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The documentation required for Income Tax, Wealth Tax or Form 720 varies according to your personal, employment and asset situation. Below we list the documents organised by category so you don’t forget anything when filing your return.
With the DNI and box 505 we can download your tax data directly from the Tax Agency and cross-check it with your documentation.
Two payers: if you have received income from the SEPE and from your company in the same year, you are automatically required to file.
If you are self-employed, the documentation required for Income Tax is more extensive than for an employee.
For accounts or securities abroad, indicate whether you are the holder, joint holder, authorised person or beneficiary — it is relevant for Form 720.
Form 720 — supplement: +€150 per unlisted company abroad.
The valuation for Wealth Tax and Form 720 purposes uses the same criteria. If you hire both services, the valuation work is done only once.
Supplement: +€100 per additional year. Includes analysis of possible surcharges and a regularisation strategy. We inform you before starting.
Having all the documentation required for Income Tax, Wealth Tax and Form 720 ready in advance is the most effective way to avoid errors in the draft, apply all the deductions you are entitled to and file your return without rushing. If you have doubts about which documents you need for your specific case, at Bgestió we have a team of specialist tax advisors who will review your situation from start to finish. We make sure you have all the required documentation, are aware of the latest tax changes and maximise your refund or minimise your payment.
From €67. We contact you within 2 working days.
From €164. If we handle your Income Tax, you only provide the shared documentation once.
From €180. We confirm your obligation before starting.
To file your income tax return, you must provide the tax advisor with all the documentation that reflects your personal, financial and asset situation during the tax year.
In general, you will need:
In short, you must provide all the information about what you have earned, what you own and what you can deduct. In addition, although you do not always have to submit all the supporting documents, it is mandatory to keep them so you can prove them to the Tax Agency if requested.
You can find a detailed list on our website here https://www.blegal.eu/en/documentation-required-for-income-tax/
In Spain, the income tax return is generally filed without the need to attach documentation to the Tax Agency.
Most taxpayers file their return solely with the tax data and the corresponding information, without uploading supporting documents.
Even if they are not attached, it is mandatory to keep all supporting documents (invoices, certificates, contracts, etc.) for at least 4 years. The Tax Agency may request them at any time within that period.
You will only need to attach them if the Tax Agency requests it, usually through a request or review.
If requested, the documentation is submitted electronically through:
It is not necessary to attach documents when filing the return, but you must keep them and be ready to send them to the Tax Agency if required. The AEAT increasingly sends requests on its own initiative to review documentation; this does not mean anything is wrong, but they are requests that must be answered within the deadline.
The cost of a tax advisor to file the income tax return in Spain can vary significantly depending on the complexity of each case.
In general terms, there is no single rate, as the price depends on factors such as:
For this reason, many advisors structure their fees by levels, from simpler cases to more complex situations that require a more detailed tax analysis.
In addition, in specific scenarios (such as international investments, high net worth or discrepancies with the Tax Agency’s data), the service may require a customised quote.
Ultimately, the price is adjusted to the work needed to guarantee a correct, optimised return adapted to your specific tax situation.
You can see our prices on our website. https://www.blegal.eu/en/income-and-assets-tax-declaration/
You must file Form 720 if you are a resident in Spain and have assets or rights abroad whose value exceeds €50,000 for each type (accounts, investments or real estate).
You will only have to file it again if those values increase by more than €20,000 or if you no longer hold any of the declared assets.
It is a mandatory informative declaration to the Tax Agency, although it does not involve paying taxes. You can read more about it on our website https://www.blegal.eu/en/model-720-declaration-of-assets-abroad/
Form 151 is filed when you are taxed in Spain under the special regime for impatriates (Beckham Law).
It must be filed annually, within the same period as the income tax return, with the Tax Agency, once you have previously applied for and been granted this regime.
With the DNI and box 505 we can download your tax data directly from the Tax Agency and cross-check it with your documentation.
Two payers: if you have received income from the SEPE and from your company in the same year, you are automatically required to file.
If you are self-employed, the documentation required for Income Tax is more extensive than for an employee.
For accounts or securities abroad, indicate whether you are the holder, joint holder, authorised person or beneficiary — it is relevant for Form 720.
Form 720 — supplement: +€150 per unlisted company abroad.
The valuation for Wealth Tax and Form 720 purposes uses the same criteria. If you hire both services, the valuation work is done only once.
Supplement: +€100 per additional year. Includes analysis of possible surcharges and a regularisation strategy. We inform you before starting.
Having all the documentation required for Income Tax, Wealth Tax and Form 720 ready in advance is the most effective way to avoid errors in the draft, apply all the deductions you are entitled to and file your return without rushing. If you have doubts about which documents you need for your specific case, at Bgestió we have a team of specialist tax advisors who will review your situation from start to finish. We make sure you have all the required documentation, are aware of the latest tax changes and maximise your refund or minimise your payment. Contact us!
Photo by Kelly Sikkema on Unsplash
Utilizamos cookies propias para mejorar nuestros servicios y mostrarle publicidad relacionada con sus preferencias mediante el análisis de sus hábitos de navegación. Si continúa navegando, consideramos que acepta su uso.