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How to make the 2020 income tax return from your mobile or online

Learn how to present the 2020 Income Statement from your mobile step by step and in a simple way.

On Wednesday, April 7, 2021, the Income 2020 campaign, and as has been the case for a few years, it is possible submit the income statement through the Internet and from your mobile. The latter is thanks to the Tax Agency application launched in 2017, which was recently completely renovated with a more modern design and greater ease of use. The app is available on both Android and iOS.

In the same way, the Tax Agency makes a web page available to everyone from which they can present the income statement from your mobile or computer, without having to install anything on our smartphone.

In this guide, we are going to explain the steps to be able to make the draft and present this year's declaration directly from your mobile, not without before clarify a series of doubts in this regard that most of us have had at some point when faced with this process.

Rent 2020

The app to present the Income Statement from your mobile.

Am I obliged to present the declaration?

Although Any taxpaying natural person can request the draft of the return, and choose whether to present it or not, there are exceptions to the who is obliged to file the income tax return. According to the Tax Agency, all taxpayers must submit the return, except those who meet the following conditions:

1) Those who have Personal work income equal to or less than 22,000 euros per year:

  • When these come from a single payer.
  • When they come from several payers as long as the sum of the second and subsequent ones - in order of amount - does not exceed 1,500 euros in total.
  • When these work income consist of passive benefits such as Social Security pensions, group insurance, etc., provided that the determination of the applicable withholding rate had been carried out in accordance with the special procedure established by regulation.

2) Those who have Income from personal work equal to or less than 12,643 euros per year:

  • When the work income comes from more than one payer and the sum of the amounts received from the second and the others - in order of amount - exceed the amount of 1,500 euros per year.
  • When compensatory pensions are received from the spouse or annuities for non-exempt food.
  • When the payer of income from work is not obliged to withhold.
  • When full income from work is received subject to a fixed rate of withholding.

Dates and deadlines for the 2020 income statement

From the Wednesday, April 7, all taxpayers can file the income statement from mobile or through the website of the Tax Agency. The deadline for submission is June 30. The rest of the dates of interest can be consulted on the official website of the AEAT.

What do I need to be able to do the draft online or from my mobile?

Before proceeding to draft the presentation, it will be necessary to have a method of access to the processing. There are three ways to be able to carry out the presentation over the Internet, either the electronic certificate or DNI, the reference number or the Cl @ ve PIN system.

Electronic Certificate or DNI

If you already have an electronic certificate or DNI, this will probably be the most comfortable method when accessing the process. If you don't have it yet, you can get your electronic certificate following the process that is detailed on the website of the Tax Agency, or the electronic DNI through the Electronic Headquarters.

Cl @ ve PIN

On the other hand, The Cl @ ve PIN system is a method for carrying out procedures over the Internet, which offers a PIN with limited validity in time, which can be renewed every time it is needed, for example, through the Android application. or by SMS.

If you still do not have access to the Cl @ ve system, you will need a registration letter, which includes the procedure to follow to be able to enjoy access to the Cl @ ve system. The mailing of the letter is free, and should take between two or three days. However, all the information in this regard is available on the platform's website.

Once you have your letter, and you have completed the registration process, you can now get your temporary PIN to access the draft, Through the Cl @ ve PIN app for Android or by means of an SMS that will be sent to the phone number with which you have registered.

Reference number

Finally, if you have already made a declaration in previous years, you can access the processing of the 2020 draft through a reference number, located in box 450 of last year's declaration. All the details about this type of access are available on the Tax Agency website. Also, you can consult the reference number of the previous declaration Through the application of the Tax Agency for Android and iPhone mobiles.

Before filing the return, beware of scams

Now that you meet all the requirements to be able to file your return, it is time to stop and be very aware of possible dangers that could entail the realization of the declaration from the mobile.

Last year, the Tax Agency itself already warned on its website that, during the days prior to the start of the campaign, certain threats had appeared that could endanger taxpayers through attacks on phishing or identity theft. To stay safe it is recommended to keep in mind the following:

  • The Tax Agency never requests confidential, financial or personal information, or account numbers, or taxpayer card numbers by email.
  • It is advisable to distrust any communication that includes the request for confidential, financial or personal information or includes any link that does not refer to its website or its electronic headquarters.
  • It is recommended to consult the Security Notice of the Electronic Office, where it is warned of the different fraud attempts.

How to draft and present the 2020 declaration from your mobile

How to file the 2020 income tax return from home with your mobile

The declaration filing process It can be done both from the Tax Agency website and from the mobile application, available on Android and iOS.

Once downloaded and installed, you must accept the privacy policy, and start. Follow these steps:

  1. Identify yourself in the Tax Agency app through one of the three steps that we have already mentioned before: reference, PIN code or electronic certificate.
  2. Already identified, touch on Income 2020.
  3. Here, you will be asked to confirm your data (it is the data that the Tax Agency has about you in order to proceed). If they are correct, click on ratify, or if not, on modify. Then continue.
  4. Now, you will see a screen with different options, including the Processing of the draft / declaration. Click on this option, and you can proceed to process your return.

In the declaration, all the information that Hacienda knows about you will appear already covered, but be careful, because they don't have to be the right ones, or all the necessary ones. At this point, two situations can occur:

  1. The draft is correct: You have verified that all the data is correct and that you should not cover anything else. Therefore, you can file the return in 1 click. This option is limited to all those who do not need to make any changes to the data.
  2. Data is missing or incorrect: You will have to manually modify the draft of the declaration, either to change an incorrect information or to fill in a new one, and therefore it will not be possible to carry out the process in 1 click. In this case, you will have to select the option to "modify the return" within the section "Income 2020". The app will direct us to the Renta WEB program, where it will be necessary to correct all the data that requires it.

Whatever our specific case, once the draft is finished, with all the correct data - remember that it is the taxpayer's responsibility to correct the erroneous information -, you will have to click on "Submit Statement" within the section "Income 2020". If everything has turned out as it should, a warning will appear like the one in the image below, offered by the Tax Agency, which shows the secure verification code –CSV– with which the validity of the declaration is certified.

Declaration 2017 filed

How to know if the return is going to be returned or paid

The key moment of declaration arrives, Do I have to pay the Treasury, or will they pay me the amount that appears in the last box? There is some confusion in this regard, but the easiest thing is to remember that, if the result of the statement is negativeIt will be the Agency who will pay the money to the bank account that you have entered in the return.

Instead, if the figure that appears in the result is positive, you will have to pay, Although perhaps this is a good time to review the exceptions mentioned in one of the previous sections, since you may not be required to file the return.

Finally, it should be noted that, both from the application and from the web page, it is possible to follow the status of the filing process at any time, as well as configure notices to be notified about any changes or possible problems that may arise in the process.

Related topics: Applications