Working citizens who pay personal income tax (PIT) have the right to receive a deduction for education, medical treatment, and the purchase of property. For this, a declaration is filled out, to which a package of documentation is attached. In parallel with this, an application is drawn up to the inspectorate to receive a deduction. As a rule, the tax office has a special form.
It is necessary
- - application form;
- - Tax Code of the Russian Federation;
- - passport;
- - TIN certificate;
- - completed declaration;
- - accompanying documentation.
Instructions
Step 1
Indicate in the right corner of the application the full name of the tax authority at the place of filing the declaration. Write the inspection number. Fill in your personal information in full. Indicate your date and place of birth. Write the details of the passport, as well as the address of registration.
Step 2
Enter the TIN in accordance with the number of the certificate of its assignment. Indicate the phone number by which the tax authorities will be able to contact you, clarify the necessary information.
Step 3
After the name of the document, state your request to transfer the deduction to your personal account. Indicate the article of the Tax Code of the Russian Federation, in accordance with which you are entitled to a corresponding deduction. When returning part of the money for training, indicate Art. 219. When you claim a property deduction, refer to the provisions of Art. 220 of the relevant code. In this case, be sure to write the address of the purchased property, its name.
Step 4
Now write the name of the bank where you have a current account. Enter the number and name of the department. Indicate BIC, TIN, KPP and correspondent account of the bank. Write your personal account number. If you have a bank card, do not confuse the account number with the card number.
Step 5
Sign the application. Indicate the decryption. Attach the application to the tax return you filled out for the deduction.
Step 6
You have the right to receive the deduction both in person and through your employer. In this case, the tax agent, that is, the company where you work, fills out the declaration on its own. To do this, you provide the organization's accounting department with documentation confirming your costs. Submit a notice to the tax authority in advance that the amount of the deduction you want to receive directly through your employer. Then the funds go to the current account of the company where you work. Then the money is issued through the accounting department on a payroll or an expense order.
