Documentation for the 2023 Income appointment by PHONE
If you have made AN APPOINTMENT to prepare your Income Tax return BY PHONE:
The Tax Agency will call you from the telephone number 810520052 to the telephone number that you have provided us (or from 917276222 if you have provided us with a foreign telephone number).
Cancel your appointment if you cannot be available (24 hours before)
REMEMBER to have the DATA AND DOCUMENTS ready before we call you:
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To assist you by phone and file your Income Tax return the person or persons responsible must be there (the call will be recorded). In order to identify yourself, if you are registered in Cl@ve, you must have on hand the mobile phone that you communicated when registering, otherwise, you must first obtain the reference number by Internet.
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You must have documentation prepared about your personal situation and in any case:
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Any supporting document that could give the right to regional deductions or other tax benefits. Thus:
IN ADDITION, you must prepare the following documents if you have received any of these incomes and they do not appear imputed in your tax data:
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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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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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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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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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Dates and deeds of acquisition and transfer.
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Actual amounts, expenses and taxes of acquisition and transmission.
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Tax returns of the exercises in which deductions were applied for the transmitted property.
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Mortgage loan data and capital pending amortization as of the transmission date.
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Dates and deeds of acquisition and transfer.
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Actual amounts, expenses and taxes of acquisition and transmission.
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Certificates of investment funds.
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Proof of awards
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Proof of subsidies...