- 76.7% of returns and 63.2% of requested amounts have been paid so far
- The Tax Agency begins today the office assistance service, which like the telephone plan ‘Le Llamamos’ this year has an appointment request format at the Electronic Headquarters and the more visual and comfortable app of the Agency for the
The Tax Agency has already paid the refund of 1,375 million euros to 1,590,475 Madrid taxpayers after the first two months of the Personal Income Tax declaration campaign corresponding to 2024 (IRPF 2024), so that 76.6% of the refund requests made and 63.2% of the amounts to be returned that have been requested have already been paid.
In number, all the declarations presented in the Community of Madrid grew by 0.9% to reach 2,555,726 declarations. In terms of amount, the returns to the taxpayer registered a year-on-year growth of 11.4%.
At the national level, the number of taxpayers who have received their refund amounts to 7,965,000 for a total amount of 5,516 million euros, which represents 73.5% of the returns and 60% of the amounts requested. Figures on a total of 14,971,000 declarations, 0.9% more than in the same period of the previous campaign, with a year-on-year growth of 9.6% in the amount.
For their part, and in line with the acceleration tonic registered in previous years, taxpayers have already presented 3,119,000 tax returns with a result to be paid (+10.7% year-on-year), since they do not have the need to make the first payments until the end of the campaign.
Office support with appointment request improvements
The Income Campaign 2024 enters in June in its third month in which the Tax Agency begins today the traditional service of preparation of declarations in the offices that the Agency, as in the case of the plan ‘Le Llamamos’, provides in collaboration with Autonomous Communities and Municipalities.
The taxpayer this year has improvements in the system of requesting a telephone and face-to-face appointment. The service available in the electronic Headquarters and the ’app’ has been updated, which has a clearer and more convenient display of the different dates and options available. In addition, navigation gains in usability, with more synthetic and ordered information. The service also includes the possibility of filtering offices by postal codes and informs the taxpayer of the first available appointment.
On the other hand, this year the economic limits of the assistance profile for the preparation and presentation of the declaration are extended, raising to 80,000 euros gross the limit of work performance and 20,000 euros for furniture capital, so that the assistance profile is adapted to the upward evolution of these performances over the years. These new limits apply both to telephone assistance, and now also to face-to-face assistance.
The assistance in the offices is offered with a progressive opening scheme adapted to the absorption capacity of the different care centers. Therefore, if at any given time the taxpayer does not find available appointments, this does not mean that there are no appointments, but that more appointments will be reopened at subsequent dates. In any case, the Agency recommends not to wait for this new opening, but to opt for the ‘Le Llamamos’, which will continue to have sufficient capacity to absorb demand.
In relation to the two services, and as every year, in order to mitigate a possible loss of appointments to the detriment of all taxpayers, citizens who decide not to make use of their appointment, must cancel it by any of the available means. In past years, when appointments were made more than a week in advance, the taxpayer did not appear in more than 25% of cases.
In favor of the service’s own agility, as happens with the ‘We call you’ plan, it is very convenient that, at the time of preparation by the Agency, the taxpayer has available the information and documentation necessary to make the declaration, with specific guides available in the Income Campaign section of the Agency’s Electronic Headquarters.
Digital support channels
As a complement to all the personalised assistance and information on the Campaign collected at the Agency’s Headquarters, taxpayers also have digital assistance channels. Together, at the national level, the ‘Virtual Income Assistant’ and the ‘Informer’ have so far offered more than 920,000 responses at the request of the taxpayer, 65% more than last year.
In this campaign, new usability improvements have been introduced in the ‘virtual assistant’, which solves the doubts raised with natural language by taxpayers. Thus, a guided assistance has been established to obtain personalized information on the autonomous deductions to which the taxpayer may be entitled and a direct access has been created from the tax data document to the contents with greater demand for information in the ‘assistant’.
In any case, if the answers of the ‘virtual assistant’ do not contain all the required information, the taxpayer can access the Income ‘Informer’, which has all the information of the tax structured by blocks of content, or connect by chat with specialists of the Integral Digital Administration (ADI) – from nine in the morning to seven in the afternoon – thus obtaining personalized assistance for the issues that have been left unresolved.
Letters for the correction of possible taxpayer errors
On the other hand, the Agency has extended, as planned, and as new declarations have been presented, the sending of letters (in addition to notices in Renta Web and in the ‘app’ in the section of state of processing of the declaration) to taxpayers who have presented their declaration modifying information provided by the Agency, so that they can assess whether or not they must present a complementary declaration adapting to the information that is known to the AEAT.
In addition to the two phases of sending, the one at the beginning of May and the one that begins now, the Agency has sent about 92,000 letters with the idea of continuing to make progress in voluntary compliance through preventive notices to avoid errors and omissions that may subsequently lead to a possible regularization of the Agency. If the taxpayer understands that his statement was correct, logically he does not have to modify it, but if he considers that he made some kind of mistake or omission, he has the option of correcting it by means of the corresponding complementary. Last year, more than 26,500 taxpayers rectified their tax return after receiving the preventive warning, thus avoiding checks, interest generation and possible sanctions.
Main support and information services:
- Internet: https://sede.agenciatributaria.gob.es and ‘app (offers information and management without schedules)
- Telephone request plan ‘Le Llamamos’: 91 535 73 26 and 901 12 12 24 (automatic service, 24 hours) and 91 553 00 71 and 901 22 33 44 (operator, 9 to 19 hours, L-V)
- Phone request quotation Rent for office care: 91 553 00 71 and 901 22 33 44 (operator, 9 to 19 hours, L-V)
- Phone request plan small municipalities: 91 553 00 71 and 901 22 33 44 (operator, 9 to 19 hours, L-V)
- Phone Rent Information (to resolve doubts): 91 554 87 70 and 901 33 55 33 (operator, 9 to 19 hours, L-V)