How to file a draft or tax return via Renta WEB with Cl@ve PIN
Access to processing your tax return from Renta WEB is available through the Cl@ve PIN system.First, enter your DNI or NIE.
Then indicate the contrast data for obtaining the PIN.If it is a DNI, enter the validity date;if the DNI is permanent (validity date 01/01/9999) you must enter the date of issue.For a NIE, you must enter the support number.You can consult the help on obtaining Cl@ve PIN in the block on the right-hand margin "Related information of interest".
If you have already registered with Cl@ve PIN, the application will recognise it.Click on "Sign in with Cl@ve (recommended)":
Then click on "Get PIN" and you will receive the PIN via the APP, if you have it installed, or via SMS.
Enter your PIN in the identification box and access your file.Please note that if you do not have the APP installed, you will have to wait a few seconds to receive the message request notice SMS.If so, click on "Request sending of SMS".
After identifying yourself with Cl@ve PIN, select the type of action:en nombre propio o como representante.
Once you are in your file, go to the "Draft/Statement (Renta WEB)" option in the "Available services" section.
If you have already accessed Renta WEB at some other time, a pop-up window will inform you of the existence of a previous return, which you can recover from the "Continue session" option or start a new one, incorporating the tax data from the "New Return" option.You will also be able to choose the language in which you wish to make the declaration.
If you have already filed the return, the programme will detect that a return has already been filed for this year and will also give you the option to rectify it by clicking on the "Modify filed return" button.
If you click "Continue session" you will go directly to the "Summary of declarations".From this window, you can continue with the incorporation of data in the declaration using the button "Declaration sections" and, if you agree with the result, you can click on "File declaration" in the mode you wish (Declarant, Spouse or Joint), depending on the most favourable situation.
If you click on "New declaration", the window with the "Identification details" of the declarant and the rest of the declarants, if you are part of a family unit, will load.If you only want the programme to calculate the individual declaration of the declarant, tick the box "If you only want the programme to calculate the individual declaration of the declarant, tick here" located at the top, above the declarant's details.
Declaraciones con cónyuge
If you have not ticked the box to calculate the individual tax return and you are part of a family unit, you will need to process the authorisation of the details of the spouse and children who have obtained income, by means of a reference or Cl@ve PIN.This way you can check which is the most favourable tax option and make the corresponding calculations for each modality (joint or individual).
In this case, click on the button "Reference/ Cl@ve PIN" in the section "Spouse authorisation" and in a pop-up window you can include the reference or the identification with Cl@ve PIN indicating the password code and the PIN received in the APP or by SMS.If the data is correct, click on "Confirm" to continue with the process.
If you have any doubts about how to obtain your Renta reference number or how to obtain a PIN code using the Cl@ve system, consult the help available.
From this same window you can modify or add information to the reflected data.Please note that the family situation (e.g. marital status) cannot be changed at a later stage.Click on the pencil icon or double-click on the box to modify or enter new members in the household.To delete them, click on the cross icon.
Verify the identification data and click "Accept" at the bottom.
If any of the taxpayers are not obliged to file a return, a pop-up will be displayed informing them of this.
Traslado de datos con información adicional
When accepting the identification data window, depending on the tax data, a warning may be displayed requesting additional information to transfer additional data to the declaration.
Select the "Yes" box in the "Incorporate" column to transfer them to the declaration.After completing the data by answering the questions that appear and providing the necessary additional data, you will be able to go to the summary of declarations and from there continue to make modifications or file the declaration.
If you do not need to enter additional information to generate the return, you will have direct access to the summary of returns, from where you can both check the result of the return for each type of return and complete the return if necessary.
If there is any information that has not been included in the return, a window will appear beforehand informing each taxpayer individually about the specific information that has not been included, so that you can fill it in in the corresponding section of the return.You can consult the incorporation notes, with more detailed information, by clicking on the "See tax data" button at the top of the page, and then fill in the data in the corresponding section.
