Filling out tax returns often seems difficult and difficult to accomplish. Indeed, it is easier to contact a specialist, pay money and calmly wait for the result. Let's try to prove that even without super abilities, you can independently cope with the preparation of tax documents. So let's get started.
1. Download the program
To properly prepare a declaration, you will need a special program. It is easy to find it on the official website of the Federal Tax Service. The program is updated annually. If the declaration has to be made for several years in a row, it will be necessary to install a new version of the software each time. The download and installation procedure takes no more than 5-7 minutes. After installation, a shortcut to the program will appear on the computer desktop.
2. Prepare documents
A number of information is indicated in the declaration. They are taken from the relevant documents. Therefore, before starting work, it is better to prepare everything at once. We will need:
- passport;
- TIN;
- certificate of income 2-NDFL from the place of work.
3. Filling in the first section
We start filling out the declaration. We go into the program and immediately get to the “Setting conditions” tab. The tab names are located on the left side of the working window. By default, the necessary settings are already set here. We just have to choose the inspection number. Click on the button with three dots, select the required inspection from the list that opens and click on the "Yes" button. We also manually drive in our OKTMO.
4. Filling out the second section
Go to the next tab "Information about the declarant". Here you need to enter your personal data: last name, first name, patronymic, TIN, date and place of birth. Citizenship data is set automatically. Passport data are also indicated: series, number, date of issue and by whom the document was issued. The document type is selected from the drop-down list. It is advisable to provide a contact phone number. So tax specialists will be able to promptly contact you if necessary.
5. Filling out the third section
We pass to the most interesting tab - "Income received in the Russian Federation". This section is fully completed on the basis of a 2-NDFL certificate.
In the upper part, we find the tab "Sources of payments". Click on the green plus and enter information about the place of work: name, TIN, KPP, OKTMO. We take all this data from the reference. Click the "Yes" button.
After that, the operations in the lower part of the window become available. There we will enter our income by months. Also click on the green plus. A new window opens.
In this window, information is entered one by one from each line of the income statement. That is, we look at the first line of the certificate, where income is indicated. We select the income code from the list as indicated in the certificate. We write down the amount of income. If a deduction was applied, then we put down its code and amount. This information will also be in the help. Finally, we write the month of income. Click the "Yes" button. In the same way, each line from the 2-NDFL certificate is entered.
There are four columns at the bottom. In the first, the total amount of income will be calculated by itself after entering the income. The other three are filled in manually based on the reference. There are lines with exactly the same names.
If there are several sources of income, we fill in the information for each separately. Also, through the green plus in the upper part, add a new source and repeat the same procedure.
Thus, the main part of the declaration is completely completed.
6 fill in the deduction information
As a rule, the declaration is filed for the purpose of obtaining a tax deduction. Therefore, filling in the Deductions tab will be an important part.
To begin with, we determine what deduction we are claiming. We select the appropriate tab from the four presented. In the required tab, the information related to the resulting deduction is entered in the same way.
Amounts spent on education, treatment or purchase of housing are shown. For property deduction, you will need to indicate the details of the documents for the house or apartment.
7. Save and check
When all the data has been entered, you must click the "Save" button at the top of the window. After that we press the button "Check". The program will check the correctness of filling in the declaration and, if necessary, indicate errors.
After that, you can open a preview or immediately send the document to print. By the way, to provide a declaration, a document is printed in two copies. One is handed over to the tax office, on the second the FTS specialists put down a mark on the acceptance of the declaration.
Conclusion
So our declaration is ready. In fact, it was not that difficult. One has only to try it once, and the thought of turning to expensive specialists will never again arise.
