How to work with the program for preparing documents for state registration. Program for filling out applications to the Internal Revenue Service “pfdgr IFNS program for filling out 3 personal income taxes
All individuals can either download the program for 3-NDFL for 2017-2019 for free from the tax office website, or simply follow the link provided in the article. In addition, taxpayers will be able to understand how to correctly enter data into the software.
- The declaration program can be downloaded for free here.
- Download the blank form 3-NDFL.
- Download an example of a completed declaration.
For those individuals who are entitled to a tax deduction and have finally decided to receive it, we recommend that they apply for it using specially designed software.
To calculate a tax discount, it is enough to fill out four tabs of the program - the first, intended for setting conditions, the second, dedicated to information about the taxpayer, the third, related to profits earned in the Russian Federation, and the last, directly related to a specific type of deduction.
Attention! If an applicant for a tax discount is either an individual entrepreneur or an individual with income that comes to his account from abroad, then he will need to fill out additional tabs of the 3-NDFL program downloaded from the official website of the tax service.
Where to start working in the program
Regardless of which particular article the taxpayer is guided by in order to obtain a deduction, he is required to set a number of certain conditions that characterize not only the document itself, but also some other information. To do this, click on the icon with the image of the list, under which there is the inscription “Set conditions”.
After this, in the page that opens, an individual who is not engaged in private activities, is a citizen of Russia and works under an employment contract, must make the following marks:
- 3-NDFL – Since tax returns can be of different types, taxpayers are required to select the exact type of document they are working with. Those applicants for reduction of the tax base who are foreigners, but also deal with the standard declaration form, must select the “3-NDFL non-resident” checkbox.
- Tax authority number – Since there is far more than one tax service on the territory of Russia, you need to select from the list provided the number of the authority whose location coincides with the place of registration of the applicant for the deduction.
- Correction number – in the cell next to an inscription such as “Adjustment number”, you must leave the default value if the individual has never submitted form 3-NDFL for consideration. If the applicant for the deduction has already downloaded the declaration form from the tax service website and sent it for the current calendar year for consideration, then a unit is indicated in this column.
- “Other individual” – Such a mark on the panel requiring the indication of the taxpayer’s characteristics must be selected by those applicants for a reduction in the tax base whose income is not related to private activities, as well as individuals who are not among the managers of farms.
- Income information – on the panel entitled “There are incomes”, you need to put a tick next to the very first inscription for those taxpayers who have income coming either from an employment agreement, or from some kind of copyright work, or as a result of the sale of property.
- “Personally” - If the taxpayer, when entering information into the software, did not involve any third parties in this process, then in the “Reliability Confirmed” panel, select the “Personally” checkbox, otherwise indicate the last name, first name and patronymic of the tax consultant.
Second tab
As for the second tab that applicants for tax compensation must complete, it is a page dedicated to data about the taxpayer himself. In this tab, in addition to the last name, first name and patronymic of the individual, the identification number, day, month, year and city of birth, as well as a note indicating citizenship are entered.
Just below is the type of document that is used by the applicant for a tax discount for identification, and then its number and series. In addition, it is necessary to indicate the name of the body (usually the abbreviation of the organization) that issued this document to the taxpayer, as well as the date on which this occurred.
Then you can proceed to entering into the software the address where the taxpayer lives in the Russian Federation. If an individual, for example, lives in a separate apartment located in the city of Krasnoyarsk, then it is enough to write the name of the region, city, street, as well as the house number, apartment number, postal code and contact telephone number.
It should be noted that those applicants for the deduction who do not reside, but are staying in Russia, must remember to display this fact in the software developed for filling out the 3-NDFL form.
Income tab
In order for individuals to be able to report their profits for a certain tax period, which they earned in Russia, they should go to the tab dedicated to Russian sources of income. The first step is to choose from the three proposed options (9%, 13% and 35%) the tax rate that applies to the specific type of profit that the applicant has for the deduction.
