How to file a Renta tax return by file generated with an assistance program

You can submit the Income Tax return prepared with an application other than the Tax Agency by importing a file of the return 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 headquarters, " IRPF ", then click on "All procedures" in the "Highlighted procedures" block and within "Presentation by file" click "Presentation of declarations by file generated with a help program".

Identify yourself with a digital signature (certificate or electronic DNI ) by clicking on "Certificate or electronic DNI ", with Cl@ve Mobile, with a reference number or through access for EU citizens (eIDAS).

On the next page, click the button "Import XML " and locate the file with the declaration data.

The Declaration Summary will be displayed below with the declaration data of the declarant(s). From this window you can:

• "Submit statement" if you agree with the result.
• "View tax data" to consult the data entered.
• "Preview" of the statement where you get a PDF that serves as a reference but is not suitable for filing.

In addition, using the buttons at the top, you can access the different sections to check all the data, the Practical Income Manual 2023 with the "Help" button and the tutorial videos. By clicking "Show options", more buttons will be displayed that will allow you to consult personal identification data 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 filing the declaration, check whether there are any errors in the completion by clicking the "Validate" button.

Notices do not prevent you from filing your return and are indicated to review your completion. If the message is an error, you must correct it so that the declaration is considered valid at the time of filing. To review the warnings or errors, press the "Go to Warning" or "Go to Error" button.

Once you have checked that there are no errors, review the data and, if it is correct, click "Submit return" from the return sections or from the return summary.

If the declaration is with resulting in a refund , check the IBAN code of the account to which you want the refund to be made. By default, the account IBAN that you 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 , first indicate whether you want to split it into two payments or not. This option will only be available within the deadline for filing Income Tax Returns.

You will then be able to select various payment options.

• Direct debit of the amount to be paid . Submission by direct debit may be made from April 3 to June 26, inclusive. Select the option "Direct debit of the amount to be paid" and enter the IBAN of the account into which you want the refund to be made.

• To enter with Electronic Payment . In this case you can choose from three payment methods:

  • Payment by direct debit from account . It will connect you to the payment gateway to obtain the NRC at that time, charging 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 full payment from your Bank, generating the NRC proof of payment, either at their offices or through electronic banking offered by your bank. You will then need to enter the NRC in the "Reference number NRC " box.

• To be entered with Bank/Cashier deposit document . It allows you to obtain the income document to pay it at the Bank or Cash Register. With this option, the declaration will remain pending payment at your financial institution.

• Other payment methods . For example, the recognition of debt with impossibility of payment, request for deferment or payment by transfer to an account of a Non-Collaborating Entity, among others.

After selecting the payment method, press "Accept" to submit the declaration.

Remember that in joint declarations it will be necessary to indicate the reference or PIN code obtained for the spouse, to file the declaration, 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 any warnings, you will be informed of them before you proceed with signing and sending the declaration. Click "Continue" if you wish to proceed.

In the new window, check the "I agree" box and click "Sign and Send" to complete the filing of the declaration. The "Declaration information" button will display the encoded data of the declaration.

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 containing a first page with the submission information (registration entry number, Secure Verification Code, receipt number, day and time of submission and presenter data) and on the subsequent pages, the submitted declaration.

You can print or save this page as proof of the information from your online submission. To print the page, right-click it and choose "Print" from the menu or click the printer icon at the top edge.

In cases where there is recognition of debt, a link to submit the deferral or compensation request will be displayed on the response sheet for successfully submitting the request. Click on "Process debt" and the settlement details will appear with the debtor's details and the settlement code. You will have to choose between one of the available options: defer, compensate or pay.

If you access "Renta WEB" again. Draft/declaration processing service (Renta WEB)", 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 recognition and payment by transfer" the document proving the submission will be displayed with the CSV (Secure Verification Code) along with a list of important notices about the payment, which is still pending entry. This window allows you to generate a PDF with the instructions to carry out the bank transfer.