Tax credits for treatment or drug purchases are social deductions. Therefore, you can get a discount if you fill in and prepare the documentation correctly. What documents are needed, what to take from the clinic and where to carry it all?
What to do to get some of the money back for treatment
There are three important points, the implementation of which can guarantee the return of some of the money:
- Personal income tax. Money that can be returned in the form of compensation is not deducted from the cost of medicine or treatment, but from income tax. Therefore, one of the main conditions for compensation is the provision of a personal income tax report. Those who are unable to provide a report are not officially taxpayers and, accordingly, are not entitled to compensation;
- Documentation. The documentation must be drawn up correctly, and then it will be mono to return part of the money for himself or for any member of the family;
- License. Today, many people prefer to go to paid clinics, where they can also receive compensation. However, in this case, it is important to make sure that the clinic has a license and other necessary documents.
What documents are needed to compensate for medical services
Mandatory documents:
- Declaration. If there is no such document, then the citizen will not be able to prove that the tax service is associated with payment for services. The declaration is a kind of report related to the income of an individual;
- Reference. Help format 2-NDFL will show the amount of tax fees;
- Statement. The last required document is a statement from the taxpayer. The application must be completed independently, and you need to enter the account details, as well as some other data.
Clinic documents:
- = Contract. If we are talking about paid services, then they are provided with the obligatory execution of a contract. The agreement contains information about the rights, responsibilities and obligations of the parties, as well as the terms and cost of services;
- = Help. In the case of paid treatment and the patient's request, the clinic is obliged to present a certificate. The certificate should contain all the information about how much the procedure costs, when and how it was carried out, as well as other data;
- = Consumable documents. We are talking about checks and other documents of the payment type.
When you need to apply for a 13 percent refund
It often happens that a citizen has prepared everything he needs, but has not received any payments. The most common reason is failure to meet deadlines.
It is important to remember that the documents should be sent to the inspection next year after the payment for the clinic's services. That is, if a person was in the clinic in 2016 and paid for a service or medicine, then he can receive compensation only in 2017. But the documents must be drawn up and prepared in 2016.
