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

The service for obtaining the reference number of the Income Tax dossier allows you to obtain the reference immediately; With it you can manage and streamline all the Income Tax services, prepare the tax return through the Renta WEB service and file it online, regardless of the result of the tax return.

Since 8 March 2023, the references obtained during the 2021 financial year have ceased to be effective. If you want to continue using a reference number to access Income Tax services, you will have to obtain a new reference with the amount in box 505 corresponding to the 2021 Income Tax return, which will be valid for the 2022 Income Tax services.　

You can obtain a valid reference when accessing any E-Office service that allows identification with a reference number, if you choose that access method. Also from the link "Get your reference number" in the "Manage" section of this help.

Below, we will show you how to obtain the reference number with box 505 of 2021 Income. The references obtained with the amount in box 505 of 2020 have ceased to be valid.

Remember that the reference is displayed directly on the screen or on the APP.

In the first window, enter the DNI or NIE:

The following data must be automatically loaded, which must be communicated: The validity date of the DNI in the format indicated, dd-mm-yyyy, day, month and year separated by hyphens (if you do not enter separation, the application will automatically add the scripts). You can also use the calendar available to select the date. If the DNI is permanent (01/01/9999), the date requested is the document issue date. You can display the help links "How to obtain the date of...?" which explains how to locate this information in the DNI.

If you indicate a NIE , the information requested will be the support number that appears in the document. You can download the help links "How to obtain the support number...," which explains how to locate this information on the foreign card, residence permit or citizen certificate from the EU and how to enter it correctly on the form. For more information on the support number, you can also consult the help "Enter valid support" (How to enter the support number).

If it is a Tax ID without a validity date, type K, L, M, the information you will have to provide will be the date of birth that appears in your document.

When you click on "Continue," the application will offer different alternatives depending on the DNI or NIE indicated, recognising whether or not you are registered in Cl@ve so that you can use this alternative identification system. In this case, click on "Obtain Reference with box 505" or "Obtain reference." If you are disabled to obtain the reference by box, these options will not appear.

After clicking to obtain the reference, the system detects whether or not Income was filed in the previous financial year.

• If you filed your Income Tax return for 2021, either in an individual or joint tax return, the field is enabled to provide the details of box 505 of the 2021 Income Tax return. Remember that it corresponds to the "General tax base" and not to another amount or the result of the tax return. Check that box in the copy of last year's tax return or draft, in the "Payment or return document." To correctly enter the amount, do not enter any sign in the entire number and separate the decimals by a comma.
• If you were not a 2021 Income Tax taxpayer, the last five digits of the IBAN of a bank account that you have recorded as the holder of in 2022 will be requested. This information will also be requested if the amount in box 505 of the 2021 Income Tax is 0.00.

Once all the requested data has been entered, click on "Obtain reference."

The reference will be displayed to manage Income Tax. 6 Write or copy this reference to later use it. However, up to 10 Income Tax references are allowed per day and each of the references received will be different and will automatically revoke the one generated previously.

Please note that if you have obtained a reference from the app, when you obtain a new one through the browser, you will revoke the previous one, so you will have to identify yourself again on your mobile device. Remember that only the last reference generated will be valid, either through the APP or from the page.

Once you have obtained the reference number, you can manage any of the Income Tax services available or those that allow identification in this way, such as requesting a tax certificate for Personal Income Tax.

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

If you would like more information on the management of the reference from the Tax Agency APP, you can consult the help "Services offered by the Tax Agency APP."