Inspection flights for under £30!

Has anyone completed form 214 yet ?

Does anyone know if the local council in Manilva have agreed base costs for the build value ( as opposed to the purchase cost) for the income tax calculation.

If one completed in October 2006 is one liable for a whole year's taxes or is it proportioned ?

Jeff, I know your the expert on local matters so any help would be appreciated

Thanks

Michael

Michael,

I'm not an expert on the tax side, but completed my own house forms in November 2007. I think full or part year is the same, ie. no pro rating

You need:-

1. A form 214 for each owner or part owner of the property. So I needed 2 for me and my wife. (or is it my wife and I)

2. NIE stickers  

3. The cadastral value of the property (found on the IBI receipt) for the renta calculation, and the net value of you property (less mortgage, if any) for the patrimonio calculation. The tax paid is the sum of these two calculations. So if the total tax is 400 euros and there ar two owners 200 goes on each form. The calculations are based on part percentages. It took me an hour to do 4 forms as I had two years to catch up.

For 1 and 2 you can get the forms and stickers from The Agencia Tributaria office, there is one in Marbella on Calle de Jacinto Benavente, cost of form 50c each so get a few for future years and no cost for stickers they give about 5 plus years worth and you need 4 per form. I believ there is a Tax office in San Roque

For 3. you need the IBI bill which you may not get for a year or more. My net value was taken off my Escitura. In my first years with the house I could only pay Patrimonio.

You fill the forms and take them to your bank, they take the money from your account and send the form to the tax office keeping a copy and giving you a copy.

Look at http://www.spanishpropertyinsight.com/spanish_property_taxes_for_non_residents.htm

Just found the following Tax offices on http://asesoria-s.es/direccion-y-telefono/andalucia-direcciones-y-telefonos-de-la-agencia-tributaria/gmx-niv87-con52-npc3.htm

Marbella
Cód. Admón.: 29069  Av. Jacinto Benavente, 27.
29600 Marbella  Tel: 95 282 49 94
Fax: 95 277 56 65

San Roque
Cód. Admón.: 11033  C/ Higueras, 2.
11360 San Roque  Tel: 956 78 04 33
Fax: 956 78 17 50

Just found ......... If you look on the general forums there is already a thread on tax, do a general forum search on patrimonio.

This message was last edited by manilvajl on 1/19/2008.

This message was last edited by manilvajl on 1/19/2008.

Michael,

this seems like taking coals to Newcastle me telling you about tax!!! 

However I have done my own tax online usinfg form 214. it isnt too difficult just tricky.  I completed in Sep 2006 and consequently had a wealth tax obligation at 31st Dec 2006. That is what I have filled in on the form. The Renta tax part of it is pro rata'd for the year and is based upon cadastral value. As I havent got that i did not submit a renta tax declaration on the form. I can do that when i have the correct value.

I took the completed form to my bank who stamped it, took my money and said that was that, nothing else to do. I was amazed as like Jeff's says everything I have read about paying tax mentions these stickers but i was told i did not need them.

I have seen a completed form including Renta tax but i cannot understand how the renta tax was calculated so to me its a bit hit and miss what you pay.

John,

I tried doing my 214 online some time year and had problems with the NIF number (NIE) , it didn't seem to lik the format but I think that you just ignore spaces and dashes and put it in as one whole string (is that correct?) also had a problem trying to print I think it creates a PDF and that seemed to fail.

Did the online form create a bar code in the PDF, if it did that would explain why stickers are not needed.

Anyway between us we will some ex pe rt but joined up if you see what I mean. 

jeff,

Just checked the PDF formatted 214 which the bank stamped and all there is is a justfication number which the bank used as a reference.

You will have just arrived as we left today. The weather sibce wednedsay has been terrific and as we left today it was perfect. Hope it holds out for you.

Did you get my note about security on your patio doors?

 

what note when did you send it?

Thanks for the information.  This is most useful and has inspired me to do my own return.
This is my first year to pay tax and I've just been reading up.  Help please.

I've just read that:
"For the Impuesto sobre el Patrimonio wealth tax and Impuesto sobre la Renta imputed income tax, the procedure is now considerably easier if you are a non-resident owner of one property only. You have to complete a Form 214 where you can declare both wealth tax and imputed income tax as well as income tax for non-residents."

So form 214 is the way to go.  John  - do you have the link for obtaining this on-line please ?
/edit/ I found this one.  Which is just a blank form with a bar code.
/edit 2/  and this official source



So for someone like myself who is not renting out, these two taxes should be easy to compute.

The wealth for me is basically the value of apartmentless mortgage plus bank current account (highest of last quarter average or 31Dec balance) plus value of
car, boats and other expensive stuff if I had any.

I read that the apartment value is the higher of:-
a.the officially registered Valor Catastral (often known as the ‘Town Hall’ value)
b.the value taken into account for any other tax purposes
c.the price in the purchase agreement – the Escritura

It's not clear how to find a) or b).  Does anyone know?

