To receive a social, standard or property deduction, a citizen must fill out a declaration and submit it to the tax authority at his place of residence, as well as attach the required package of documents. The Declaration program is approved by the Ministry of Finance and is available on its official website.
It is necessary
"Declaration" program, computer, taxpayer documents, documents on income and expenses of the taxpayer
Instructions
Step 1
In the "Declaration" program, select the tab for setting the conditions, select the type of declaration, enter the tax office number corresponding to the number of the tax authority at your place of residence, and also indicate the correction number, depending on which account you are filling out on the account. From the list of signs of a taxpayer, tick off the sign corresponding to your status (individual entrepreneur, lawyer, head of a farm, private notary or other natural person).
Step 2
Depending on which deduction you are applying for, select the income you have that can be taken into account by 2-NDFL certificates, under civil law contracts, on royalties, from the sale of property.
Step 3
The accuracy and completeness of the information provided is confirmed personally, if you fill out the declaration yourself, by a representative - an individual or legal entity, when the data is entered by another person. If you are a representative of a taxpayer, please provide the required information.
Step 4
In the information about the declarant, enter the last name, first name, patronymic, taxpayer identification number, date and place of birth in accordance with the identity document. In the data on citizenship, indicate "citizen" if you are a citizen of the Russian Federation; “Stateless person” if you are a citizen of another country; write the name of the country. In the information about the identity document, enter the series, number, date and name of the issuing authority.
Step 5
On the deduction tab, select the type of deduction you are applying for. When filling out a declaration for social or standard deductions, enter the income for the last six months from the 2-NDFL certificate issued to you at your place of work. When entering information for obtaining a property deduction, use payment documents confirming the fact of payment for the purchased housing.