After this, you will need to enter information into the panels labeled as follows:
- “Payment sources” – here the individual is obliged to add all sources, without exception, through which he receives material payments, as well as indicate their name and some other parameters. In order to include a source in the empty list, you need to click on the green plus icon. To delete data, use the minus sign. Information for each source is entered separately.
- “Income for the month” – then in the panel located just below, you will also need to click on the plus and indicate the amount of profit an individual received for each month of the tax period. All figures must be written on the basis of a certificate according to the 2-NDFL sample, for the issuance of which, as a rule, the manager is responsible.
- “Total amounts by source of payments” – you just need to transfer some amounts from the 2-NDFL certificate to this panel. First of all, this is the amount of all material assets that an individual received for the current calendar year, then the amount of profit subject to tax withdrawal, as well as the amount of accrued and withdrawn personal income tax.
- “Advance payments by a foreigner” – all Russian citizens must leave zero in this column, which is set by default. And those taxpayers who are foreigners will need to indicate the exact amount of advance payments they made during the calendar year.
After all the program tabs discussed above have been completed by the applicant for tax compensation, he will only have to click on the tab dedicated to deductions, select a specific type and indicate the necessary data.
If the taxpayer has not previously encountered filling out the declaration pages intended for the calculation of any tax discounts, we advise you to first consult with a tax inspector and sort out all the aspects that cause difficulties.
The deadline for submitting 3-NDFL for 2018 is approaching. You should not put off submitting this report until the last minute, but think about filling it out now. The Declaration program can help you fill out the report. You can download the program “Declaration” 3 personal income tax 2019 for free using the button at the bottom of this page. For each reporting year, you must fill out data in the appropriate software for exactly the period for which you want to receive a tax deduction. If you need to receive a deduction for 2016, then you need to fill out the 3-NDFL declaration for 2016, and similarly for other years. Let's figure out how to use this program.
The advantages of filling out the 3-NDFL declaration for 2018 in a special program is that the program has built-in functions that allow you to check the correctness of filling out the required details. You can also not print it at home, but download it to a flash drive. Then, when visiting the Federal Tax Service Inspectorate, the inspector will be able to check the declaration and tell you whether there are errors in it and how to correct them.
If you are confident that you have filled out the 3-NDFL declaration for 2018 correctly, you can save it and print it in two copies for submission to the INFS. 3-NDFL programs for all years are collected on the Federal Tax Service page at the link.
Then you need to enter your registration address indicated in your passport in the field that opens. The service will give you the tax office number at your place of registration.
You can also select the tax office code in the program for filling out the declaration in the drop-down window by clicking on the square with dots opposite the “tax office number” window.
3. Indicate the correction number of the submitted 3-NDFL declaration. If you submit your first declaration for the reporting year, enter “0”. If a declaration has already been filed for the reporting year, and now you need to correct and submit another declaration, enter “1” or “2” depending on the number of previously updated declarations submitted.
4. In the “taxpayer attribute” column, indicate the attribute you require. In this case, put a dot next to the words “other individual”.
5. In the “have income” item, put a mark in the circle of the first item.
6. In the “accuracy is confirmed” section, choose how you will submit the declaration.
Section “Information about the declarant”
We proceed to filling out the next section of the personal income tax declaration 3 “Information about the declarant”. The section consists of two tabs: personal data and address. Click on the personal data tab. This section records your details exactly with your documents. Fill out all the data in the specified items; there are no difficulties in filling out this section. In the “citizenship data” section, enter country code 643. This is the code for Russia.
Then go to the address tab and fill in your information.
Section “Income received in the Russian Federation”.
The next section to fill out is “Income received in the Russian Federation.”
Let's start filling out this section by choosing a tax rate. The tax rates shown above are 13%, 9%, 35% and 13%. By placing your cursor over each bet, you will read in which case it applies. To fill out the declaration, in our case, we settle on the first rate of 13% - income received from tax agents or other sources of payments, including from individuals.