Wealth tax (Impuesto sobre el Patrimonio)  appears to be 

0.20% up to a wealth of 167,129 Euros.   so it does not amount to much.

Impuesto sobre la Renta imputed income tax,

Tax base: 2% of the cadastral value of the property (found on the IBI receipt), or 1.1% if the cadastral value has been revised since 1st January 1994. Tax rate: 24% (25% for 2006 and before)

Well no sign of an IBI  for some time so  based on Jeff's posting I need the  Escitura  value.

Does anyone know where to find this.  Should my purchasing solicitor have supplied it?

I too noted  that "If you didn't own the property for the entire year or if it was rented for part of the year, then you would prorate the amount accordingly."

Does anyone know what the current rates for imputer income tax for this district can be located.

 

A point of interest :-
"One of the first decisions I would take is to eliminate the wealth tax and to develop mechanisms to compensate regional governments for lost revenue,”he said.

This message was last edited by PMillsom on 1/20/2008.

This message was last edited by PMillsom on 1/20/2008.

This message was last edited by PMillsom on 1/20/2008.

Thanks Jeff & John,

John - No problem, I know how to complete the financial part of the forms, but they have changed the layout and my Spanish is not up to official forms. It the Valor Catastral figure that I am having difficulty with as I know from SPI that its not normally issued for at least two years after the development is completed.

I have been told by one solicitor that it is usual in the interim to take 50% of the purchase price into the calculation, until the Valor Catastral is issued.

If I try and post a copy of the new form can someone assist with the translation of the boxes. Do you need the bar code stickers for the new forms ? and how many copies do you need to take to your bank. Is it still 4 copies for each taxpayer ?

Michael

 

 

Michael,

As no one has replied to my questions  I've spent several hours reviewing various Spanish Tax web sites.  No where have I yet seen it mention
that the valor catastral be estimated at 50% of purchase contract.

This site
http://www.propertyguidespain.com/taxes-and-other-costs.html

reads
Both residents and non-residents are expected to make a declaration of assets in Spain on an annual basis. These typically are property, car and bank balance. The value used when declaring the value of the home is decided either from the greater of the valor catastral or the acquisition price on the title deed.

If you find any reference to the 50% rule I'd be interested to know.

One thing I've noticed is that several of these sites are slightly contradictory and currently I've trying to get the correct position through discounting those that are out of date and those that are 'casual' / 'high level'.

This message was last edited by PMillsom on 1/21/2008.

Michael,

Further reading.  Form 214 should be in triplicate.
Sources seem to concur that
"you stick identity stickers on the top (bar coded). You then take it to a bank and pay the money there. They give you one copy (receipted), keep one for themselves and send the third in the envelope (provided with the identity stickers), with another identity sticker on, to the Agencia Tributaria".

Paul

See this
If the link does not work  go to http://www.aeat.es
Under  "Ir al portal de:"  top right select   "EN: non-residents" from the drop down list  and then press the 'Arrow' button on the right to get the English pages.

This link
https://www5.aeat.es/es13/h/ie52140a.html
Seems to provide an on-line 214.   Does anyone know what happens when you press the button ?

Help screen in spanish for complete 214
"https://www5.aeat.es/es13/h/ie52140n.pdf"

This message was last edited by PMillsom on 1/22/2008.

This message was last edited by PMillsom on 1/22/2008.

Paul, Jeff & John

Many thanks for your help.

Having researched further and utilising all your postings and emails, the concesus seems to be that the new form does not need a bar code label, and can be completed online and then either printed out and taken to the bank (in triplicate) or paid online (not sure how this works yet).

As I will be in Duquesa from 13th (eve) to 21st Feb I will prepare the forms for my wife and myself (many thanks JC for the translation notes) and take them along to my bank, Barclays in Sabinillas, where fortunately they speak English and see what happens.

Once again thanks to you all

Michael

May have confused people, I said 4 copies of 214 form, this was 4 forms , 2 years and 2 people = 4 copies of same data.

The form you buy for 50 cents is triplicate and NCR so you only fill in the top sheet, but 4 stickers needed as its 3 forms and the envelope needs a sticker. I prefer to use the forms and stickers as the bar code relates to me and only me and therefore there should be no chance of me paying somebody elses tax. 

Hi All,

These questions may be dumb dumb obvious to many but not to myself.  So help please on the following form 214 entries:-

Delegacion de Administration    ::  is this Malaga?
Administración  is this Marbella?
Michael,
Did you manage to get the online form to accept your NIF number?  If so, how.
I've tried entering my in various formats (with and without the X prefix etc) and it keeps on rejecting my number
although I am sure the number is correct - I have the certificate in front of me now.


thanks

This message was last edited by PMillsom on 1/22/2008.

This message was last edited by PMillsom on 1/22/2008.

This message was last edited by PMillsom on 1/22/2008.

This message was last edited by PMillsom on 1/23/2008.

Paul

Yes malaga is the first one you asked.

Second answer is Antequera ...Codigo 29015

my NIF is capital X 7 numerals and L .