Tax advice

Professionals and small business owners: 

Analysis of the best tax regime for your business or professional activity:

  • SIMPLIFIED DIRECT ESTIMATE (SDE)
  • NORMAL DIRECT ESTIMATE (NDE)
  • OBJECTIVE ESTIMATE (MODULES)

Reviewing income and expenses in order to have an up-to-date overview of your professional activity, from which we can calculate the best options for your business in terms of the current situation, including a margin of error.

Assessing the financial result of your professional activity and calculating payments.

Detailed analysis of self-employed tax, in order to apply any relevant tax deductions applicable under current legislation, with the aim of minimising the total amount of tax due.

 

Co-ownership and civil law partnerships: 

Assessing the viability and need to create this kind of entity, while always looking for the best option for the customer, keeping their interests in mind at all times. 

Drawing up the necessary documentation in order to create company by-laws and register with the Spanish Inland Revenue service, 'Hacienda'.

 

Income

  • Personalised study and analysis of individual income, including a meeting with the customer.
  • Processing and presenting the official tax declaration forms for personal income tax (IRPF).
  • Running income simulations models to calculate possible tax for predicted income and to make the right fiscal decisions.
  • Providing the due diligence necessary to process documents, if so required by the tax administration system, in order to get the best possible result for the taxpayer.
  • In the case of co-ownership, Form 184 will be filled out and processed with an informative declaration showing fiscal activity, partners and income over the financial year.

Assets

  • Personalised study and analysis of assets, including a meeting with the customer.
  • Processing and presenting the official tax declaration forms for any assets.
  • Running simulation models for assets to make the right fiscal decisions.
  • Providing the due diligence necessary to process documents, if so required by the tax administration system, in order to get the best possible result for the taxpayer.

Value Added Tax

  • Reviewing and analysing any invoices sent and received, as well as any investments made.
  • Processing and presenting all the necessary tax declarations and financial reports (Form 303/390 and Form 311).
  • Assessing the effect of VAT on different business/mercantile operations.
  • Providing the due diligence necessary to process documents, if so required by the tax administration system, in order to get the best possible result for the taxpayer.
  • Registering the taxpayer as an operator within the EU.
  • Attending any inspections carried out by the government.

Tax on Economic Activities

  • Processing any registration for economic activities (Form 037).
  • Checking that the Trade Income Tax report matches business activity (Form 037).
  • Attending any inspections carried out by tax administration services.

Deductions and income related to Income Tax

  • Preparing and checking all the forms for deductions for staff, professionals, administration etc. as well as the annual financial statement (Forms 111 and 190).
  • Preparing and checking all the forms for capital deduction for property, as well as the annual financial statement (Forms 123 and 193).
  • Preparing and checking all the forms for deductions for rent, as well as the annual financial statement (Forms 115 and 180).
  • Annual certificates for income and tax deductions in order to fill in the Income Tax declaration form.
  • Preparing tax payment instalments (Form 130/131).

Tax on Asset Transfers

  • Preparing and processing all kinds of deeds, including tax payments, and registering where necessary with Trade Registries and Property Registries.
  • Analysing the impact of transfer tax on specific operations.
  • Providing the due diligence necessary to process documents, if so required by the tax administration system, in order to get the best possible result for the taxpayer.