Starting from today, Monday 5 April, the Tax Agency will begin sending out drafts of 2009 Personal Income Tax returns (IRPF 2009) and kicks off the period during which the taxpayer can modify and confirm these. Taxpayers who have not requested the draft of their tax return last year can also request it as and from today.

April 5, 2010.  For those taxpayers who indicated it through the request box in the personal income tax return or by confirming the draft, the request was registered and the draft or the tax data will be sent to their address without the need to repeat the request. There are already 16.5 million draft applicants. The deadline to request the draft personal income tax or tax data ends on June 23.

The taxpayer, upon receipt of the draft, must review it to complete or modify it, if necessary, before confirming it. Confirmation of the draft involves filing the Personal Income Tax (IRPF) declaration. The draft confirmation period ends on June 30 (last day of the Income Campaign), unless the result is to be deposited and the payment is direct debited, in which case, the period ends on June 25.

Who can request the draft?

All taxpayers who meet the conditions established by law to receive it can request the draft personal income tax: those who only have income from work, income from movable capital with withholding or payment on account, Treasury Bills, allocation of real estate income from a maximum of two properties, capital gains subject to withholding or payment on account and subsidies for the acquisition of a habitual residence . The deduction for the purchase of a primary residence with a mortgage loan, the reduction for contributions to pension plans and the deduction for donations do not prevent you from receiving the draft.

If the taxpayer who requests it meets these conditions, the Tax Agency will send him the draft declaration and the tax data with which it was calculated; If the draft cannot be sent to you, you will always receive the tax data.

How do I request a draft of my personal income tax return?

You must provide the NIF and box 698 (full fee, state part) of the 2008 Income Tax return (return submitted last year). From April 5 to June 23.

• Online ( sede.agenciatributaria.gob.es )
• By phone, at 901 12 12 24 (it is an automatic service telephone that works 24 hours a day) or at 901 200 345 (Monday to Friday, from 9 a.m. to 9 p.m.)

 

• How is it obtained?
  • Through sede.agenciatributaria.gob.es with digital certificate, electronic DNI or the reference number of the draft. You can subscribe to the alert service so that the Tax Agency can send you the reference number of the draft by SMS and you can view it online.
  • By mail to the taxpayer's address . Taxpayers who have changed their address must notify the Tax Agency online, by telephone (901 200 345), at the Tax Agency offices or with form 030 that can be obtained at Headquarters.agenciatributaria.gob .es or at the Tax Agency offices. Business owners or professionals can report this using form 036.

 

When the taxpayer requests the draft, the Tax Agency analyzes their circumstances and, if it meets the conditions established by law, sends the draft by mail to the taxpayer's address, except if the taxpayer requested it online with an electronic DNI or digital certificate, in which case You will access it through your computer. In the event that the draft does not apply to you, the Tax Agency will always send you the tax data to help you prepare your return.

Once the draft is received, it needs to be reviewed. For yet another year, some of the circumstances that may not be included in the draft have been indicated in the letters that accompany the draft so that the taxpayer can take them into account when reviewing it. The most common ones may be: union dues, personal and family circumstances and housing-related issues (cadastral reference, purchase, rental and housing account).

How to modify the Income draft

When the taxpayer wishes to modify the draft, they can do so in two ways:

• By Internet: headquarters.agenciatributaria.gob.es
• By phone (901 200 345)
• In person, by appointment, at the Tax Agency offices
• In collaborating entities

 

With the aim of being able to facilitate the Income Tax return to the largest possible number of taxpayers, the Tax Agency has expanded the scope of taxpayers with the possibility of receiving the draft and prepares a model that cannot be confirmed directly, but must be reviewed and , if applicable, completed by the taxpayer. To avoid any confusion, it is named “ Draft declaration pending rectification ”. Once completed, this draft can be confirmed.

 

DRAFT CONFIRMATION

There are several ways to confirm the draft, depending on whether the result is to be returned or paid and whether or not the payment is domiciled. Direct debit means that you can file your income tax return or confirm your draft income tax return any day, but the payment will not be made until June 30, the last day of the Income Tax Campaign. Direct debit does not prevent you from continuing to split the tax payment into two instalments (the second instalment is paid on November 5).

WAYS TO CONFIRM THE DRAFT INCOME STATEMENT

WAYS TO CONFIRM

 

Type of eraser that can be used this way

By Internet

headquarters.agenciatributaria.gob.es

ALL, whether the result is to be returned or entered.

Automatic service

24 hours

Refund

By SMS

Message to 7743

Income (space) draft receipt number (space) NIF

If the draft is a joint declaration, a space and the spouse's NIF are added.

Only drafts to return

By telephone (operator)

From 9 a.m. to 9 p.m., Monday to Friday

To return and

to be paid (only if payment is made by direct debit)

 telephone banking

 

to enter (without domicile)

At ATMs

Of the financial institutions that provide this service

to enter (without domicile)

In the offices of the collaborating financial institutions

 

to enter (without domicile)

In person, in the offices of the Tax Agency or in those enabled by the autonomous communities

 

To return and

to enter (by direct debit)

 

 

At the time of confirming the draft, the taxpayer will need some of the following information: the NIF, the current account number, the reference number of the draft (it appears in the letter that accompanies the draft) and the receipt number (it is the one that appears in the payment or refund document that accompanies the draft). To confirm the draft Income Tax online, the electronic signature certificate is not necessary, unless it is going to be paid at that time.

 

ASSISTANCE AND INFORMATION SERVICES

• Internet. sede.agenciatributaria.gob.es Offers information and procedures without timetables.
• Income Assistance 901 200 345. To handle any request for the draft declaration and tax data (declarants). From 9 a.m. to 9 p.m., Monday to Friday. Also for change of tax address.

 

Rent Information 901 33 55 33. To resolve any doubts. From 9 a.m. to 7 p.m., Monday to Friday. (from 9 a.m. to 8 p.m. from April 12 to June 30).