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The Tax Agency has paid more than 410 million euros after completing the first week of the Income Tax campaign

2014 Income campaign

 

  • 1,808,000 taxpayers have filed their tax return, 44% more than in the same period last year, of which 782,000 have received their refund, 58% more
  • The strong rate of confirmation of drafts is added to the presentation of 168,000 declarations with the PADRE program, which could not yet be used last year.
  • 19,275,000 returns are expected throughout the campaign, of which 14,255,000 will result in a refund, amounting to 10.55 billion euros

 

April 16, 2015.- The Tax Agency has already returned, as of today, more than 410 million euros, which represents an increase of 10.5% compared to the same period last year. After the first week of the online campaign for Personal Income Tax for 2014 (IRPF 2014), more than 782,000 taxpayers have received their refund, 58% more than in the previous campaign.

At this time, after ten days of campaigning, 1,808,000 taxpayers have filed their tax returns, which represents an increase of 44%. The number of submissions has already exceeded that recorded on the same date last year, despite the fact that this year the campaign began six days later. This evolution is due both to the strong rate of confirmation of IRPF drafts, more than 1,640,000 (31% more), as well as to the submission of 168,000 declarations with PADRE and other aid programs, which could not yet be used last year.

The significant increase in the number of applications submitted in the first few days also applies to those with a payable result, which total 85,000 to date, 73% more than last year in the same campaign period.

The Tax Agency expects that this campaign will involve 19,275,000 declarations, which represents the first increase in the number of personal income tax filers in the last three years. Of this total, 14,255,000 returns will be eligible for a refund, for a total amount of 10.55 billion euros, and 4,280,000 returns will result in a refund, for an amount of 7.35 billion euros.

The deadline for filing both tax returns and refund returns will end on June 30. However, if you choose to pay by direct debit, the deadline for filing returns will be June 25. The in-person campaign will begin on May 11, as will assistance in offices.

 

Improvements to the 'simplified' PADRE program

Following the improvements incorporated in the PADRE program last year, when a simplified version was established to facilitate the downloading and modification of tax and personal information, this year new improvements are being established in the downloading of tax data, in order to offer a product for filing Income Tax that has the versatility of the traditional assistance program and the simplicity offered by the IRPF draft.

In the previous campaign, there were two methods for transferring tax and personal data: one, the traditional one, 'step by step', downloading each piece of data; another, the one that was incorporated then, which involved the automatic transfer of all possible data, but which was only applicable to a certain profile of taxpayers.

Now, the PADRE program will have a unique modality, that of automatic transfer, which will be applicable to all taxpayers. Data that cannot be transferred automatically due to prior consultation must be incorporated with the participation of the taxpayer.

The PADRE includes other improvements that involve offering more information to the taxpayer for the preparation of their declaration. These include the inclusion of notifications at the end of the tax data download process to inform of the existence of negative items pending offsetting, and property transfers, which may have an impact on the declaration. This measure makes it easier for taxpayers to exercise their right to reduce their tax burden by offsetting negative balances with positive income generated in 2014.

Likewise, a reminder has been included for taxpayers who have changed their tax domicile, indicating that they must check the corresponding box in the declaration and indicate the new domicile.

 

Compatibility of 'PIN Key' and REN0

As in the previous year, in the current Income Tax campaign taxpayers will have the 24-hour PIN (now called 'Clave PIN') as an alternative to the REN0 service that allows them to obtain the reference number for quickly obtaining the draft and tax data, as well as filing the declaration and, where applicable, checking the status of the refund. The taxpayer may choose between the two systems, or use both, given that they are fully compatible. Likewise, and as is now traditional, both the electronic certificate and the electronic DNI can be used for all Income Tax procedures.

Unlike REN0, Clave PIN does not require the taxpayer to remember box 415 from the previous year's tax return, it allows the taxpayer to submit tax returns for payment and also to make the payment electronically without the need for direct debit.

In addition, Clave PIN can be used for other procedures unrelated to the Income Tax Campaign and for services from other organizations, such as Social Security or the General Directorate of Traffic, and it is not necessary to remember the access code. In turn, the REN0 system allows the same reference number to be used throughout the campaign, but in the case of declarations to be entered, payment can only be made by direct debit.

 

Taxpayers who are not obliged to file a tax return

The same regulations as last year remain in place regarding those required to file an income tax return. In general terms, taxpayers with income exclusively from work up to an amount of 22,000 euros per year are not required to do so.

