Data and documents that you must bring to prepare your Income Tax return in the office
If you have made AN APPOINTMENT to prepare your Income Tax return IN OFFICE:
Cancel your appointment if you cannot attend (24 hours before)
REMEMBER TO BRING THE DATA AND DOCUMENTS to be able to make the APPOINTMENT:
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To serve you personally in our offices , it is necessary to make an appointment and maintain health safety measures.
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You must bring documentation about your personal situation and in any case:
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Original DNI (Spanish National ID card) of the holder attending the appointment and a photocopy of the ID of the people appearing in the tax return.
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IBAN bank account number.
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The cadastral references of all the properties you own or where you live for rent or in other circumstances (IBI receipt).
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Authorization signed by other declarants and their photocopy of the DNI (members of the family unit or third parties) to make and, if applicable, present the declaration on their behalf.
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Any supporting document that could give the right to regional deductions or other tax benefits. Thus:
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If you live in a rented property you need the landlord's NIF and the amounts paid for the rent.
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For acquisition of primary home with extension of the loan: the balances pending amortization of the original loan.
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With mortgage: insurance receipts.
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For donations: supporting documents, etc.
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Additionally, you must prepare the following documents if you have received the type of income or income during the year and they do not appear imputed in the tax data:
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For income from job :
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Certificate issued by the payer.
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The amount of the fees paid to unions and amounts paid to professional bodies (if membership is compulsory).
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In the event that membership is mandatory, the amount of fees paid to professional associations.
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Legal defense expenses due to litigation arising in the taxpayer's relationship with the person from whom he or she receives the income.
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For returns from real estate capital :
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Proof of income (contracts...) and deductible expenses (invoices...) for rentals of apartments, premises, parking spaces...of which you are the owner or usufructuary.
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To help you relate all the data, complete the following document:
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For income from movable capital :
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Certificates from companies, financial and insurance entities, contracts, receipts for expenses in the transmission of treasury bills, obligations or other financial assets, etc.
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If you have received insurance contracted before 12/31/1994, the amount of the capital received.
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Capital gains and losses from the sale of habitual residence :
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Deeds of purchase and sale.
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Acquisition and transfer dates.
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Actual amounts, purchase and sale expenses and tax contributions.
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Tax returns of the exercises in which deductions were applied for the transmitted property.
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Details of mortgage loans and the outstanding capital to be amortised upon the sale.
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Capital gains and losses from sales of shares, real estate or other assets, investment funds, prizes, subsidies etc.:
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Deeds and/or supporting documentation.
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Acquisition and transfer dates.
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Actual amounts, purchase and sale expenses and tax contributions.
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Certificates of investment funds.
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Proof of awards.
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Proof of subsidies.
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Regularization by return of interest received from floor clauses:
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Financial institution certificate stating the years corresponding to which the surplus interest was charged on overturned floor clauses.
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Tax returns for non-prescribed years in which habitual residence deductions were carried out or were included in the deductible expenses on earnings from economic activities or capital assets.
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