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Tax Advisor: Flexibility of the Tax Agency in deferrals to facilitate the taxpayer’s liquidity

The BOE publishes Order HFP/311/2023, dated March 28th, with effect from April 15th, thus including two instructions: – Instruction 1/2023, of the Director of the Collection Department of the State Tax Agency, specifying the guarantees required to grant payment deferrals and to suspend administrative acts. – Instruction 2/2023, of the Director of the Collection Department… Continue reading Tax Advisor: Flexibility of the Tax Agency in deferrals to facilitate the taxpayer’s liquidity

Tax advisor: Variables in the Personal Income Tax return according to family situation

As it is usual, there are a series of variables in the Personal Income Tax return according to the family situation. The citizen must know them in order to know which new regulations can be applied in order to benefit from certain deductions. Main family deductions – For maternity, for those mothers in labor situation… Continue reading Tax advisor: Variables in the Personal Income Tax return according to family situation

Tax advisor: Form 511 and delivery notes for diesel oil at reduced rates

The Tax Agency has published Form 511, for the telematic filing of delivery notes of diesel oil at reduced rate that have been issued through the en route sales procedure, within the scope of Excise Duties. The modification, in turn, is contained in Royal Decree 1075/2017. It specifies that final consumers of subsidized diesel will… Continue reading Tax advisor: Form 511 and delivery notes for diesel oil at reduced rates

Tax advisor: Reduce taxation with investment losses in the 2022 Personal Income Tax return

In the following lines we will explain how to pay less to Hacienda with investment losses in the 2022 tax return. Last year’s data show that both European equity and fixed income funds lost between 8 and 10%. However, this bad data may serve to offset this year’s tax bill from investments, both in the… Continue reading Tax advisor: Reduce taxation with investment losses in the 2022 Personal Income Tax return

Tax advisor: The declaration of non-existence of tax losses pending application is projected on the year 2016

Last February, the Superior Court of Justice (TSJ) of Madrid analyzed the offsetting of tax losses. Due to a series of data and circumstances, the Chamber affirms that in January 2018 the Tax Agency limited itself to adjust the amount of the negative tax bases of the protagonist entity in its self-assessment of the 2016… Continue reading Tax advisor: The declaration of non-existence of tax losses pending application is projected on the year 2016