If you’re preparing your tax declaration in Spain, one of the first—and most crucial—steps is gathering all the necessary documents for income tax return. Having this updated and complete information will save you time, help you avoid errors, and ensure you take advantage of all available deductions and tax benefits tailored to your personal situation.
Whether you plan to file on your own or through a tax advisor, having these documents for income tax return ready from the start is fundamental for efficient and hassle-free management.
What Documents Do You Need for Your Spanish Income Tax Return?
Below, we detail all the documents for income tax return you should have on hand before starting the filing process for the 2024 fiscal year, whose campaign runs between April 3 and July 1, 2025.
Personal and Tax Data
- DNI or NIE for all members of your family unit.
- Bank account number for direct debit of payments or refunds.
- Reference number from the previous year (box 505 of your 2023 declaration) or access to your tax data through the Tax Agency’s Renta portal.
Personal and Family Situation
It’s important to reflect any changes affecting your personal or family situation, as these can directly impact your taxation:
- Changes in marital status: marriage, separation, divorce, or widowhood.
- Birth, adoption, or guardianship of children during the fiscal year.
- Coexistence with dependent ascendants or descendants.
- Recognized disability certificates.
- Certificates for life, health, or retirement insurance.
- Receipts for childcare expenses for children under 3 years old (issued by an authorized center).
Income and Employment Earnings
- Certificates of salary withholdings issued by employers.
- Unemployment benefits, pension, disability, or maternity/paternity benefits.
- Income received as a freelancer (autónomo): invoicing, quarterly payments, Social Security contributions, and accounting books if applicable.
Banking Information
- Certificates of ownership and balances of bank accounts as of December 31.
- Certificates of contributions to “cuenta vivienda” (housing accounts), if still active.
Main Residence and Other Properties
- Deeds or purchase contracts for your main residence.
- Proof of investment for adaptation works due to disability (when applicable).
- Rental contracts and receipts for your main residence.
- IBI (Impuesto sobre Bienes Inmuebles) receipts for all properties.
- Mortgage certificates, indicating interest paid during the fiscal year.
- Rental income details, along with deductible expenses (repairs, community fees, etc.).
Donations and Contributions
- Receipts for donations to NGOs or other non-profit entities that may grant a deduction.
- Certificates of contributions to political parties or trade unions.
Transfers and Capital Gains
- Deeds and documentation related to the sale of properties.
- Information on the sale of shares, investment funds, or company stakes.
- Receipts for expenses associated with buying and selling (notary, registration, commissions, etc.).
Pension Plans, Investments, and Assets
- Certificates of contributions to pension plans or alternative social welfare systems.
- Tax information for investment funds, listed securities, cryptocurrencies, or other financial assets.
- Updated cadastral value of properties.
- Declaration of assets abroad, if applicable (Modelo 720). You can find a detailed guide on filing this model on our website.
Frequently Asked Questions (FAQs)
What if I’m missing some documents when preparing my declaration? It’s not advisable to submit your declaration if the documents for income tax return are incomplete, as you might omit relevant information or make errors that could lead to penalties. If you’re still within the deadline, you can correct an already submitted declaration by filing a supplementary return.
Can I file the declaration only with the tax data provided by the Tax Agency? The tax data provided by the Tax Agency is an excellent reference, but it’s not always exhaustive. It’s crucial to cross-reference it with your own documentation, especially if you’ve had family changes, self-employment income, or investments during the year.
Should I keep the receipts after submitting the declaration? Yes. The Tax Agency can request supporting documentation up to four years after submission. Therefore, it’s highly recommended to keep all relevant documents for income tax return during that period.
As you can see, having your documents for your income tax return in order is the foundation for correctly submitting your declaration, optimizing tax benefits, and avoiding potential errors. If you need assistance with the process, our tax advisors are available to manage your declaration securely, personally, and within the deadlines set by the Tax Agency. Being prepared on time is key to fulfilling your tax obligations with peace of mind and without setbacks.
You can also contact us directly through this contact form for us to call you, or if you prefer, you can schedule a free consultation or write to us on WhatsApp. We’re here to make the process easier for you!
