How to obtain the reference of the Income file with box 505 for fiscal year 2022
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.
From March 12, 2024 , the references obtained during the 2022 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 2022 Income tax return and which will be valid for Income 2023 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 2022 . The references obtained with the amount in box 505 for fiscal year 2021 are no longer valid.
Remember that the reference is shown directly on the screen or in the APP.
If you access from a Rental service and choose to identify yourself with Reference number in the first window select the type of identification you want to use, in this case click on "Reference Number".
Afterwards, the window will appear for you to indicate your DNI or NIE and the access reference for the 2023 financial year, if you do not have a reference press " I don't have a Reference" to get a new one.
If you want to obtain the reference from the "Get your reference number" option in the "Managements" section, and then enter the Income services, you will find the following window, press "Number of DNI / NIE and exercise box".
Whether you access from an Income service, pressing the "I don't have a reference" button or if you enter through the "Get your reference number" option, you will obtain the identification window so you can enter your DNI or NIE .
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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 don't enter 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 consult the help link "How to obtain the validity date or issue date of your DNI ?" which explains how to locate this information in the DNI .
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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 consult the help link "How to obtain the support number of your document", which explains how to locate this information on the foreigner's card, residence permit or certificate of citizen of the EU and how to enter it correctly on the form.
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.
Press "Continue."
NOTE . If you are disabled from obtaining the reference through a checkbox, these options will not appear.
After clicking "Continue", the system detects whether or not you submitted income in the previous year.
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If you submitted an Income Tax return for the 2022 financial year, whether in an individual or joint return, the field is enabled to provide the data in box 505 of the 2022 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.
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If you were not a 2022 Income Tax filer, the last five positions of the IBAN of a bank account of which we know that you were the owner in 2023 will be requested. This information will also be requested in the event that the amount in box 505 of the 2022 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.
By reference 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 "User management in the APP- AEAT ".