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The Tax Agency foresees 18,525,000 returns in this Income Tax Campaign, with 870,000 new filers

The deadline for filing Income and Asset Tax returns begins on May 2 and ends on June 30. The Tax Agency plans to return 11.425 billion euros to 14.2 million taxpayers. The expected tax returns are 4,200,000 for an amount of 11,650 million euros. Refunds amounting to 278.1 million euros have been issued, 8.7% more than at the same time last year, and 1,033,606 drafts have been confirmed to date, 4.7% more.

April 28, 2008. The Tax Agency expects to receive 18,525,000 Personal Income Tax (IRPF) returns in this Income Tax Campaign, according to the president of the State Tax Administration Agency (AEAT), Carlos Ocaña, and its general director, Luis Pedroche, who explained in a press conference. This represents a 5% increase compared to last year and more than 870,000 new personal income tax filers. This is the largest increase in the number of personal income tax filers in recent years.

The deadline for filing Income Tax and Wealth Tax returns begins on Friday, May 2 and ends on Monday, June 30. Of the 18,525,000 planned returns, it is estimated that 14,200,000 returns will be eligible for a refund, 76.66% of the total, for an amount of 11,425 million euros. In turn, the expected returns with a result to be paid are at 4,200,000 (22.67%) for an amount of 11,650 million euros. The number of declarations with zero quota is estimated at 125,000.

In this Tax Campaign, the total amount to be paid will exceed the total amount to be returned by 225 million euros. This difference between income and refunds is 50% lower than the previous year and is due to the expected increase of 6.5% in the amount to be paid compared to an increase of 8.9% in the amount to be refunded.

By type of declaration, individual declarations will grow by 10.4% to 14.3 million, while joint declarations will decrease by 10% to 4.225 million, according to forecasts.

As regards the Wealth Tax (a tax transferred to the autonomous communities), 1,050,000 declarations are expected and a tax to be paid of 2,075 million euros, 14.8% more income than the previous year.

News from the Income Tax Campaign

The main novelty is the application of the new Personal Income Tax Law with a reduction in taxes and an increase in the personal and family minimums that will allow 7 million taxpayers to be excluded from taxation.

The tariff ranges are reduced to four and the minimum exemption is increased.

For 70% of taxpayers, a single rate of 24% will apply. All savings products are taxed at 18%. This tax reduction must be added to a new deflation of personal income tax rates.

Increased use of Income Tax Assistance Services

On the other hand, it is worth highlighting the generalisation of the main Income assistance services: the draft and the online submission. This tax season also marks the twentieth anniversary of the PADRE assistance program.

Currently, more than 14 million taxpayers request the draft, which means that 3 out of 4 taxpayers request it, and of the total number of returns, more than 25% will be submitted online, 1 out of 4 returns. Call centres can receive 180,000 calls a day, and appointments are the standard method for accessing the enabled rental platforms.

Draft Income and tax data

The Tax Agency offers the possibility of receiving a draft of the Income Tax return prepared by the tax administration to all taxpayers who meet the conditions set by the Personal Income Tax Law. Basically, taxpayers whose income comes exclusively from work income, income from movable capital with withholding or payment on account, Treasury Bills, capital gains subject to withholding or payment on account, imputation of real estate income provided that it comes from two properties at most, as well as subsidies for the acquisition of the habitual residence, can receive the draft. Eligibility for the tax credit for acquisition of a residence or for donations, or the deduction for pension plan contributions, does not preclude eligibility to receive the draft tax return form. Those who cannot receive the draft will receive the tax data.

As of April 28, 1,033,606 drafts had been confirmed, 46,000 more than the same date last year, which represents an increase of 4.7%.

The most commonly used way to confirm the draft in this Income Tax Campaign is the Internet, with 40% of the total, followed by financial institutions with 23% and the telephone with 16%, then the AEAT offices with 15% of the confirmed drafts, while 6% in total have been confirmed by SMS.

Refunds to personal income tax filers

Refunds to personal income tax filers began before mid-April for those who had confirmed their Income Tax draft. To date (as of 28 April), the Tax Agency has issued 489,772 refunds for a total of 278.1 million euros, which represents an increase of 8.7% in value and 11.6% in number compared to the same dates last year.

Support and information services

During the Tax Return Campaign, the Tax Agency offers taxpayers assistance and information through the following channels:

Internet ( headquarters.agenciatributaria.gob.es ): without the need for an electronic signature certificate, you can request, modify and confirm the Personal Income Tax draft tax return; request an appointment, cancel it and change it; download the PADRE Program; with the electronic signature certificate, submit the income tax return and pay any amount payable.

Telephone:

Automatic service 901 12 12 24 Request pre-populated tax return; confirm drafts for which a refund is owed; request appointment.

With operator 901 200 345 Request, rectify and confirm pre-populated tax returns

901 22 33 44 Appointment request

Tax information

901 33 55 33 Resolve tax doubts

SMS: send the following message to 5025: Income (space) Draft receipt number (space) NIF . Only drafts with tax to be refunded.

Mobile phone alerts: Taxpayers can subscribe to a mobile alert service that will inform them about the issuance of the Income Tax draft or the refund in the next year's Income Tax Campaign. To do this, simply include your mobile phone number and tick the box provided for this purpose in your personal income tax return.

Obligation to report

Anyone who obtains income that exceeds the following limits or is different from those indicated below is obliged to file a tax return:

  • Gross earnings from work: 22,000 euros gross per year when they come from a single payer or when they come from several payers, provided that the amount received from the second and remaining payers, in order of amount, does not exceed 1,500 euros per year
  • The limit is 10,000 euros per year if they come from several payers and the sum received from the second and remaining payers together exceeds 1,500 euros per year; when the payer is obliged to withhold tax. in the case of spousal maintenance payments or maintenance annuities - unless they are paid by the parents by a court decision.
  • Gross income from movable capital and capital gains subject to withholding or payment on account exceeding 1,600 euros per year in total.
  • Imputed real estate income derived from more than one unrented urban property other than the habitual residence, income from Treasury Bills and subsidies for the acquisition of officially protected housing or assessed price exceeding 1,000 euros per year in total.