Presentation of the 2008 campaign INCOME

Department of Treasury and Finance

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April 8, 2009
News of IRPF'08
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Abolition of Wealth Tax (With effect from January 1, 2008 NF 7 / 2008
NF repealing 11/1991 regulating the tax on wealth).
Adoption of economic incentive measures to improve the efficiency of the economy
Changing the tax rate to adapt to the effect that price increases have occurred
in domestic economies. Elevation Reduction by Joint Tax Deductions and personal
and family New Tax Benefit: Liquid Fee Deduction of 400 per year
As regards certain measures Housing and eases other overcome the current economi
c situation
In the case of usual residence transfers conducted between 01/01/2006 and 31/12/
2008 or purchases made on the same period and subsequent transmission of the pre
vious residence, the deadline for realizing the reinvestment in a new primary re
sidence amounts to four years (previously 2). Housing Account: extending the dea
dline for the application of the sums held in accounts housing. In the case of a
ccounts for which the deadline for the realization of the amounts deposited in t
he acquisition of primary residence (six years) completed between 01/01/2008 and
31/12/2008, the period will be 8 years from the date Opening.
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Department of Treasury and Finance
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Deductions
TUITION DEDUCTION DEDUCTIONS IN GENERAL (art.80 NF) R INCENTIVE DEDUCTION FOR EC
ONOMIC ACTIVITY D 2007 1250.00 2008 1275.00 400
REDUCTIONS FOR JOINT TAXATION (art.75 NF) Family marriage and unmarried couples
Single parent
BY DEDUCTION OF SCENDIENTES (art. 81 NF)
2007
2008
First Second Third Fourth st (*) Fifth and ss. <6 years
1600.00 1200.00 1000.00 600.00 500.00 300.00
1734.00 1326.00 1122.00 663.00 536.00 306.00
3300 3800
3366 3876
Nuala S DEDUCTION OF NTOS by Alim (art. 82 NF) First Second 150.00 180.00 300.00
360.00 480.00 250.00 160.80 198.90 336.60 397.80 520.20 255 , 00
2008 RATES SECTIONS FEE 14280.00 28560.00 42840.00 61200.00 12280.80 19624.80 32
84.40 7282.80 14280.00 14280.00 14280.00 18360.00 REST Thereafter MG% 23.00% 28
, 00% 35.00% 40.00% 45.00%
Ero Terc Fourth (*) Fifth and ss. DEDUCTION AS PER CE NDIENTE (art. 83 NF) DEDUC
TION OR DIS P ca pacity (art.84 NF) With 33% -64% with 65% -74% In => 75% and 15
points / Unit With Moderate to Severe = > 75% and 40 dots / Big Unit P DEDUCTIO
N OR AGE> 65 YEARS (art. 85 NF) P DEDUCTION OR AGE> 75 YEARS (art. 85 NF)
1500.00 1200.00 1000.00 700.00 300.00 550.00
1500.00 1224.00 1020.00 714.00 306.00 561.00
Department of Treasury and Finance
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Social deductions
• Vizcaya 116 000 over 65 years is deducted (or will not pay) some 65.6 million
euros. (Income 2007: 112,600 to 62.5 MM). 270 000 taxpayers will apply descendan
ts deductions amounting to 136 million euros. (Income 2007: 268,000 to 123.5 MM)
. 46 200 people will be deducted more than 42.5 million euros for having a disab
ility. (Income 2007: 45,700 - 40 mm). Housing deductions apply to some 217 000 B
izkaia Bizkaia and a total of 280 Million €. (Income 2007: 217,000 to 277.5 MM).
For contributions to EPSVs, and the like, 230,000 taxpayers deductions equivale
nt to more than 180 million euros. (Income 2007: 236000-185 MM).
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Department of Treasury and Finance
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INCOME 2007 - 2008 Forecast
INCOME Campaign 2007
INCOME Welfare Campaign 2008
Department of Treasury and Finance
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You do it by Bizkaia
• What does the DFB with our taxes?
The money collected in taxes is intended to meet the needs and priorities of Bis
cay and Vizcaya. • Campaign very visual, is what the DFB will do with the help o
f taxpayers, appealing to their solidarity and commitment. Advertising: Newspape
rs, Radio, TV and supports local and Bizkaibus Metro. Posters: in Rentanet 48, O
ffice of Finance, on canvas, 24 meters in front of the building of Finance and p
artners. And on the web: www.bizkaia.net
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Department of Treasury and Finance
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Presentation and Obligation
• • PRESENTATION: from 4 May to 30 June. REQUIREMENTS: - Income Tax: people whos
e income from work in excess of € 20,000. and / or whose gross capital income, i
ncluding exempt, and capital gains in excess of € 1,600. AENOR Quality Process M
anagement income tax (since 2002).
* The average for all of the users of the services income for the year 2007 in t
he process of personal income was 8.5 of 10.
