Tax office program for filling out 3 personal income taxes. The official program from the tax office for filing a return. Description of the program for filling out the declaration

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, which is mandatory for applicants to complete for tax compensation, it is a page dedicated to data about the taxpayer himself. In addition to the last name, first name and patronymic of the individual, this tab contains the identification number, day, month, year and city of birth, as well as a note indicating citizenship.

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 tabs of the program 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.

For the convenience of filling out personal income tax returns 3-NDFL and 4-NDFL, the Federal Tax Service has released a special “Declaration” program. These forms are filled out in accordance with the Order of the Federal Tax Service No. ММВ-7-11/822 dated October 25, 2017. Submission of personal income tax returns to the Federal Tax Service begins in January 2018 and ends on May 3, 2018.

Who must submit 3-NDFL and 4-NDFL declarations

Declaration 3-NDFL is submitted to the Federal Tax Service by individuals and individual entrepreneurs who received income from their activities in the previous calendar year, from the sale of property, receiving property or shares as a gift, receiving lottery winnings, as well as when receiving income from sources outside RF. 3-NDFL is also taken by specialists engaged in private practice - lawyers, notaries, heads of farms. 4-NDFL is a form of declaration of the expected receipt of income. It must be submitted by individual entrepreneurs located on OSNO and specialists engaged in private practice. Filing a declaration is required in two cases:

after receiving the first income from a recently started business activity;
in case of a possible change in the amount of income in the new year - for the correct calculation of advance payments.

Features of the “Declaration” program

Entering information about the taxpayer based on documents.
Calculation of indicators for 3-NDFL and 4-NDFL declarations.
Monitoring the correctness of entered and calculated data.
Checking the correctness of calculation of benefits and tax deductions, tax base and tax amount.
Generating completed Declaration forms with a barcode and an XML file with declaration data.

Program installation

To install this program, your computer must have the Windows 7, Windows 8 or Windows 10 operating system, at least 14.5 MB of free disk space, and a Microsoft Mouse. The program can run on Windows XP or Vista operating systems, but technical support for these systems is not provided. A printer must also be connected to the computer. Installation algorithm (it can also be found in the install.doc file, which is downloaded along with the program):

download the program installation file from the Federal Tax Service website (section “Software”) - the latest version of the program is always posted there;
run the installation (file name InsD2017.msi) - the launch must be carried out under an administrator account, Russian regional standards must be installed on the computer;
in the first welcome window that appears, click the “Next” button;
in the second window (License Agreement) select “I Accept” and then click “Next”;
in the “Select folder for installation” window, select the folder on the computer in which the program will be located (by default it is installed in the Program Files (x86) folder, and also check the box to select access to the program “For all users” or “Only for me” ;
in the last window “Install the print module” select “Next” and after installation click “Close”.

The “Declaration” program is installed, and now you can generate and print personal income tax declarations without any problems!

3 Personal Income Tax - a program designed to fill out and submit the appropriate tax return to government agencies. It provides convenient forms for generating documentation, and can also automatically check them and identify errors. This is the official software released by the Federal Tax Service for taxpayers.

Filling out the declaration

The generation of documentation in program 3 personal income tax occurs in a step-by-step mode. The user is offered a convenient form in which it is necessary to indicate general information about the taxpayer, OKTMO, inspection number, adjustment number and a list of documents to confirm the accuracy of the specified data.

All of the above information should be specified in the "Setting Conditions" section. After working with it is completed, you can proceed to filling out the data about the declarant: full name, tax identification number, date of birth, place of birth, series and number of passport (with date of issue) and contact information. The next step is to fill out the form for income received in the Russian Federation. Please note that in the 2017 version of the program, information on income in foreign currencies must be filled out separately.

The last stage of filling out the 3rd personal income tax declaration involves submitting data on social, property and standard deductions. You can also indicate investment partnerships and other special information in the document.

Benefits of the program

Key Features

is official software from the Federal Tax Service;
offers convenient forms for creating a declaration;
contains detailed supporting documentation;
can check the correctness of filling in automatic mode;
fully translated into Russian and has an intuitive interface;
distributed completely free of charge.

If you need to prepare documents for a tax deduction, we recommend downloading the 3-NDFL Declaration program from this page. Based on your data, it will generate an application in the prescribed form, which you can submit to the tax office.

Instructions for filling

Tab "Set Conditions"

Declaration type Leave it as default (1).

Inspection number- You must enter your tax office number in this field. If you do not have this information, then it can be found on the official website of the Federal Tax Service (nalog.ru). There you must first select the region, then the city, street and house. You will be shown your tax information. There is a field “IFTS Code”, consisting of four digits. It must be inserted into this field. (2)

Correction number depends on the number of re-feeds. For the first time it should be "0". (3)

Taxpayer attribute leave the default “Other individual” (4)

Income Available leave it as is. (5)

Reliability is personally confirmed- we leave it if we serve it ourselves. (6)

Tab "Information about the declarant"

Here we fill in all your personal data:

Date and place of birth;
Citizenship;
Passport details.

There shouldn't be any problems here.

