There are people who invest time and money when making or receiving a Donation, but then their effort does not end up working as they would like. Other people don't have that problem...
There are people who invest time and money when making or receiving a Donation, but then their effort does not end up working as they would like. Other people don't have that problem...
There are people who invest time and money when making or receiving a Donation, but then their effort does not end up working as they would like. Other people don't have that problem...
And in the next few lines I'm going to tell you what people do who don't have that problem.
Although first, I'd better tell you what they don't do, listen:
Going to the notary's office without knowing all the regulations and not knowing what effect it has on INCOME for the donor. And of course, the following year... They get the "little surprise".
Not knowing the amount of the capital gains tax and who has to pay it.
Making appointments online or by phone, wasting at least half a morning to go to get the tax. Then try to get in line at the bank to pay it, but with the new opening hours of the banks... Another lost mid-morning.
See.
Trying to make a donation or receive it without knowing all the regulations in depth is like tossing a coin in the air.
You will never know for sure if you have overpaid or underpaid and if the settlements are correct and it was possible to improve them financially.
That's why there are only two types of people who don't have a problem with these things...
The people who control the regulations, or the people who ask for help from a professional who controls everything, everything and everything.
I don't know what kind of people you are, but if you're the one who doesn't want to have problems with your Donations...
In that case, I want to talk with you.
For sure, before you fill the contact form that you have below, I really recommend you finish reading
this page and the frequently asked questions…
Then…
If you want a study of the situation with very approximate amounts of how much the different taxes are going to cost you (Gift Tax, INCOME, Capital Gains, Land Registry, Notary).
If you would like to be sure that you have looked for all the possibilities in the payment of the different taxes that you are entitled to (if you can have any tax reduction/bonus/exemption) to have the most favourable result. And have everything in writing.
If you want to travel only what is "truly" essential (you will only have to go to the notary and pick up your original documentation in my office).
If you are fed up with going from one place to another, and you want to do all the paperwork with your advisor and not get dizzy with different people (Be it a City Council official, advisor to file gift tax at the Board or another official, bank employee, notary official, etc.)
If it is important for you to have the possibility of...
... Have the deposit of the deeds to regularize your situation in the Land Registry. Both the entry and collection of the document.
.. The electronic filing and payment of taxes that affect you.
... That your advisor accompanies you to the signing act at the notary's office.
... Obtain the settlement of the municipal capital gains tax (for the recipient of the donation).
... The following year, filing the personal income tax return (of the donor) in which this change affects him.
If you find one or more of the previous points interesting, then you can fill the contact form clicking here:
What doesn’t this service include?
We solve everything that is really possible on your behalf. Your own obligations are not
Anticipate payment of any provision or tax.
Each tax belongs to a taxpayer and I will give you the possible tools to deal with, but we do not take care of the obligations of the clients. Nor do we put ourselves in the queue at any financial institution or post office to pay them on your behalf.
The exact time of completion of the procedures.
It would be "art" for this to depend on me; however, it is not like that. How long it takes for the Land Registry to touch or how the City Council of the day liquidates the capital gain... Well, that's it. That it doesn't depend on me.
Questions that you may have:
- Study of the situation coming with very approximate amounts of how much the different taxes (Gift Tax, INCOME, Capital Gains, Land Registry, Notary) will cost you.
- Different possibilities in the payment of them (if you can have any tax reduction/bonus/exemption) Everything is given to you in writing.
- Accompaniment to the act of signing at the notary's office.
- Online filing and payment of taxes that affect you.
- Deposit of the deeds to regularize your situation. In the Land Registry, entry of the document and collection of the same.
- Obtaining the liquidation of the municipal capital gains tax (for the recipient of the donation).
- The following year, filing the personal income tax return (of the donor) in which this change affects him.
- Yes. In detail and explaining the reason for each amount.
- You just have to sign at the notary's office and when everything is over, pick up your documentation in my office.
- Yes. The operation is studied after payment of the same, and if it is feasible, the procedure is continued with that money delivered on account, and if not, it stays there.
- You don't always have to pay the IRS when you donate. If there is truly a capital gain and it is possible that this occurs, it may be exempt from payment as long as a series of circumstances are met.
