The deadline for reporting the household on the Finance Portal ends on February 15, 2023. Find out what steps to take.
Validate or update the household it is an indispensable task at the beginning of each year, even so that everything is correct when submitting the annual tax return.
The deadline for confirming the composition of the aggregate, or communicating any changes, is the February 15th.
You must communicate the household through the Finance Portal, we show you step by step later on, or using the “Aggregado Familiar” APP from the Tax and Customs Authority (AT).
Who has to update the household?
Updating the household for IRS purposes must be carried out by all taxpayers whose personal or family situation has changed in the year preceding the submission of the declaration. Therefore, you must inform the Tax Authorities of the change of household:
- Married or had children;
- In case of divorce or separation (in case of de facto union);
- If you bought your own permanent home;
- If your children are no longer considered dependents (for example, on reaching the age of 26);
- If you have dependents in joint custody with alternate residence, established in an agreement regulating the exercise of parental responsibilities.
If your situation has not changed in relation to the previous year, and you do not have dependents in joint custody with alternate residence, then you do not need to validate the data.
Even so, it is advisable to consult the Finance Portal (see the step-by-step ahead) to confirm that the information is correct and corresponds to your situation.
Note that, for IRS purposes, what is relevant is the personal and family situation up to 31 December of the year to which the tax relates. That is, if you got married or had children in 2022, you only have to account for these changes by February 15, 2023.
Why should you?
Validating or updating the household is important, because this is the data that the Tax Authority will use either to fill in your automatic IRS (if your situation allows it), or for pre-completing the normal income tax return (Model 3).
In this regard, it should be remembered that with the IRS Automatic, the delivery of the declaration is not only simpler, but also means faster refunds. Furthermore, if you are married or have a de facto partner, it is easier to choose the tax regime that is most favorable to you, as you are presented with three provisional assessments: one for joint taxation and two for separate taxation.
Upgrading the household also has other advantages. If, for example, you are exempted from submitting the IRS declaration and intending to access social benefits (such as, for example, the social tariff for electricity and gas) that imply prior knowledge, by AT, of the composition of your household, no longer have to submit the declaration just for that purpose.
In the same way, you keep your tax situation up to date, which can further facilitate the process of attributing exemption from IMIif you meet the necessary conditions.
What happens if I don’t update the household with the IRS?
If you do not have your personal and family information updated on the Finance Portal, what happens is that your tax return (automatic or pre-filled) will have wrong or missing information. This is because the AT will use the data contained in your statement from the previous year.
How to update the household in the IRS
You can update the composition of your household online, through the Finance Portal or using the “Aggregado Familiar” APP.
To do so on the Finance Portal, you must take the following steps into account:
1. Log in to the Finance Portal.
two. Choose the option “IRS – Household communication”.
3. Log in, inserting the access data to the Finance Portal. If your household has more elements, it will be necessary to authenticate each one of them. For this you will need the respective access passwords.
4. Choose the option “Deliver communication”.
5. Confirm the “Data of Taxable Persons”.
6. If your marital status has changed, open edit mode and choose the correct option. In the case of choosing “married”, “de facto partner” or “widower”, you must insert the TIN of the spouse or deceased. If you have added a spouse/cohabiting partner, you will need to authenticate them.
7. If it is necessary to add a dependent, who may be “dependent”, “dependent in joint custody” or “civil godson”, you must choose the right option and enter the TIN.
8. In the case of having a dependent in joint custody, check or indicate which of the taxpayers exercises parental responsibilities; the TIN of the person with whom custody of the dependent is shared; which household it integrates; the percentage share of expenses; and the type of residence (if it is alternated or not). It will also be necessary to authenticate the dependent.
9. Click on “Submit” to validate the information.
10. Don’t forget to confirm the data and get the receipt.
Through this APP, you can consult or update relevant personal data, namely with regard to the composition of the household, as well as information on dependents and tax address. It is also possible to define the entity to which you want to assign your IRS or VAT.
Article originally published in July 2019. Last updated in January 2023.