Documentation for the 2023 Income appointment in City Councils for people over 65 years of age
If you have made APPOINTMENT to prepare your Income Tax return at your Town Hall by VIDEO CALL :
Cancel your appointment if you cannot attend (24 hours before)
REMEMBER TO BRING THE DATA AND DOCUMENTS to be able to make the APPOINTMENT:
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To assist you personally, without representation , it is necessary to make an appointment.
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You must bring documentation 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...