QUESTION: Personal Income Tax (NDFL) and deductions: what are the most common mistakes that lead to refusal?

Answer

Refusal to grant a tax deduction is an unpleasant situation that many applicants face due to inattention to detail. When it comes to the topic of NDFL and deductions, try to avoid extremes: do not raise your expectations regarding the speed of the process, leave room for life, and record your progress with small control milestones. Analyzing common mistakes will help you submit a flawless package of documents the first time and guarantee the return of your money.

The most common reason for refusal is related to technical errors when filling out the declaration or providing an incomplete package of documents. For example, citizens forget to attach payment orders, receipts, licenses of medical or educational institutions, or send unreadable scans. Another common mistake is indicating the details of a closed bank account for transferring funds.

To reduce the risk of refusal to zero, follow these recommendations:

Check the relevance of the bank details and make sure the account is issued in your name, not a relative's.
Ensure that the organization that provided you with services has a valid state license for the relevant type of activity.
Check that the amounts in the receipts and contracts match the figures you enter in the tax return fields.
Make sure that you actually had a taxable base and paid NDFL at the rate of 13 percent in the reporting period.
Track the audit status in your personal account so that if a request from the inspector appears, you can promptly provide explanations.

Control every stage of collecting and submitting documents. A calm, methodical approach and attention to legislative limits will protect you from bureaucratic delays and allow you to successfully complete the process of obtaining a tax deduction.

Was this answer helpful?

More questions in this topic

Related questions from other topics