How to fill out a certificate of income

A certificate of income in the form of 2 NDFL is filled with all entrepreneurs, companies, lawyers, notaries, representative offices of foreign firms in Russia, which regularly pay for salaries, dividends, other income of physical units.

At the very top, it is necessary to specify the name of the reference (about the income of the physical larch) and designate, for what period a certificate is provided. In addition, the certificate number and the date of its extradition, the number in the IFTS is.

In the first section, information about the employer is consecrated. For enterprises, you need to specify the INN / CAT, and for individuals - the INN. Below write the name of the organization (FULL NAME), code OKTMO and phone enterprise.

The second paragraph is devoted to the recipient of the income - an employee of the organization. In particular, it is necessary to specify its Inn, name, status (resident or not), date of birth. Specify the country code, the citizen of which is the physical (for Russia - 643). Next, you must specify the data of the certifying document and its code (for example, the passport has code 21). In addition, fill out data on human residence in the Russian Federation with an indication of the code of the region. If the person is a foreign citizen, its address at the place of registration is also indicated.

The third section records the rate that taxes are subject to (13%). The table should contain information about the amount of income, the amount of deduction monthly, with an indication of the income code and the deduction code. If there are several income directions (by different codes) for one calendar month, each of them is affixed with a separate line, and the number of the month must match (as shown in the figure).

In the fourth section, standard, property tax deductions are recorded, to receive which the taxpayer has rights. Be sure to write a notice number, which confirms this right, the date of its issuance and the name of the body issued it (if any). A little lower should be indicated by the final amount of deductions provided by the taxpayer (separately tax, property).

The fifth section is dedicated to the total amount of income, the tax on the results of the time interval under consideration. In particular, you must specify:

income total;
the amount of income is taxable;
the amount of tax that is kept;
amount of tax calculated;
the sum of the return of taxes recalculated over the past year;
the amount of taxes, credited according to the recalculation over the past year;
the amount of taxes withholding according to the recalculation over the past year;
payer's debt tax;
excess tax, which was kept by the company;
the amount of tax, which is transmitted to the tax authority for recovery.

The certificate is subject to signing by an authorized employee of the enterprise, indicating the post and decoding of the signature (head, chief accountant). The stamp (round) stamp organization is put. Download from us:

Income certificate required when making a loan in a bank. And although recently you can get a loan and without this document, its presence will help to significantly reduce the cost of credit and arrange a larger amount. In addition, this document may be required to provide social service and other organizations. The certificate issued by the taxpayer by the employer is valid 2 weeks from the date of issue indicated on it.