How to correctly write an application for a tax deduction (4 options). Application for social deduction Sample of filling out an application for social tax deduction

When receiving wages, an employee resident of the Russian Federation pays personal income tax in the amount of 13%. Income tax can be reduced by submitting an individual’s application to the employer for a tax deduction:

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We issue standard deductions

Employees with disabilities, participants in military operations, persons affected by radiation, as well as parents, adoptive parents and guardians of children can reduce the tax. The size is given in the table:

To receive a benefit, you need to make a written request for a tax deduction. It is also necessary to provide the employer with documents confirming the right to a tax reduction, for example, a birth certificate, disability certificates, etc.

Current sample application for a tax deduction in 2020 for children

We prepare a property deduction

To reduce the personal income tax base by the cost of purchased housing and mortgage interest, you must provide the employer with a special notification from the Federal Tax Service.

To receive this document from the tax service, you will have to submit an application for notification of property deduction 2020. You will also need to provide documents confirming your right to it, according to the list:

• contract of sale;
• mortgage agreement;
• act of acceptance and transfer of the apartment;
• payment documents.

The company will reduce the personal income tax base by an amount not exceeding that specified in the notification.

Current sample application for a property deduction from an employer:

You can receive benefits not only through your employer. It is permissible to contact the Federal Tax Service by submitting an application for a property tax deduction.

Professional benefits

On this basis, personal income tax can be reduced when performing work or providing services under a civil contract or receiving royalties for the creation of literary, musical, artistic, and other works, as well as the invention of models and industrial designs. The amount is determined either in the amount of costs incurred or according to the standards established in clause 3.

If for some reason the employer calculated personal income tax on the full amount of income, then at the end of the year you can submit a 3-personal income tax return to the Federal Tax Service and return the overpaid tax.

Social deductions for treatment and training

To reduce tax on this basis, you also need to submit a form - a sample application for a refund of the 2020 tax deduction, and supporting documentation. Then receive a notification from the Federal Tax Service. Let us remind you that, in accordance with personal income tax deductions, you can receive:

• education;
• treatment;
• additional payment contributions to funded pension;
• expenses for voluntary insurance: pension and life.

A deduction for charitable expenses or an independent assessment of an employee’s qualifications can only be obtained by filing a 3-NDFL declaration at the end of the reporting year.

Completed sample application for tax deduction:

How to return tax through the Federal Tax Service?

Taxpayers have the right to contact the territorial office of the Tax Service directly. This possibility is enshrined in the Tax Code of the Russian Federation. That is, citizens will have to choose how to receive a fiscal deduction.

To qualify for a personal income tax refund through the inspection, you will have to collect a package of documents confirming your rights to benefits. Please note that the registration of benefits through the Federal Tax Service can only begin in the next year, following the year in which the grounds for applying the fiscal deduction arose. For example, if you became entitled to a benefit in 2020, then you can apply to the Federal Tax Service only in 2020.

In this case, you need to prepare a 3-NDFL tax return.

The fiscal report contains the personal details of the payer, information about income, and the amount of personal income tax to be returned. In addition to the declaration and copies of supporting documentation, you will have to fill out a special form. For example, an application for a tax refund for a property deduction.

Please note that such a written request can be issued in any form:

Social tax deductions can be applied to the income of an individual, taxed at a rate of 13%, incl. for treatment (clause 1 of article 219 of the Tax Code of the Russian Federation). We will tell you about the application form for a personal income tax refund for treatment in our consultation.

Who is entitled to a deduction for treatment?

List of medical services, incl. expensive types of treatment, approved by Decree of the Government of the Russian Federation of March 19, 2001 No. 201.

Amount of deduction for treatment

For expensive types of treatment, the amount of social tax deduction is not limited: such expenses are accepted in the amount of actual costs (paragraph 3, paragraph 3, paragraph 1, article 219 of the Tax Code of the Russian Federation).

The remaining costs of treatment are taken into account in total with other “social” expenses specified in paragraphs. 2 - 6 p. 1 tbsp. 219 of the Tax Code of the Russian Federation (except for the costs of educating children), and cannot exceed 120,000 rubles for a calendar year (paragraph 7, clause 2, article 219 of the Tax Code of the Russian Federation).

How to get a deduction for treatment

Social tax deduction for treatment can be obtained in 2 ways:

• when submitted at the end of the year to the Federal Tax Service;
• before the end of the year when contacting the employer. The employer will need to submit an application, as well as a Notification on a special form from the tax office, which will confirm the employee’s right to a deduction in connection with treatment.

Application form for personal income tax refund for treatment

An application for a personal income tax refund submitted to the Federal Tax Service can be filled out in any form. However, you can use the form “Application for refund of the amount of overpaid (collected, subject to reimbursement) tax (fee, penalty, fine).” This form was approved by Order of the Federal Tax Service of Russia dated March 3, 2015 No. ММВ-7-8/90@.

An application for a personal income tax refund for treatment using the form recommended by the Federal Tax Service can be found here.

We will also provide if such an application is submitted to the tax office at the end of the year.

List of documents for deduction when receiving a deduction from the tax office
You can use this list to receive a deduction when purchasing real estate through the tax office. You can download the list in pdf format by following this link.

