The officials of the Tax Agency and its collaborating entities start this June 1 face-to-face attention to help make the 2021 income statement.
To go to the offices it is mandatory to make an appointment. It can be done until June 29 to be attended until June 30, the last day of the campaign. Several factors must be taken into account before doing so, such as the profile of the people who can access the procedure, the channels through which it can be requested and what documentation must be carried.
To be served at the offices, you must be outside the excluded assumptions. No income statement is made for taxpayers with work income of more than 65,000 euros and movable capital of more than 15,000 euros; with real estate leasing (more than 2 properties and/or rental contracts) and tourist rentals with a platform; with professional or business activities in direct estimation; with transfers of more than 2 properties or shares of more than 2 issuers (joint limit) or that in 2021 transfer assets that have been acquired by inheritance or donation.
The cases are defined among the frequently asked questions resolved by the Tax Agency.
There are three great options to make an appointment. The first is through the Tax Agency website. To do this, you have to go to the Income 2021 portal and click on the option "Prior Income Appointment". The taxpayer must identify himself with his electronic DNI/NIE, certificate, Cl@ve or reference number.
Another option is to do it through the official application of the Tax Agency.
And a third way is by phone, by calling 91 553 00 71 or 901 22 33 44 from Monday to Friday from 9:00 a.m. to 7:00 p.m.
When setting a date, if the phone or email has been given, an SMS or email will be received, respectively, confirming the day and time.
When going to the scheduled appointment, in order to be identified, you must go with an original DNI and a photocopy of the DNI of the people who appear on the declaration. You must also bring the IBAN number of the bank account, cadastral references of the properties owned or rented. If applicable, also an authorization signed by other filers where it is allowed to make the statement on their behalf.
To this are added documents more typical of the declaration, such as the withholding certificate issued by the payer if there is work income. In case of real estate capital yields, proof of income -contracts- and expenses -invoices- for rentals. Transfer certificates of financial assets are requested with returns on movable capital. Lastly, in the case of gains and losses from the sale of a home, the deed of purchase and sale and the declarations of previous years where the deduction for the transferred home was made must be taken.
If you opt for subsidies or tax benefits, the supporting documents that can demonstrate that you are entitled, such as supporting documents for donations made.
The Tax Agency details on this page of its website all the documents that could be carried depending on the case.
