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Guide for the transfer of tax information electronically to Public Administrations for the exercise of their powers (PROTGEN)

3.4.2. Request and receipt of tax information

  1. Request

    Through the Electronic Office you can access the procedure for registering the information request (link to the procedure “ Management of requests for unstructured information New window ”).

    The procedure consists of a generic procedure “Request for unstructured information from a generic organization” and several specific procedures for the following organizations: Ombudsman, Asset Recovery and Management Office, Spanish Data Protection Agency, bodies competent in procedures for the management of Covid 19 and bodies competent for the management of direct aid from Royal Decree-Law 5/2021.

    In order to register the request, it will be necessary to authenticate with the corresponding electronic certificate or cl@ve PIN, fill out the corresponding Registration form and attach the information request itself, signed by the head of the competent body .

    The main fields on the request generation screen that must be completed are the following:

    • Procedure details:

      • Affair. Descriptive text of the request.

    • Agency Data:

      • To obtain the Common Directory Body Code, help is available that allows its selection.

      • NIF of the petitioning organization.

    • Contact details:

      • The presenter's identification is taken from the certificate or PIN code.

      • The email or telephone will be essential for the communication of the notice of making available, since together with the Secure Verification Code (CSV), they will allow access to the making available of the information.

    Once the previous fields have been filled out and the file with the aforementioned application document has been added, you must click on “Submit”. By clicking submit, in addition to validating all the data as in any submission through the AEAT electronic registry, it is validated that the requesting Agency has been assigned a NIF in the generic DIR3 table. If the NIF does not exist in this table, it must be completed in order to make the request. Applications without the NIF of the requesting body are not allowed.

    Once the request is registered, an acknowledgment of receipt will be received from the Registry and it will be assigned to the Tax Agency body competent to resolve based on the territorial scope of powers of the petitioning body.

  2. Reply

    The competent AEAT official processes the request and generates an Electronic File with the requested report or reports. The View of this Electronic File is made available to the applicant at the AEAT Headquarters.

    In order to access the View, the authorized personnel of the organization to which a provision has been made:

    1. You will receive the Vista Secure Verification Code (CSV) that has been made available, which acts as an access key to it.

    2. You must enter the AEAT electronic headquarters (link to the procedure “ Management of requests for unstructured information New window ") and, after selecting the management " Making information available ", identify yourself using some accepted method (certificate or cl@ve PIN) and enter the CSV of the View made available. It will be verified that said View has been made available to a person or organization that corresponds to the NIF with which it has been identified.

    3. If you have authorization, you will access to see the View made available and you will be able to click to see each of the documents and download those you deem appropriate or the entire file.

    4. There will be a record of each external access to that View, as well as logs of those downloads.