How to file a draft or tax return via Renta WEB with reference
To access the 2022 Income presentation with reference, first complete your DNI or NIE .
Next, you must complete the required contrast information depending on the type of document. At the bottom, you will find the corresponding help links to locate the required information on your identity document.
- Validity date , for DNI .
- Issue date , for permanent DNI (01-01-9999).
- Support number , if it is a NIE .
- Date of birth , if it is a NIE that begins with the letters L, M and K.
After entering the information correctly, press "Continue".
Once you have identified yourself, a guided process of obtaining a reference begins, in which the application will detect the taxpayer's situation and offer the options available in each case.
If you have already registered in Cl@ve , you can access the Renta services this way. However, the option to obtain a reference is also offered, both with Cl@ve and with the amount in box 505 of Income 2021.
If you have not registered in the system Cl@ve , the link to the registration will be offered (recommended) and the option to obtain the reference will be shown with the amount in box 505. In addition, depending on the taxpayer's situation, in certain cases the option to obtain the reference through the video call service will also be offered.
If you want to obtain the reference with box 505 and the system detects that you were not a 2021 Income Tax filer or the amount in box 505 is zero, you must indicate the last 5 digits of the code IBAN of a bank account that you held in 2022.
If the system detects that you submitted 2021 Income and that the amount in box 505 is not zero, it will request the amount in box 505, which corresponds to the amount of the general taxable base subject to tax and not with another amount, nor with the result of the declaration. Enter the amount with the whole number without separation in thousands and the two decimals separated by a comma. Click "Get Referral."
When all the identifying data have been validated, the reference will be displayed on the screen. Write it down to identify yourself in the Income services and click "Close".
This reference is not unique and you can request it up to 10 times a day. The last reference obtained will automatically revoke the previously generated one. There is no limit on applications until the next campaign.
After closing the obtaining window, enter the reference obtained (remember that you can also obtain it using the mobile application APP AEAT ). If you do not yet have a valid reference, click "I don't have a reference" to obtain one. If you have questions about how to obtain the reference, you can consult the help "How to obtain the reference of your Income Tax file".
Once in your file, access the "Draft/Declaration (WEB Income)" option in the "Available Services" section to consult the draft, modify it or submit the declaration.
If you have already accessed Renta WEB at some other time, a pop-up window will inform you of the existence of a previous declaration, which you can recover from the "Continue session" option, or start a new one, incorporating the tax data from the option "New Declaration." You can also choose the language in which you want to make the declaration.
If you have already submitted the return, the program will detect that there is already a return submitted for this year and will also give you the option to rectify it using the "Modify submitted return" button.
If you press "Continue session" you will directly access the "Summary of declarations". From this window you can continue with the incorporation of data in the declaration if necessary and if you agree with the result you can press "Submit declaration" in the modality you want (declarant, spouse or joint) depending on the most favorable situation.
If you click "New Declaration" the window will be loaded with the "Identifying data" of the declarant and the rest of the declarants, if you are part of a family unit. If you want the program to only calculate the individual return of the filer, check the box "If you want the program to only calculate the individual return of the filer, check here" located at the top above the declarant's data.
Declarations with spouse
If you have not checked the box to calculate the individual declaration and you are part of a family unit, you will need to process the authorization of the data of the spouse and children who have obtained income, by reference or Cl@ve . This way you can check which is the most favorable tax option and make the calculations corresponding to each modality (joint or individual).
In this case, press the " Reference/ Cl@ve PIN" button in the "Spouse Authorization" section and in a pop-up window you will be able to include the reference or identification with Cl@ve indicating the access key code and the PIN received in the APP or by SMS . If the data is correct, press "Confirm" to continue with the processing.
If you have questions about how to obtain the Income Tax reference number or how to obtain a PIN code using Cl@ve , consult the available help.
From this same window you can modify or add information to the reflected data. Keep in mind that the family situation (marital status, among others) cannot be modified later. By clicking the icon with the pencil symbol you can modify or introduce new members to the family unit. To delete them, press the cross icon.
Verify the identification data and click "Accept" at the bottom.
If any of the taxpayers are not required to submit a declaration, a pop-up will be displayed informing them of this.
Data transfer with additional information
Upon accepting the identification data window, a notice is displayed requesting additional information if applicable.
Select the "Yes" box in the "Incorporate" column to transfer them to the return. After completing the data by answering the questions that appear and providing the necessary additional data, you will be able to reach the results table and from there continue making modifications or submit the declaration.
