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Model 237. Special tax on undistributed profits of SOCIMIs (Real estate investment trusts).

General Details

Denomination

Model 237. Special tax on undistributed profits of SOCIMIs (Real estate investment trusts).

Procedure type

Taxation

Subject

Taxes

Purpose

New self-assessment of the Special Tax on the portion of profits not distributed by Listed Real Estate Investment Companies (SOCIMI), which comes from income that has not been taxed at the general rate of Corporate Tax and is not within the legal reinvestment period (final provision 2ª. One Law 11/2021 and art. 9.4 Law 11/2009 SOCIMI).

Responsible body

State Revenue Office

General information about the procedure

Start form

interested

Applicant: Company

Place for presentation

Telematics, at the electronic headquarters of the Tax Agency.

Documentation

The special tax will be accrued on the day of the agreement to apply the results of the financial year by the General Shareholders' Meeting, or equivalent body, and must be self-assessed and paid within two months from the accrual date. Any deadlines that fall on a non-business day shall be deemed to be transferred to the next business day.

Phases of the procedure/service

There are no specific processing phases.

Forms

Electronic processing

Resolution deadline

Does not have

Resolution body

State Agency for Tax Administration

Resources

Not applicable.

Information related to electronic processing

Identification system

Electronic certificate

Level of interactivity

Level 4: Electronic processing

Regulations

Basic Regulations

Order HFP/1430/2021, of December 20,

approving model 237 "Special tax on undistributed profits by listed investment companies in the real estate market. Corporation Tax. Self-assessment" and the form and procedure for its presentation are determined (BOE December 23, 2021).

Processing regulations

Order HAP/2762/2015, of December 15,

which modifies Order HAP/2194/2013, of November 22, which regulates the procedures and general conditions for the presentation of certain self-assessments and information returns of a tax nature (BOE December 21, 2015)

Regulations approving the inclusion of the procedure or service in the registry

Resolution of December 28, 2009, of the Presidency of the State Tax Administration Agency,

creating the e-portal and regulating the electronic registers of the Tax Agency (Official State Gazette, 29 December 2009).