The IRS settlement certificate is a document issued by the Tax and Customs Authority that summarizes all the elements calculated in the settlement of the income of singular persons. This proof is often requested by financial institutions or public bodies as part of application processes for subsidies or credit granting.
According to the Pplware website, access to this document is done through the Finance Portal, although the option is not immediately visible in the main menu of the digital platform.
Which includes the IRS settlement certificate
The certificate provides fundamental data to understand how the tax was determined in a given year. Among the constant elements are:
- Global income;
- Specific deductions;
- Lose to recover;
- Slaps;
- Deductions to income;
- Collected income;
- Yield quotient of previous years;
- Exempt income encompassed;
- Total relevant income for the rate;
- Family quotient;
- Autonomous taxes;
- Total and liquid collection;
- Tax benefits;
- Additions to collection;
- Payments on account and retaining at the source;
- Tax calculated and eventual surcharge;
- Compensatory, compensatory, compensatory interest and retention-retention.
How to get the step by step certificate
According to the same source, the simplest method for finding this functionality is to use the search field at the top of the Finance Portal page. When writing “certificate”, several options appear – you should select “ask for certificate”.
Choose the type of certificate and the year
On the next page, it is necessary to choose “IRS Settlement” as the type of certificate intended. Then the corresponding fiscal year should be indicated.
Format and availability
As PPLware explains, the certificate is issued automatically in PDF format and can be stored or printed as needed.
Certificate purpose
This document is often required for processes such as:
- Housing credit requests;
- Applications for social support;
- Tax regularization processes.
Difference between settlement note and certificate
Although often used as synonym, the settlement certificate has official value for third parties, while the settlement note can only be consulted on the portal as an informative summary.
The certificate is valid for 12 months and serves as a tax situation in relation to the IRS in the year in question.
It is essential to properly select the intended year, as the system does not allow changes after the order is completed.
Free issuance
The issue, as explained, is free and does not require digital signature authentication, just by login on the Finance Portal.
Some users may not immediately find the correct option. In this case, the recommendation is to clean the browser cache or try on another device.
FINAL RECOMMENDATIONS
The request must be made in advance if the document is necessary to comply with deadlines in administrative or judicial proceedings.
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