Parental benefits: Automatically fill E9

Parental benefits: Automatically fill E9

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Automatic, digital and above all nothing errors that inflate the ENFIA account E9 can be completed for parental benefits and donations made through the myProperty platform.

With a fully automated process, on the one hand the mistakes that in many cases lead to high ENFIA are avoided, on the other hand there is no need to go to an accountant to fill out the form.

The plan is for parental benefits

According to the plan of the Independent Public Revenue Authority (AADE), the extension of automated procedures for all donations and parental benefits is prepared from July.

In this way, taxpayers will avoid the hassle of updating the E9 every time a property changes hands, eliminating the risk of fines and then ENFIA, if they forget to declare their property change in E9.

The footprints

The steps for automatic E9 submission are as follows:

Before digitally submitting a parent’s gift or property tax return through the myPROPERTY app, the donor/parent must update the details of the transferred property with the current property status shown in the Property Registry.

With the posting of the notary contract in the myPROPERTY application, a real estate data declaration (E9) is automatically created for each contracting party (donor/parent and donee/child) with real estate changes. estate related to table 1 “PLOT DATA (IN PLAN OR SETTLEMENT) AND BUILDINGS (INSIDE AND OUTSIDE THE PLAN)” or table 2 “FIELD DETAILS” thereof.

The following applies to the automatically generated real estate statement:

  • For the donor/parent, the fields of the real estate data declaration related to the description of the property are filled with data corresponding to the Property Identification Number (ATAK) of the transferred property and taken from the current property status of his real estate in the Property Inventory OPS. The “Change of code” column is completed with code 3 (removal of property).
  • For the donee/child, the fields of the real estate data declaration related to the description of the property are filled with data corresponding to the ATAK of the transferred property and taken from the current asset status of the donor/parent’s real estate. of the OPS Real Estate Inventory. The column “Change of code” is filled with code 1 (declaration of new property).
  • For all parties, the fields of the real estate declaration “Policy number”, “Notary tax number” and “Policy date” are filled with information obtained from the myPROPERTY application. In the “Taxpayer’s Notes” field, the phrase “Automatically generate E9 return from myPROPERTY” is written.

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