Help on form 3-NDFL is a special document containing a statement of income of an individual or legal entity for the reporting financial year. Filling out and sending it to the tax office is also necessary to receive a refund of overpaid tax. Recently, citizens of the Russian Federation have the opportunity to fill out 3-NDFL for a refund in the taxpayer's personal account on the FTS website.
Registration in the personal account of the taxpayer
Each citizen of the Russian Federation has an individual tax number (TIN) received at birth. You can find it out by contacting the territorial tax office. This is necessary for official employment, for filling out reporting documents, and more recently for registering in a taxpayer's personal account.
You can find out the address of the nearest branch of the Federal Tax Service on the official website of the organization - https://www.nalog.ru/. It is necessary to go to the section "Online appointment at the inspection", fill in the data about yourself and choose the appropriate department from the proposed ones. Now you can visit the organization at a convenient time for yourself, avoiding queues. It is important not to forget to take a tear-off coupon with the serial number of the appeal, using the automatic devices located at the entrance to the inspection.
Tell the FTS employee that you want to gain access to the taxpayer's personal account. Request a TIN or provide a number if you know it. The employee will perform the necessary registration steps and within 10-20 minutes will issue a document containing the individual password of the new user. In this case, the login will remain the individual tax number.
Using a computer or smartphone, go to the "Personal Account" section on the FTS website. Enter your username and password to log in. It is recommended to go to the settings and change the password to a more convenient one. Now you can use the taxpayer's personal account and fill out 3-NDFL.
Filling out the declaration in the personal account of the taxpayer
Go to the "Life Situations" section and click on the "Submit 3-NDFL Declaration" tab. Below you need to select the option of sending the declaration completed in the program, then indicate the reporting fiscal year and click "Select file". Accordingly, in the window that opens, go to the folder containing the previously saved declaration in XML format.
To fill in 3 personal income tax for a refund of overpaid tax, you need to additionally attach scanned or photographed receipts and payment agreements, for example, university studies or medical services, as well as licenses of the relevant institutions. Make sure that the size of the attached files does not exceed 20 MB.
When sending the documents of the tax return must be certified by the personal electronic signature of the sender. The system will automatically offer to obtain this certificate, and it is enough to follow the prompts that appear to complete the procedure. If the electronic signature has already been issued earlier, it is enough to enter the password for the existing certificate.
Complete the procedure for sending documents and wait for the completion of the desk audit, which lasts for three months. The results of the procedure can be observed in your personal account. As soon as it displays the amount requested for the refund, you can start receiving it. Go to the "Dispose" tab and fill out the application, indicating your bank details. Within a month, the money will be transferred to the appropriate account.
