How to make a tax deduction through the site FNS: step by step guide
Right / / December 24, 2019
What is the tax deduction
According to lawArticle 207 of the Tax Code Russians should give the state 13% of earnings in the form of tax on personal income. However, in some cases, the money can be returned, if the issue tax deduction.
To do this, you must submit a declaration to the tax office 3-PIT and submit documents certifying the right to deduct. Previously, you had to go to the Federal Tax Service in person. Then, to test different ways of presenting papers in electronic form, including the declaration filling in special programs. Now everything can be quickly and simply done through Personal Area Online tax.
How to make a deduction on the FNS website
1. Go to your personal cabinet
login to website tax in three ways:
- With the username and password of your personal account. To get them, you need to apply personally to the tax office with your passport.
- With the qualified electronic signature (ES), if you already have. If not, it is the most difficult and unreasonable for the average taxpayer's option. It issued in the issuing centers accredited Ministry of Communications of Russia, and it is stored on the hard drive, the USB-key or smart card.
- Use the login and password from "public services». The easiest way. If you do not have an account, Optimal access to it, and not to the personal account of the Federal Tax Service website as a login and password from the "public services" will be useful in many situations.
2. Apply for unskilled enhanced electronic signature, if it does not
Click on your name, surname and patronymic, to go to the Profile page.
Scroll to "Get the EP."
Select where you want to store the key of electronic signature: on your computer, or in a secure system FTS of Russia. In the second case, you can use EA on any device, including mobile.
Check the correctness of your data, think password and submit the form. Making EP usually takes a few days. You can also register qualified EP, if you have it. Then draw another signature you do not need.
When the EP will be issued, such a field will appear on the same page:
Please note: we have a period of validity of the signature. Then, the procedure will have to be repeated.
3. Select "life situation» → «Post Declaration 3-PIT» → «Fill in the online"
This opens a form to fill in the declaration.
4. Enter your personal data
Determine what you are pointing the tax authority the declaration. If the graph is not filled automatically, it is possible to clarify Online Tax Service.
Select the year in which you wish to submit a declaration. Available are listed in the dropdown list.
Specify whether you are applying for the first time the declaration for the year. If not, write down what is the version of the document in a row.
Note, if you are a tax resident. To do this,Article 207 of the Tax Code be in Russia for 183 days in the year for which you are filing the declaration. If you are a non-resident deduction you laid.
5. Reported on the income
Employers are required to send before April 1, the tax information about your income. If your employer has already managed to do this, the corresponding fields are filled automatically.
If not, click on "Add a source of income" and enter the required information manually. These have to help 2-PIT, which you have to take if your employer has not had time to report on your income (more on this - below).
6. Select deduction
On the types of deductions Layfhaker wrote in detail a separate article. In short:
- The property - in buying a home, building a house, pay interest on the mortgage loan, the repayment at your property for municipal and state needs.
- Standard - for parents and the adoptive parents, the disabled, Heroes of Russia, the liquidators of the Chernobyl accident.
- Social - on education, treatment, welfare, insurance, including private pension.
- Investment - if you credit the money to an individual investment account.
- When transferring losses from operations with securities, derivative financial instruments, from the participation in an investment partnership.
At the same time, you can select multiple categories. But remember that more than what you paid in the form of tax on personal income, you still will not be returned.
7. Add details that gives you the right to a refund of taxes paid
For example, if you arrange the property deduction, enter the information about the object and acquisitions in contract of sale.
If the standard - about himself and / or the children.
If the social - enter the desired amount spent column (it is necessary to confirm the documents).
8. Prepare the declaration to be sent
In the last step, you will see how much money you are ready to return. Here it is 6.5 thousand, as, according to legend, was claimed deduction for tuition in the amount of 50 thousand rubles. In addition, you can download the declaration is already on the form, to double-check it for errors.
Add documents justifying the right to deduct. Make sure that the papers were in JPG, JPEG, TIF, TIFF, PNG, PDF, and weigh no more than 10 MB each. The maximum size of attached files should not exceed 20 MB.
Now portal FTS itself offers a list of documents that the agency would like to receive. Previously, you had to figure out on their own list.
If your reference 2-PIT is already in the tax base (which you have found in completing the information on income), attach them separately is not necessary. If the data yet, in the "Additional Documents" and attach the 2-PIT - the requirements are the same as for all other securities.
It remains to enter the password of the e-signature and send documents for review.
What to do next
Watch for messages from the tax.
You will be kept informed of the status of your return. If it's all right, then within a month you will issue a deduction. But the tax also has the right to conduct a desk audit, and then the process will take three months from the date of receiving the documents. The count is not the date of sending the declaration, namely, from the time when it took. The status can also be viewed by selecting the menu item "Life situations» → «Post Declaration 3-PIT» → «Fill online."
If something goes wrong, you send a message or call the inspector. In some cases, you will send the missing documents. If there were discrepancies in the declaration will have to submit it again.
How to issue a refund
If the tax reported on the completion of the test, including a desk, it is time to draw up an application for a refund. To do this, select the "My taxes» → «overpayment." In line with the overpayment will be the amounts that you can return.
You will be prompted to set off an overpayment on account of tax debts, if you have it.
If not, proceed to the next step and fill out an application for a refund. You need to specify the details of the account to which the money will come.
Remains to confirm the data and wait. The money will come in the last month.
see also🧐
- What you earn is actually getting black salary
- How to correct errors in the tax notice to avoid paying too much
- How much tax you pay is actually