Friday May 5. Another key date in the 2022 income campaign. From this day, taxpayers can prepare and file the return by phone with the help of an official from the Tax Agency. The possibility, known as Plan Le Llamamos, requires a prior appointment, which is requested through the website, the official app or by phone.
You also need to prepare the call, with some documents that you must have at the time of the call to complete the IRPF process. Which are?
Among the basic issues to take into account, the time of the call must include the person who requested the appointment. To identify yourself, you will need to be registered with Cl@ve PIN and have the mobile phone that was communicated when registering or obtain the reference number. You must have prepared the documentation on your personal situation and your ID and a copy of the ID of those who appear in your statement; the IBAN number of the bank account; and the cadastral references of the properties owned, in which one lives for rent or in other circumstances.
If you have work income, you must have the withholding certificate issued by the payer ready; the fees paid to unions or professional associations if membership is compulsory; or legal defense expenses for disputes with the employer.
If you have income from real estate capital, you will need to have prepared the proof of income and deductible expenses for rentals, which can be summarized in this document. The same for income from movable capital: company certificates, financial and insurance entities, contracts, receipts for expenses in the transmission of Treasury bills, obligations or other financial assets.
In addition, you can have capital gains or losses from the sale of shares, real estate, investment funds, prizes or subsidies -such as the 200-euro aid against inflation, the 250-euro rent or the 400-euro cultural check for young people- . In these cases, the deeds, supporting documents or supporting documents, the amounts and expenses of the purchases and sales, the certificates of the investment funds will have to be prepared.
If a habitual residence has been sold, at the time of the call the taxpayer must have the deeds of purchase and sale ready; the dates of purchase and sale; the real amounts, expenses and taxes of purchase and sale; the statements in which he has had deductions for the transferred home; and the mortgage data and capital pending amortization on the date of sale.
Without leaving the home, in the event of regularizing a return of interest due to land clauses, the entity’s certificate must be obtained with the excess interest and the year that corresponds to it and the years not prescribed in which deductions for habitual residence were applied. .
Lastly, if you know that you are opting for a state deduction or one of the multiple regional deductions, you must have the legal receipt on hand. For example, for the rent deduction, the NIF of the landlord and the amounts paid; proof of donations; or insurance receipts if you have a mortgage, among various assumptions.
