In order to receive social deductions, individuals must fill out a declaration. It should be accompanied by documents confirming the relevant expenses, as well as a certificate in the form 2-NDFL.
It is necessary
- - certificate in the form 2-NDFL;
- - identity document;
- - payment documents;
- - the program "Declaration";
- - other documents (contracts) confirming expenses.
Instructions
Step 1
Install the "Declaration" program on your personal computer, launch it. On the "Setting conditions" tab, mark the item 3-NDFL in the "Type of declaration" column. Enter the tax office number for your place of residence. Choose from the signs of a taxpayer another individual. In the available income, mark the item that reads: "Considered by certificates of income of an individual, under contracts of a legal nature, on royalties, from the sale of property, etc.". Confirm the accuracy of the information provided personally.
Step 2
In the information about the declarant, enter your last name, first name, patronymic, date and place of birth, taxpayer identification number (if any). Indicate the details of your passport, military ID, driver's license or other identity document (unit code, series, number, date of issue, name of the issuing authority). Write the address of your place of residence (postal code, region, name of the city, town, street, house, building, apartment) and contact phone number.
Step 3
On the tab of income received in the Russian Federation, enter the name of the organization where you work or worked during the reporting tax period. In accordance with the 2-NDFL certificate, indicate the amount of your salary for each month of the past calendar year.
Step 4
On the deductions tab, check the box next to "Grant social tax deductions." Depending on the purposes for which the money was spent (for your education, teaching children, charity, additional insurance premiums, voluntary insurance, treatment, expensive treatment), enter the amount of expenses for the past tax period in accordance with payment documents (receipts, statements bank, etc.)
Step 5
Submit a completed declaration with the required package of documents to the tax authority, write an application for a social deduction. Within four months, 13% of the money spent will be credited to your current account.
