Documentation for the 2024 Income Tax appointment in small municipalities

If you have made an appointment to complete your Income Tax return at your Town Hall via VIDEO ASSISTANCE

Cancel your appointment if you cannot attend (24 hours before)

REMEMBER to bring the DATA AND DOCUMENTS to be able to make the APPOINTMENT:

To assist you personally, without representation, an appointment is required.
You must bring documentation about your personal situation and in any case:
- Original ID of the holder attending the appointment and a photocopy of the ID of all those listed on the declaration.
- IBAN bank account number.
- The cadastral references of all the properties you own or where you live as rented property or under other circumstances (receipt for the IBI ).
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 and the amounts paid for the rent.
- For acquisition of primary home with extension of the loan: the outstanding balances of the original loan.
- With mortgage: insurance receipts.
- For donations: supporting documents, etc.

IN ADDITION, you must prepare the following documents if you have received any of these incomes and they do not appear in your tax data:

Certificate issued by the payer.
The amount of the fees paid to unions and amounts paid to professional bodies (if membership is compulsory).
Legal defense expenses for litigation arising from the taxpayer's relationship with the person from whom they receive income.

Proof of income (contracts, etc.) and deductible expenses (invoices, etc.) for renting apartments, premises, parking spaces, etc. of which you are the owner or have the usufruct.
To help you relate all the data, please complete the following document:

Real Estate Rental Data Model

Certificates from companies, financial and insurance entities; contracts; receipts for expenses in the transfer of treasury bills, bonds or other financial assets; etc.
If you received insurance contracted before 31/12/1994, the amount of the capital received.

Supporting documents for the elements or parameters of the activity used during the year. E.g.: personnel employed, electricity consumption, surface area of the premises, vehicle power, income, investment asset books, etc.

Dates and deeds or documents of acquisition and transmission.
Actual amounts, expenses and taxes on acquisition and transfer.
Mortgage loan data and outstanding principal at the date of transfer, if any (to apply the exemption for reinvestment in primary residence).

Relate the necessary data in the following document:

If you do not provide this information, your declaration cannot be made.

In the case of real estate transfer, provide the necessary information in the following document:

If you do not provide this information, your declaration cannot be made.

For work income: