Do you know that you can return some of the money for your training? In tax terminology, this procedure is called tax deduction. If a person has learned on a paid department, receiving a higher, secondary, special education or graduated from courses, he has the right to return 13% for training. Not exceptions are the parents who pay for the training of their children. How to get a tax deduction, the process of document fees and whom this program is available, described in detail in our article.
Who has the right to get 13% for training?
Many people do not even know that they have the right to receive a tax deduction, as it is confident that the program is designed exclusively for the preferential group. We are in a hurry to assure you that a person who paid for his studies from a personal budget combined his studies with official employment, he may claim to pay. To persons who can get 13% for training include:
- students or those who have completed any educational institution on a paid basis (this is not only the highest institution, you can be a college student, a technical school, graduated from the courses of any educational center, payment will not depend on the form of training: correspondence, day or evening);
- families who pay for their studies of two or more children at the same time (if your children are students, then there must be full-time learning, age should not exceed 24 years, also this payment is relevant for parents who pay for the study of several children in kindergarten, school and school and other educational institutions);
- persons paying for the training of their wards (such a ward should not be over 24 years old and study exclusively on day form of training);
- close relatives who pay for their brother or sister's studies.
There are also a tax deduction restrictions, it is not necessary to qualify if you:
- not officially arranged;
- are not a citizen of the Russian Federation;
- learn on the budget (even if you do not receive a scholarship, payment is not supposed);
- an individual entrepreneur who are on a simplified tax system;
- paid for their studies from maternal capital.
It does not matter if you studied in a public or private institution, graduated from courses, the payment will be made. The main thing is that the institution has a license that confirms the right to exercise educational activities.
Where to turn and what documents are necessary?
If you feel about the group of persons who are put on the tax deduction, then it is worth starting the collection of the necessary documents. First of all, you need to collect checks that confirm that you really made payment. If you don't have it in your arms, then you need to do it with restoration. A new check can be obtained from the archive of operations if the payment was made through the bank or directly in the accounting center accounting center. Also, the list of mandatory documents includes:
- a copy of the contract for the provision of paid educational services (it is taken in the institution accounting);
- a copy of the license of the institution (required notarized);
- certificate of income 2-NDFL (document can be taken in the organization in which you worked at the time of education);
- an application for a return tax deduction (written by hand or is filled in electronic form by sample, in this document it is necessary to indicate a personal banking account that will be paid;
- certificate of taxes on income of individuals;
- a copy of the document certifying your identity;
- copies of the child's birth certificate (if the tax deduction is paid on children who study at school or kindergarten).
After all the documents were collected, you can contact the tax inspection at the place of registration. If there is no opportunity to visit this organization, then you can apply through:
- personal account of the tax service website (to register on this site, it is necessary to visit the nearest tax, you can not at the place of registration);
- site State Service.
Processing your documents after their feed can be from 1 to 3 months. The tax service has the right to refuse to pay, if an error or unreliable information was found in the personal papers. In this case, all the necessary documentation will have to be assembled.