2021 Income Tax

2021 draft tax return processing service (Renta WEB)

In the "Draft / tax return processing service (Renta WEB) 2021", taxpayers of any type of income will have access to the Income Tax services that are available at that time, as well as links to procedures and queries for that year.

Click on "Draft/return processing service (Renta WEB) 2021" and indicate your DNI or NIE to access with Cl@ve PIN or with the reference number of the current campaign or use the link "Access with certificate or electronic DNI" to identify yourself with an electronic certificate or DNIe.

Next, validate the Renta reference, identify yourself with your PIN or select your digital signature.Then indicate whether you are acting on your own behalf or as a representative and click "Confirm".

If you are acting on your own behalf, you will have direct access to the file, where you will have the following information:

• The processing status of the declaration.
• Available services include consulting tax information, census data or consulting and filing the pre-populated/tax return (Renta WEB).
• File history recording all file statuses and, if it has been filed, obtain a copy of the tax return filed from the link “Recording of the tax return…".

If you use the proxy access, the details of the principal for whom you are going to act are requested.

If a power of attorney has been registered for this NIF that allows the consultation and preparation of Renta, you will access the file.

In the case of a social collaborator, in order to access the Renta file, it is essential to provide the Renta reference valid for that taxpayer.

Once in the file, under "Available Services" click on "Draft/Tax return (Renta WEB)" to process the tax return;if you have already accessed Renta WEB at some other time, a pop-up window will inform you of the existence of a previous return, which you can recover from the option "Continue session", modify a previously filed return from "Modify filed return" or start a new procedure from "New return", incorporating the tax data again.Additionally, you will be able to choose the co-official language in which you wish to draw up the return.

If this is the first time you are accessing, the first screen will show the identification details of the declarant and the rest of the members of the family unit.If it contains incorrect or inaccurate information or some details have been omitted, you must amend it.Please note that the marital status and whether you have minor children or legally incapacitated children under extended or rehabilitated parental authority are data that cannot be changed at a later date.

If there is a spouse, to transfer their details click on "Authorise spouse" and indicate the reference of the current financial year or their Cl@ve PIN.If you do not want to enter your spouse's tax data, you must mark the box to calculate the individual tax return.

By clicking on the icon with the symbol of a pencil, you can change or enter new members of the family unit.To delete them, click on the cross icon.Once you have filled in the data, click on "Accept" at the bottom.

Tras aceptar la pantalla de datos identificativos, si la aplicación detecta que se deben trasladar a la declaración datos fiscales adicionales, sigue las instrucciones de las siguientes ventanas para incorporar esta información.If you do not need to add further information to generate the return, you will directly access the summary of results, from which you will be able both to check the result of the return for each modality and to complete the return, if necessary.

In the Summary of declarations you have an additional menu from which you can file the declaration, view the tax data allocated for each declarant or download a PDF with a preview of the generated declaration.To view it correctly, you will need to have a file viewer PDF installed on your computer.

At the top you will have other options:

• "Continue declaration" from where you can review and continue to complete the declaration.
• "Personal data" where you will see both personal and family data included in the declaration.
• "See transferred data" you will be able to check which data has been included in the declaration, which has not been included and the notes on the inclusion.
• "Save" allows you to save the session you have been working on.It is saved on the remote server of the AEAT Please note that when saving it will overwrite the previous saved declaration.
• From the video camera icon you can link to the different Renta 2021 help videos.
• "Help" from where you can access the Renta 2021 manual.

When you continue with the declaration, you can access the different sections of the declaration by clicking on the "Sections" button and use the arrow commands to move between the pages.Before submitting the return, check it for errors by clicking on the "Validate" button.If you need to go to a specific box or item on the declaration, click on the magnifying glass icon to help you with your search.

From this same window you can access the summary of results or "File tax return" to finish processing the tax return.

Select how you want to file your tax return, individual or joint.

First, select the type of return you wish to file.If the return has a refund result, check the code IBAN of the account to which you want the refund to be made.By default, the account IBAN indicated in the previous year will appear;However, you can change it on this screen.You can also select an account IBAN opened abroad (EU/SEPA) for the refund.

If the declaration results in an income you can select one of these payment options:

• To enter:

  • "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 will have to make the total payment from your bank by generating the NRC proof of payment, either at your branches or by electronic or telephone banking.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 methods of payment. Such as, for example, the recognition of debt with impossibility of payment or request for deferral, among others.You will also be able to opt for "Recognition of debt and payment by transfer", for citizens who have accounts opened in a NON COLLABORATING entity in the collection of taxes of the 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 "Accept" to submit the declaration.

If you select "Electronic payment" and tick "Payment by direct debit" or "Payment by credit/debit card" you must obtain the NRC through the payment gateway of the AEAT, if you tick "Enter NRC if you have paid by electronic banking" you must fill in the NRC in the corresponding box.

In addition, if you select "Other payment methods" you will be able to opt for the recognition of debt with impossibility of payment, request for deferral or payment by transfer if your bank is not a collaborating entity.

Finally, click "Accept" to complete the online filing;next check "Agree" and click on "Sign and Send" to complete the filing process.