How to fill out the tax return

How to fill out the tax return

You can fill the declarations in the form of 3-NDFL for free or using audit firms for a specific fee. Well, if everything is clear with firms - pleased the documents, paid and after a few hours I received a ready-made declaration, then you will have to work a little over the independent filling. In this article we will fill in the declaration to receive deduction from buying an apartment.

1
First, collect all the necessary documents for filling out the declaration and receipt of deductions, namely:

  1. Passport of the new owner of housing.
  2. Inn.
  3. 2-NDFL over the past year (certificate of income from work).
  4. Apartment purchase agreement and act of acceptance and transmission.
  5. Certificate of state registration of property.
  6. A completed application for deduction in the tax inspection.

Application form for the provision of deduction to the tax here.

Example of an application for deduction You can download from us.

2
The 3-NDFL declaration can be filled by downloading the form in electronic form, but the most convenient declaration is filling out with the help of a special program that can be downloaded on the site. FNS.. It is worth noting that minor changes occur annually in the program, so it is best to download its current version immediately before surrender.

Example of filling the declaration of 3-ndfl when selling apartments we have.

An example of filling the declaration of 3-NDFL when renting housing here.

An example of filling the declaration of 3-NDFL to obtain social deduction on our website.

Instructions for installing the program 3-NDFL on our website.

3
By downloading and opening the program, we begin to set primary conditions. Type of Declaration Leave as is - 3-NDFL. Select the inspection number from the general list in your city. Since we fill the declaration for the first time, i.e. We will not have the adjustments, then the adjustment number is left zero. If you are not an entrepreneur, then a sign of a taxpayer, we leave an individual. In the paragraph, the income is chosen a certificate of income of the individual. If you personally take a declaration in the inspection, then choose the item "Personal". If you are a trustee for you, we denote the corresponding item. Naturally, then you need a notarized power of attorney.

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4
Fill in the "Declarant Information" tab. Here you need to introduce your name, TIN, date and place of birth. If you have registration in the Russian Federation, then I choose a "citizen", respectively, the country code remains by default. In the line "Type of Document", select from the proposed list "Passport of a Citizen of the Russian Federation" with code 21 and fill your passport details. At the end, press the top icon in the form of a floppy disk - "Save", then "Save As" and specify a predetermined folder, call, for example "1 sheet".

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5
In the same tab, select the icon in the form of a house - "information about the place of residence" and start filling the lines. Enter your zip code, code OKTMO, Choose from the proposed list region and fill the remaining lines.

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6
Select the next tab "Revenues received in the Russian Federation". This tab fill on the basis of data from the reference 2-NDFL. Choose the upper red icon "13" - this means that we begin to introduce income from which a tax of 13% was charged. If there were other income from which you paid 9 or 35%, then the corresponding icons will also need to fill out. In the column "Source" Payments "Press the green plus and begin to fill out the window that appears. If you have provided standard deductions, and this can be viewed in the Help 2-NDFL in paragraph 4, then we put the appropriate checkbox.

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7
After you click "Yes," this window will unfold and graphs on the amount of payments will appear. Click on the green plusion of this window (it is the second in a row). The income code and the amount of income can be found out of 3 points of reference 2-NDFL, where opposite each code costs a certain amount - this data is introduced into our window.

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8
After that, I press the same plus again and introduce other income of the next month - and so, until I bring all our income to the program. In the final amounts, the "total income" will be filled automatically. The "taxable amount of income" will be equal to the "total income" minus "amount of deduction" (if any). The amount calculated will be equal to the taxable amount of income multiplied by 13%. The rest everything remains by default.

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9
Go to the "Dellections" tab. Filling the first top icon with a yellow tick, we take deduction codes from the 2-NDFL Code. Paragraph 4. Fill out the second icon with a red checkbox only if you want to get social deduction. In our case, the third upper icon with a house is important. In it we put a tick in the item "Provide property tax deduction", after which the remaining columns of this bookmark are displayed. Fill in accordance with the contract of sale and certificate of registration of the right of your housing. The year of the beginning of the deduction must correspond to the year of registration of the right of property. After completing to fill in the graphs, click the "Go to Enter Sums" button.

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10
Next, begin to fill out the window that appears. The graph "deduction for the previous years" is filled, if you apply for the property deduction of purchased housing of the second and subsequent years. All other graphs fill if the accommodation bought on credit and if it was already deduction, but in our case it is not. At the end, click the button "Back to object information".

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11
Press the top icon - "Save" floppy disk. After that, choose the "View" icon and see the finished declaration ready for printing. You can print it by clicking on the top button with the image of the printer.

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Sample form of declaration 3-NDFL You can download here.

The completed 3-NDFL declaration is printed in two copies and fasten with the help of the clips. On each page in the indicated location, we put your signature and the date of delivery of the declaration in the tax.

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