Help Center

Frequently asked questions from our customers, divided by services.

Centro de ayuda con dudas frecuentes sobre impuestos de sucesiones, ITP y AJD

Inheritance and gift tax

When do you have to file the inheritance tax return?

Inheritance tax must generally be filed within six months of the death of the person leaving the inheritance. In some cases, it is possible to request an extension before this deadline. It is important to meet the established deadlines to avoid surcharges or penalties.
The tax must be paid by those who receive the inheritance, that is, the heirs or beneficiaries. Each heir must declare the portion of the assets or rights they receive.
Gift tax is payable when a person receives money, a home, or other assets as a gift. The filing deadline is usually short after the gift is made, so it's advisable to file it as soon as possible.
Yes. Inheritance and gift tax can vary depending on the autonomous community, as each may apply different reductions or allowances. For this reason, it is important to review the applicable regulations in each case.
If the tax return is not filed within the established deadline, the tax authorities may apply surcharges, interest, or penalties. Therefore, it is important to complete the process correctly and within the legal timeframe.

Property Transfer Tax (ITP)

What is property transfer tax?

The property transfer tax (ITP) is a tax paid when acquiring a second-hand asset, such as a used home, a vehicle, or certain property rights. This tax must be paid to the relevant regional tax authority.
The tax return must normally be filed within 30 days of signing the contract or deed of sale. It is important to meet this deadline to avoid surcharges or penalties.
The tax must be paid by the person acquiring the asset, that is, the buyer. The amount payable depends on the value of the asset and the tax rate applied by each autonomous community.
Yes, when you buy a second-hand property, you must pay property transfer tax. However, if the property is new, VAT and stamp duty are usually applied.

Documented Legal Acts (AJD)

What is the tax on documented legal acts?

The tax on documented legal acts (AJD) is a tax that applies to certain notarial, commercial or administrative documents that must be registered in public registries.
This tax is usually paid when a notarial deed is signed, such as when formalizing a mortgage or in certain real estate transactions.
The person responsible for paying this tax depends on the type of transaction. In some cases, the buyer pays it, while in others it may be the responsibility of the financial institution or another party involved.
Among the documents that may be subject to this tax are: Notarial deeds, Commercial documents, Administrative documents that require registration in public registries
If it is not submitted within the established deadline, the administration may apply surcharges or penalties, in addition to preventing the registration of the document in the corresponding registry.