Wealth Tax sample

The State Tax Administration Agency makes available to you the Sample Wealth Panel based on Wealth Tax returns (form D-714).　

A panel sample is one that collects data from the same sample elements on multiple occasions over time. Technically, we study the information of individuals who, having been selected in the first fiscal year in the initial sample, continue to file tax returns in subsequent years. 　

The advantages of analysis provided by panel sampling and which complements the information provided by an annual sample lie in that it permits the analysis of the evolution of the tax, as it follows the same individuals in a time horizon, in this case, multi-annually. 　

In summary, the annual sample provides a fixed picture of the tax in a specific fiscal year, while the panel sample permits the longitudinal analysis (over time) of the tax for the individuals who file tax returns over several fiscal years. They are two complementary products.　

The sample also offers information on the patrimonial wealth of individuals, its territorial distribution and the different assets that comprise it, distinguishing six types of assets and rights susceptible to economic valuation: real properties, goods linked to economic activity, capital gain goods, insurances and incomes, luxury goods and other goods and economic rights.