The next item is adding a payment source. Click on the green plus and enter your employer’s details. The necessary data is available in the 2-NDFL certificate issued by your employer.
Section "Deductions"
The last stage of filling out the 3-NDFL declaration is data on the provision of deductions:
- property tax deduction - if you purchased housing;
- standard child tax credit - if you did not receive a child tax credit from your employer;
- social tax deduction.
If you plan to take only one of the above deductions, then you will need to uncheck the box placed on the standard deductions tab to “allow the standard deduction.” If you plan to receive several deductions, then you do not need to uncheck the box.
By opening a tab for each deduction, you enter the necessary data confirmed by your primary documents.
Print this article, download the “Declaration” program and fill out Declaration 3 of personal income tax step by step.
The income tax declaration campaign for 2017 traditionally starts in January 2018. The deadline is approaching soon when many individuals must report their financial successes to the tax authorities using Form 3-NDFL. Our consultation will help you install the “Declaration” program from the Federal Tax Service and fill it out.
Why download
For those who are required to independently report their taxable income to the tax authorities, the current tax legislation allows them to choose:
- Fill out the 3-NDFL declaration on paper by hand or using a computer and take it to your tax office (or use postal services for this);
- Fill out a report electronically online in the individual’s personal account on the official website of the Federal Tax Service of Russia www.nalog.ru and send the file to the tax office here;
- Or install a program for 3-NDFL for 2017, which will help you fill out the declaration correctly.
Of course, an increasing number of individuals who pay personal income tax choose the last 2 options, since they are faster and more reliable.
On the website of the Federal Tax Service of Russia, you can download a free program for filling out 3-personal income tax for 2017 in 2018 using the following link (provided with the Moscow city index):
Here is the functionality of the “Declaration” program:
- entering information from other documents of an individual;
- calculation of derivatives and total indicators;
- arithmetic data control;
- checking the correctness of calculation of benefits and deductions for personal income tax;
- analysis of the correctness of calculation of the base and amount of income tax;
- generating an XML file with declaration data;
- generation of completed forms with declaration data and barcode.
Current version
Before installing the Declaration program for 3-NDFL for 2017, make sure that this is the latest version. This one has an index of 1.0.0. It was released on December 28, 2018 and is available for download on the website of the Federal Tax Service of Russia from January 10, 2018.
Installation procedure
To install the program for 3-NDFL for 2017 on your computer, you need to take the following steps:
- Copy the InsD2017.msi file to your hard drive.
- Run it as administrator (right-click) and follow the installation instructions (see pictures below).
The navigation here is standard: these are the “Back”, “Next” and “Cancel” buttons.
The welcome screen looks like this:
By opening a tab for each deduction, you enter the necessary data confirmed by your primary documents. Print this article, download the “Declaration” program and fill out Declaration 3 of personal income tax step by step. Program for filling out the 3-NDFL declaration for 2017 Click the button below to find a program for filling out the 3-NDFL declaration for 2018: This may also be useful:
- Fine for failure to submit 3-NDFL for 2016
- Declaration 3-NDFL 2018 for 2017
- Rules for filling out the 2-NDFL certificate
- Insurance premiums for individual entrepreneurs “for themselves” in 2018
- Changes in the field of insurance premiums in 2017
- New form 6-NDFL 2018
Is the information useful? Tell your friends and colleagues Dear readers! The materials on the TBis.ru website are devoted to typical ways to resolve tax and legal issues, but each case is unique.
Declaration
Attention
There is no need to enter any more information here, select “Yes” and fill in further. More details... When filling out the 3-NDFL declaration on the sale of residential real estate and land, in the program you must select “income received in the Russian Federation”. The yellow number 13 should be selected there (the percentage that an individual is charged when receiving income).
