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Documentation for the 2023 Income Tax appointment by TELEPHONE

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

The Tax Agency will call you from the phone number 810520052 to the phone number you have provided us (or from 917276222 if you have provided us with a foreign phone number).

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 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 with Cl@ve, you must have at hand the mobile number that you provided when registering, otherwise, you must first obtain the reference number online.

  • You must have the documentation about your personal situation ready and in any case:

    • - Original ID of the appointment holder and photocopy of ID of all those listed in the declaration.

    • - Bank account IBAN number.

    • - The cadastral references of all the properties that you own or in which you live as a renter or in other circumstances (receipt of the IBI ).

  • 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 NIF of the landlord and the amounts paid for the rent.

    • - For the acquisition of a primary residence with an 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 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 relationship between the taxpayer and the person from whom he receives the 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:

    Leased property data model

  • 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.

  • Dates and deeds of acquisition and transfer.

  • Actual amounts, expenses and taxes on acquisition and transfer.

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

  • Mortgage loan data and outstanding principal as of the date of transfer.

  • Dates and deeds of acquisition and transfer.

  • Actual amounts, expenses and taxes on acquisition and transfer.

  • Certificates of investment funds.

  • Proof of prizes

  • Proof of subsidies...