How to obtain the reference of the Income file with Cl@ve
Using Cl@ve you can obtain the reference of the Income Tax file 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.
Starting on March 8, 2023 , previous references obtained during the 2021 Income campaign will no longer have effect. If you want to continue operating with a reference to access Income services, you must obtain a new reference that will be valid for Income 2022 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.
Remember that the reference is shown directly on the screen or in the APP.
Please note that to use this system you must be previously registered at Cl@ve .
Indicates the DNI or NIE . The following information to be communicated is automatically loaded: 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 issuance of your document. You can display the help links "How to get the date of...?" which explains how to locate this information in your DNI . Then press "Continue".
In the event that a NIE is indicated, 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 your foreigner 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). Then press "Continue".
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 identification system. If you are not registered in Cl@ve click on "Register in Cl@ve " to access the registration window.
To get the reference number with Cl@ve , press "Get reference with Cl@ve ".
The authentication request will be displayed on the screen with the data of the DNI / NIE , of the requesting organization, the 5-minute counter of validity of the request , the verification code and instructions to open the APP and confirm the request.
You will then receive a notification on your mobile device.
Open the APP and the authentication request will be displayed with Cl@ve Mobile with the same previous data. Press "Confirm" ; For security, a second confirmation will be requested. It will also be necessary to enter the authentication factor established for the mobile device (fingerprint, PIN, pattern, facial recognition, etc.). Finally, the message "Authentication completed" will be displayed.
On the website, the 6-character reference to manage Income will be displayed on the screen.
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.
You can also get a PIN by SMS and access by Cl@ve PIN, wait 60 seconds and the alternative option will be enabled. Click on "LOG IN WITH Cl@VE PIN BY SMS ".
Next, the authentication window using Cl@ve PIN and the notice of sending the PIN to the mobile phone will be displayed in the browser.
Enter the device to view the PIN through the APP Cl@ve or through SMS . The APP will indicate that there is a PIN request available, press this option, then enter the authentication factor established for the mobile device (fingerprint, PIN, pattern, facial recognition, etc.) and the PIN, the counter will be displayed of the expiration time (10 minutes) and the "COPY PIN" button.
Fill in the "PIN" box and press "Access".
Once the PIN has been entered, the 6-character reference to manage income will be displayed on the screen. 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 you obtain a new one through the browser, you 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. From the Renta portal, access "Renta WEB: Draft/declaration processing service" to generate your declaration, complete it if necessary and submit it. For the calculation and presentation of joint returns, the reference to the spouse's file or his Cl@ve will be essential.
Choose the access "Access by identifying yourself with Reference" and, on the next screen, write the reference. Press "Access".
Next you will access the Income file, where in the "Available Services" section you can check the procedures enabled at that time for you. Click on "Draft/Declaration (WEB Income)" to obtain the declaration with the tax data available to the AEAT at that moment, although you can add any other data that is not reported .
If you want more information about managing the reference from the Tax Agency APP, you can consult the help "Income Services in the Tax Agency APP".