To receive a social tax deduction for training expenses, you must fill out a tax return in the form of 3 personal income tax. The easiest way to do this is to use the "Declaration" program, specially developed for such purposes in the Federal Tax Service.
It is necessary
- - a computer;
- - access to the Internet;
- - the latest version of the program "Declaration";
- - Printer;
- - fountain pen;
- - documents confirming all your income for the last year and the payment of personal income tax from them;
- - documents confirming the fact of training and its payment.
Instructions
Step 1
Prepare documents confirming the training, its payment and the right of the institution in which you received educational services to provide them. This is your agreement for the provision of educational services, a copy of the license of the educational institution and documents confirming the payment: receipts, strict reporting forms or payment orders.
Step 2
Download the current version of the "Declaration" program and install it on your computer. To do this, use the website of the Federal Tax Service of Russia nalog.ru. The version of the program you have chosen must correspond to the year for which you are filing the declaration.
Step 3
Start the "Declaration" program. On the start page, enter your tax office number. These are the first four digits of the TIN, if you have not changed your registration address since you received it. Otherwise, use the service "Fill in a payment order" on the website of the Federal Tax Service of Russia, selecting your constituent entity of the Russian Federation, settlement and street on which they are registered.
Step 4
Enter your personal data into the program: last name, first name and patronymic, series, number, date of issue of the passport and the name of the issuing authority, as well as the registration address. The OKATO code can cause a problem. Here again, the service for filling out the payment order on the website of the Federal Tax Service of Russia will help you, which will determine it at your address. If your area does not have this code, use the OKATOM code.
Step 5
Fill out the section about your income received in the Russian Federation. All the information necessary for this is contained in 2NDFL certificates and other documents confirming income. If you had income from abroad, fill out the appropriate section. To do this, when setting the conditions, tick the box on income in foreign currency, even if the foreign partner paid you in rubles.
Step 6
Go to the deductions tab and select the second icon from the left in the upper left corner. When you hover over it, you will see the Social Tax Deductions tooltip. Enter the total amount of documented training costs in the field provided for them. If you have educational costs for your children, show them in a separate box.
Step 7
Use the "View" option to check if you have completed the declaration correctly. If everything is ok, save it to your computer or print it right away.
Step 8
Be sure to sign each page of the paper version of the finished document in the spaces provided.
