once you have entered all the requested details, click on “Get reference number”.

You will be shown the 6-character reference number for managing Income Tax.Write down or copy this reference number so that you can use it later.Nevertheless, it is possible to get up to 10 Income Tax reference numbers per day, and each one will be different, automatically revoking the previous one.

Bear in mind that if you obtained your reference number from the app, when you get a new one on your browser, this will revoke the previous one. For this reason, you will need to identify yourself again on your mobile device.Remember that only the last reference number generated will be valid, whether it was acquired through the app or from the website.

Once you have the reference number, you can work with any of the Income Tax Campaign services available or those that permit identification in this way, such as the application of a Personal Income Tax certificate.

You will then be able to access your Income Tax file, where you will be able to check the procedures available to you at that time in the "Available Services" section.

If you would like more information on managing the reference number through the Tax Agency app, you can consult the help page “Income Tax Campaign Services in the Tax Agency app”.