Income Tax 2024

Draft tax return processing service for 2024.

In the "Draft/Declaration Processing Service (Income Tax WEB) 2024" taxpayers of any type of income will have access to the Income Tax services that are enabled at that time, in addition to links to procedures and queries for that year.

Click on "Draft/Return Processing Service (Income Tax WEB) 2024" and choose your access method (with Cl@ve Mobile Cl@ve, certificate or ID card electronic, reference to the current campaign or eIDAS identification).

Next, indicate whether you are acting on your own behalf or as a representative and press "Confirm".

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

• The processing status of the declaration.
• The available services include consulting tax data, census data, or consulting and submitting the draft or declaration (Renta WEB).
• The history of the file where all the file statuses have been recorded and, if it has already been submitted, obtain a copy of the submitted declaration from the link "Recording of the declaration…".

If you use the access as a representative, the details of the represented person you are acting on will be requested.

If there is a registered power of attorney for that NIF which allows consultation and preparation of Income Tax, you will access the file.

If it is a social collaborator, to access the Income Tax file it is essential to provide the Income Tax reference valid for that taxpayer.

Once in the file, under "Available Services" click on "Draft/Declaration (Income Tax WEB)" to process the declaration; If you have already accessed Renta WEB at some other time, a pop-up window will inform you of the existence of a previous declaration, which you can retrieve from the option "Continue session", modify a previously submitted declaration from "Modify submitted declaration" or start a new process from "New statement"incorporating the tax data again. You can also choose the co-official language in which you wish to make the declaration.

If this is your first time accessing the system, the first screen will display the identifying information of the declarant and the other members of the family unit. If it contains erroneous or inaccurate data or if any specific data has been omitted, you must modify it first. Please note that marital status and whether you have minor children or children legally incapacitated under extended or reinstated parental authority are data that cannot be modified later.

If you have a spouse, to transfer their data as well, click on "Authorize spouse" and indicate the reference of the current tax year or Cl@ve of this. If you do not wish to enter your spouse's tax information, you must tick the box for calculating the individual tax return.

By tapping the icon with the pencil symbol you can modify or add new members to the family unit. To delete them, press the cross icon. Once you have filled in the details, press "Accept" at the bottom.

After accepting the identification data screen, if the application detects that additional tax data must be transferred to the declaration, follow the instructions in the following windows to incorporate this information. If you do not need to add any additional information to generate the declaration, you will go directly to the results summary where you can check the result of the declaration for each option and complete the declaration, if necessary.

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

From the menu at the top, you will have additional options:

• "Personal data" where you will see the personal and family data included in the declaration.
• "View tax information" You will be able to check which data has been included in the declaration, which data has not been included, and the notes on the inclusion.
• "Keep" It allows you to save the session you've been working on. It is stored on the remote server of the AEAT Please note that saving will overwrite the previous saved statement.
• From the icon of the video camera You will be able to link to the various help videos for Renta 2024.
• "Aid" From there you will access the 2024 Income Tax manual.
• "Search box" It allows you to locate a specific box.
  

From the button "Declaration sections" You will be able to access the different sections of the declaration and use the arrow commands to move between pages. Before submitting the declaration, check if it contains any errors in the completion by pressing the "Validate" button. If you need to go to a specific box or concept in the declaration, click on the magnifying glass icon to help you search.

From this same window you can access the results summary or "File a declaration" to finalize the processing of the declaration. Select how you wish to file the return, individually or jointly.

If the statement has a return value, check the code. IBANof the account to which you wish the refund to be made. By default, the account will appear.IBANindicated in the previous exercise; However, you can modify it on this screen. You can also select an account for the refund.IBANopen abroad (EU/SEPA).

If the return results in income, you can select one of these payment options:

• To pay:

  • "Electronic payment". In this case you can choose from three payment methods:

    • Payment by debit from account. It will connect to the payment gateway to obtain theNRCat that time, charging the amount to the account indicated.

    • Pay by card or Bizum. It will connect you to the online payment platform where you will be asked for either your card details or the phone number to which the payment request will be sent via Bizum, in the bank's app.

    • IntroduceNRCof a payment already made. You will need to make the full payment from your bank, generating theNRCproof of payment, either at their offices or through electronic banking offered by your bank. Next, you will need to enter theNRCin the "Reference number" boxNRC"

      

  • "Document for deposit at Bank/Cash House". It allows you to obtain the payment document to pay it at the Bank or Savings Bank. With this option, the declaration will be submitted electronically but pending payment at the financial institution.

• Other payment methods. Such as, for example, acknowledgment of debt with inability to pay or request for deferral, among others. In addition, you can opt for "Debt acknowledgment and payment by transfer", for citizens who have accounts open in an entity that DOES NOT COLLABORATE in the collection of taxes of theAEAT. In this case, payment will be considered made on the date the transfer is received by theAEAT.

After selecting your payment method, press"Accept" to file the declaration; Next, check the "I agree" box and click "Sign and submit" to complete the submission process.

Once your return has been submitted, you will see the message "Your submission has been successful" and the assigned secure verification code. Additionally, aPDFwhich contains a first sheet with the information of the presentation (registration entry number, Secure Verification Code, receipt number, date and time of presentation and presenter details) and on the following pages, the declaration submitted.

In cases where there is an acknowledgment of debt, the response sheet for successful submission will display a link to submit the deferral or compensation request. Click "Process debt" and the settlement details will appear with the debtor's information and the settlement code. You must choose one of the available options: postpone, compensate or pay.