PERSONAL INCOME TAX 2021

    Name:

    Surname:

    DOB:

    Fiscal Address:

    NIE:

    Marital Status:

    Phone numbre:

    INFORMATION ABOUT YOUR HABITUAL ABODE.

    Have you changed your habitual abode during 2021?

    Address of your new abode:

    Please upload a copy of IBI (Property Tax)

    Did you file the tax returns with us in 2020?:

    Please upload a copy of both sides of your TIE/green card.

    Please upload a copy of the 2020 Personal Income Tax return.

    If you have answered 'No' to the first question, or if you wish to communicate us new bank account details, please write your account

    IBAN number:

    Very important: you must be the account holder

    Children Information (1)

    Name:

    Surname:

    BOD:

    If you child is over 14 and under 25 age please provide us the NIE number:

    Children Information (2)

    Name:

    Surname:

    BOD:

    If you child is over 14 and under 25 age please provide us the NIE number:

    Children Information (3)

    Name:

    Surname:

    BOD:

    :If you child is over 14 and under 25 age please provide us the NIE number:

    Children Information (4)

    Name:

    Surname:

    BOD:

    If you child is over 14 and under 25 age please provide us the NIE number:

    Children Information (5)

    Name:

    Surname:

    BOD:

    If you child is over 14 and under 25 age please provide us the NIE number:

    Children Information (6)

    Name:

    Surname:

    BOD:

    If you child is over 14 and under 25 age please provide us the NIE number:

    Have you been working for the government as a civil servant? (for instance police , military, nurse):

    Change of marital status (married/widow) during 2021: Fullname and Surname of the spouse:

    Term and Method of payment of tax return:

    What is the situation of your habitual abode?

    Please fill in the Application for Rental Incomes, attached in the mail.

    Please provide us the Mortage details if applicable ( only if you bought your permanent home before 31/12/2012).Amount paid for the housing insurance:

    Upload the insurance receipt

    Incomes, please complete and upload the files

    PENSIONS

    EUROS (€)

    POUNDS £/Other

    TAX PAID in your source Country

    COUNTRY

    GROSS STATE PENSION

    Upload the file here

    PENSIONS

    EUROS (€)

    POUNDS £/Other

    TAX PAID in your source Country

    COUNTRY

    GROSS PRIVATE PENSION COMPANY NAME

    Upload the file here

    PENSIONS

    EUROS (€)

    POUNDS £/Other

    TAX PAID in your source Country

    COUNTRY

    GROSS PENSION SCHEME COMPANY NAME

    Upload the file here

    PENSIONS

    EUROS (€)

    POUNDS £/Other

    TAX PAID in your source Country

    COUNTRY

    GOVERNMENT PENSION

    Upload the file here

    CAPITAL GAINS 

    Purchase Price

    Sales Price

    Purchase Date

    Sales Date

    TAX PAID. (Legal justify)

    COUNTRY

    HOUSE

     

     

     

    UPLOAD YOUR FILE


    CAPITAL GAINS 

    Purchase Price

    Sales Price

    Purchase Date

    Sales Date

    TAX PAID. (Legal justify)

    COUNTRY

    CRYPTOCURRENCY

     

     

     

    UPLOAD YOUR FILE

    CAPITAL GAINS 

    Purchase Price

    Sales Price

    Purchase Date

    Sales Date

    TAX PAID. (Legal justify)

    COUNTRY

    SHARES

     

    UPLOAD YOUR FILE

    CAPITAL GAINS 

    Purchase Price

    Sales Price

    Purchase Date

    Sales Date

    TAX PAID. (Legal justify)

    COUNTRY

    BONDS

     

    UPLOAD YOUR FILE

    CAPITAL GAINS 

    Purchase Price

    Sales Price

    Purchase Date

    Sales Date

    TAX PAID. (Legal justify)

    COUNTRY

    STOCK OR COMPANY SHARES

     

    UPLOAD YOUR FILE

    CAPITAL GAINS 

    Purchase Price

    Sales Price

    Purchase Date

    Sales Date

    TAX PAID. (Legal justify)

    COUNTRY

    OTHER CAPITALS GAINS

     

    UPLOAD YOUR FILE

    ** TAX PAID. Regarding the taxes paid in your source country we need to check the double taxation agreement and in case it could be deducted them from your Spanish taxes you must provided us with a tax official document in which you can proof that the tax has been paid.
    **Please read the important information below.

    IF YOU ARE THE TENANT

    Date of contract:

    Amount per year:

    WORK INCOMES AS AN EMPLOYEE

    Please Upload the payrolls, P45 or Supporting documents

    EUROS

    POUNDS

    DOLARS

    OTHER COINS

    COUNTRY

    INCOMES

    UPLOAD YOUR FILE

    EUROS

    POUNDS

    DOLARS

    OTHER COINS

    COUNTRY

    TAX PAIDS

    UPLOAD YOUR FILE

    EUROS

    POUNDS

    DOLARS

    OTHER COINS

    COUNTRY

    SOCIAL SECURITY

    UPLOAD YOUR FILE

    TAX PAID. Regarding the taxes paid in your source country we need to check the double taxation agreement and in case it could be deducted them from your Spanish taxes
    you must provided us with a tax offitial document in which you can proof that the tax has been paid.
    Please send us P45, payrolls or suppporting document
    **Please read important information below.

    EUROS

    POUNDS

    DOLARS

    OTHER COINS

    COUNTRY

    DIVIDENS

    UPLOAD YOUR FILE

    EUROS

    POUNDS

    DOLARS

    OTHER COINS

    COUNTRY

    INTEREST

    UPLOAD YOUR FILE

    Other relevant incomes or informations that must be provided.

    Surrendered Life Insurance Policy.

    Self employed abroad.

    Grants.

    Other captial gains not mentioned before.

    Dissability recognized by the Spanish Government.

    Contribution to a pension plan in Spain.

    Indicate if you have obtained any other income during the year 2021 in any part of the world.

    Comments:

    MORE IMPORTANT INFORMATION, PLEASE READ.

    We inform you that Spanish Tax Office is carrying out inspections about the total amount received for your pensions and you have been declaring to the Spanish Tax Return, in reference to this matter we are going to need you to prove us with the pension documents such as P60.
    1** If you receive a State Pension we will need the document from April 2020 and the document April 2021.
    1**If you receive a Private Pension we will need the P60 from April 2021 and the P60 from April 2022.
    1**Government Pension must be authenticated. You have to justify to the Spanish Tax office that you receive a Goverment Pension for services rendered as a civil servant.
    2**TAX PAID. Regarding the taxes paid in your source country we need to check the double taxation agreement in case it could be deducted from your Spanish taxes you must provide us with a tax official document in which you can proof that the tax has been paid.
    If the amounts given do not correspond with the amount that the Tax Office has in their database and you can not justificate that your figures were correct, if you receive an inspection the tax office will make a new calculation , and you will have to pay the tax difference plus fine and interests.
    As fiscal resident all your worldwilde incomes are taxable in Spain.
    This form is not an official document, between the data provided in this form and those that appear in the official documents provided, the data stated in the official documents provided by the customer
    would be considered as valid. Otherwise, the customer must communicate that there is a mistake in the official document provided as a proof.
    Tax returns are completed on the basis of information provided by you and you accept responsability for the information provided.
    Please finally inform us if you are the owner vehicles and boats

    The personal data that you provide us with will be treated in the stricted confidence by TEJADA SOLICITORS and will be used for the purposes of contacting you and attending to your request.

    You can always object to the processing of your data and other rights acknowledged by law by contacting TEJADA SOLICITORS at the email address: info@tejadasolicitors.com