How to file the income tax return by means of a file generated with the help programme
You can file the Renta 2021 tax return prepared with a help programme by importing a file with the return with the data adjusted to the register design published on the website under "Register designs", "Forms 100 to 199".
Access the filing system from the E-Office, "IRPF", then click on "All the steps" in the block "Featured steps" and under "Filing by file" click on "Filing returns".
Identify yourself with a digital signature (certificate or DNI electronic) by clicking on "Access with certificate or DNI electronic" or by means of the Cl@ve PIN identification system or reference number by entering DNI or NIE and the contrast data.
On the following page click on the button "Import XML" and locate the file with the declaration data.
The Summary of the tax return will then be displayed with the tax return data of the declarant(s).From this window you can:
- "File tax return" if you agree with the result.
- "View tax information" to consult the information entered.
- "Preview" the tax return where you get a PDF which serves as a reference but is not for filing.
- See the completed "Personal details" for the declarant(s).
- "Continue with the tax return" if you need to check or continue adding information to the tax return.
If you enter in "Continue with the tax return", you can access the different pages of the tax return from the panel or from "Sections" to check all the details and finish filling in the tax 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 the filing of the return and are flagged for review of completion.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.
Once you have checked that there are no errors, check the information and, if correct, click on "File tax return" from the sections of the tax return or from the tax return summary.
First, select the type of return you wish to file.If the tax return results in a refund, check the IBAN code of the account into which the refund will be paid.By default, the IBAN account you provided in the previous tax period will appear;However, you can change it on this screen.You can also select an IBAN for an overseas account (EU/SEPA) for the refund.
If the tax return requires a payment, split payment in two instalments and direct debit will be selected by default;however, you can select a different payment method that does not involve direct debit or payment by instalments, so you can select one of these options:
To pay:
"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 indicated.
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 if you have paid via online banking.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.Next, enter the NRC in the “NRC Reference number" box.
“Document to pay at bank/savings bank".You can get a paying-in document to deposit it at the bank or building society.If you select this option your tax return will be filed electronically but pending payment at the financial institution.
Other payment methods.For example, acknowledgement of the debt if you are unable to pay or a request for deferred payment, among others.You can also select "Acknowledgement of debt and payment by transfer", as an option for citizens who have accounts opened in a NON-COOPERATING entity in the collection of taxes from AEAT.In this case, payment will be considered to have been made on the date on which the transfer is received by the Tax Agency.
After selecting the payment method, click "OK" to submit the declaration.
Next, if there are notices, you will be informed before signing and sending the tax return.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 the encoded data of the return.
Finally, if everything is correct, you will receive a reply form with the words "Your submission has been successfully completed" and a Secure Verification Code so that the authenticity of the declaration can be checked in Sede electrónica in the section "Notificaciones y cotejo de documentos", "Cotejo de documentos con CSV", "Cotejo de documentos electrónicos", "Cotejo de documentos mediante código seguro de verificación", plus an embedded PDF which contains a first page with the information on the submission (registration entry number, Secure Verification Code, receipt number, date and time of submission and details of the submitter) and, on the following pages, the complete copy of the declaration.
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 "Process debt".
If you selected "Acknowledgement of debt and payment by transfer", the document supporting the submission will be displayed with the CSV (Secure Verification Code) together with a list of important notices about the payment, which is still pending.This window allows you to generate a PDF with the instructions to carry out the bank transfer.