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The most important changes in the Income Tax Declaration 2017

The most important changes in the Income Tax Declaration 2017

The Income Tax Returns are underway again. Around 20 million Spanish taxpayers must make them and many have already done so. The term began on April 4 and will remain open until July 2.

The 2017 campaign presents some notable changes this year, but not in the regulations, which were already modified in depth in 2015. The changes mainly occur in the procedures for presenting the declaration. The aim is to simplify the formulas and help the taxpayer do their tax procedures easily and quickly.

The changes are especially aimed at people accustomed to the use of new technologies. Apart from the telematics, the usual channels are maintained such as the face-to-face declaration by appointment or by telephone.

Services and advice for the less expert

The 2017 Income Tax Campaign has two new services: the AEAT (Tax Office) app and the "We call you" plan. Both were presented by Minister Montoro last April and are the government's commitment to modernising and streamlining the organisation of the campaign.

New app: income tax at a click. The new mobile application of the Tax Agency will allow around 4.8 million taxpayers make their returns at a single click. It seems a very useful and apparently simple tool, but, like everything related to taxation, it requires special attention.

The app can be downloaded through the AEAT website and is available for Android and IOS. To begin with, there are some prerequisites: you must be registered as a user in the system and have a PIN code or an electronic certificate. If this is not the case, you will have to register by indicating your national identity card number with its expiry date and the result of box 450 of the previous declaration.

After entering the page, the user can begin to interact with the system. The application will offer a draft declaration based on the tax data held by the Treasury. The Tax Agency recommends studying all the data meticulously, in order to detect and correct any possible errors. It is convenient not to give a final click on the return without performing these preliminary checks.

If the taxpayer has to make some changes to the data, the system will redirect them to the Renta Web, the online program for making the tax returns. Once the relevant corrections have been made, the user can return to the app to finish. The application allows the declaration of relatives and similar to be confirmed.

“We call you”. The second change for taxpayers is the "We call you" plan, a telephone helpline that requires an appointment. The user must indicate the time they wish to receive the call and have their economic data at hand to make the declaration.

The purpose of this system is to streamline the processing of simple declarations and to decongest the customer service offices. According to data from the AEAT tax agency, 860,000 taxpayers went to a tax office last year just to confirm the proposed declaration. With "We call you", this will no longer be necessary.

The plan is recommended for taxpayers with an annual income of under 65,000 euros.

Appointment and personalised attention.  Those who wish to make their declaration in person and need help can ask for an appointment from 8 May via the internet, or by calling the Tax Agency (901 22 33 44 or 91 553 00 71, from 9 a.m. to 7 p.m. Monday to Friday). Office attention will begin on 10 May. The deadline for positive declarations is 27 June; in the case of declarations with a return, the period ends on 2 July.

Help blogs.  Apart from the services provided by the Tax Agency, taxpayers can go online to resolve possible doubts. Most banks have blogs where they post useful tips and recommendations to make the return. In the case of the self-employed, updated material can be found on pages such as Infoautónomos or specialised blogs.

WEB income tax: services for the more expert

People with minimal knowledge of computers and the field of taxation can make their tax returns through the Renta WEB channel of the Tax Agency. This tool gives access to the most up-to-date tax data, allows you to confirm the draft declarations prepared by the Tax Agency itself or to change data to make a new return.

It is also possible to start a work session and resume it later. The taxpayers will therefore have the chance to review their data as many times as necessary before confirming.

On which data is it particularly recommended to focus? Although the information available to the Treasury is constantly updated, changes may sometimes occur that have not yet been reflected in the records. For this reason it is advisable to always check the following data:

  • Information on property and cadastral values.
  • Family situation (there may have been changes during 2017 that are not reflected and that may be subject to deduction).
  • Data on the lease of real estate.
  • Transmissions and pension plans.
  • Autonomic deductions (each community applies its own deductions that are not reflected in the draft proposal of the AEAT).
  • Deduction for mortgage and for investment in the habitual residence.

Something new is that this year there will be no mailing of drafts. Last year, approximately 626,000 drafts were sent to homes and the vast majority were not used later to complete the declaration. The Treasury has therefore decided to eliminate them and send only the tax data.