Wealth Tax sample
The Tax Agency makes available to you the Wealth Tax Panel sample based on Wealth Tax returns (form D-714).
A sample panel is the one that gathers data, from the same sample elements, on multiple occasions over time. Technically, we study the information of individuals who, having been selected in the initial sample in a first fiscal year, continue to file the tax return in the following 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. These are two complementary products.
The sample also offers information on the wealth of individuals, their territorial distribution and the different assets that make up them, distinguishing six types of assets and rights that can be measured in economic terms: real properties, goods linked to economic activity, capital gain goods, insurances and incomes, luxury goods and other goods and economic rights.