Documentation for the 2023 Income appointment in the OFFICE
If you have made APPOINTMENT to prepare your Income Tax return IN OFFICE:
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 serve you personally in our offices , it is necessary to make an appointment and maintain health safety measures.
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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...