In the window indicating the source of payments, click on the plus and write your full name or the name of the organization that bought your apartment, house, or other residential property. If this is an organization, we enter the TIN, KPP and OKTMO from the DCP; if it is an individual, we leave the fields empty. Click “yes” and move on.
Instructions for filling out 3-personal income tax for 2017 in the “declaration” program
It is only enough:
- Go from the main page of the Federal Tax Service website to the “Software” subsection.
- Click “Download” on the “Declaration” program for 3-NDFL for 2017 (it is the bottom element in the picture, this is the installation file InsD2017.msi).
- Specify the path on your PC to save the program file.
Of course, to get a tax deduction, downloading the program for 3-NDFL in 2018 is also a suitable option. Using the considered option for filling out a declaration - that is, downloading the program for 3-NDFL for 2017 - is relevant for those individuals who have not yet gained access or have not mastered a personal account on the Federal Tax Service website and want to personally or through a representative:
- take the completed declaration to your tax office;
- submit to the post office for sending by a valuable letter with a list of enclosed documents;
- send via TKS.
Also see
Online magazine for accountants
Section “Information about the declarant” We proceed to filling out the next section of the personal income tax declaration 3 “Information about the declarant”. The section consists of two tabs: personal data and address. Click on the personal data tab. This section records your details exactly with your documents.
Fill out all the data in the specified items; there are no difficulties in filling out this section. In the “citizenship data” section, enter country code 643. This is the code for Russia. Then go to the address tab and fill in your information.
Section “Income received in the Russian Federation”. The next section to fill out is “Income received in the Russian Federation.” Let's start filling out this section by choosing a tax rate. The following tax rates are shown at the top: 13%, 9%, 35% and 13%.
By placing your cursor over each bet, you will read in which case it applies.
3-NDFL program for 2017-2018: filling out the main tabs
For example, a citizen receiving income from sources in the Russian Federation, filing a tax return in connection with the sale of an apartment, fills out the following sheets in addition to the mandatory part:
- Sheet A “Income from sources in the Russian Federation”;
- Sheet D2 “Calculation of property tax deductions for income from the sale of property and property rights.”
And if such an individual also bought an apartment in 2016 and claims tax deductions in connection with this, in addition to the Title Page, Sections 1 and 2, as well as Sheet A and Sheet D2, additionally:
- Sheet D1 “Calculation of property tax deductions for expenses on new construction or acquisition of real estate.”
The detailed procedure for filling out sheets and sections of the 3-NDFL declaration is given in Appendix No. 2 to the Order of the Federal Tax Service dated December 24, 2014 No. MMV-7-11/
Declaration of 3-personal income tax in 2018: form
- The date entry fields have been changed, since in some versions of the Windows 10 operating system (for example, 1703), the entered data was not drawn correctly.
- A spelling error has been corrected in one of the warning windows.
- A hyperlink for an email address has been added to the About window.
Changes relative to version 1.0.1: 1) For the “Date of tax payment” field in the “Income outside the Russian Federation” section, the maximum date is set to 12/31/2018; 2) The directory of exchange rates has been supplemented with exchange rates for January 2018; 3) The calculation of sheets I and Z has been adjusted. Loss from paragraphs. 6.4. Sheet And is transferred to paragraphs. 3.6. Sheet 3 only if the value 2 is indicated in line (100) of Sheet 3. That is, the loss applies exclusively to transactions with securities that are not accounted for in the individual investment account.
The Russian Tax Service is constantly improving its electronic services and programs for filling out and submitting reports. One of the most useful and popular of them is called “Declaration” - this is a special program for 3-NDFL. In 2018, it will help you fill out this income reporting form quickly and without errors.
We tell you where and how to download this application safely and for free. Subscribe to the accounting channel in Yandex-Zen!
- 1 Convenient alternative
- 2 Software from the Federal Tax Service
- 3 Technical features of the 2018 version
- 4 Program features
A convenient alternative For the reporting period of 2017, individuals who, by virtue of the law and current circumstances, are required to independently declare their income (or want to declare the tax deductions they are entitled to), do so on Form 3-NDFL.