Tab "Income received in the Russian Federation"

On this tab you must indicate your official income. from which it is planned to receive a tax deduction. Click on the green plus sign and indicate monthly income data for the previous year (2018) based on Form 2 of personal income tax received from the employer. Or other income. You will find more detailed information about filling in the video below. The screenshot shows the view with the data already filled in:

After filling out Form 3 personal income tax, it will be saved in pdf format. You can then print it on a regular printer. We bring the document to the tax office along with a set of documents, which includes:

passport;
3-NDFL declaration drawn up in the program and printed;
statement;
copy of TIN;
certificate 2-NDFL;
documents relating to the object of deduction (real estate, training, treatment, and so on).

System requirements of the application Declaration for 2019

OS: Windows 10 / 8 / 7 / Vista / XP
CPU: Intel or AMD (from 500 MHz)
RAM: 128 MB
HDD: 15 MB

(Article 216, paragraph 1 of Article 229 of the Tax Code of the Russian Federation).

Persons required to submit a 3-NDFL declaration include, in particular, individual entrepreneurs who apply the general taxation system (clause 1, clause 1, clause 5, article 227 of the Tax Code of the Russian Federation), as well as citizens who sold their inherited property before the expiration of 3 years. or an apartment donated by a family member (Clause 17.1, Article 217, Article 217.1, Clause 2, Clause 1, Clause 2, Article 228 of the Tax Code of the Russian Federation).

Those individuals who are not required to file a personal income tax return can do so on their own initiative. For example, to receive a tax deduction when purchasing an apartment or land plot for housing construction (clause 3, clause 1, clause 7, article 220, clause 2, article 229 of the Tax Code of the Russian Federation).

In our consultation, we will provide a form and sample for filling out the 3-NDFL declaration in 2018.

Form 3-NDFL in 2018: download the form

The tax return form in form 3-NDFL for 2017 was approved by Order of the Federal Tax Service dated December 24, 2014 No. ММВ-7-11/671@. It is necessary to take into account that when submitting form 3-NDFL for 2017, starting from 02/19/2018, it is necessary to take into account the changes made to the form by Order of the Federal Tax Service dated 10/25/2017 No. ММВ-7-11/822@.

Until this date, taxpayers can submit a declaration on both the “old” and “new” forms (Letter of the Federal Tax Service dated December 21, 2017 No. GD-4-11/26061).
For form 3-NDFL, you can download the form submitted to the tax office using the “old” form using the link below:

The updated tax return form in form 3-NDFL (taking into account the Order of the Federal Tax Service dated October 25, 2017 No. ММВ-7-11/822@) can be downloaded.

Form 3-NDFL can be submitted both on paper and electronically.

To submit a declaration on paper, it must be filled out by hand or prepared on a computer and printed. You must use blue or black ink.

Declaration 3-NDFL contains many sheets and sections. And in order not to get confused about which sheets you need to fill out, it’s easier to prepare the declaration:

or use special programs to fill it out. So, for example, on the Federal Tax Service website www.nalog.ru in the “Software - Declaration” section contains a program developed by the tax authorities, which, after installing on your computer, can be used to fill out a tax return for 2017;
or fill out and submit the declaration online on the Federal Tax Service website in the interactive service “Taxpayer Personal Account for Individuals”. In your personal account, you can not only prepare, sign electronically and send the declaration itself, but also the documents attached to it, incl. tax refund application. Therefore, this option for preparing a declaration can be considered the most convenient.

Composition of the personal income tax return and the procedure for filling it out

Form 3-NDFL consists of mandatory sheets and sections, as well as sheets that are filled out only by individual taxpayers (clause 2.1 of the Procedure, approved by Order of the Federal Tax Service dated December 24, 2014 No. ММВ-7-11/671@).

Thus, all individuals submitting a 3-NDFL declaration must fill out a declaration in the following composition:

Title page;
Section 1 “Information on the amounts of tax subject to payment (addition) to the budget/refund from the budget”;
Section 2 “Calculation of the tax base and the amount of tax on income taxed at the rate.”

Sheets A, B, C, D, D1, D2, E1, E2, G, Z, I of the 3-NDFL declaration are used to calculate the tax base and tax amounts and are filled out as necessary.

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. ММВ-7-11/671@.

Deadlines for submitting the 3-NDFL declaration

In general, the 3-NDFL declaration is submitted no later than April 30 of the year following the expired tax period (clause 1 of Article 229 of the Tax Code of the Russian Federation).

If the last day of the deadline falls on a weekend or non-working holiday, you can submit the declaration on the working day following such a day (Clause 7, Article 6.1 of the Tax Code of the Russian Federation).

Due to the fact that 04/30/2018 is a day off due to the transfer from Saturday 04/28/2018, 05/01/2018 is the Spring and Labor Day, and 05/02/2018 is also a day off due to the transfer of the day off from Sunday 01/07/2018 (Art. 112 of the Labor Code of the Russian Federation, Government Decree No. 1250 dated October 14, 2017), you can submit the 3-NDFL declaration for 2017 on May 3, 2018.

If filing a personal income tax return is a right and not an obligation of an individual (for example, when buying an apartment and submitting a property tax deduction), you can submit a return after 05/03/2018.