How to prepare documents for social tax deduction for treatment
How to prepare documents for social tax deduction for treatment
Instructions
1
Start a file at home or a separate folder, where during the year you will add the contracts and payments made with all medical institutions.
2
At the beginning of next year, sort the documentson medical institutions and call them for a certificate for the tax authorities. Many medical institutions ask you to provide them with copies of payment documents and a number of other documents (copies of the passport or TIN). Sometimes you can agree with them and use e-mail. If the medical institution has well-established electronic workflow, then they may not ask you for any data at all. Immediately discuss the timing of the readiness of the certificate and the options for obtaining it. It happens that the medical institution sends this document by mail, and sometimes it requires a personal presence for obtaining a certificate.
3
In addition to the information compiled by the establishedform, the medical institution encloses copies of its organization's license. If you have not saved or you have not been given a contract for the provision of medical services, you can try to request a duplicate of it.
4
If you have been in thesanatorium treatment and you were provided with medical services, these expenses also relate to expenses that are taken into account in the social tax deduction for treatment. In this case, a certificate can be requested immediately on the last day of departure.
5
Do not forget that the paid treatment of your children is also included in the amount of the social tax deduction for treatment.
