How to file the income tax return by means of a file generated with the help programme
You can file the income tax return prepared with an application from outside the Tax Agency by importing a file of the return with the data adjusted to the record layout published on the website under "Record layouts", "Forms 100 to 199".
Access the filing system from the electronic office, "IRPF", then click on "All the steps" in the block "Highlighted steps" and under "Filing by file" click on "Filing of returns by file generated with the help programme".
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.
In addition, using the buttons at the top, you can check the tax data that has been transferred for each declarant and access the different sections to check all the data.By clicking on "Show options", more buttons will be displayed 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.
From "Declaration sections", you will be able to access the different pages, to check all the data and continue completing the declaration.
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.
If the return is with result to be refunded, check the code IBAN of the account to which you wish the refund to be made.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 declaration has as a result an income , check, first of all, whether you wish to split it into two payments or not. This option will only be available during the Renta filing period.
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 the encoded data 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.
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.