The 2024-2025 Income Tax Return campaign has already begun and with it, doubts arise among taxpayers about how and when they can request a return. telephone appointment to prepare your returnAlthough more and more people are choosing to complete their procedures online, the truth is that the telephone option is still in high demand, especially among those who prefer more personalized service or have difficulty with the digital environment.
In this article we break down for you all key dates, application forms and requirements so you can easily access the Tax Agency's telephone support service. You'll also learn what the "We'll Call You" plan consists of, what documents you need to have ready, and how to cancel an appointment if you ultimately can't take the call.
Important dates for filing your income tax return by phone
The tax calendar for the 2024-2025 income tax campaign establishes several phases for filing your tax return, depending on the channel you choose. Since April 2, it is now possible to submit it online., but if you prefer to do it by phone, you should keep in mind the following dates:
- April 29 to June 27: deadline for request a telephone appointment.
- May 6 to June 30: period during which the Tax Agency makes calls within the “We Call You” service.
This means that, although you can make your appointment from the end of April, You won't get the call until May 6th at the earliest.It's important to act early to secure a convenient time slot before available appointments fill up.
How do I request an appointment for the statement by phone?
Requesting an appointment to receive a call and help you file your tax return is quite simple. You can do so in several ways, depending on what's most convenient for you:
- Internet: access the Electronic Headquarters of the Tax Agency with NIF/NIE, Cl@ve PIN, reference number, electronic DNI or digital certificate.
- “Tax Agency” App: Available for Android and iOS, it allows you to manage your appointment from your mobile.
- Automatic telephone: Call 91 535 73 26 or 901 12 12 24 (service available 24/7 to make or cancel appointments).
- Personal attention by phone: Monday to Friday, from 9 a.m. to 19 p.m., on 91 553 00 71 or 901 22 33 44.
Remember that these channels are valid both for requesting a new appointment and for modifying or canceling one if something unexpected arises. Cancellation can be made through the same channels where you made the reservation., including the website and telephone numbers indicated.
What is the Tax Agency's "We'll Call You" Plan?
The plan "We Call Him" This is the service offered by the Tax Agency for filing your personal income tax return by phone. Once you request an appointment, a tax technician will call you on the agreed-upon day and time slot. The call is made from a hidden or anonymous phone, so it is important to be alert and answer it..
This service is especially useful for those who want to avoid travel or are not familiar with internet use. It offers personalized service and is as valid as any other method for filing a tax return. If you'd like to know more about the tax return process, you can consult additional information about the tax return. Income Statement 2024.
The telephone campaign is available from May 6 to June 30, and has a team of specialized agents who are responsible for advising you and helping you complete the entire process correctly. Of course, it's very important to have all the documentation on hand before receiving the call.
Documentation required for the telephone declaration
Just like when you file your tax return online or in person, the Tax Agency requires that you have a series of data and documents to ensure that the process is agile:
- Identification document (DNI or NIE) of all members of the family unit.
- Proof of income and withholdings, such as company certificates or unemployment benefits.
- Bank data for direct debit payments or collections.
- Cadastral references of property owned or rented.
- Information about contributions to pension plans, deductions for habitual residence, donations, among others.
- For those registered with Cl@ve, it is essential to have the registered mobile phone by obtaining this identification system.
It is also possible that they may be requested documents related to specific operations, such as the sale of real estate, financial investments, or grants received. Having everything ready will avoid setbacks and make the work of the technician who assists you easier. If you need to review other aspects related to your work life, you can access information on how to view your work life.
In-person office service: dates and how to make an appointment
If you prefer to visit a Tax Agency office in person, you can also do so. In-person service starts a little later than telephone service. Appointments to complete the declaration at offices can be requested from May 29 to June 27., and in-person services will take place between June 2 and 30.
To schedule these appointments, you can use the same channels as for telephone assistance, except for the automatic line, which is only available for telephone appointments. The most commonly used number for scheduling in-person appointments is 901 22 33 44, available Monday to Friday between 9 a.m. and 19 p.m.
It is essential to make an appointment in advance., as availability often sells out quickly in some municipalities, especially in rural areas or those with fewer tax offices. On the other hand, if you need more information about the unemployment benefit, I invite you to consult this link.
Who is required to file the declaration?
The obligation to file an income tax return depends on several factors, primarily the income earned during the year. According to the criteria for the 2024-2025 campaign:
- Those who have received more than 22.000 euros from a single payer.
- If there was two or more payers, will be obliged if they exceed the 15.876 Euros annually.
- Those who have also to declare worked as freelancers, charged unemployment benefits or are entitled to specific deductions.
In any case, there are situations in which, Even if you are not required to, it may be beneficial to file the declaration., especially if you are expecting tax refunds or deductions for rent, large families, or disability. To better understand your situation during the process, also consider how it may affect your tax domicile to the statement.
Recommendations to speed up processing
As an annual process affecting millions of people, the income tax campaign can cause delays if action is not taken in advance. Here are some practical recommendations so that everything flows smoothly:
- Don't wait for the last minute, as appointments fill up quickly as June 30 approaches.
- Check out the online simulator from the AEAT (Renta Web Open) to estimate whether you will have to pay or return.
- Have all the documentation ready and well organized for when they call you.
- Check your tax information before the call or in-person appointment to avoid surprises.
In addition, if the result of your declaration is to enter but you opt for the direct debit as a payment method, you must keep in mind that the deadline to submit it is not June 30, but 25 June.
Thanks to the multiple customer service channels provided by the Tax Agency, taxpayers have several options for filing their tax return without complications. Whether online, by phone, or in person, the important thing is Prepare ahead of time and choose the modality that best suits your needs.
