4. Issue of certificates
From the Recipients window, by selecting the "List of Recipients" view and clicking on the corresponding icon in the toolbar, you will be able to obtain the forms of certification accrediting deductions and payments on account of Personal Income Tax (IRPF), Corporation Tax (IS) and Non-resident Income Tax (IRNR).
The program allows the issuance of collective certificates, i.e., the issuance of certificates corresponding to the selected recipients for a given filer. In the preferences of the template, you can select the order in which the certificates are generated: by NIF or by Surname and Name or Company Name.
However, in the cases listed below, it will not be possible to generate certificates using this help program, and they must be issued manually:
- Returns refunded in the year corresponding to previous years (refunds).
- Arrears corresponding to previous years.
In order to obtain the certificates, the tax return must have been correctly filled in. Therefore, when this option is selected, the data is fully validated.
If the data has been correctly validated, the certificate generation screen is displayed where the selected recipients appear.
To facilitate selection, filer or recipient records can be sorted by any of their component fields, both in ascending and descending order, by double-clicking on the column header of the field by which you want to establish the order.
The following is also captured in this window as additional data:
- Financial year start date
- End date of the financial year
- Place of issue Date (system date will be taken as default)
- Name of the signatory
If necessary, fill in the additional data mentioned above and click on Next to proceed with the generation of the certificates.
Only one certificate will be generated per recipient.
Once the printing process has been completed, a summary of the issue of certificates is displayed, indicating whether they have been issued and, if not, a description of the reason for their exclusion.