In some situations, we need to confirm to various authorities our income from wages, withholding taxes, insurance premiums for a certain period. There is a special form of document for these needs. It is called 2 - PIT. What is it, where to get it and what is the duration of certificate 2 - PIT, we will analyze below in the article.
What is 2 - personal income tax
PIT is the abbreviation for "personal income tax." In our country, he is taxed the entire working population, he is deducted from wages at a rate of 13% of the amount. Often we don’t even notice it, because the employer automatically deducts this part of the amount to the accounts of the tax authorities. However, for many services, this is important information about a citizen as a solvent taxpayer. 2 - PIT - a regulated document, a certificate that confirms the income of a citizen in cases where it is necessary. There may be many such cases. It all starts with the design of child benefits and ends with the issuance of loans. Each specific case has its own subtleties of design.
Where to get income certificate
When we are faced with the need to present this certificate, the question often arises of where to get it. No need to go far. An income statement is required upon request to provide the chief accountant of the employer with all the details and amounts for the required period. Usually this period is a year, but a certificate can be issued both quarterly and half-year. Upon dismissal - accordingly, for the number of months worked. It must be remembered that for specific purposes the validity of the 2-NDFL certificate is limited. Count the time when you can submit the required document to the place you need. Otherwise, the validity of the 2-NDFL certificate will expire, and you will have to request it again from your accountant.
In what cases is 2-PIT
Such a certificate can come in handy in many instances and structures. For example, when applying for a child allowance. A social institution needs to understand whether you really need help. When approving a loan, the bank with the help of this certificate can make sure that you are a solvent person and pay off the debt on time. The tax office sees in it information about the amounts it has withheld, it finds out if there are any violations or shortages. And at the same time, for each individual service, the validity period of the 2-NDFL certificate varies. In order not to get lost in time, specify when it should be brought, and from what date it was written out.
The validity of the 2-NDFL certificate for the bank is thirty calendar days. If more has passed, the bank will not accept it and will not give you a loan. In some cases, the validity of a 2-NDFL certificate for a loan can be set by the bank at least thirty days at its discretion.
Rules for filling 2-personal income tax
Like any official document, a statement of income should be made taking into account the regulated rules. This certificate must necessarily contain the following fields: name of the employing organization, employee data (TIN, SNILS, passport data, position held), employee monthly income, tax deductions due to the employee, their codes, the sum of all deductions, deductions and income. The certificate itself must indicate the dates when it was written out and how much is valid. The validity period of a 2-personal income tax certificate for tax purposes is easiest to determine. Everything is spelled out in the tax code of the Russian Federation. The employee must report on his income to the tax once a year.For all other cases, this date is used.
If you are planning to go abroad, you will also need this document. But to fill out it is necessary to consult the embassy. Legislation of different countries requires different filling details in the content of 2-personal income tax. It is possible that in another country they would prefer a certificate on the letterhead of the organization with additional information fields. The validity of the 2-NDFL certificate for a visa is also determined at the embassy. So that your trip does not fall apart, take the trouble to know in advance all the questions of paperwork that are of interest.
Typical Filling Errors
A man is not a robot; he tends to make mistakes. Therefore, in the certificate there may be both insignificant and significant blots. This is especially often observed in organizations with manual filling of documents. And the indications in the database can be made initially erroneous. Therefore, when receiving a certificate on hand, immediately check the accuracy of the reflected information so that you do not have to travel and redo the document several times. Errata can not be by definition. Otherwise, the document loses its legal force. Mandatory presence on the signature sheet of the head and chief accountant. And, of course, all numbers should be relevant. Very often an offensive situation occurs, and the document is not accepted at the destination due to the lack of just one signature. Timely verification of documentation is a guarantee of the correct expenditure of time, money and nerves. To have such a habit is one of the main responsibilities of every person. Then there will be much less irrational movements and actions.
