Next Steps – How
First, your employer should have given you a “certificado de retenciones e ingresos a cuenta del Impuesto sobre la Renta de las Personas Fisicas”. The header should be the one below. If you have declared tax before – this part isn’t necessary.
After you have obtained this paper and if you have a straightforward claim such as mine – only income, no housing properties, no capital gains in Spain, etc. You can go to Agencia Tributaria’s page.
- Agencia Tributaria’s Declaracion
Please click the link here and a new tab will open up Renta – Agencia Tributaria.
https://www.agenciatributaria.es/AEAT.internet/Renta.shtml - Below you should see the option, ‘Servicio de tramitación borrador / declaracion (Renta WEB)’
3. From there they will ask for your NIE and also the ‘Numero de Soporte’ – don’t fear – it is a number that is on your TIE and you can see where to find it below.
4. Here you will have the option of the following: obtain a reference or if you are registered for Cl@ve, enter your information. If you are not registered for Cl@ve, I recommend that you sign up for it as it can save you a lot of time with updating files online.
5. Once you get past the Cl@ve, if this isn’t your first year paying taxes the Agencia will ask you to confirm your domicilio.
6. Once you confirm, ‘ratificar’, you have access to the Servicios Rentas such as the Draft / Declaration of Tax ‘Borrador/Declaración (Renta WEB).’
7. In my case, they had my information however if this is your first time declaring – this is your opportunity to use the ‘certificado de retenciones e ingresos a cuenta del Impuesto sobre la Renta de las Personas Fisicas’.
8. Once your information is entered you will get the final result. Again, be careful! If it shows up as ( – ) negative, it is because the Spanish government will pay YOU. Imagine it as the state’s balance sheet and it shows that they have to pay the resident.
9. At the top you will see ‘Continuar con la declaracion’ and there you will see over 54 pages of various deductions that for people who have a straightforward case such as one employer and no properties/assets to declare – you can flip through but the next action you would take is on page 54.
Note: There is a Madrid legend that if you earn less than 24K and pay rent that you can receive 1K during the return of your declaration. This was true a few years ago however now it is not relevant as it clearly states on page 37 that the deduction is only for the people who signed the contract before the 1st of January 2015.
10. At the last page, I suggest you add your IBAN and SWIFT-BIC code of your Spanish bank account.
11. Then at the top right page ‘Presentar declaracion’. You will still have an opportunity to go back if you please. From here, you can solicit your return/payment either with a Spanish bank account. Or below, the option to solicit the money to/from a foreign bank account.
12. Once you accept, a pop up is displayed where you confirm ‘conforme’ what you have declared and then ‘firmar y enviar’. From there, the message below should pop up. I suggest you save the PDF that is available to you and save for your records.
Have any problems? Comment below and I can try and help.