Department of Treasury and Finance
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Key Dates
Shipping Shipping Rentanet Etxea leaves to return identifying data display Renta
net tax Shipping Etxea to enter Beginning April 1, 2009 From April 14, 2009 20 d
e April 2009 to December 31, 2009 April 22, 2009 From 20 to 28 April in Bilbao F
inance and Treasury offices in villages. Beginning May 4 at Recursonet in Bilbao
Finance and Treasury offices in villages. In financial institutions Recursonet
May 4 to June 16, 2009. Until 30 June of April 20 to June 16, 2009 at the same p
oints scored in the corrections for the proposals to return from 4 May until Sep
tember 30, 2009 April 20, 2009 May 4 30 June, 2009 April 29, 2009 from May 4, 20
09
Corrections proposals to return
Confirmations proposals to enter Recursonet Corrections proposals to enter servi
ce in opening the offices of Finance (Bilbao and towns) Income Home Campaign Pro
posals appointment WEB
Department of Treasury and Finance
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Presentation Systems
1. 2. 3. 4. 5. Rentanet Etxea. Self-assessment Manual or clothing. Rentanet 48:
made in our offices. Rentanet 10: Made in partners. Conducted over the Internet.
(- Proposed Self-liquidation WEB)
* Recursonet.
Department of Treasury and Finance
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Rentanet Etxea
• During the month of April will be sent to addresses the proposals of tax retur
ns with negative results (for return by the government) and the proposals with a
positive result (to enter by those taxpayers). • SE generated from a group of t
axpayers whose tax situation allows you to calculate your tax based only on INFO
RMATION AVAILABLE AT THE HACIENDA AUTONOMOUS. • In 2004 100 000 notices were sen
t, in 2005: 150,000 (for the first time, also to be paid); In 2006:150.000 sent
(130,000 and 20,000 to Return to Login). In 2007: 200,000 settlement. (180,000 t
o Return, and 20,000 to Login) • 2008: sent 250,000 (210,000 to 40,000 to Return
and Enter)
Department of Treasury and Finance
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1 - Rentanet Etxea (A return)
• Proposal to return Etxea Rn (green): - 1st sheet, cover letter. - 2nd leaf, Pr
oposal (2-sided): * Front, proposed declaration.
* Back, detail of the charges used in the calculation of the proposal.
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If you feel that the content of it is correct, DO NOT taken any, shall be paid t
he amount from the first week of May. If you want to make any changes or cancel
it If you want to, thereafter, file your return using any other type of clothing
should call 901 50 3000 until 28 April. If other changes are: From 20 to 28 Apr
il, you can go to Office of Finance by appointment on 901 50 3000; After April 2
8, you can go to an Recursonet.
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Department of Treasury and Finance
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2 - Rentanet ETXEA (income)
• Proposal to enter Etxea Rn (blue): - 1st sheet, cover letter. - 2nd leaf, Prop
osal (2-sided): * Front, proposed declaration. * Back, detail of the charges use
d in the calculation of the proposal. If you feel that the content of it is corr
ect, should expressly confirm before 30 June: - Calling 901 440 201 - Via the In
ternet by accessing www.bizkaia.net. - Sending SMS to 4800 indicating the word E
txea followed by a blank space and the identification number to be specified in
the letter highlighted the proposal. (*) After giving the line, will be deemed s
ubmitted the statement of income tax and tax shall collect the levy at the end o
f term. If you have any amendment must call 901 50 3000, from 20 April to 30 Jun
e. If the proposal is not confirmed, we will cancel it and shall be submitted wi
thin the deadline set by either system authorized by the Treasury.
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Department of Treasury and Finance
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Manual, Rentanet Rentanet 48 and 10
1. The self-assessment Manual: Made with the assistance program or through the o
fficial application form and returning it in the offices of Finance (Bilbao, Bal
maseda Barakaldo, Basauri, Durango, Gernika Getxo and Portugalete Mungia) and Fi
nancial Institutions. Acquisition of print (Finance and Tobacconists): 15 days b
efore the start of the campaign. Service 48 hours Rentanet free clothing, locate
d in the Offices of Finance (Capuchin Way, 4). - Request an appointment: From th
e week before the start of the Campaign ("phone" will be provided). If the state
ment is to return,€the amount paid into the taxpayer's account within 48 hours.
If the statement proves to be recovered, revenue is domiciled in the number of a
ccount specified by the taxpayer. (In a deadline: June 30, in two installments:
June 30 and November 10). Rentanet 10 Days: performing free at any of the 400 se
ats of the seven partner financial institutions (BBK, BBVA, Banco Santander, Caj
a Laboral, Banco Guipuzcoano Ipar Kutxa and La Caixa), under the supervision of
the Treasury. If the statement proves to
return, the amount paid into the taxpayer's account within a maximum of 10 days.
If the statement proves to be recovered, revenue is domiciled in the number of
account specified by the taxpayer.
2.
3.
Since last year, the / as agents of the collaborating institutions access with k
ey people provided by taxpayers, their tax data.