- They must be studied because depending on the value of the donation, the relationship between the participants, and personal circumstances, they may be a higher or lower percentage of the value of what was donated.
- The done. The one who receives.
- Without a doubt. Unless you have a particular characteristic (being over 65 years of age and donating your main residence) in which you will not have to declare the capital gain if it exists. If not, the effect is as if I sold it.
- Depends on. Many times, very small amounts are donated and paid and even in RENTA no payment is applied.
- Continuously. And every new thing you receive an email or call informing you of everything that has been done in your favour. We can say that there is no app here, the app is us.
- The statute of limitations expires after 4 years. If there is any question or verification during that entire period of time, I promise to attend to it. As long as the strategy to be followed has been the ones I have proposed and it is not at the client's own risk. In the latter case, if you want a defence, you have to pay it separately.
How much does this service cost?
If it is real estate/fixed assets or movable property
– Study of the possibilities, amounts and declaring amounts to be paid: 300€.
300€.
– Accompaniment to the notary's office for signature: 100€.
100€.
– Filing taxes with electronic payment of the same: 200€.
200€.
– Management of deeds before the Land Registry: 150€.
150€.
– Application/payment of capital gains tax: 100€.
100€.
INCOME TAX return in which the causal situation is affected:
60€ if individual.
90€ if joint.
ALL-IN-PROCESS ALL-INCLUSIVE PRICE: €850.
850€.
If it is in cash
– Study of amounts to be paid: 150€.
150€.
– Accompaniment to the notary's office for signature: 100€.
100€.
Filing taxes with electronic payment of the same: 200€.
200€.
PRICE OF THE WHOLE PROCESS: 400€.
400€.
- If you want to make sure you look for all the payment possibilities in the different taxes that you have to pay in order to have the most favourable result, along with a study of the situation with very approximate amounts of how much they are going to cost you, have everything in writing, information in real time, go only to sign at the notary and the presentation of the Personal Income Tax for the following year included, With this service you will be able to do so.
From that point on, you have to decide.
Fill this form with your personal information and we will contact with you by email in 24-48 hours. Look at the Spam file.
DATA PROTECTION: According to the data protection regulations, we provide you with the following information regarding the processing of your data: Data controller: ORTA FISCALIDAD Y CONTABILIDAD S.L. Purposes of processing: To maintain a commercial relationship and send communications regarding products or services. Your rights: You have the right to access, rectify, erase, limit, and oppose the processing of your data, as well as the right to data portability. Recipients: Your data is stored on my email marketing platform, MailerLite, which complies with the GDPR and the LOPDGDD. For further details about how your data is processed, please refer to the Privacy Policy.
How does my Donations service work?
- You fill in the form with your data and tell me what your time preference is so that we can balance agendas and talk. I'll call you. You tell me what you need and you give me the documentation I need to be able to make a quote.
- Once I have received and studied your data, I will send you a budget for the study and the provision that you have to pay for everything.
Once you have accepted the budget, you make the paymet through bank transfer or direct deposit and you send me the receipt to the email:
info@ortafyc.com
- Once the payment is confirmed, I do a study and pass on the resulting amounts for the entire donation. You pass me expense provision. We make an appointment at the notary's office (if you decide to do so, although it is better to do it at the notary's office...). I accompany you and it is signed. The gift tax is settled. If it is a donation of money, here ends the process and the service.
- If it is a donation of a property, the deeds are taken to the Land Registry, an appointment is made for the municipal capital gains tax, it is liquidated and the capital gains tax is paid. The deeds from the Land Registry already registered are collected and the surplus of the provision is returned. And we book an appointment for you to come to my office and return your originals (documentation).
Fill this form with your personal information and we will contact with you by email in 24-48 hours. Look at the Spam file.
DATA PROTECTION: According to the data protection regulations, we provide you with the following information regarding the processing of your data: Data controller: ORTA FISCALIDAD Y CONTABILIDAD S.L. Purposes of processing: To maintain a commercial relationship and send communications regarding products or services. Your rights: You have the right to access, rectify, erase, limit, and oppose the processing of your data, as well as the right to data portability. Recipients: Your data is stored on my email marketing platform, MailerLite, which complies with the GDPR and the LOPDGDD. For further details about how your data is processed, please refer to the Privacy Policy.