When referring to the tax data We are referring to all the information directly related to the identity and tax situation of a person or company. They include everything from basic data such as the full name or the corporate name of a company, to its relationship with the Federal taxpayer registration. These data are essential for any formal economic activity, as they allow for the management of tax and fiscal obligations.
What exactly is tax data?
The tax data These are personal and financial information that the State uses to identify taxpayers and determine the amount of taxes they must pay, among other tax obligations. These data include key information such as name, address, NIF (Tax Identification Number), income, and more.
If you are self-employed or have a company, your tax data is the basis for fulfilling your obligations to the tax authorities. Any error or outdated information in this data can lead to penalties, legal problems or unnecessary expenses.
In the case of companies, in addition to the personal or identification data of the owner or manager, the following are included: economic activities, bank details, contribution data and income obtained through the company. All this allows you to generate invoices, submit quarterly and annual tax returns, and comply with current regulations.
Importance of tax data in the income tax return
One of the most common and crucial uses of the tax data is statement of income. Every year, individuals and companies must report their income, expenses and economic activities to the Treasury, and this is impossible without having the correct tax data. The Tax Authority uses this information both to calculate the amount of income tax and to determine whether a refund or an additional payment is due.
It is therefore essential that tax data is up-to-date and accurate. A minor discrepancy between the information recorded by the Tax Agency and the data submitted in the tax return can cause problems. In many cases, the Tax Agency issues drafts with the tax data it has available for taxpayers to review and, if necessary, correct before filing their tax return.
Tax data typically includes:
- Tax residence
- Bank data
- Salary
- IRPF withholdings
- Donations and deductions
- Economic activities
Checking each of them is vital to avoid errors and penalties.
Check tax data online
Tax information for the income tax return usually arrives by mail in May. However, there are also quicker and easier ways to consult it online, using the Electronic Office from Tax AgencyThis is especially helpful as you won't have to wait for them to arrive in the mail.
To consult tax data online, the taxpayer must identify himself using one of the following options:
- Digital certificate or electronic ID
- PIN code (Cl@ve System)
- Reference number, which is obtained through the Electronic Office or the app
The process involves accessing the official website of the Tax Agency, going to the “Highlighted procedures” section and selecting “Tax data”. Next, the taxpayer must choose the corresponding identification method.
Step by step to access tax data online
- Accesses Official website of the Tax Agency and select “Tax data” in the “Highlighted procedures” options.
- Choose the appropriate identification method: Cl@ve PIN, digital certificate or reference number.
- Enter the requested data according to the selected method (DNI/NIE, validity date, support number, etc.).
- Once authenticated, you will be able to review or modify your tax information online.
This procedure allows you to consult updated tax data, including data from previous years. It is advisable to review all the content before proceeding with the tax return to avoid errors.
Types of tax data
Within the concept of tax data There are several types, which vary depending on the economic activities, whether it is a natural person (individual) or legal entity (company), and the applicable tax regime. Below we present the main ones:
Tax information for individuals
In the case of individuals, tax data usually includes:
- Full name
- Tax residence
- Tax Identification Number (NIF)
- Bank data
- Salary and income
- Deductions or donations
In addition, if the individual has more than one job or additional economic activities (self-employed, freelance), the income generated by these activities must be included, as well as the corresponding withholdings.
Tax information for companies
In the case of legal persons or companies, the tax data includes:
- Company name or trade name
- Tax Identification Number (NIF)
- Headquarters address
- Contact details (phone and email)
- Income and expenses
- Economic activity
- Withholdings
This data is necessary to generate invoices and keep track of tax payments, such as VAT or corporate tax.
How to correct errors in tax data
You may, at some point, realize that the tax data that the Tax Agency has registered for you or your business are not correct. This is very common, especially if you have changed your address, changed the name of your company or made a mistake when declaring your income in previous years.
To correct these errors, it is best to access the Tax Agency's Electronic Office and make the changes online. If you prefer to do it in person, it is also possible to make the correction at any Tax Office, bringing the updated documentation proving the changes.
- Access the Electronic Office of the Tax Agency.
- Log in with your Cl@ve PIN, digital certificate or reference number.
- Find the section dedicated to tax data modifications.
- Make the necessary changes and save the new information.
Remember to keep your tax information up to date, especially the tax domicile, is crucial to receive notifications and avoid penalties.
Finally, if you have any questions about how to carry out these procedures, you can contact a tax advisor who will guide you through the process.
Updating and reviewing your tax information regularly is essential to avoid problems of various kinds. Correct management of this information ensures that you are up to date with your tax obligations and avoid unnecessary penalties.
Checking your tax information regularly through the Tax Agency's online platform is a great way to keep everything in order and avoid unpleasant surprises in future tax returns.