Department of Treasury and Finance
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Internet and Recursonet
4. Presentation of the statement on the Internet. (Www.bizkaia.net): - You must
use the official software. - Can be transmitted continuously throughout the camp
aign. - The electronic filing does not require the provision of documentation or
evidence (unless these documents are then required). - The Internet user, after
filing your return, you will receive email information on the status of it. Rec
ursonet: - Allows the taxpayer to rectify both the declaration and subsequent pa
yment made by the Provincial Treasury. - Will be processed immediately by Financ
e staff, free of charge and attendance of the taxpayer:
• • In Bilbao Treasury offices or other offices from 4 May until 30 September. A
nd also, from 4 May to 16 June, at the branch that originally drew up the declar
ation Rentanet 10 (if the taxpayer has not received any formal or provisional li
quidation, in which case you will have to go to the offices of Finance) .
5.
Department of Treasury and Finance
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Consultation of fiscal data
• In its second year of service, consultation, or printing, of 34 tax informatio
n from taxpayers and the download file for the making of the statement amounted
in 2008 to a total of 616 012 hits, double the previous year. Citizens Provides
tax information related to its 2008 tax declaration. Sending personal access cod
e: only presenters de la Renta 2007 (all respondents and spouses in joint; Appro
x. 700,000). On the Road identification "appear in addition to personal data, a"
personal access "to the query entry field of fiscal data. These consultations w
ill take place solely via the Internet. Mitigates errors, but by no means exclud
ing other data that indicate personal income tax law as binding for the fulfillm
ent of tax duties. The information displayed can be loaded directly into the com
puter program of assistance for the preparation of the Statement of Income 2008.
The service is available from April 20 to December 31, 2009.
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Department of Treasury and Finance
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Tax Information
* Provided by third parties and a self.
1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. Address Data identify
ing fiscal Account Debit Other people related work performance EPSV Contribution
s, PPs and Mutual Dividend Income from bank accounts and similar yields of Bonds
and Bond Administration Expenses and Income Deposit Securities of Treasury Oper
ations Income Insurance and Income Capitalization Transmissions from the financi
al assets subject to retention lasTransmisiones Income from Financial Assets not
subject to Withholding Other investment income Mortgages Property Information 1
8. Rental income from property subject to withholding 19. Awards 20. Sales of Mu
tual Funds 21. Transfer of shares and subscription rights 22. Transmission Prope
rties 23. Economic Activities: Headings and estimation method 24. Income from Ec
onomic Activities 25. 26 installments. Donations 27. Account housing 28. Persona
l data of the previous year: handicap. 29. Other people involved several of the
children and their data. 30. Tax credit. 31. Percentage of loan deductible. 32.
Breakdown housing amounts deducted in previous years. 33. Contributions to socia
l security systems business. 34. Contributions to the protected heritage of the
disabled.
Department of Treasury and Finance
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WEB reverse charge proposals
• NEW: The Department of Treasury and Finance will make available to certain tax
payers reverse 50 000 proposals on the website www.bizkaia.net. These proposals
result to return or enter will be made for certain pre-selected taxpayers based
on the data, records or other items that the Finance available. The individual t
axpayer announced on the 4th of May if the Provincial Treasury has made its prop
osal for a reverse, by accessing the website mentioned, in particular, agreeing
to consult your tax information, using the key provided in the identification sh
eet. Once viewed the proposal, if the individual taxpayer agrees with the conten
t of it must necessarily confirm to validate the submission. If you disagree wit
h the contents thereof shall reverse the tax by any other system before the end
of voluntary submission deadline, which is 30 June.
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Department of Treasury and Finance
WEB Proposals
Department of Treasury and Finance
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• New tax: ("It is settled Heritage Tax) • The adoption of economic incentive me
asures: Change in tax rate; Elevation Reduction by Joint Tax deductions and pers
onal and family, and new tax benefits: deduction Liquid at 400 fee per year. • I
n terms of housing: the deadline for realizing the reinvestment in a new primary
residence amounts to four years (previously 2), extending the deadline for the
application of the sums held in accounts housing; In the case of accounts whose
term the realization of the amounts deposited in the acquisition of primary resi
dence (six years) completed between 01/01/2008 and 12/31/1908, the period will b
e 8 years from the date of opening. • Alde Bizkaiaren Egizu Campaign - What do y
ou do for Bizkaia.; From 4 May to 30 June. • Income Forecast 2008: 600,000 state
ments. • to return, 82% of the total, reaching 538 million € .. • to enter, 18%,
amounting to 224 million euros. • social Deductions: 700 million euros. • Servi
ces: Rentanet Etxea (250,000 notices), Self-assessment Manual, Rentanet 10, Inte
rnet, Rentanet 48 ("Treasury offices in Bilbao) and Recursonet. • Consultation o
f fiscal data on the web: www.bizkaia.net and as a new, 50,000 reverse charge pr
oposals WEB. • In 2008 Income: 300,000 statements, 1 of 2, already made by the T
reasury ..
Department of Treasury and Finance
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Department of Treasury and Finance