Sunday, June 26

How to make an appointment to make the 2021 Income Tax return in person

we will explain what you need and how to request an appointment to make the 2021 Income Tax return directly at one of the offices of the Tax Agency. At the beginning of the month, applications were opened to be able to make the declaration by phone, and as of this Thursday, May 26, you can already make the request for help to make the 2021 Income declaration directly in person.

Come on, the process that begins today is to make an appointment to go to the office and have your Income tax return done there. Therefore, if asking for it to be done over the phone seems cumbersome to you, and you do not finish clarifying yourself with the whole procedure of using the Draft Income Tax through the Internet, this is a somewhat simpler and face-to-face alternative.

When and how to request an appointment for the face-to-face statement

To be able to go to the Treasury office and have them make the declaration in person, you first need to request an appointment to agree on the day and time you are going to make it. You have from May 26 to June 29 to request an appointmentalthough it is always recommended in these cases to try to call as soon as possible.

You will have three methods to request your appointment to go to one of the Tax Agency offices and have them prepare the declaration there and in your presence. These three methods are through the Internet, through a mobile application or by phone.

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You can cancel your appointment 24 hours before in case something comes up and you can’t go. To cancel it, you can use the same three channels that you used to request it.

Income 2021 from the mobile: how to obtain the draft and file the return from your Android or iPhone

What documents will you need to have on the call

Once you have requested your appointment, you will have to go to the office that has been assigned to you on the day and time assigned to you to make the Income Tax return. When you go, you will need to have various data and documents prepared that they will ask you to be able to make the declaration.

To start, you need to have documentation about your personal situation. Here, the one you need depends on each case, but what they will always ask for is your original ID and a photocopy of the ID of all those who appear on the declaration, the IBAN number of your bank account, and the cadastral references of all the properties you own, in which you live for rent, or other circumstances.

In addition, you will also be asked any supporting document that could entitle you to regional deductions or other tax benefits. For example, if you live rented you will need the NIF of the landlord and the amounts paid for the rent, if you bought a habitual residence with an extension of the loan you will need the outstanding balances of the original loan, the insurance receipts if you have a mortgage, or the supporting documents of donations you have made.

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There will also be other types of documents that you will be asked for if you have received different types of income or income during the year 2021, and they do not appear in your tax data. There are quite a few documents that depend on each situation, and you can find a list of all of them on this web page.

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