How to make an appointment to declare income 2023

• Taxpayers can choose between three ways to present their 2023 income tax return: in person with an appointment, by telephone or online.

From June 3, you can file your income tax return for the year 2023 face-to-face at the Tax Agency offices, by appointment, until June 28.

In addition, the possibilities of making the declaration by submitting through internet and telephone until the 1st of July.

How do you request an in-person appointment?

To request an appointment, it can be made through the Tax Agency website with:

• DNI/NIE number and contrast information
• Cl@ve, reference (includes Cl@ve PIN)
• Certificate or electronic DNI
• Reference number

You can also request an appointment through the Tax Agency app and by calling 91 535 73 26 / 901 12 12 24 or 91 553 00 71 / 901 22 33 44.

If you wish to cancel the appointment, you can do so using the same methods.

What should you bring when you have the appointment?

• Documentation about your personal situation and in any case:
  • Original DNI of the holder who attends the appointment and a photocopy of the DNI of all those who appear in the declaration.
  • Bank account IBAN number.
  • The cadastral references of all the properties you own or where you live for rent or in other circumstances (IBI receipt).
  • Authorization signed by other declarants and their photocopy of the DNI (members of the family unit or third parties) to make and, if applicable, present the declaration on their behalf.
• Any supporting document that could give the right to regional deductions or other tax benefits, as well as:
  • If you live in a rented property you need the landlord's NIF and the amounts paid for the rent.
  • For the acquisition of a habitual residence with loan extension: the balances pending amortization of the original loan.
  • With mortgage: insurance receipts.
  • For donations: supporting documents, etc.
• Additionally, you must prepare the following documents if you have received any of these incomes and they do not appear imputed in your tax data:
  • For work returns.
  • For returns on real estate capital.
  • For income from movable capital.
  • Gains and losses from transferring the habitual residence.
  • Gains and losses from transferring other assets through prizes, subsidies, etc.

In conclusion, it is very important to take these dates into account to be able to make an appointment in advance and receive personalized advice from a professional who can make this procedure easier.

For more information, you can also consult the taxpayer calendar.