The above limit is reduced to 11,200 euros if the income comes from more than one payer (with some exceptions), and also when spousal pensions or non-exempt alimony annuities are received, when the payer is not obliged to withhold and when the income is subject to a fixed withholding rate.

Both limits remain valid for not declaring if the taxpayer has, instead, or in addition, the following income:

- Dividends, interest and capital gains subject to withholding with a joint limit of 1,600 euros.

- Attributable income from property, untaxed investment income from Treasury bills not subject to withholding tax, and grants for the purchase of subsidised or controlled-price housing, up to a combined limit of 1,000 euros.

Like last year, taxpayers will not be obligated who have income from wages, capital and financial activities, as well as capital gains (grants, prizes and others), with a joint limit of €1,000, along with equity losses less than €500.

 

Who can use the Income draft?

In the 2014 Personal Income Tax campaign, the expanded user profile of the Income Tax draft that was introduced in the previous campaign is maintained. Thus, in addition to taxpayers with employment income, income from movable capital with withholding or payment on account and capital gains subject to withholding or payment on account, those who have losses derived from investment funds, are recipients of subsidies not intended for economic activities, have up to eight unrented properties, are holders of amortized public securities with zero return or have received income from movable capital and real estate from entities in the attribution of income may use the draft.

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 are not excluded from the draft user profile.

All these taxpayers, unless they are required to file the declaration due to having a professional, business, agricultural or livestock activity, leases or capital gains without withholding, may use the draft declaration.

 

How to obtain the 'PIN Code' and the reference number (REN0)?

Obtaining a PIN requires two steps: a one-time prior registration and a subsequent request valid for one calendar day. Pre-registration can be done in two ways:

- In person at the offices of the Tax Agency providing your ID, an email address and a mobile phone number, without the need for an appointment or any documentation, except for showing your own identification document.

- Via the Internet , following the instructions in the letter that the Agency will send to those who request it through the option offered in the 'Clave PIN' icon on the AEAT website. In this case, in addition to the ID number and a mobile phone number, the taxpayer must supply the IBAN number of a bank account which he/she holds, for the purposes of verification.

Once registered in the system, when the taxpayer wishes to carry out a procedure, he or she may request it from the link available in the procedure itself or through the 'PIN Code' icon. To do so, taxpayers must provide their NIF, the expiration date of their ID and a four-character password of their choice, which will be defined by the taxpayer for each request. You will then receive a three-digit PIN by SMS which, together with the password, constitutes the access code that you can use during the same calendar day.

To use the REN0 service, the taxpayer's NIF and first surname will be requested, as well as box 415 of the 2013 Income Tax Return and a mobile number to which an SMS will be sent with the reference number. For those who did not file in the previous year and for new filers, instead of box 415, the code of a bank account of which the taxpayer is the holder will be requested.

 

Modification and confirmation of the Income tax draft

It is always advisable to review the draft Income Tax Return, since at the time of its preparation the Agency may not have all the data relevant to the declaration, data that the taxpayer may need to incorporate into the draft.

Details such as the following should be checked carefully:

- Properties and their cadastral references
- Personal and family circumstances (if they changed in 2014)
- Contributions to pension plans
- Union dues contributions
- Perceptions of subsidies
- Maternity deduction
- Deduction for investment in habitual residence
- Deduction for rent of habitual residence
- Regional deductions

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 tax return or confirm your draft any day until June 25, but payment will not be made until June 30, the last day of the tax campaign. Direct debit does not prevent payment from being split into two instalments (the second on November 5).

- Non-face-to-face methods (without going to offices), until June 30 (June 25 for direct debit payments):

CONFIRMATION WAYS

Cases in which you can use this method

Online

headquarters.agenciatributaria.gob.es

ALL

By phone (VRU), automatic service
901 12 12 24 (24 hours)

Refund

By SMS, to 638444147
Income (space) draft receipt number (space) NIF
(If it is a joint declaration, add a (space) NIF of the spouse

Refund

By phone (operator)
901 200 345 (Mon-Fri, 9am-9pm)

Payment (by direct debit) or refund

By electronic and telephone banking

To return and enter
(without domicile)

At ATMs of certain entities

Payment (without paying by direct debit) or refund

- In-person channels, from May 11 to June 30 (June 25 if payment is made by direct debit, charged on June 30):

 

CONFIRMATION WAYS

Cases in which you can use this method

In the offices of the collaborating financial institutions

To return and enter
(without domicile)

At the offices of the AEAT or CCAA

To be returned and paid
(by direct debit)

 

Main information and assistance services

- Internet: sede.agenciatributaria.gob.es
(offers information and procedures without timetables).

