Information and documentation that you must have prepared when they answer you by phone to prepare your Income Tax return
We remind you that the Tax Agency can only call you in relation to the Income Tax Campaign if you have previously requested an Appointment through any of the channels available for this purpose. When the Tax Agency contacts you, it will do so exclusively through these three telephone numbers: 910506310, 914539197 and 917618662 .
We recommend adding these phone numbers to your phonebook to identify the Tax Agency calls. For your safety, to avoid being a victim of fraud and deception, we ask you not to answer calls or messages (e-mail or mobile messaging - such as WhatsApp or Telegram) from other telephone numbers that identify themselves as "Tax Agency" and referring to the Income Campaign.
When you have registered your appointment we will call you to prepare your Income Tax return, or from third parties that have expressly authorized you. For management to be effective, it is very important to have available at the time of the call, a series of data and documentation that we will detail below.
You will only have to prepare the documentation referring to your personal situation and that other in cases in which, from the examination of the tax data that you will be able to access prior to the telephone assistance, differences are determined with those actually obtained.
In addition, we inform you that in order to file the Income Tax return, the person or persons who are the holders of the tax return must be present during the call.
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It is essential for them to assist you, to have obtained in advance the reference number of the holder or holders of the declaration. The reference number is an exclusive authentication and identification system for natural persons that allows them to access Income and Asset processing services.
The reference number can be obtained online, on the Income Campaign portal, through the section “Get your RENØ reference number” and through these means:
- Online with Certificate or electronic DNI
- Online with Cl@ve PIN
- Online with the amount from box 505 of your 2018 Income, as well as with the DNI/NIE and its validity date, issue or support number. Taxpayers who have submitted their 2018 Income and box 505 is equal to zero, or who have not submitted it, must also provide a bank account number that has been communicated to the Tax Agency by the banking entity in the previous year and in which they appear as owner.
- Through the Tax Agency App if you have the reference of the previous campaign, DNI/NIE and its validity date, issue or support number. The reference from the previous campaign is valid as long as it is the last one obtained by the taxpayer, they have not been disqualified from obtaining the reference number and they have not obtained a new reference for the current Income campaign.
Formality: Access the RENØ Service to obtain your reference number
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The DNI number of everyone who appears in the declaration.
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The IBAN number of the bank account.
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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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The amount of the fees paid to unions and amounts paid to professional bodies (if membership is compulsory).
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A supporting document showing the amounts received for cancelled insurance policies, which were taken out before 31 December 1994.
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Any supporting document that could give the right to regional deductions or other tax benefits. Thus:
- If you live in a rented property, you need the landlord's NIF and amounts paid for the rent.
- For acquisition of primary home with extension of the loan: balances of the original loan pending amortisation.
- With mortgage: insurance receipts.
- For donations: supporting documents, etc.
In addition, to the data indicated above, you must prepare the documents indicated below only for the type of income or income that the taxpayer has received during the year 2019 and that are not included in the available tax data.
Earned income
Certificate issued by the payer.
Documentation regarding dismissal or redundancy: amount of the compensation, date of agreement of the dismissal or layoff, of approval of the workforce adjustment plan or of opening of the consultation period to the employment authority in the event of a large-scale lay-off.
Returns on capital assets
It refers to rentals of apartments, premises, parking spaces...of which you are the owner or usufructuary. You must prepare a list and proof of income (contracts...) and deductible expenses (invoices...). Income tax returns are not prepared with tourist rentals with a platform.
To help you collect all the data we provide you with the following document: " Model to complete rental data ".
Investment income
Have ready the certificates from companies, financial and insurance entities, contracts, expense receipts, etc... from which you have received this type of income.
Returns from economic activities in objective estimation (modules)
Documents accrediting the elements or parameters of the activity used during the year. Based on the activity, for example, employed staff, electricity consumption, surface area of the premises, power rating of the vehicle, income, capital goods books, etc.
Capital gains and losses
Documentation of investment funds, prizes and subscription rights Proof of subsidies received.
Restatement
On refund of interest earned on floor clause: certificate from the financial institution indicating the years to which the excessive interest charged for void floor clauses corresponds.