Wealth Tax Filing Checklist

The High-Net-Worth Expat's Checklist for Spanish Wealth Tax Compliance

A straightforward guide to inventorying your worldwide assets and applying the right deductions to correctly file Form 714.
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Don’t let the Spanish tax season catch you off guard. Get the exact, printable checklist to organize your global assets and file your wealth tax in Spain without the stress.

  • ✅ Global Asset Inventory: A clear list of exactly which worldwide assets you must declare (and what is legally exempt).
  • ✅ Essential Deadlines: Know exactly when and how to submit Form 714 so you never face late fees or penalties.
  • ✅ Important Deductions: Make sure you have the right documents ready to claim your allowances and regional exemptions.

Our goal is to make your paperwork easier!

Get the official document now and continue your process without any hassle.

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Note on the use of these documents: These documents are provided solely for your convenience. Downloading and using them does not establish an attorney-client relationship, nor does it constitute legal advice. We assume no liability for any errors in completing these forms or for any consequences arising from their use. For personalized legal or tax advice, please schedule a consultation with an expert.