- Telephone Assistance: 901 200 345
(to manage the draft; (from 9 a.m. to 9 p.m., Monday to Friday).

 - Personal Income Tax information line: 901 33 55 33.
  (to clear up doubts; (9 a.m. to 7 p.m., Monday to Friday).

 

Campaign evolution

(Data from the tenth day of the campaign: April 10 for IRPF 2013; April 16 for IRPF 2014)

REFUNDS PAID OUT

PROVINCIAL

Dev. paid
IRPF 2013

Dev. paid
IRPF 2014

VARIATION
2013/2014 (%)

Number

Cost

Number

Cost

Number

Cost

ALMERIA

6.751

4,610

13.593

5,616

101.35%

21.82%

CADIZ

19.041

16,943

25.899

15,026

36.02%

-11.31%

CORDOBA

8.605

6,210

13.133

6,502

52.62%

4.71%

GRANADA

9.113

7,068

13.425

6,906

47.32%

-2.28%

HUELVA

7.197

5,398

12.150

5,638

68.82%

4.45%

JAEN

5.872

4,029

9.322

4,411

58.75%

9.48%

MALAGA

17.494

14,037

26.711

14,245

52.69%

1.48%

SEVILLA

28.453

21,942

42.261

22,312

48.53%

1.68%

JEREZ

5.064

3,971

7.703

4,031

52.11%

1.50%

CEUTA

861

0.682

1.454

0.935

68.87%

37.25%

MELILLA

729

0.597

1.242

0.749

70.37%

25.49%

ANDALUSIA

109.180

85,486

166,893

86,371

52.86%

1.04%

HUESCA

1.824

1,244

2.972

1,438

62.94%

15.63%

TERUEL

841

0.519

1.346

0.615

60.05%

18.69%

ZARAGOZA

11.694

8,457

18.281

9,590

56.33%

13.40%

ARAGON

14.359

10,219

22.599

11,643

57.39%

13.94%

OVIEDO

10.749

8,698

14.905

8,498

38.66%

-2.30%

GIJON

5.178

3,901

7.348

4,036

41.91%

3.46%

ASTURIAS

15.927

12,598

22,253

12,534

39.72%

-0.52%

BALEARIC ISLANDS

8,402

5,902

12.543

6,391

49.29%

8.27%

BALEARIC ISLANDS

8,402

5,902

12.543

6,391

49.29%

8.27%

LAS PALMAS

10.337

7,555

19.370

9,683

87.39%

28.16%

STA CROSS OF TENERIFE

9.745

7,094

16.134

7,924

65.56%

11.70%

CANARY ISLANDS

20.082

14,649

35.504

17,607

76.80%

20.19%

CANTABRIA

6.782

5,084

10.267

5,631

51.39%

10.75%

CANTABRIA

6.782

5,084

10.267

5,631

51.39%

10.75%

ALBACETE

3.188

2,350

5.528

2,758

73.40%

17.38%

CIUDAD REAL

5.308

3,965

8.614

4,528

62.28%

14.21%

CUENCA

1.164

0.780

2.127

0.966

82.73%

23.87%

GUADALAJARA

3.520

2,803

5.591

3,198

58.84%

14.11%

TOLEDO

7.929

6,122

12.814

7,047

61.61%

15.11%

C. -LA MANCHA

21.109

16,019

34.674

18,497

64.26%

15.47%

AVILA  

1.456

0.974

2.359

1,056

62.02%

8.42%

BURGOS

3.357

2,442

5.477

2,817

63.15%

15.37%

LEON

5.393

3,822

8.179

4,103

51.66%

7.36%

PALENCIA

1,737

1,119

2,715

1,322

56.30%

18.14%

SALAMANCA

4.413

2,958

6.116

2,876

38.59%

-2.76%

SEGOVIA

1,270

0.896

2,164

1,063

70.39%

18.63%

SORIA

834

0.515

1.266

0.565

51.80%

9.59%

VALLADOLID

7.837

5,835

11.496

6,087

46.69%

4.32%

ZAMORA

1.482

0.966

2.289

1,018

54.45%

5.36%

C. AND LEON

27,779

19,526

42.061

20,907

51.41%

7.07%

BARCELONA

62.021

47,599

98,563

55,456

58.92%

16.51%

GIRONA

5.516

3,779

8.894

4,542

61.24%

20.18%

LLEIDA

2.927

1,922

5.188

2,414

77.25%

25.62%

TARRAGONA

7.225

5,474

