Documentation for the 2023 Income Tax appointment at the OFFICE

If you have made an APPOINTMENT to prepare your Income Tax return IN THE 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:

To assist you personally at our offices , it is necessary to make an appointment and maintain health security measures.
You must bring documentation about your personal situation and in any case:
- - Original ID of the holder who comes to the appointment and a photocopy of ID of all those who appear 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 ).
- - Authorization signed by other declarants and a photocopy of their DNI (members of the family unit or third parties) to complete and, where appropriate, submit the declaration on their behalf.
  
  Authorisation form

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.

For work income: