26 May 2018

How to make a tax return by telephone

income tax return by telephone

Time is money And this is not just a simple statement, but it has been proven that in a matter of minutes, sales are closed, new ideas are generated, products are developed, services are launched, successful marketing campaigns are launched or million-dollar business deals are concluded. Those in the know how to make a tax return have already discovered that this year it is giving away a few extra minutes, The companies can devote them to what they consider to be the most convenient, to those that ensure the greatest value for them.

This year, it is possible to make an appointment for the 2017 tax return. No more waiting for an appointment.

Do you know the “We Call You” scheme?

Table of contents

How to make filing your tax return smoother

From 8 May 2018, the Tax Agency offices will be open to any taxpayer who decides to book an appointment.

deba realizarse la elección. deadline for this year's tax return has ended and, until 29 June, there is still time to request the maximum of two prior appointments permitted by the Administration.

To learn more about this New information: who is clear on how to file the 2017 tax return, they know that:

  1. The appointment request can be made in two ways, by telephone or via the internet (the Tax Agency app for this purpose).
  2. You can request up to two appointments to complete your tax return..
  3. The first meetings with taxpayers will take place on 10 May, while the last ones will occur on 2 July.
  4. No further appointment requests will be accepted after 29 June.

The time saving that drives this new form of organisation is considerable, and from it derives an increase in process efficiency, The tax authorities and the taxpayers themselves.

Despite the changes this year that could affect how to do the Tax return, In addition, there are conditions that remain unchanged, such as those related to the documentary requirements. In particular, it is still necessary to submit:

  • DNI.
  • IBAN of the bank account.
  • Cadastral references of properties.

In the case of to file a tax return on behalf of another person It is necessary to also provide a copy of your DNI, as well as the signed authorisation from other declarants.

New app and new telephone service for those who know how to file their tax return

The Tax Agency app allows you to carry out the following actions:

  • Request reference number.
  • Save reference number.
  • Proceed to the consultation of tax data.
  • Submit the tax return.

In the case of less complex declarations, the submission process will be reduced to a few clicks, a matter of seconds, which will bring the taxpayer up to date with their obligations to the Administration.

The telephone service “We'll Call You” is another of the innovations that those who know how to put it to good use are taking advantage of. Tax return this year. Thanks to this plan, four appointments per hour will be scheduled so that taxpayers can request that the Tax Agency contact them by telephone, to assist them with filing their return, by this means.

The procedure to follow is simple and consists of 5 steps:

  1. Visit the Tax Agency's website or call telephone 0845 071 3344 or 020 7553 0071.
  2. Identify yourself and request the date on which you want to receive the call from the Agency.
  3. Please state your preferred time, between 9 am and 8:30 pm.
  4. Save the reference number provided by the AEAT.
  5. Upon receiving the call, provide that same number, as well as the NIF.

Have you downloaded the app for the tax return yet? Would you recommend the “We'll call you” service?

Edenred Spain

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