If you spent money on your education or paid for your child's education in the past year, you are eligible for a social tax deduction. To implement it, you need to provide a set of necessary documents to the tax office.
It is necessary
- - declaration in the form of 3NDFL;
- - 2NDFL certificates from all tax agents and / or receipts for the payment of personal income tax 13%;
- - contract for the provision of educational services;
- - a copy of the license of the educational institution in which the tuition was paid;
- - receipts or payment orders confirming the transfer of funds for training;
- - application in any form.
Instructions
Step 1
The collection of documents for registration of a tax deduction must begin with the conclusion of a training agreement. Immediately ask the staff of the educational institution to make you a copy of its license to provide educational services. Save it, as well as the tuition contract and receipts for it. All this will need to be submitted to the tax office.
Step 2
Collect documents proving your income and taxes paid from all of your tax agents. Tax agents in this case are your employers at the main and other places of work and all organizations with which you have entered into civil law contracts (contracts, copyright, etc.).
Such a document is a 2-NDFL certificate. To obtain it, write an application addressed to the head of the organization and give it to the accounting department, HR department, receptionist or another contact person, depending on the procedures in a particular company.
Step 3
If you received income not through a tax agent (for example, from the sale of property), the relevant agreements will serve as proof of its amount, and the payment of tax will be receipts with the details and amount of payment and checks from the bank.
Step 4
When all documents confirming income are collected, fill out a 3NDFL tax return on their basis. It can be downloaded from the Internet, filled out on a computer and printed, or taken from the tax office and filled out using a typewriter or by hand in blue or black ink.
Step 5
If you would like to receive a deduction without the participation of an employer, open a savings book. At the branch of the bank, where they will open it for you, take his details.
Step 6
And now it's time to write a statement. It is served in any form. But in the "header" you must indicate the number of the inspection you are applying to, your last name, first name and patronymic, registration address with a zip code, TIN, contact phone numbers. The optimal wording of the text of the main part of the application: “In accordance with Art. 21. Tax Code of the Russian Federation, please provide me with a social tax deduction for education in the amount of … rubles … kopecks (amount in words). I ask you to transfer the amount of tax paid to me to be refunded according to the following details: (account number, details of the Sberbank branch)."
Step 7
You can send the collected package of documents to the tax office by mail or take it personally. In the first case, send it by registered mail with return receipt and a list of attachments. In the second, make copies of each document. One set will remain in the tax office, the second, with a mark of acceptance, will be returned to you.
