With April comes the deadline for submitting the income statement, a procedure that sometimes worries taxpayers who always want to obtain the best result. Whether it is presented directly before the Tax Agency or an agency is used to carry out, it is essential to know
What is needed to make the income statement.
As every year, taxpayers must submit the income statement before June 30, 2023 before the Spanish Tax Agency. Although every year all the campaigns follow a similar process, with some nuances and connotations that may change, it is nonetheless a process that usually worries some citizens until the procedure has been completed and the declaration submitted correctly.
IRPF are the acronyms that correspond to the Personal Income Tax, whose amount is established based on the income that has been obtained annually, that is, what a person has acquired throughout the year
immediately preceding, Being mandatory for all residents in Spanish territory and also for those who live abroad, but locate their businesses as the main source of income within the country.
The mandatory condition also contemplates an economic fork in this sense, that is, people whose remuneration exceeds 22.000 euros per year from a single payer must submit the declaration, as well as those who receive extra payments of more than 1.500 euros per year in total, or those who collect from two or more payers and the calculation of profit exceeds 14.000 euros per year.
What are the documents that cannot be missing?
To find out
What is needed to make the income statement and what are the documents that are usually presented in each specific case, various factors come together that have to do mainly with the type of income received, the development of what type of economic activities in question, the possession of shares or the granting of subsidies , among other features. In either case,
It is an operation that affects for good or bad pocket and, therefore, it must be dealt with meticulously and certain knowledge or experience in the processing of previous years.
Those who already have this route can self-manage their declaration before the Tax Agency online. However, it is always recommended
hire the services of a income statement manager. Having these professionals means avoiding errors that can cause problems in the long run, taking into account that a tax return can become quite complex if the concepts are not well mastered or it is not known what type of data must be added in each case. . Precisely for this reason, an agency is the best option for both companies and freelancers, and even for individuals.
What is needed to make the declaration?
In any of the cases, either autonomously or being advised,
it will be necessary to gather and contribute What does an agency need to make the income statement?, that is: tax information of the declaring person provided by the Treasury, based on payroll, withholding percentage, Social Security contribution, pension income, self-employed contributions; mortgages and real estate, family situation, etc.); photocopy of
DNI of the declarant and spouse, as well as the
Family Book; proof of
ingresos perceived during situations of
sick leave or accident; certificate of
handicap o
invalidity. In the same way, it is necessary to present proof of the income that has been obtained from the INEM, in addition to one of compensatory pensions and annuities for food, these last two things will depend on whether you are separated. Within this assumption, if a pension is passed to one or more children by judicial decision, then the annual amounts and the sentence will also have to be delivered. Likewise, the certificate of registration and pension income cannot be missing. On the other hand, it will be necessary to deliver, if the case arises, the documents that certify that quotas are paid in political parties or unions. It is also important to know that for the income statement it is necessary to present the certificate of checking accounts or withholdings of movable capital, as well as investment funds, fixed-term deposits or savings book, among other similar financial products. In addition, the documentation submitted must include proof of purchase and sale that have been made in relation to assets, such as shares, real estate or investment funds. And of course, we must not forget those proofs of contributions that may have been made to a pension, investment in housing or rental plan, to which are added proofs of donations. Finally, it must be said that the Model 10-T must be presented, that is, the one that certifies the company where the services are provided if it is a
employees working for others. and if it is
self-employed, then it will be Model 130 or 131, which is the one that designates the proof of installment payments from previous years, of the Objective Estimate Statements.
Tracking and efficiency
Another advantage of carrying out this procedure through counseling, for those who do not want to assume said responsibility, can also be the opportunity to take stock, review possible changes and novelties with respect to the previous year, always looking for the benefit, verify and order the documentation, respond and knowing what to do in the face of possible errors or difficulties and, ultimately, obtaining the best possible result. Besides,
The agencies handle the information on the deadlines very well, carrying out a complete follow-up from the start date of the campaign and the possible modifications to be carried out during the presentation of the document, so that nothing escapes. This service is not excessively expensive, since it is usually around 40 euros plus VAT for a simplified declaration.