How to get a certificate of 2 ndfl

How to get a certificate of 2 ndfl

The receipt of income inevitably accompanies and another type of payments - the transfer of the tax with the accrued amount, i.e. NDFL.

This abbreviation is deciphered simply - the tax on the income of individuals. Help in form 2 NDFL reflects all the data on accrued and paid to the employee's accrued, as well as the amount of tax that has retained from the specified payments. The document is issued by the employer (tax agent) on the written request of the employee. Help can be provided unlimited number times.



1
How to get a certificate of 2 NDFL: What is the document and why it is needed

The document reflects not only the employee's salary.



Form 2 NDFL

This certificate contains information on all types of income of the individual. The document includes several partitions that contain the following data:

  • Personal data of the person who is issued a certificate is his name, TIN (tax number), date of birth and address of residence.
  • Employer information is its name, details, telephone.
  • The resulting income in the context of months and types of accruals (indicating the corresponding code).
  • Size and deduction code.
  • If the amount of data is large, information is placed on several sheets, all of them must be numbered.

The form is provided to the Tax Inspectorate (at the end of the year), and may also be issued to an individual upon request of the latter.

For what is issued a certificate of 2 ndfl

In which cases this document may be needed?

  • Getting a loan loan. When contacting a financial institution for registration of a loan agreement or a loan, a certificate of 2 NDFL is a confirmation of customer solvency.
  • Registration of social benefits.
  • Obtaining a visa. Embassy (any) requests data on income and listed taxes in the last 3-5 years.
  • Departure outside the state.
  • To confirm not tax retention when receiving maternal capital.
  • Registration of property and social deductions (when making benefits, subsidies).
  • To avoid dual tax payments, this document may be required by foreign citizens working in the Russian Federation.
  • Often, when applying for a new job, the employer requests the form of 2 NDFLs with data from the previous work activity.

2
How to get a certificate of 2 NDFL: who gives the document

Help 2 NDFL is made by the tax agent that pays income and the subsequent transfer of the tax.

For employed workers

The document may be issued at the oral request of the employee, but most often an employee must write an application request. Its text includes:

  • In the document header, you must specify the applicant's personal data - its name, passport data (series and number), address of registration and actual accommodation, as well as a contact phone number.
  • In the text of the application, you must specify the period for which you are interested in.
  • At the bottom of the document, put the signature (necessarily with decoding) and the date.

For consideration, the application and the preparation of the necessary reference to the employer is given 3 days. Place the requirements of the document The employee has the right to not report. At the request of the employee, he can be issued more than 1 copy of the document (the amount is not limited). If you know that difficulties or wires may occur with the issuance of the document, send an application with a valuable letter with the investment describing. The refusal of the employer in the issuance of reference 2 NDFL contradicts the law and is its violation.

For non-working citizens

If you are currently not employed, you can get a certificate on request for previous place of work. If the company is liquidated - contact the Pension Fund or Tax Inspectorate. A request for form receipt can be sent by mail.

For individual entrepreneurs

If an individual is an individual entrepreneur, it retains independently and lists the personal income tax from its income. The financial form of 2 NDFLs is provided only to employed employees, therefore, it is provided for to reflect the income and taxes of the IP.

3
How to get a certificate of 2 ndfl in the absence of income

Even if you do not have income for the period you need, you cannot issue a reference to you cannot be denied (for example, for women who came out of maternity leave). The form is filled in the standard way, but the "income amount" fields will contain fiwers.

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