Download the program for filling out 3 personal income taxes for 2018
InsD2015.exe – installation file 2) Installation instructions (install) 3) Annotation for the program (readme) You can learn more about the “Declaration 2015” program and read how to fill out the 3-NDFL declaration for 2015 in this program here The “Declaration 2014” program ", version 1.1.0 dated July 10, 2017. (download a free program for filling out (preparing) a tax return in 2015 on form 3-NDFL for 2014): 1) InsD2014.exe – installation file 2) Installation instructions (install) 3) Abstract to the program (readme) More details You can get acquainted with the “Declaration 2014” program and read how to fill out the 3-NDFL declaration for 2014 in this program here An archive of programs for previous years can be downloaded here About the programs of the Federal Tax Service of Russia for filling out the 3-NDFL declaration GNIVC FTS of Russia annually develops and offers free programs for filling out declaration 3-NDFL.
Download the program for filling out 3 personal income tax 2018
Home page / Software / 77 Moscow Publication date: 04/11/2018 Dear taxpayers! The program is designed for filling out personal income tax returns in forms 3-NDFL and 4-NDFL, in accordance with Order of the Federal Tax Service of Russia dated October 25, 2017 No. ММВ-7-11/ Please note that the declaration campaign starts in January 2018 . The “Declaration” program allows you to automatically generate tax returns in forms 3-NDFL and 4-NDFL.
As you fill out the data, the program automatically checks its correctness, which reduces the likelihood of errors.
Download the program for filling out 3 personal income taxes for 2018 from the tax website
Important
After opening the declaration program, the first field for filling out the conditions will appear in front of you - everything is quite simple here. 1. Select the type of declaration 3-NDFL 2. Inspection number - select your inspection number Read about what you need to do to find out the number of your tax office here More details... We fill out the declaration further. The next column to fill out is Information about the declarant. In the first tab, fill in all the fields according to your passport. More details...
1.
Info
At the top we select the tax rate, by default it is 13% 2. Next we need to add the source of payments - i.e. your employer, and you need to indicate his TIN, KPP, OKTMO; all this data can be found in the 2-NDFL certificate issued by your employer. All details of your employer are indicated in it in paragraph 1: “Data about the tax agent” More details...
Download the program for filling out 3 personal income taxes for 2018 for free
You can also select the tax office code in the program for filling out the declaration in the drop-down window by clicking on the square with dots opposite the “tax office number” window. 3. Indicate the correction number of the submitted 3-NDFL declaration. If you submit your first declaration for the reporting year, enter “0”.
If a declaration has already been filed for the reporting year, and now you need to correct and submit another declaration, enter “1” or “2” depending on the number of previously updated declarations submitted. 4. In the “taxpayer attribute” column, indicate the attribute you require. In this case, put a dot next to the words “other individual”.
5. In the “have income” item, put a mark in the circle of the first item. 6. In the “accuracy is confirmed” section, choose how you will submit the declaration.
The inspection directory has been updated; 3) When filling out data to receive a property deduction for the purchase of real estate, the “Location” field is made available for filling out, regardless of the value of the “Object number code” field. You can learn more about the “Declaration 2017” program and read how to fill out the 3-NDFL declaration for 2017 in this program in 2018 here. “Declaration 2016” program, version 1.4.0 dated 02/15/2018. (download a free program for filling out (preparing) a tax return in 2017 on form 3-NDFL for 2016): 1) InsD2016.exe – installation file 2) Installation instructions (install) 3) Abstract to the program (readme) More details You can get acquainted with the “Declaration 2016” program and read how to fill out the 3-NDFL declaration for 2016 in this program here The “Declaration 2015” program, version 1.4.0 dated July 10, 2017.
Computer requirements
and software
Minimum hardware requirements:
RAM of at least 512 MB and 20 MB of free disk space for installing task software.
