Documentation to prepare Income Tax Return 2024 at the OFFICE
If you have made an APPOINTMENT to prepare your Income Tax return IN THE OFFICE:
Cancel your appointment if you cannot attend (24 hours before)
REMEMBER to bring the DATA AND DOCUMENTS to be able to make the APPOINTMENT:
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To attend you personally at our offices, an appointment is required.
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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.
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IBAN bank account number.
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The cadastral references of all the properties you own or where you live as rented property or under other circumstances (receipt for the IBI ).
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Authorization signed by other declarants and their photocopy of their ID (family unit members or third parties) to complete and, where applicable, submit the declaration on their behalf.
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Any supporting documentation that may give rise to regional deductions or other tax benefits. Thus:
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If you live in a rented property, you need the landlord's and the amounts paid for the rent.
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For acquisition of primary home with extension of the loan: the outstanding balances of the original loan.
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With mortgage: insurance receipts.
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For donations: supporting documents, etc.
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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:
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Certificate issued by the payer.
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The amount of the fees paid to unions and amounts paid to professional bodies (if membership is compulsory).
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Legal defense expenses for litigation arising from the taxpayer's relationship with the person from whom they receive income.
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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.
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To help you relate all the data, please complete the following document:
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Certificates from companies, financial and insurance entities; contracts; receipts for expenses in the transfer of treasury bills, bonds or other financial assets; etc.
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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.
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Dates and deeds or documents of acquisition and transmission.
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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:
Real estate transfer data model
If you do not provide this information, your declaration cannot be made.
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Dates and deeds or documents of acquisition and transmission.
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Actual amounts, expenses and taxes on acquisition and transfer.
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Certificates of investment funds.
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Proof of awards, proof of grants...
In the case of real estate transfer, provide the necessary information in the following document:
Real estate transfer data model
If you do not provide this information, your declaration cannot be made.