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Information and documentation that you should have ready when you receive telephone assistance to prepare your Income Tax return

The Tax Agency will call you to prepare your Income Tax return by phone only if you have requested Appointment through any of the channels available for this purpose. If you are not going to use the appointment once it has been arranged, please cancel it 24 hours in advance.

When the Tax Agency contacts you, it will do so exclusively through the telephone number 810520052 . Taxpayers who provide a foreign phone number will receive a call from 914539197 . We recommend that you add them to your calendar to identify calls from the Tax Agency. For your safety, and to avoid being a victim of fraud and deception, we ask that you do not answer calls or messages from other telephone numbers that identify themselves as "Tax Agency" and refer to the Income Tax Campaign.

Once you have made your appointment, we will call you to prepare your income tax return, or that of third parties who have expressly authorized you. For management to be effective, it is very important to have available at the time of the call a series of data and documentation that we detail below.

You will only have to prepare the documentation that relates to your personal situation and any other documentation in cases where, upon examining the tax data that you will be able to access prior to the telephone assistance, differences are determined with the data actually obtained.

In addition, we inform you that in order to file the Income Tax return, the person or persons who are the holders of the return must be present during the call.

In order to be assisted, it is essential to have obtained in advance the reference number of the holder or holders of the declaration. The reference number is an authentication and identification system exclusive to individuals that allows them to access Income and Wealth Management processing services.

The reference number can be obtained online, on the Income Tax Campaign portal, through the "Get your RENØ reference number" section and through these channels:

  • Online with Certificate or electronic ID
  • Online with Cl@ve PIN
  • Online with your DNI/NIE and its validity date, issue date or support number, as well as the amount from box 505 of your 2019 Income Tax Return. Taxpayers who have filed their 2019 Income Tax Return and box 505 is equal to zero, or who have not filed it, must also provide a bank account number that has been communicated to the Tax Agency by the bank in the previous year and in which they appear as the account holder.
  • Through the Tax Agency App if you have the reference from the previous campaign, DNI/NIE and its validity date, issue date or support number. The reference from the previous campaign is valid as long as it is the last one obtained by the taxpayer, he or she has not been disqualified from obtaining the reference number and has not obtained a new reference for the current Income campaign.

Link to RENØ Service to obtain your reference number

When they call you, have the following information ready:

  • The ID number of all those listed in the declaration.
  • The IBAN number of the bank account.
  • Cadastral references of all the properties you own or in which you live as a renter or under other circumstances (IBI receipt).
  • The amount of the fees paid to unions and amounts paid to professional bodies (if membership is compulsory).
  • A supporting document showing the amounts received for cancelled insurance policies, which were taken out before 31 December 1994.
  • Any supporting documentation that may give rise to regional deductions or other tax benefits. Thus:
    • If you live in a rented property, you need the landlord's NIF and the amounts paid for the rent.
    • For acquisition of primary home with extension of the loan: balances of the original loan pending amortisation.
    • With mortgage: insurance receipts.
    • For donations: supporting documents, etc.

In addition to the data indicated above, you must prepare the documents indicated below only for the type of income or income that the taxpayer received during 2020 and that are not included in the available tax data.

Earned income

Certificate issued by the payer.

Documentation regarding dismissal or redundancy: amount of the compensation, date of agreement of the dismissal or layoff, of approval of the workforce adjustment plan or of opening of the consultation period to the employment authority in the event of a large-scale lay-off.

Returns on capital assets

It refers to rentals of apartments, premises, parking spaces, etc. of which the owner or usufructuary is the owner. You must prepare a list and supporting documents of income (contracts, etc.) and deductible expenses (invoices, etc.). Income tax returns are not prepared for tourist rentals with a platform.

To help you collect all the data we provide you with the following document:

Link to model for filling out rental data

Investment income

Have certificates ready from companies, financial and insurance entities, contracts, expense receipts, etc. from which you have received this type of income.

Returns on economic activities in objective estimation (modules)

Supporting documents for the elements or parameters of the activity used during the year. Based on the activity, for example, employed staff, electricity consumption, surface area of the premises, power rating of the vehicle, income, capital goods books, etc.

Capital gains and losses

Documentation of investment funds, prizes and subscription rights. Proof of subsidies received.

For sale of a principal residence:

  • Deeds of purchase and sale.
  • Acquisition and transfer dates.
  • Actual amounts, purchase and sale expenses and tax contributions.
  • The declarations of the years in which deductions were made for the transferred housing
  • Details of mortgage loans and the outstanding capital to be amortised upon the sale.

For sales of shares, real estate or other assets (excluding those acquired by donation or inheritance), investment funds, prizes, etc.:

  • Deeds and/or supporting documentation.
  • Acquisition and transfer dates.
  • Actual amounts, purchase and sale expenses and tax contributions.
  • Investment fund certificates

Restatement

For the return of interest received from floor clauses

  • Certificate from the financial institution indicating the years to which the excessive interest charged for void floor clauses corresponds
  • Tax returns for non-prescribed years in which habitual residence deductions were carried out or were included in the deductible expenses on earnings from economic activities or capital assets.