Processor class Intel Pentium II 400 MHz.
Microsoft Mouse or compatible.
SVGA video adapter with 800x600 resolution and 16-bit color depth.
Printer
Windows operating system and other software:
Operating system Windows 98, Windows 2000, Windows XP, Windows Vista, Windows 7, Windows 8 (with Russian regional settings).
About the program "Declaration 2012"
GNIVTS Federal Tax Service of Russia annually develops and offers free programs for filling out the 3-NDFL declaration.
The “Declaration 2012” program is designed for automated completion of tax returns for personal income tax (form 3-NDFL and form 4-NDFL) for 2012.
You can also find and download the program distribution kit for free on the website http://www.gnivc.ru/ in the “Software”, “Free Software”, “Software for Individuals” section.
Declaration 3-NDFL for 2012 filled out in accordance with the order of the Federal Tax Service dated November 10, 2011 No. ММВ-7-3/760@.
The program automatically generates 3-NDFL declaration sheets based on the data entered by the user:
for all taxable income received from sources in the Russian Federation and received from sources outside the Russian Federation;
on income from business activities and private practice;
Data for calculating professional tax deductions for royalties and civil contracts;
Property tax deductions;
Data for calculating the tax base for transactions with securities and financial instruments of futures transactions, the underlying asset for which are securities;
for calculating standard and social tax deductions.
Example for filling out the 3-NDFL declaration
in the program "Declaration 2012"
Launching the application
To launch the application, select the appropriate icon on the desktop, in the Start menu -> Programs -> Declaration 2012.
Toolbar
The toolbar provides access to various main menu functions with a single click on the appropriate button. Please note that each toolbar button displays a tooltip containing a description of its purpose. The panel view is configured in the Settings menu
Main menu
The menu consists of standard items File, Settings, Help, as well as the Declaration item.
When selecting an item File
Create – Create a new declaration. In this case, if unsaved changes were made, a dialog will be displayed asking you to save the changes. Each start of the program leads to the creation of a new 3-NDFL declaration, i.e. you can enter and change data.
Open - A standard dialog appears that allows you to open the 3-NDFL declaration file that was previously entered and saved. If unsaved changes have been made to the active 3-NDFL declaration, then before the dialog to open the file, you will be prompted to save the changes.
If, after selecting Create, Open, the request to save changes was confirmed, but the file name was not entered, a dialog box will appear asking for the name and location of the new file.
Exit – allows you to exit the program.
When selecting an item Declaration The following submenu will appear:
Preview – Allows you to preview the entered declaration in the form and volume in which it will be printed if the Print option is selected.
Working in preview mode will be described below.
Print – Prints the selected 3-NDFL declaration.
Export – Exports current return data to a file in an approved format for submission to the tax office.
Check – Checks the entered declaration for completeness and compliance of the entered data.
All of the above items are duplicated on the toolbar.
When selecting an item Settings A submenu will appear that allows you to enable/disable the display of the toolbar, as well as enable/disable the display of inscriptions under the buttons on the toolbar.
When selecting an item Reference The following submenu will appear:
Help – Call up help information on the program (also opens with the F1 key)
About the program - contact information
When you start the program, an “empty” declaration is automatically created. At any time, you can save the entered data to disk, load a previously saved declaration, or create a new one. In this case, the name you assigned to the file is displayed in the header. The program has built-in control of the entered data for their presence, if details are required, and their correctness.
Setting conditions
On this screen, the conditions for filling out the declaration are entered.
If you are not a tax resident of the Russian Federation or you need to submit a declaration in Form 4-NDFL, then select the appropriate item in the Declaration Type panel.
If you are submitting an initial declaration, in the corr. No. field. 0 is indicated. If you submit a clarifying declaration, then in this field you need to indicate the number of times you do this.