12.125

6,484

67.82%

18.44%

CATALONIA

77,689

58,775

124,770

68,896

60.60%

17.22%

BADAJOZ

6.919

4,412

10.348

4,545

49.56%

3.02%

CACERES

3.985

2,516

5.858

2,520

47.00%

0.15%

EXTREMADURA

10.904

6,928

16.206

7,065

48.62%

1.98%

LA CORUÑA

11.390

8,119

17.322

8,475

52.08%

4.38%

LUGO

2.388

1,342

3.837

1,550

60.68%

15.51%

OURENSE

2,072

1,232

3.545

1,442

71.09%

16.98%

PONTEVEDRA

4.120

2,751

6.916

3,244

67.86%

17.94%

VIGO

3.801

2,784

6.208

3,149

63.33%

13.11%

GALICIA

23.771

16,228

37,828

17,860

59.14%

10.05%

MADRID

98.319

78,160

158.190

90,050

60.89%

15.21%

MADRID

98.319

78,160

158.190

90,050

60.89%

15.21%

MURCIA

9.191

6,713

17,820

8,125

93.89%

21.02%

CARTAGENA

4,521

3,779

8.731

4,308

93.12%

14.00%

MURCIA

13.712

10,492

26.551

12,433

93.63%

18.49%

NAVARRE

11

0.008

30

0.008

172.73%

2.00%

NAVARRE

11

0.008

30

0.008

172.73%

2.00%

ALAVA

6

0.004

19

0.007

216.67%

67.73%

GUIPUZCOA

7

0.004

11

0.002

57.14%

-46.35%

VIZCAYA

16

0.007

30

0.011

87.50%

52.28%

BASQUE COUNTRY

29

0.015

60

0.020

106.90%

33.07%

LA RIOJA

2.748

1,900

4.238

2,157

54.22%

13.51%

LA RIOJA

2.748

1,900

4.238

2,157

54.22%

13.51%

ALICANTE

15.026

10,282

24.163

11,375

60.81%

10.63%

CASTELLON

4.619

3,039

7.596

3,422

64.45%

12.63%

VALENCIA

23.471

16,202

36.455

17,570

55.32%

8.44%

VALENCIAN COMMUNITY

43.116

29,522

68,214

32,367

58.21%

9.64%

NATIONAL TOTAL

493,919

371,513

782.881

410,434

58.50%

10.48%

Amounts in millions of euros.

 

PROVINCIAL

Declarations submitted
IRPF 2014

ALMERIA

28.864

CADIZ

57.711

CORDOBA

29,000

GRANADA

31.812

HUELVA

25.277

JAEN

20.986

MALAGA

60.790

SEVILLA

97,833

JEREZ

16.391

CEUTA

3.598

MELILLA

3.216

ANDALUSIA

375,478

HUESCA

6,540

TERUEL

3.297

ZARAGOZA

44.011

ARAGON

53,848

OVIEDO

35.494

GIJON

16.745

ASTURIAS

52.239

BALEARIC ISLANDS

31.312

BALEARIC ISLANDS

31.312

LAS PALMAS

45.911

STA CROSS OF TENERIFE

37.785

CANARY ISLANDS

83.696

CANTABRIA

24.341

CANTABRIA

24.341

ALBACETE

13.145

CIUDAD REAL

19,072

CUENCA

5.074

GUADALAJARA

13.647

TOLEDO

28.400

CASTILLA-LA MANCHA

79,338

AVILA  

5.408

BURGOS

14.282

LEON

19.611

PALENCIA

6.337

SALAMANCA

13.424

SEGOVIA

5.140

SORIA

2.941

VALLADOLID

27.242

ZAMORA

5.164

CASTILLA Y LEON

99.549

BARCELONA

228.048

GIRONA

19.911

LLEIDA

11.231

TARRAGONA

28.116

CATALONIA

287.306

BADAJOZ

22.743

CACERES

13.575

EXTREMADURA

36.318

LA CORUÑA

39.615

LUGO

8.319

OURENSE

8.222

PONTEVEDRA

14.899

VIGO

14.666

GALICIA

85,721

MADRID

373,774

MADRID

373,774

MURCIA

41,569

CARTAGENA

19.118

MURCIA

60.687

NAVARRE

96

NAVARRE

96

ALAVA

56

GUIPUZCOA

58

VIZCAYA

108

BASQUE COUNTRY

222

LA RIOJA

10.845

LA RIOJA

10.845

ALICANTE

52.293

CASTELLON

17.482

VALENCIA

84.125

VALENCIAN COMMUNITY

153,900

NATIONAL TOTAL

1,808,670