In our article we will consider documents for tax deduction. Honestly, there are many situations in which they will be required. Moreover, for each specific case it is necessary to prepare a separate package of documents. Although in reality it is not so difficult. The main thing is to know where to start.
Each taxpayer under certain circumstances has the right to deduct taxes. This applies to both individuals and legal entities. So what can come in handy? What documents for a tax deduction will be required in certain situations?
Passport or details
It is not difficult to guess that the first on the list of all the essentials is an identity card. All taxpayers who want to receive a tax deduction must present this document without fail. In general, you can use any identification card, but, as practice shows, it is preferable to bring a passport. Many tax authorities simply do not accept anything but him. In principle, this is quite normal.
If we are talking about a legal entity or organization, then you will need to present your details. More specifically, information about the registration of a company or firm. Nothing difficult, right?
Perhaps the documents for obtaining a tax deduction will not cause much trouble. In any case, many citizens think so. And to some extent they are right. If you prepare a full package of documents, there will be no problems. By the way, it is advisable to have a copy of an identity card that has been pre-certified.
Statement
Regardless of which particular scenario, the documents for tax deduction are similar in most cases. The second point, which is in all cases, is a statement.
Taxpayers must submit to the tax authorities a statement of the established form. In it, you need to express your desire for a deduction, and also indicate which type will be used.
In most cases, it’s enough to simply write why you applied for a deduction. For example, there is a return of money spent on training or medical care.
You can get the form to fill out without any problems. And this document is compiled either independently (everyone has the right to draw it up directly in the tax), or using information technology (namely via the Internet).
Declaration
So you need a tax deduction. What documents must be submitted in addition to those already listed in the tax authorities at your actual place of residence? Most often, regardless of the case, you should collect approximately the same lists of documents and only supplement them with some kind of information.
The next important and mandatory document is a tax return. You will be required to 3-personal income tax. It is filled out independently by taxpayers, and it is better to do this in advance, using a computer. Directly in the tax authorities, you can also fill it out, but doing so is not recommended.
It is important to consider - the 3-NDFL declaration must be filed in the original. No copies. You can make them for yourself, as a keepsake. Or simply fill out the relevant document in several copies, one of which is given for deduction.
2-personal income tax
Go ahead. Most often, income certificates are also required from citizens.Without them, you cannot get a deduction in any given case. The help you need is called 2-PIT.
In general, many taxpayers with this document do not have any problems. After all, it is taken from your employer. And just he should be puzzled by the correct filling.
Documents for obtaining a tax deduction, as you see, are not so difficult to prepare. True, this is only the beginning. After all, there are still a lot of necessary papers. Most of them must be presented for special cases. For example, if you need a deduction for tuition or for property. About all this further.
The medicine
Now a little specificity for each type of deduction. As already mentioned, the documents for the tax deduction may be different. It all depends on what you ask for a refund of the money that was spent.
For example, money is often returned for medications (especially when it comes to specialized expensive drugs), as well as for treatment (a more frequent case). In this scenario, a tax deduction is possible only when you present evidence of your costs.
This is, as a rule, a contract for the provision of medical services on a paid basis with all payment checks and receipts. If we are talking about medications and medicines, you will need not only the fact of payment, but also a prescription from the doctor, as well as (in some cases, require, but if possible it is better to immediately submit a copy) doctor’s opinion.
Do not forget to confirm that you have been treated in a clinic that has the right to engage in one or another detail. You will need a license from this organization. You can take it in the hospital. By the way, a certified copy will do.
Voluntary insurance
So we need a tax deduction. What documents are needed to obtain it, when it comes to voluntary health insurance? Here the list of everything you need is supplemented with just a few points. And they will not cause you trouble.
It is enough to add the contract with the insurance company to the existing list, as well as all payment documents and the organization’s license. Certified copies are recommended.
Training
Further, another quite common option. This is a tax deduction for tuition. You can get it both for yourself and for your child, if he is studying full-time, and the contract with the university is drawn up for you. There is nothing supernatural in this.
It is enough to attach to the existing documents the agreement of the parties, according to which the student is studying (contract). In addition, you will need to take a university license (a certified copy), as well as the accreditation of the chosen specialty. Without them, you cannot get a deduction.
In addition, it is necessary to attach receipts and receipts of payment, as well as a certificate addressed to the student stating that he is really studying in a particular institution. The last document can be requested at the dean's office of the university - just say that you need a certificate for a tax deduction, and you will be given the required.
Apartment
Next, a little about sales transactions. Citizens are entitled to a tax deduction for an apartment. Documents will have to be collected for quite some time. After all, you will be required to present all the evidence of your transaction, as well as information about the purchased housing.
Of course, you need a contract of sale. But confirmation will do. participation in shared construction. Further, acts of acceptance and transfer of real estate, payment with checks (demonstrating that it was you who paid the transaction), as well as a certificate of ownership will be required. In some cases, but already on illegal grounds, you may be required to extract from the house book.
Mortgage
But there is another very interesting tax deduction - a mortgage. Documents for a refund, if you purchased a property (apartment) in this form, you need the same ones as in the previous version.But now they will have to be supplemented with a loan agreement, as well as certificates of interest on the mortgage paid by you.
After that, you can contact the tax authorities minus. You will be checked for the availability of all necessary documents, and then they will make a conclusion about the return of funds or, alas, refuse to do so.