Since its launch in 1997, this ATIB service has helped nearly 860,000 tax returns to be filed.
This year, 19 regional deductions can be applied, with an increase in the amounts and income limits to qualify for tax benefits

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The ATIB

The Tax Agency of the Balearic Islands (ATIB) opens this Monday the period of applications for appointments for this year’s Renta Ágil service to help make the income tax return for the year 2022. The face-to-face interviews in the network of offices will begin next Thursday, 1 June, and can be made until 30 June, the last day of the income tax campaign.

Through an appointment service, from Monday until 29 June, applications can be made by telephone on 971 76 76 76 and online at www.atib.es- to arrange face-to-face interviews with the ATIB at 16 service points that cover residents in 35 municipalities on the Balearic Islands, in addition to the service offered by the State Tax Administration Agency (AEAT) at its offices in five other municipalities.

As a novelty, this year the Balearic Islands are applying the regional personal income tax deductions with an increase over the previous year, both in terms of the amounts, which have been increased by 10%, and the range of beneficiaries, as the income limits to qualify for the tax benefits have been extended (up to 52,800 euros in joint tax returns and 33,000 euros in individual tax returns), and with new allowances, such as the new deduction to alleviate the increase in the cost of variable rate mortgages.

ATIB’s Renta Ágil service, which has been organised since 1997, is now in its 27th edition. Since its launch, the ATIB has helped nearly 865,000 tax returns to be filed and has attended nearly 725,000 people in face-to-face appointments, according to the Councillor of Finance and External Relations, Rosario Sánchez. In 2022, the ATIB helped more than 4,800 people to file their 2021 tax returns.

The ATIB provides this service in collaboration with the AEAT, which is responsible for the IRPF campaign, and once again gives priority to the municipalities of the Part Forana where the State Agency’s service does not reach. A total of 16 service points will be set up in ATIB offices and in premises provided by local councils, mainly in the Part Forana of Mallorca, Menorca and Formentera.

These points are set up in Alaró, Alcúdia, Algaida, Andratx, Capdepera, Ciutadella, Felanitx, Formentera, Pollença, Porreres, Santanyí, Santa Margalida, Ses Salines, Sineu, Sóller and Valldemossa, and cover 35 municipalities, including Ariany, Artà, Banyalbufar, Campos, Deià, Escorca, Es Migjorn Gran, Esporles, Estellencs, Ferreries, Fornalutx, Lloret, Maria de la Salut, Montuïri, Muro, Sant Joan, Santa Eugènia, Sencelles and Son Servera.

For its part, the AEAT provides the service to its offices in five municipalities: Palma, Eivissa, Maó, Inca and Manacor. In this case, to make an appointment in person at the offices of the State Agency, you can do so by telephone on 901 223 344 or online at www.aeat.es. In total, between the two agencies, a total of 21 customer service points have been set up in the Balearic Islands.

The ATIB’s Renta Ágil service includes services and facilities such as telephone and online appointments, appointment reminders via SMS, the completion of tax returns, confirmation and modification of pre-declarations and the online submission of tax returns to the AEAT.

19 REGIONAL DEDUCTIONS

During the presentation of the new campaign, Councillor Rosario Sánchez recalled the regional personal income tax deductions for taxpayers in the Balearic Islands, which have been increased this year, and explained that before filing the tax return, it is advisable to review the draft, find out about all the benefits that exist and apply for the regional deductions that may be of interest to the taxpayer, since, as usual, these deductions are not applied in advance in the draft, and each person has to include them in the regional deductions box.

This year, Councillor Sánchez recalled, the regional deductions have been extended, increasing both the amounts to be deducted, by 10%, and the range of possible beneficiaries, with the aim of mitigating the effects of inflation. Thus, the income limits for qualifying for these deductions have been increased: the maximum threshold for joint tax returns has been raised to 52,800 euros (previously between 25,000 and 48,000 euros), and for individual tax returns, to 33,000 euros (previously between 12,500 and 30,000 euros).

Among the new features, a new regional deduction can be applied in the Balearic Islands on the cost of variable mortgages, of up to 250 euros, aimed at citizens who have suffered a rise in interest and cannot apply the state deduction. In addition, the rest of the deductions in force are maintained, but increased, for work-life balance, school and training expenses, rent and other housing expenses, for special groups, and for donations and investments in sustainability, research, culture and sports, among others.

In terms of housing, also noteworthy are the deduction of 440 euros for renting a primary residence for various groups (under 36 years of age, people with disabilities and large families), the deduction of 50% of investments for improving the sustainability of the primary residence, up to a maximum investment base of 10,000 euros, or the deduction of 440 euros for insurance expenses for non-payment of rent or for renting a home due to temporary transfer of residence to another island in the archipelago.

With regard to work-life balance and studies, the 40% deduction for school, nursery school, canteen or extracurricular activities for children under 6 years of age is increased to 660 euros; or others, such as the deduction of 220 euros per child for textbooks, and 110 euros for learning foreign languages, as well as the deduction of up to 1,760 euros for studying higher education outside the island of habitual residence.

On the other hand, other new measures adopted as a result of the outbreak of the war in Ukraine apply this year, such as deductions for donations to non-profit organisations to alleviate the effects of the war, up to 150 euros, and for the reception of people displaced by the war, of 150 euros per person received and with a maximum of 600 euros per taxpayer.

Among others, in the Balearic Islands a deduction of 165 euros can also be applied for people with physical, mental or sensory disabilities; the deduction for donations to third sector entities of 25% on a maximum base of 165 euros; the deduction of 6,600 euros for investment in the acquisition of newly created companies, and up to 13,200 euros when they are companies with the participation of research centres or universities; 25% for donations to R&D&I entities, and up to 660 euros for donations related to sports, cultural, scientific and technological development patronage.