Help to fill out your tax returns

Tax and fiscal information

At inbestMe we do not offer tax advice and assume no responsibility for the information provided on this page. If you need tax advice, we recommend you go to the Asociación Profesional de Técnicos Tributarios (Professional Association of Tax Consultants), a prestigious body with whom we collaborate, your own tax advisor, or directly to the Tax Agency.

The information on this page applies only to inbestMe clients residing in Spain. If you are not a Spanish resident you should consult tax regulations in your country of residence.

What Tax may I be required to file and where can I find the information?

Detailed below are the Tax an inbestMe client may be required to file. It must be emphasized that our clients may be required to file other tax returns, and we can only detail and provide you with the tax information relating to our services.

These are the returns inbestMe clients residing in Spain may be required to file according to the account or accounts they have contracted:

Holders of an Indexed Funds and SRI Indexed Funds account

For monies deposited in Spain, you may be required to file:

• IRPF Personal Income Tax. Information available in Client Area → Information → Tax → IRPF
• Wealth Tax. Information available in Client Area → Information → Tax → Wealth tax

Account holders of ETFs (ETF, Dynamic, ISR, Value and Advanced)

For monies deposited outside Spain, you may be required to file:

• Personal income tax. Information available in Client Area → Information → Tax → Personal Income Tax
• Wealth tax. Information available in Client Area → Information → Tax → Wealth Tax
• Form D6. Information available in Client Area → Information → Movements → Monthly reports → YearXX - Month 12
• Form 720. Information available in Client Area → Information → Tax → Form 720

Visit our FAQ: Other reports (720 and D6) for more information about the D6 and 720 models in ETF portfolios.