How to request and necessary documents


On April 2, the income campaign corresponding to the financial year of 2024 began. This procedure is mandatory for all workers who charge a salary exceeding 22,000 euros of a payer or are above 15,876 euros with more than one and can be carried out by telematic, telephone or face -to -face.

This Thursday, May 29 The deadline will open to request the appointment that will declare the personal income tax in person, so that all workers who have to present their draft can do so in the offices between June 2 and the 30th of the same month.


(File photo) View of the income statement on a tablet, April 3, 2024, in Madrid (Spain). The 2023 rental and assets campaign starts today with the presentation of internet statements, but from this week taxpayers can access from the website and the mobile application of the Tax Agency to its fiscal data. This year the Government has launched some fiscal measures in the General State Budgets, such as the increase in reducing IRPF withholdings to income of up to 21,000 euros, something that will affect taxpayers in this campaign with these annual income. The campaign will be extended until July 1, 2024. Eduardo Parra/Europa Press 03 April 2024; Madrid; Presentation of the Income Declaration; 2023; Rent and Heritage Campaign 03/4/2024

How to make face -to -face appointment

This 2025, you can make face -to -face appointment to carry out the income statement online or by phone. In the first case, It is necessary to identify And it can be done by several ways: with the mobile, certificate or electronic ID, with the reference number of the rental file, the ID/Nie number and the document data of the document or from the access of EU citizens (EIDAS).

To make an online event, it is necessary to enter the Income Campaign Portal 2024 and place in ‘outstanding efforts’, where you will have to access the ‘rental event’ and click on ‘Campaign for rent 2024’. In addition, it can be requested From the block ‘assistance and appointment’ accessing ‘assistance and appointment for the 2024 rent campaign.

In case of wanting request this appointment by telephonecan be done from Monday to Friday between 09.00 and 7:00 p.m. The phone numbers enabled to carry out this management are: 91 553 00 71 and 901 22 33 44.


What works and improvements you can deduce in the IRPF if you sell or rent your house.

Necessary documentation in the appointment

If you prefer to present the income statement in person, the presentation of Documentation on the personal situation of each one. Among these are: B of the titular person and a photocopy of all the people who are going to appear in the statement, He were of the bank account, Cadastral references of all property in property or in which you live for rent and a signed authorization for other declarants if the declaration is going to be submitted in your name.

In addition, it must be contributed Any justification that may allow to carry out an autonomic deduction or other fiscal benefit. For example, if you are living for rent, it is necessary to provide the NIF of the lessor and the amounts paid for the rent; Or if a mortgage is available, it will be necessary to present the insurance receipts.


Finance changes the limit exempt for the income statement with two payers

Documentation in specific cases

There are specific cases in which some documentation must be provided if any of these income has been received and do not appear imputed in the fiscal data.

  • By work performance: Certificate issued by the payer, amount of the quotas satisfied to unions and the fees satisfied with professional associations (in case the college is mandatory). Also, the legal defense expenses for litigation raised in the taxpayer’s relationship with the person of which he receives the returns.
  • By real estate capital yield: The contracts and invoices will have to be submitted for the rents of floors, premises, garage places or any property. These aspects can be related to the following model.
  • For fond of furniture: Certificates of companies, financial and insurance entities; contracts; Expenditure receipts in Treasury Letters Transmissions, Obligations or other financial assets … If you have received an insurance contracted before 12/31/1994, the amount of the capital received will have to be submitted.
  • Due to economic activities in objective estimation: Documents accrediting the elements or parameters of the activity used during the year. For example, staff, electricity consumption, the surface of the premises, the fiscal power of the vehicle or income, among others.
  • Gains and losses for transmitting habitual housing: We will have to register the dates and deeds or acquisition and transmission documents. Also, real amounts, expenses and taxes of acquisition and transmission. In addition, the data of mortgage loans and capital pending capital must be reflected at the date of transmission, in case they existed. You can relate all documents in this model.
  • Gains and losses for transmitting other goods, by awards or subsidies: There must also be a record of dates and deeds or acquisition and transmission documents, real amounts, expenses and taxes of acquisition and transmission. In addition, investment fund certificates and prizes or subsidies.

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