how to make an appointment (cita previa)

Page 1
How to make an Appointment
(Cita Previa) at the Tax Office
(Hacienda)
Introduction
Yesterday, 6th October 2014 the Hacienda joined other agencies in
providing the facility to make an online appointment. The initial services
offered will include general information, certificates, census (change of
details), checking of tax returns following campaigns. More services will
be added from January 2015.
The online appointment system can be accessed from here
Start
Select "Solicitud de Cita Previa". If you have received a letter from them
which advises you to make an appointment select the bottom option
“Solicitud de Cita Previa con CSV". The CSV code will be shown on your
letter.
Ref: 00/0108
Date: 09/10/14
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Page 2
Enter your NIE number and Surname “Apellido” and press “Acceder”
Choose what you want
There are 3 options on the next page where you can choose what you
want to do.
1. “Seleccione Area” – Select “Gestion Tributaria” for most general
enquiries and press “Buscar Categoria”
2. “Seleccione Categoria” – options are
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Date: 09/10/14
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Page 3
Censos
- Change of details
Certificados
- Certificates
Informacion
- Tax information
Modulos
- Payment instalments
Otras Servicios
- Inheritance Tax
Press “Buscar Procedimientos”
3. Seleccione Procedimiento – Select the option you require.
Press “Enviar”
Choose the Office you want to attend
On the next screen you can choose the office. The first option allows to
select the office nearest where you live, the second option gives you a
choice based on your post code, and the third gives you options based
in your province. Select your choice and press “Enviar”
Ref: 00/0108
Date: 09/10/14
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Page 4
Choose the option you want from the selection if you didn’t choose
option 1 and press “Enviar”
Choose the Date you want
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Page 5
The next screen enables you to choose the date you want, its uses
colour coding and is self-explanatory. Choose your date and press
“Enviar”
Choose the Time you want
Choose the time you want from the choices on the screen and press
“Enviar”
Appointment Made
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Date: 09/10/14
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Page 6
The next screen confirms that the appointment has been, the location,
and the purpose. You can request a confirmation by SMS or email.
Changing or Cancelling an Appointment
To modify or cancel an appointment you start at the same screen and
enter your NIE and surname. If you already have an appointment it will
show on the next screen. You can either “Modificar Cita” or “Annular
Cita”
Ref: 00/0108
Date: 09/10/14
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Page 7
If you select “Modificar” it takes you into the office selection screen
above, and then into the subsequent screens. If you select “Anular” it
cancels the appointment and you see the next screen as confirmation.
By Philip Carroll
09/10/14
https://www.facebook.com/groups/citizensinspain/
Ref: 00/0108
Date: 09/10/14
www.citizensadvice.org.es
This work by Citizens Advice Bureau Spain is licensed under a Creative Commons Attribution-NonCommercialNoDerivatives 4.0 International License. Based on a work at http://www.citizensadvice.org.es
Permissions beyond the scope of this license may be available at Website Terms & Conditions