Summary of returns
From each of the declarations, you can download a PDF with a preview of the declaration for each declarant or joint declaration, which is not suitable for filing but can be used for consultation.Please note that in order to be able to view documents in PDF format you need to have a file viewer PDFinstalled on your computer.If you agree with the result, you can click on "File declaration" in the mode of your choice (Declarant, Spouse or Joint), depending on the most favourable situation.
At the top, you have a menu from which you can check the tax data that has been transferred for each taxpayer and access the different sections to check all the data and continue completing the tax return, using the "Tax return sections" button.
By clicking on "Show options", more buttons will be enabled that will allow you to consult the identification data, save the return on the server of the AEAT or search for a specific box on your return.
Filing the return.
Before filing the tax return, check to make sure you have not made any errors when filling out the form and click on the button "Validate".
The notices do not prevent you from filing the return and are only for you to verify the completion of the return.If the message is an error message, you must correct it so that the return is considered valid at the time of filing.To review warnings or errors click on the "Go to Warning" or "Go to Error" button.Remember that the notices only recommend the revision of some sections, but do not prevent the filing of the return.Errors do need to be corrected for this presentation.
Once you have checked that it contains no errors, click on "Submit declaration".Please bear in mind which tax category you are in at the time of filing your tax return.
If the result of the return is a refund, choose whether you want the refund by transfer or whether you want to waive the refund in favour of the Treasury.Check the code IBAN of the account to which you want the refund to be made.By default, the account IBAN indicated in the previous year will appear;However, you can change it in this step.
You can apply for a refund by transfer through an account opened with a financial institution established abroad (EU/SEPA).Indicate the requested data.
There is also the option of a refund by transfer via a foreign bank outside the EU/SEPA area.
If the return results in an income, check first whether you want to split it into two payments or not.
You will then be able to select various payment options.
Direct debit of the amount to be paid.Submission by direct debit can be made from 11 April to 27 June inclusive.Select the option "Direct debit of the amount to be paid" and enter the IBAN of the account to which you want the refund to be made.
To enter with Electronic Payment.In this case you will be able to choose between three payment methods:
Payment by direct debit.You will be transferred to the payment gateway to obtain the NRC, with the amount charged to the account introduced.
Payment by credit/debit card.You will be transferred to the payment gateway to obtain the NRC, using your credit or debit card.
Enter NRC of a payment already made.You must make the full deposit from your Bank by generating the NRC payment receipt, whether at one of its branches or using the electronic banking service offered by your bank.Next, enter the NRC in the "NRC Reference number" box.
To be paid with Bank/Caja deposit document.Allows you to obtain the income document to pay at the bank or cashier's office.This option means that the tax return will be pending payment at your financial institution.
Other payment methods.Such as, for example, the recognition of debt with inability to pay, request for deferment or payment by transfer to an account of a non-Collaborating Entity, among others.
After selecting the payment method, click "OK" to submit the declaration.
Remember that in joint returns it will be necessary to indicate the reference or PIN code obtained for the spouse in order to file the return, regardless of the type of access of the declarant (in this case with a certificate).The reference number is unique for each taxpayer.
If there are any warnings, you will be informed of them before you continue with the signing and sending of the declaration.Click "Continue" if you wish to proceed.
In the new window tick the "I agree" box and click "Sign and Send" to complete the filing of the declaration.The "Tax return information” will show details of the return.
When your return has been submitted you will see the message "Your submission has been successful" and the assigned secure verification code.In addition, a PDF will be displayed containing a first page with the filing information (registration entry number, Secure Verification Code, receipt number, date and time of filing and data of the filer) and on the following pages, the declaration filed.
You can print or save this page as a receipt with the information of the online submission.To print the page, right click on the mouse and select "Print" on the menu or click on the printer icon at the top.
In the cases with acknowledgement of debt, on the reply sheet of successful returns, a link will be displayed to which to submit the deferral or compensation request.Click on "Process debt" and the details of the settlement will appear with the debtor's details and the settlement key.Choose between one of the options available.defer, clear or pay.
If you access again to "Renta WEB.Draft/return processing service (Renta WEB)", you will see that in the "File History" section you will see "Recording of your return" with the date on which it was filed.Also check that the message "Your declaration is being processed" appears at the top.