To file tax returns online, you need to identify yourself with your electronic certificate.In addition to the holder of the tax return themselves, a third party acting on their behalf, either a corporate partner or a proxy, may also submit the tax return.
We recommend that you clean up the register of the taxpayers by the Tax identification Service prior to filing the return to avoid identification errors.
After logging in, in the pop-up window, choose one of the options to access the form:
The system allows you to reaccess a generated and/or submitted tax return to make the relevant changes.
Select an option and click "Continue".
To modify a tax return already submitted, load the submitted tax return in the initial window by checking "Load tax return submitted on dd/mm/yyyy hh:mm:ss" and, in the "Taxpayers" tab, make the changes you need:delete and modify existing records or register new records.
Fields marked with an asterisk are required.The “Summary of details included in the tax return” section will be automatically filled in with the details included in the “Taxpayers” section.
If there are incompatibilities with the Tax Agency databases when the filing party’s details are entered, the system detects it, informs you, and allows you check the NIF using the "Identification service".
After filling in the taxpayer's details, you can include “Taxpayers” from the “Sections” tab.
In the 'Taxpayers' section you will see buttons at the top of the window where you can register the different records, as well as delete them or consult them.To register a taxpayer, click the "New record" icon.
Once you have filled in the details of the partners or participants, in this same window you can see the additions in "See list of taxpayers".
The “Status” column has been enabled in the list of taxpayers, so you can check the correct and incorrect records by the icon.
If you have also uploaded a previously submitted tax return, the “Submitted on" column will show the date and time that record was submitted, with the possibility of modifying or deleting it if necessary.
The button featuring the options available on the form is located at the bottom of the screen.
Press the "Validate" button to verify that the return is correct.If there are any errors, you will see the “Errors” tab with their descriptions, and a “Go to Error” button that takes you to the incorrect record.
Downloading the error list shows you the text file with the incorrect block of records.
If the tax return is correct you will see a message saying 'The tax return contains no errors'.
We recommend that you save the tax return to avoid any loss of details, as after a certain amount of time of inactivity the session will end itself automatically.To do this, click the "Save” button, which allows you to generate a file in the cloud with the data entered so far.The declaration does not need to be validated correctly before it can be generated.If a tax return has been saved previously, it will be overwritten.
Before submitting the tax return you can obtain a "Draft", which consists of a PDFwith your tax return. This document is not valid for submission.
The "Import” button will allow you to retrieve a file made according to the logical design of form 165.
Once you have selected the file, the application will offer you two possibilities:
The "Export" button generates and saves a file in the logical design format of the form.This option requires that the declaration contain no errors.The name of this file is the taxpayer’s tax code and the extension is .165.
After validating and saving the tax return, press "Sign and Send".
Tick the "In accordance” box.At the bottom, you are informed about data processing.To finish, press "Sign and Send".
On screen, you will be shown a PDF of the successful tax return, the CSV confirming the authenticity of the document and the option of returning to the tax return or generating a new one.
If the tax return you are filing contains correct and erroneous records, only the correct records will be submitted.
You must then go back to the return, correct the errors and resubmit the entire return, including all records, those already submitted and those pending.