Application for tax refund (through the tax office)
You can download a sample tax refund application for the tax office in doc format by following this link. By submitting this statement with your return, you will be able to receive a tax refund from the tax authorities.

Application (agreement) on the distribution (division) of the deduction for common joint property, without mortgage interest
Application (agreement) on the distribution (division) of deductions for common joint property, with interest on the mortgage
You can download a sample application in doc format by following this link. This document is not required to be notarized, nor is the presence of a second owner (the owner who is not filing the return) when filing this document.

How to get the maximum deduction quickly and easily?

The easiest way is to quickly prepare the correct documents for the maximum refund and submit these documents with the Tax Office. With the Tax Inspectorate, the documents will be approved and you will not have to redo them. You will receive the correct documents and expert advice. And then you can choose whether to take the documents to the inspectorate yourself or submit them online.

Documents for deduction through an employer when purchasing real estate

List of documents for deduction when receiving a deduction from an employer
You can use this list to receive a deduction when purchasing real estate through your employer. You can download the list in pdf format by following this link.

Application for deduction (from employer) to employer
You can download a sample application for an employer (or other tax agent) in doc format by following this link. With this application, having previously received a notice of the right to deduction from the tax office, you will be able to obtain a deduction from your employer.

Application for deduction (from the employer) to the inspectorate
You can download a sample application for the tax office in doc format by following this link. With this application, you can receive a notification from the tax office about the right to deduction. Next, with notification of the right to deduction, you can obtain a deduction from your employer (or other tax agent).

The agreement on the division of deductions for common joint property can be used the same as for deductions through the tax office (above).

Documents for deduction for training

List of documents for obtaining a tax deduction for training

Application for tax refund for education deduction
When receiving a deduction for training, an application for deduction is no longer required. Corresponding changes to the Tax Code were introduced by law at the end of 2009. But if you want the refunded tax to be transferred to you, you need to submit your bank account details to the tax office. Therefore, we recommend submitting an application using this template with your account details.

Documents for deduction for treatment

List of documents for obtaining a tax deduction for medicine
You can download the list in pdf format by following this link.

An application to the tax service must be supported by a written statement. If you are going to claim a tax deduction, you should prepare documents in advance and write an application asking for the required compensation.

We'll tell you how to correctly write a statement for different types of tax payments.

General form and rules for writing an application for a tax deduction

Exists general shape to apply for a tax refund, which can be

You can use it - or format the document differently.

Below we will consider possible application options depending on the type of tax compensation.

Example of an already completed application:

The document requirements are the same.

Let's determine what rules should be followed when writing an application:

1. There must be a “header” where the name of the body you are applying to is indicated. It is better to ask a tax representative how to enter the correct name of the department. Information about the applicant is also indicated there - full name, contact details, residential address.
2. Document's name. In the middle of the line, without quotation marks and a period at the end, you should write “Application for a tax deduction” or simply “Application”.
3. In the content of the document you should write down your request, indicate what type of compensation you want to receive, and what grounds you have for this.
4. It is important to enter the personal account number and all the details of the banking organization where the funds will be transferred.
5. Next, do not forget to list the documents confirming your right to receive a tax deduction.
6. The date and signature are also required at the end of the document.

The rules for the examples below are the same.

Sample and examples of an application for a standard tax deduction

This type of tax compensation can be issued only for adults, but with different types of compensation:

Personal return

That is, compensation is due specifically to the citizen who submits an application to the authorities.

Example of an application for a personal tax deduction:

Child return

In this case, the refund is due to the child of the citizen who contacted the service. This deduction is received by the parents, guardians or legal representatives of the child.

1. Example of an application for a deduction for one child:

2. An example of an application for a deduction for two children:

3. Examples of applications for tax deductions regarding three or more children:

A standard tax refund is issued once a year.

Of course, with the provision of relevant documents - for example, birth certificates must be submitted for children, and guardians or representatives must have a power of attorney executed by a notary.

Examples of applications for property tax deductions

Based on these examples, you can write your personal statement.

Sample 1:

Sample 2:

Sample 3:

Sample 4:

Do not forget to put the date of application and your signature at the end of the document.

Sample and examples of an application for professional tax deduction

Tax compensation can be returned to a citizen under several conditions, and not simply for good work or merit.

Let's give a few examples.

Application for deduction for the creation of scientific works and developments:

Application for a refund for the creation of literary works:

Application for deduction for work performed under a contract:

Application for a refund for the performance of works of literature and art:

Application for deduction in connection with business activities:

Other applications for possible deductions are processed in the same way.

Example:

Sample and examples of an application for a social tax deduction

The general application form is as follows:

Sample 1:

Sample 2:

Sample 3:

Now you can write an application yourself and bring it to the tax office.

As a rule, if the application is written without errors, blots or corrections, it is accepted immediately.

If you hear a refusal, demand an explanation from the specialist and ask to rewrite the document immediately.

Be sure to check all entered data before submitting your document for consideration. This is especially true for details, because an incorrectly entered personal account number can lead to misunderstandings and refusal by the tax office to transfer compensation to you.