If you do not need to enter additional information to generate the declaration, you will directly access the declaration summary from where you can both check the result of the declaration for each modality and complete the declaration if necessary.
If there is any data not incorporated into the declaration, a window will be previously displayed informing each taxpayer individually about what data is not incorporated specifically, so that they can be completed in the corresponding section of the declaration. You can consult the incorporation notes, with more detailed information, through the "View tax data" button, located at the top, and complete the data later in the corresponding section.
Summary of statements
From each of the declarations, you can download a PDF with the preview of the declaration of each declarant or joint one, which is not suitable for presentation but can serve as a reference. Keep in mind that, in order to view documents in PDF format, it is necessary to have a PDF file viewer installed on your computer. If you agree with the result, you can click on "Submit declaration" in the modality you want (Declarant, Spouse or Joint), depending on the most favorable situation.
At the top, you have a menu from which you can check the tax data that has been transferred for each filer and access the different sections to check all the data and continue completing the return, through the "Declaration sections" button.
By clicking "Show options", more buttons will be enabled that will allow you to consult the identification data, save the declaration on the AEAT server or search for a specific box in your declaration.
Filing the return.
Before submitting the declaration, check if you have any errors when completing it by clicking the "Validate" button.
The notices do not prevent you from submitting the declaration and are only for you to verify completion. If the message is an error, you must correct it so that the declaration is considered valid at the time of submission. To review the warnings or errors, press the "Go to Warning" or "Go to Error" button. Remember that the notices only recommend the review of some sections, but do not prevent the presentation of the declaration. Errors must be corrected for said presentation
Once you have verified that the declaration does not contain errors, click "Submit declaration". Keep in mind which modality you are in at the time of submitting the declaration.
If the declaration is to be returned , choose if you want the return by transfer or if you want to waive the return in favor of the Public Treasury. Check the IBAN code of the account you want the refund to be made to. By default, the account IBAN indicated in the previous exercise will appear; However, you can modify it in this step.
You can request a refund by transfer through an account opened in a financial institution established abroad ( EU / SEPA ). Indicates the requested data.
There is also the option of refund by transfer through a foreign entity that does not belong to the EU / SEPA area.
If the declaration results in an income, first mark whether you want to split it into two payments or not.
Next, you can select several payment options:
Direct debit of the amount to be deposited . The presentation with direct debit can be made from April 11 to June 27, both inclusive. Select the option "Direct debit of the amount to be deposited" and enter the IBAN of the account to which you want the refund to be made.
To enter :
To be entered with Electronic Payment . You must make the total deposit from your Banking Entity by generating NRC proof of payment, either at its offices or through electronic banking offered by your entity. Subsequently, you must enter the NRC in the "Reference number NRC " box. The other options, such as "Payment with account charge" or "Payment with credit/debit card", can only be selected if you use an electronic certificate, DNIe or Cl@ve .
To be entered with an entry document for Bank/Cash ". It allows you to obtain the income document to pay it at the Bank or Cashier's Office. Using this option, the declaration will be submitted electronically but pending payment at your financial institution.
" Other payment methods ". Such as, for example, the recognition of debt with impossibility of payment, request for deferral or payment by transfer to an account of a Non-Collaborating Entity, among others.
After selecting the payment method, press "Accept" to submit the return.
Remember that in joint returns it will be necessary to indicate the reference or PIN code obtained for the spouse, to file the return regardless of the type of access of the declarant (in this case with reference). The reference number is individual for each declarant.
If there are notices, you will be informed before continuing to sign and send the declaration. Press "Continue" if you wish to continue.
In the new window, check the "Agree" box and press "Sign and Send" to complete the presentation of the return. In the "Declaration information" button, its data will be displayed.
When your return has been submitted you will see the message "Your submission has been completed successfully" and the assigned secure verification code. In addition, a PDF will be displayed that contains a first sheet with the presentation information (registration entry number, Secure Verification Code, receipt number, day and time of presentation and details of the presenter) and on the following pages, the presented declaration.
You can print or save this page as proof with the information of the presentation made online. To print the page right-click and choose "Print" from the menu or click the printer icon at the top edge.
In cases in which there is acknowledgment of debt, a link will be displayed on the successful submission response sheet to submit the deferral or request for compensation. Press "Process debt" and the settlement details will appear with the debtor's data and the settlement key. You must choose between one of the available options: defer, compensate or pay.
If you access "Renta WEB. Draft/declaration processing service (WEB Income)", you will see that in the "File History" section, "Recording of your declaration" appears with the date on which it was made. Also check that the message "Your declaration is being processed" appears at the top.