January 2024

APPROVAL OF THE REGULATION GOVERNING THE REQUIREMENTS TO BE ADOPTED BY THE INVOICING SYSTEMS AND RECORDS FOR TAXPAYERS WHO ARE NOT OBLIGED TO THE SII (IMMEDIATE SUPPLY OF INFORMATION).

NEW DEVELOPMENTS IN THE PERSONAL INCOME TAX AND CORPORATE INCOME TAX REGULATIONS
Royal Decree 1008/2023, of December 5 (BOE of December 6 and effective as of December 7, 2023) amends the Personal Income Tax Regulations and the Corporate Income Tax Regulations.

INCREASE AS FROM JANUARY 1, 2024 OF THE DEDUCTION FOR DONATIONS
RDL 6/2023, of December 19, published in the Official Gazette of December 20, modifies the tax regime for non-profit entities and tax incentives for patronage, increasing deductions and exemptions in the areas of Personal Income Tax, Corporate Income Tax and Non-Resident Income Tax.

PUBLISHED IN THE BOE THE ORDER BY WHICH THE OBJECTIVE ESTIMATION METHOD OF THE PERSONAL INCOME TAX AND THE SIMPLIFIED SPECIAL REGIME OF THE VALUE ADDED TAX ARE DEVELOPED FOR THE YEAR 2024.
Order HFP/1359/2023, of December 19, has been published in the Spanish Official Gazette (B.O.E.).

EXTENSION OF THE VALIDITY OF THE SOLIDARITY TAX ON LARGE FORTUNES AND OTHER TAX NEWS
The BOE of December 28, 2023 published Royal Decree-Law 8/2023, of December 27, 2023, which includes fiscal measures

MEASURES IN RELATION TO THE ECONOMIC TAX REGIME OF THE CANARY ISLANDS
Temporary limits related to the consideration of anticipated investments as materialization of the investment reserve are eliminated and temporary references related to the term of the Canary Islands Special Zone are eliminated.

EXEMPTION OF THE SHARES OF THE FAMILY BUSINESS IN THE TAX ON WEALTH
With respect to the requirement that management functions are exercised in the entity receiving for this purpose a remuneration that represents more than 50% of the total net income from work and economic activities, it is not an obstacle that the person exercising the management functions does not have a shareholding in the entity.

THE REQUIREMENT RELATING TO THE EXERCISE OF MANAGEMENT FUNCTIONS FOR THE PURPOSES OF THE FAMILY BUSINESS EXEMPTION IS UNDERSTOOD TO BE FULFILLED, EVEN IF THE POSITION OF DIRECTOR IS FREE OF CHARGE, IF REMUNERATION IS RECEIVED FROM THE ENTITY FOR OTHER SERVICES RENDERED ON AN EXCLUSIVE BASIS.
This is established in the Resolution of the TEAR of Catalonia of June 16, 2023.

PROVISIONS PUBLISHED IN THE MONTHS OF NOVEMBER AND DECEMBER 2023

TAX CALENDAR FOR THE MONTH OF JANUARY 2024

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Autonomous Community Provisions