How to file a Renta tax return by file generated with an assistance program
You can present the Income Tax return prepared with an application other than the Tax Agency by importing a file of the declaration with the data adjusted to the registration design published on the website in "Registration designs", "Forms 100 to 199".
Access the presentation from the electronic office, " IRPF ", then click on "All procedures" in the "Featured procedures" block and within "Presentation via file" click "Presentation of declarations through a file generated with the help program".
Identify yourself with a digital signature (certificate or DNI electronic) by clicking on "Access with certificate or DNI electronic" or by identification with Cl@ve or reference number by entering DNI or NIE and the contrast information, or with Cl@ve Mobile by scanning the QR code.
On the next page, press the button "Import XML " and locate the file with the declaration data.
Below, the Summary of the declaration will be shown with the declaration data of the declarant(s). From this window you can:
- "Submit a statement" if you agree with the result.
- "View tax data" to consult the data entered.
- "Preview" of the declaration where you obtain a PDF that serves as a consultation but is not suitable for presentation.
Additionally, using the buttons at the top, you can check the tax data that has been transferred for each filer and access the different sections to check all the data. By clicking "Show options", more buttons will be displayed 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.
From "Declaration sections", you can access the different pages to check all the data and continue completing the declaration.
Before submitting the declaration, check if there are any errors when completing it by pressing the "Validate" button.
The notices do not prevent the filing of the declaration and are indicated to review 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.
Once you have verified that it does not contain errors, review the data and, if they are correct, click "Submit declaration" from the declaration sections or from the declaration summary.
If the declaration is with result to return , check the IBAN code of the account to which you want the refund to be made. By default, the account IBAN that was indicated in the previous exercise will appear; However, you can modify it on this screen. You can also select an account IBAN opened abroad ( EU / SEPA ) for the refund.
If the declaration results in income as , mark, first of all, whether you want to split it into two payments or not. This option will only be available within the deadline to file Income Tax.
You will then be able to select various 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 "Direct debit of the amount to be deposited" option and enter the IBAN of the account to which you want the refund to be made.
To be entered with Electronic Payment . In this case you can choose three payment methods:
Payment with debit to account . It will connect you to the payment gateway to obtain the NRC at that time, debiting the amount to the account you assign.
Payment by credit/debit card . It will connect you to the payment gateway to get the NRC at that time using your credit or debit card.
Enter NRC of a payment already made . 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.
To be entered with an income document for Bank/Cash . It allows you to obtain the income document to pay it at the Bank or Cashier's Office. Through this option, the declaration will remain 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 a certificate). 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. The coded data will be displayed in the "Declaration information" button.
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.
If you selected "Debt acknowledgment and payment by transfer" the document-receipt of the presentation will be displayed with the CSV (Secure Verification Code) along with a list of important notices about the payment, which is still pending admission. This window allows you to generate a PDF with the instructions to carry out the bank transfer.