Tax advisor: Income tax and non-resident income tax return forms

Order HFP/523/2023 approves the income tax and non-resident income tax return forms for permanent establishments and entities under the income attribution regime abroad with presence in Spain. It applies to the 2022 tax periods and establishes instructions and conditions for electronic filing. It will come into force as from 1 July 2023. Published rules –… Continue reading Tax advisor: Income tax and non-resident income tax return forms

Tax advisor: What is the equivalence surcharge?

The equivalence surcharge is a special VAT system that is mandatory for retailers who market products without making any form of modification to them. Although it is normally applied to companies, it can also affect civil societies, inheritance and community of goods, as long as all its members are individuals. Some activities are exempt from… Continue reading Tax advisor: What is the equivalence surcharge?

Tax Advisor: Tax measures for the right to housing

In the publication of the Official State Gazette (BOE) of May 25, 2023, Law 12/2023, of May 24, which establishes the right to housing, has been enacted. This law includes in its second and third final provisions fiscal measures that impact personal income tax (IRPF) and real estate tax (IBI), respectively. News As regards Personal… Continue reading Tax Advisor: Tax measures for the right to housing

Tax Advisor: The constitutionality of the Personal Income taxation of assets received by virtue of succession agreements and contracts of inheritance provided for in the existing Foral Civil Laws

The Constitutional Court has issued a statement in which it advances part of the ruling and the sentence, arguing that there is no double taxation because the economic capacity taxed in the Personal Income Tax (IRPF) is different from that taxed in the Inheritance and Gift Tax (ISD). In relation to whether the “apartación” is… Continue reading Tax Advisor: The constitutionality of the Personal Income taxation of assets received by virtue of succession agreements and contracts of inheritance provided for in the existing Foral Civil Laws

Tax advisor: Modification of the LGT, the LIVA, the LIS and other tax regulations

On 25 May 2023, Law 13/2023 has been published in the BOE , of May 24, which amends the General Tax Law (LGT) to transpose Council Directive (EU) 2021/514 in relation to administrative cooperation in the field of taxation, together with other tax regulations. Specifically, this regulation introduces changes to the Value Added Tax Law… Continue reading Tax advisor: Modification of the LGT, the LIVA, the LIS and other tax regulations

Tax advisor: The presence of simulation through the artificial division of the economic activity of the appellant has not been demonstrated.

The High Court of Justice of Madrid, in its judgment of March 1, 2023, examines the possible artificial division of the appellant’s economic activity for indications of simulation. However, before addressing the merits of the dispute, the Chamber rules on the extension of the term that has occurred in the inspection process. Thus, the Chamber… Continue reading Tax advisor: The presence of simulation through the artificial division of the economic activity of the appellant has not been demonstrated.

Tax advisor: CNAE Code and its inclusion in tax forms

The CNAE code, which stands for National Classification of Economic Activities, is a classification system used to categorize and group economic activities carried out by companies and self-employed individuals. It is used in many countries, including Spain, to facilitate the collection and analysis of information on the business fabric. The CNAE code is necessary to… Continue reading Tax advisor: CNAE Code and its inclusion in tax forms

Tax advisor: Galicia’s appeal against lifetime inheritance dismissed

The Constitutional Court has ruled that ‘lifetime inheritances’ must be taxed in the Personal Income Tax (IRPF). This is the conclusion reached by the court in rejecting the appeal filed by the Xunta de Galicia against the modifications approved in 2021 to combat tax fraud, which focused on this type of donations. The Plenary considers… Continue reading Tax advisor: Galicia’s appeal against lifetime inheritance dismissed

Tax advisor: The allowances for living expenses in Personal Income Tax

The Personal Income Tax (IRPF) regulations exempt from taxation the amounts allocated by the company to compensate the usual food and lodging expenses in restaurants, hotels and other accomodations, when the worker travels to a municipality other than his usual place of work and place of residence. However, there are specific exceptions (indicated in article… Continue reading Tax advisor: The allowances for living expenses in Personal Income Tax

Tax advisor: Personal Income Tax treatment of the regularization of the RETA quotas

The Directorate General of Taxes addresses in an binding consultation (V2518-22) issued on December 7, 2022 the personal income tax (IRPF) tax treatment of the adjustment of social security contributions paid by self-employed workers in the previous year, in accordance with the new contribution system established in article 308 of the General Social Security Law… Continue reading Tax advisor: Personal Income Tax treatment of the regularization of the RETA quotas