Data and documents that you must bring to prepare your Income Tax return at the office

If you have made an APPOINTMENT to prepare your Income Tax return IN THE 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:

• To assist you personally at our offices , it is necessary to make an appointment and maintain health security measures.

• You must bring documentation about your personal situation and in any case:

  • 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.

  • IBAN bank account number.

  • Cadastral references of all the properties you own or in which you live as a renter or under other circumstances (IBI receipt).

  • Authorization signed by other declarants and a photocopy of their ID (members of the family unit or third parties) to complete and, where appropriate, submit the declaration on their behalf.

    Authorisation form

• Any supporting documentation that may give rise to regional deductions or other tax benefits. Thus:

  • If you live in a rented property, you need the landlord's NIF and the amounts paid for the rent.

  • For acquisition of primary home with extension of the loan: the outstanding balances of the original loan.

  • With mortgage: insurance receipts.

  • For donations: supporting documents, etc.

In addition, you must prepare the following documents if you have received the type of income or income during the year and they do not appear in the tax data:

• For the returns of work :

  • Certificate issued by the payer.

  • The amount of the fees paid to unions and amounts paid to professional bodies (if membership is compulsory).

  • In the event that membership is compulsory, the amount of the fees paid to professional associations.

  • Legal defense expenses for litigation arising from the relationship between the taxpayer and the person from whom he receives the income.

• For returns on real estate capital :

  • Proof of income (contracts, etc.) and deductible expenses (invoices, etc.) for renting apartments, premises, parking spaces, etc. of which you are the owner or have the usufruct.

  • To help you relate all the data, please complete the following document:

    Model for filling in rental data

• For returns on movable capital :

  • Certificates from companies, financial and insurance entities, contracts, receipts for expenses in the transfer of treasury bills, obligations or other financial assets, etc.

  • If you received insurance contracted before 31/12/1994, the amount of the capital received.

• Capital gains and losses from the sale of primary residence :

  • Deeds of purchase and sale.

  • Acquisition and transfer dates.

  • Actual amounts, purchase and sale expenses and tax contributions.

  • Tax returns of the exercises in which deductions were applied for the transmitted property.

  • Details of mortgage loans and the outstanding capital to be amortised upon the sale.

• Capital gains and losses from sales of shares, real estate or other assets, investment funds, prizes, grants etc.:

  • Deeds and/or supporting documentation.

  • Acquisition and transfer dates.

  • Actual amounts, purchase and sale expenses and tax contributions.

  • Certificates of investment funds.

  • Proof of awards.

  • Proof of grants.

• Regularization by return of interest received from floor clauses:

  • Financial institution certificate stating the years corresponding to which the surplus interest was charged on overturned floor clauses.

  • 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.