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Reclamación de Devolución del Impuesto de Sucesiones y Donaciones (No Residentes) (Claim for Refund of Inheritance and Gift Tax for Non-Residents)

Reclamación de Devolución del Impuesto de Sucesiones y Donaciones (No Residentes) (Claim for Refund of Inheritance and Gift Tax for Non-Residents) is filed with Agencia Estatal de Administración Tributaria (AEAT). With Managora you do it 100% online: you answer a few questions, sign a digital mandato (power of representation) and we draft, sign and file your application for you. Estimated total cost: €484. Official tasa (government fee): No tasa (official fee) applies: neither the request to the comunidad autonoma (regional government) to correct the self-assessment and refund the overpaid tax nor the later reclamacion economico-administrativa (claim before the tax tribunal) triggers any tasa, because the economic-administrative procedure is free of charge by law. There is nothing extra to pay to the Administration and, if the tax is refunded, late-payment interest is paid to you on top.

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Recover the excess Impuesto de Sucesiones y Donaciones (Inheritance and Gift Tax) you paid in Spain due to being a non-resident. We submit your application for the refund of undue tax payments (ingresos indebidos) to the AEAT (Spanish Tax Agency) based on European regulations and case law that eliminate this discrimination.

Practical guide: Inheriting in Spain while living abroad: inheritance tax for non-residents. Requirements, deadlines and the steps, explained.

What we charge you
€484
Managora's fee
€484.00 (21% VAT incl.)
Tasa (official government fee)
No tasa (official fee) applies: neither the request to the comunidad autonoma (regional government) to correct the self-assessment and refund the overpaid tax nor the later reclamacion economico-administrativa (claim before the tax tribunal) triggers any tasa, because the economic-administrative procedure is free of charge by law. There is nothing extra to pay to the Administration and, if the tax is refunded, late-payment interest is paid to you on top. (suplido: paid to the authority on your behalf, no VAT)
Processing time
The deadline for resolution is set by the regulations governing the procedure; we will confirm it to you when we open your case file.
Where it is filed
Agencia Estatal de Administración Tributaria (AEAT) ↗
What you receive
Application

Cost breakdown: Feasibility study and initial submission of the case file: €484.00 (21% VAT incl.). Subsequently, a success fee percentage is usually applied to the final amount recovered plus interest..

Reclamación de Devolución del Impuesto de Sucesiones y Donaciones (No Residentes) (Claim for Refund of Inheritance and Gift Tax for Non-Residents): how is it filed?

  1. 1Complete your contact details and your country of residence at the time the tax was paid.
  2. 2Indicate whether you submitted a self-assessment (autoliquidación) on your own or if you received a tax assessment/demand from the Administration.
  3. 3Upload a copy of the public deed (escritura pública) and the receipts for the tax you paid.
  4. 4Our experts will analyse whether the tax has prescribed and will prepare the file for the refund of undue payments (ingresos indebidos) before the Oficina Nacional de Gestión Tributaria of the AEAT.

Which documents do you need?

  • •Copy of the public deed of inheritance or gift (escritura pública)
  • •Proof of payment of the tax (Modelo 650, Modelo 651 or the paid tax assessment document)

Prerequisites we also handle for you

This procedure needs documents that we also obtain. If you are missing any, ask us for it here and come back once you have it:

And whatever a third party provides, we arrange it

  • Notary: signing a deed or a notarial act

You do not have to look for anyone: we coordinate it. As it is provided by a third party it is quoted separately and does not go inside the price of this procedure, and we tell you the amount before ordering it.

Legal basis and things to bear in mind

  • If the application refers to tax years that have not prescribed (less than 4 years), you have the right to a refund under the regulations on the refund of undue payments (ingresos indebidos).
  • If the Administration issued an administrative tax assessment at the time and this became final (it was not appealed), the regulations prevent you from using the general procedure for the refund of undue payments (ingresos indebidos), making it necessary to study exceptional review routes.
  • The competent office to process this tax when a non-resident is involved is the Oficina Nacional de Gestión Tributaria of the AEAT.

Reclamación de Devolución del Impuesto de Sucesiones y Donaciones (No Residentes) (Claim for Refund of Inheritance and Gift Tax for Non-Residents): frequently asked questions

Reclamación de Devolución del Impuesto de Sucesiones y Donaciones (No Residentes) (Claim for Refund of Inheritance and Gift Tax for Non-Residents): how much does it cost?

We charge you €484: our fee plus, where applicable, the fixed official tasa we advance. Feasibility study and initial submission of the case file: €484.00 (21% VAT incl.). Subsequently, a success fee percentage is usually applied to the final amount recovered plus interest.. Managora's fee is €484.00, 21% VAT included (€400.00 net + €84.00 VAT). The official tasa charged by the authority (a suplido paid on your behalf, no VAT) is: No tasa (official fee) applies: neither the request to the comunidad autonoma (regional government) to correct the self-assessment and refund the overpaid tax nor the later reclamacion economico-administrativa (claim before the tax tribunal) triggers any tasa, because the economic-administrative procedure is free of charge by law. There is nothing extra to pay to the Administration and, if the tax is refunded, late-payment interest is paid to you on top..

Reclamación de Devolución del Impuesto de Sucesiones y Donaciones (No Residentes) (Claim for Refund of Inheritance and Gift Tax for Non-Residents): how long does it take?

The deadline for resolution is set by the regulations governing the procedure; we will confirm it to you when we open your case file.

Reclamación de Devolución del Impuesto de Sucesiones y Donaciones (No Residentes) (Claim for Refund of Inheritance and Gift Tax for Non-Residents): which documents do I need?

You need to have to hand: Copy of the public deed of inheritance or gift (escritura pública), Proof of payment of the tax (Modelo 650, Modelo 651 or the paid tax assessment document). You do not upload them here: we collect the details through the guided chat.

Who files the procedure?

Managora files it in your name with Agencia Estatal de Administración Tributaria (AEAT). You only provide the details through the chat and sign a mandato (power of representation); we prepare, sign and register it.

Can it be done online?

Yes. The whole process is online: you answer a few questions in the guided chat, sign a simple mandato on screen and receive the receipt and the official documents by email, with full legal validity.

Related procedures

Based on the legislation in force and on the official site of the competent authority: Agencia Estatal de Administración Tributaria (AEAT) ↗.

Shall we get started with «Reclamación de Devolución del Impuesto de Sucesiones y Donaciones (No Residentes) (Claim for Refund of Inheritance and Gift Tax for Non-Residents)»?

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