Documentation for preparing the 2025 Income Tax Return by PHONE

If you have made an APPOINTMENT to prepare your Income Tax return BY PHONE:

The Tax Agency will call you from the phone number you provided us with 810520052 .

Cancel your appointment if you cannot be available (24 hours before)

REMEMBER to have the DATA AND DOCUMENTS ready before we call you:

To assist you by phone and file your tax return, the person or persons in charge must be present (the call will be recorded). To be able to identify yourself, if you are registered with Cl@ve, you must have the mobile number you provided when registering on hand. Otherwise, you must first obtain the reference number online.

You must have the documentation about your personal situation ready and in any case:
- ID card original of the holder attending the appointment and photocopy of the ID card of all those listed in the declaration.
- Number IBAN bank account.
- Cadastral references of all properties you own or rent or live in under other circumstances (receipt of IBI).

If you do not provide this information, your declaration cannot be made.

IN ADDITION, you must prepare the following documents if you have received any of these incomes and they do not appear in your tax data:

Certificate issued by the payer.
The amount of the fees paid to unions and amounts paid to professional bodies (if membership is compulsory).
Legal defense expenses for litigation arising from the taxpayer's relationship with the person from whom they receive income.

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:

Certificates from companies, financial and insurance entities; contracts; receipts for expenses in the transfer of treasury bills, bonds or other financial assets; etc.
If you received insurance contracted before 31/12/1994, the amount of the capital received.

Supporting documents for the elements or parameters of the activity used during the year. E.g.: personnel employed, electricity consumption, surface area of the premises, vehicle power, income, investment asset books, etc.

Dates and deeds or documents of acquisition and transmission.
Actual amounts, expenses and taxes on acquisition and transfer.
In the event of transfer of primary residence: also the data on mortgage loans and outstanding principal at the date of transfer, if any (to apply the exemption for reinvestment in main residence).
Certificates of investment funds.
Proof of awards, proof of grants...

In the case of real estate transfer, provide the necessary information in the following document:

If you do not provide this information, your declaration cannot be made.

Supporting documents that entitle you to regional tax deductions or other tax benefits:

If you live in a rented property: the landlord's tax identification number and the amounts paid for the rent.
For the purchase of a primary residence with a mortgage: insurance receipts. If it was acquired with a loan extension: the outstanding balances of the original loan.
For donations: supporting documents, etc.

For work income: