In 2ym Asesores We have expert professionals in tax matters who will prepare your Income Tax return, correctly and applying all the state and regional deductions that correspond to you.
Our work does not end with the presentation of the Income Tax return, but we also respond to any type of requirement related to said return that may be formulated by the Tax Agency, and even, if necessary, we make complementary declarations to the same.
We prepare from the simplest Income Tax Returns to the most complex, and we will always advise you on the most favorable way to present your Return.
The documentation we need to prepare the declaration varies depending on the circumstances of each person, but among the most common are:
Reference No. of the draft sent by the Treasury, or failing that, the amount in box 505 of the Income from the previous year.
DNI of everyone who appears in the declaration.
Bank account IBAN number.
The cadastral references of all the properties you own, where you rent, or in other circumstances (IBI receipt)
If you have received Work Income: Certificate issued by the payer and the amount of fees paid to unions and fees paid to professional associations (if membership is mandatory).
Any supporting document that could give the right to regional deductions or other tax benefits. So:
If you live in a rented property you need the landlord's NIF and the amounts paid for the rent.
For the acquisition of a habitual residence with loan extension: the balances pending amortization of the original loan.
With mortgage: insurance receipts.
For donations: supporting documents, etc.
In case of sale of habitual residence:
Purchase and sale deeds.
Acquisition and transmission dates.
Actual amounts, expenses and taxes of purchase and sale.
The declarations of the years in which deductions were made for the transferred home.
Mortgage loan data and capital pending amortization at the date of sale.
In the case of sales of shares, real estate or other assets, investment funds, prizes, subsidies, etc.:
Deeds and/or supporting documentation.
Acquisition and transmission dates.
Actual amounts, expenses and taxes of purchase and sale.
Investment fund certificates.
Proof of awards.
Proof of subsidies.
If you have carried out any economic activity as a self-employed person, you must provide your details, forms 130 or 131, self-employed contributions to Social Security...
Any other documentation that you consider necessary to provide.
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