- The declaration period begins today for online presentations and in 48 hours will be paid the first returns of a campaign in which 23,281,000 declarations are expected, of them almost 63% to be returned in the amount of 11,650 million euros
- Pre-emptive warnings in tax data are expanded with information on online gambling operations
- Throughout the campaign the Agency will send letters to taxpayers in certain cases of possible errors or omissions in the presentation so that they can rectify them before a possible check
- The plan ‘Le Llamamos’ will start on May 7, with appointment request from April 29, maintaining a capacity that last year allowed the presentation of more than 1,070,000 statements with this system of personalized telephone assistance
The Tax Agency today opens the deadline to submit online the Personal Income Tax return corresponding to 2023 (income tax 2023). The returns, as usual, will begin in just 48 hours, next Friday. The Income Campaign that now begins has as its main novelty the implementation, from May, of a special plan of assistance in the preparation and presentation of the declaration specifically destined to people over 65 years old who reside in small municipalities of the Spanish geography.
This year it is expected to submit 23,281,000 returns, an additional 1.2%, of which 14,614,000, almost 63%, are expected to qualify for refunds for an estimated global amount of 11,650 million euros.
For their part, taxpayers with tax returns (as expected, 7,092,000 tax returns worth 18,908 million euros) in the same way as in previous years will not have to make the first payments until the end of the campaign.
Campaign calendar
The filing deadline will end on July 1 for statements both to be entered and returned, although the deadline for statements to be entered with bank domiciliation will end on June 26.
The telephone attention for the preparation and presentation of statements (plan ‘Le Llamamos’) will begin on May 7, with appointment request starting on April 29, and the face-to-face attention in offices will begin on June 3, with appointment request starting on May 29.
The special plan for people over 65 years old in small municipalities will start with the same dates of the ‘Le Llamamos’ plan. Personalized attention, by phone and in offices, will continue to be supported by CCAA and municipalities.
This year the anticipated availability of the main assistance services has been maintained (obtaining the reference number for the presentation since March 12, and since March 19 both the download and visualization of the fiscal data, as well as the updating of the ‘app’ for the campaign and the first informative campaign content, both in the Electronic Headquarters and in the ‘app’ itself.
These additional contents have included specific sections to explain in a simple way the extended assumptions of maternity deduction and childcare expenses, the new deductions for electric vehicles and charging points, and the refund system for mutualists upon presentation of the application form.
Thanks to this anticipation of services, more than 1.6 million taxpayers have already accessed their tax data, and a similar figure has obtained the reference number for the management and presentation of their tax return, so they have had the opportunity to prepare in time to be able to submit the tax return, if they wish, from the first day through ‘Renta Web’, thus also speeding up the returns that, if applicable, correspond to them.
Plan of assistance to elderly in small municipalities
The main novelty of this campaign is the implementation of a special plan for the preparation and presentation of income tax returns for people over 65 years old who have their tax domicile in small municipalities.
The plan will begin on May 7, with an appointment request starting on April 29, and will reach more residents in more than 500 municipalities in the 46 provinces of the common territory. For the selection of these municipalities (the list of localities will be accessible at the Agency’s electronic headquarters) it has been taken as a reference that, in general, they are populations of less than 3,000 inhabitants that do not have a center of the AEAT, CCAA or city council that provides assistance in campaign.
In these municipalities, and thanks to the collaboration and technical means provided by the municipalities, those over 65 years old who book an appointment will be attended by staff of the Tax Agency through video assistance, so that they will receive the same personalized attention as any other taxpayer, but in the facilities made available by their municipality and, therefore, without the need to make trips to the nearest usual point of attention.
With this special plan, which will be disseminated through posters and brochures in the municipalities included in the plan, the Tax Agency intends to advance in a model of assistance to the citizen that combines all the modalities of attention to the public according to each service and the availability of each moment, maintaining towards the group of elderly people a special sensitivity in line with the protocol signed with the Platform of Seniors and Pensioners.
In the same vein, the section of the electronic Headquarters for older people has been updated for this campaign, which includes the booklet of help services, the brief information booklet and the broader manual with the IRPF regulations that may be of greater interest to this group.