In addition, there is a panel “Income available” with items that divide the entry of the declaration into logical sections:
If the user is going to enter information about income from income certificates, income from civil contracts, royalties, from the sale of property, etc., i.e. information on income taxed at rates of 13, 9, 35% (in the case of a non-resident - 13, 15 and 30%), with the exception of income in foreign currency and income from business activities and private practice.
If you have income in foreign currency, then accordingly you need to check the box next to In foreign currency.
If you have income from business activities, then you need to check the box next to From business activities.
Each of these items allows/denies access to entering information of the corresponding type. If none of the items is activated, then only windows with information on the payer are available for entry.
Information about the declarant
On these two windows, information about the taxpayer is entered, corresponding to sheet 2 of the declaration form. Switching between these two screens is done using the buttons at the top of the main window.
If you have previously used the software products "Declaration 2002" - "Declaration 2011" and you have saved a data file, then you can save yourself from the need to fill out most of the information about yourself by opening the old file in the new program. Income data will be ignored, but information about you will be retrieved and will reduce your time working with the program.
The country code is indicated according to the All-Russian Classifier of Countries of the World (OKSM). If the taxpayer does not have citizenship, the Country Code field indicates the code of the country that issued the identity document.
OKATO by address can be determined on the Internet at the link http://service.nalog.ru (you should use the value OKATO (OKATO accurate to the municipality)) or check with your tax office.
The TIN field is required for individual entrepreneurs, private notaries, lawyers and heads of farms. Other individuals may not fill it out.
Income received in the Russian Federation
Input is carried out on three screens. Switching between screens is done using the buttons at the top of the main window. The screens are divided by tax rates: 13, 9, 35%.
For each rate, the corresponding types of income are entered. A different set of tax rates are available for non-residents: 30%, 15% and 13%.
D income taxed at a rate of 13% (30%)
Screen for entering income taxed at a rate of 13% (corresponds to sheet A of the 3-NDFL declaration form)
Do not forget to fill out the total amounts by source of payments (clauses 5.2-5.4 of the 2-NDFL certificate). And if the source of income did not calculate the taxable amount of income and the amount of tax calculated, then calculate them yourself.
Income taxed at 9% (15%)
Screen for entering income taxed at a rate of 9% (corresponds to sheet A of the 3-NDFL declaration form)
Income taxed at a rate of 35%
Screen for entering income taxed at a rate of 35% (corresponds to sheet A of the 3-NDFL declaration form)
Entrepreneurs
The screen for entering income from business activities corresponds to sheet B of the 3-NDFL declaration form
For entrepreneurial activity, you must indicate the OKVED code by selecting it from the directory. When searching for the code you need, keep in mind that some nesting sublevels for your activity may be empty.
Income received outside the Russian Federation
The screen for entering income in foreign currency corresponds to sheet B of the 3-NDFL declaration form
If the switch opposite Automatic exchange rate determination is available, then for this currency there is information about the exchange rate against the ruble. If you activate this feature, the program itself will substitute the rate declared at the last auction known to the program, preceding the date of receipt of income, or directly on the specified date.
The exchange rate is entered in two fields and represents the proportion of X currency units. for Y rubles. That is, for example, on the date 04/09/2012 for the US Dollar currency (code 840) the rate was 100 USD for 2812.11 rubles.
In addition, a similar button opens a directory of income (deductions, if a deduction is provided for this income, otherwise this button is not available.
If you have income in different periods, you need to add a new source of payments indicating the new date of income and tax payment. If the tax was not paid at all, then you should leave the default date in the tax payment date field; the program will not print it if there is no tax paid.
Deductions
Input is carried out on four screens. Switching between screens is done using the buttons at the top of the main window. The screens are divided by type of deduction. On the first screen, standard tax deductions are entered, on the second - social tax deductions, and on the third - property tax deduction for new construction, or the purchase of a residential building or apartment. The fourth screen is used to enter data on losses on transactions with securities of previous tax periods. Other deductions (for example, royalties or property deductions for income from the sale of property, securities are entered along with the corresponding income - see "Income taxed at the rate of 13%")
Standard deductions
In the standard deduction section, select the type of deduction and enter the number of children. At the same time, the registration of children of disabled people of groups I and II, as well as the first and second child and all subsequent children starting from the third, is carried out separately, because They provide excellent deduction amounts. In November 2011, the legislation changed and the amount of standard deductions increased. At the same time, the law extended to all income starting in January 2011. Therefore, it is possible that in your 2-NDFL certificate the amount of standard deductions turned out to be less than what you are entitled to by law. Declaration 2012 will correct this error.
If the number of children has not changed during the year, then their number can be entered in one digit. Otherwise, you need to uncheck “the number of children (of the corresponding category) has not changed” and enter their number monthly.
Calculation of standard deductions is carried out based on income from the source of payments, when entering which in the section “Income taxed at the rate of 13%” you checked the box “Calculate standard deductions using this source”
If you want the standard deductions to be calculated based on business income, then you need to enter the amounts of income and expenses for each month, and check the boxes for the months in which you were in the corresponding status.
Social deductions
The screen for entering social deductions corresponds to sheets G2 and G3 of the 3-NDFL declaration form
More details about the provision of social deductions can be found in Article 219. Tax Code of the Russian Federation
Property deduction for construction
Screens for entering property deductions for construction correspond to sheet I of the 3-NDFL declaration form.
The I am a pensioner option allows you to bypass the date control implemented in the program. Taxpayers who fall under Art. 220 clause 1 clause 2 of the Tax Code of the Russian Federation.
In the field Cost of the object (share), the costs incurred are indicated, and it must be borne in mind that in the final calculation on sheet I in clause 1.11, the program will indicate an amount of no more than 1,000,000 rubles (multiplied by the share of ownership) for a property registration date before 2008 and no more than 2,000,000 rubles (multiplied by the share of ownership) if the date of registration of ownership is in 2008 or later. If an object is purchased in installments, then you should not indicate the total amount of the cost of the object, but only the amount actually paid from the moment payments began until the end of 2012 (not to be confused with the case when the object is paid in full, and you gradually pay off the bank for the loan - in this In this case, you have the right to indicate the entire cost of the object at once).
In the Interest on loans field for all years, the amounts spent on paying interest on target loans are indicated. For those who have been submitting a Declaration for several years, we especially note that the procedure has changed and now in this field you need to enter the amount of interest paid on loans for all years, and not just for the reporting year.
Deductions from the tax agent, both for the reporting year and for previous ones, are taken from 2-NDFL certificates. If they are not indicated there, then these deductions were not provided to you by the tax agent.
The amounts from the Declaration for 2011 are transferred to the Amount transferred from the previous year fields. If in 2012 you are applying for a deduction for the first time, then these fields are not filled in. According to the Procedure for filling out the Declaration, the values of these fields are not included in the calculation; the data is used by tax authorities as reference information. The entire calculation is based on the data in the fields total cost and deductions from previous years.
In the fields Deduction for previous years on the declaration, the amounts of property deductions for construction and loan repayment from the Declarations for previous years are indicated. If in 2012 you are filing a return for deduction for the first time, then these fields are not filled in. If you receive a property deduction for construction and loan repayment for more than two years, then you will have to add up the corresponding amounts, taking them from sheet L (I) of Declarations of previous years, and enter the total in the appropriate field in the program.
Accounting for losses on transactions with securities of previous years
Persons who have received profits from transactions with securities and (or) from transactions with financial instruments of futures transactions can deduct losses from previous tax periods (ten years, counting from the tax period for which the tax base is determined), which are entered into this screen.
Preview and Print
There are two ways to print the declaration. In the main program window, on the toolbar, click the Print button, and then the declaration will be printed in its entirety. Or from viewing mode. At the same time, you can select the pages you need for printing if you click on the button with the image of the printer “without a checkmark”.