What to ask for before the quarter

Before closing the quarter, ask for issued invoices, expense proofs, the bank questions the firm still needs to ask and the certificate status if VeriFactu sending is on. The firm sees invoices and expenses through the free bridge. It does not see a filed return, because the app does not file.

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What has to be there

Issued invoices and expense proofs are the base. If a bank movement is missing, the question is still the firm’s: the app does not answer it on its own. If that client sends records, check that the certificate is still valid.

  • Issued invoices.
  • Expense proofs.
  • Bank questions and, if sending is on, the certificate.

The bridge shows documents, not a filed form

Through the free bridge the firm sees invoices and expenses. It does not see a filed modelo 303 or 130, because nobody in the app files the return. How the forms fit is in modelos 303 and 130.

Common questions

What should be requested before the quarter?

Issued invoices, expense proofs, the bank questions still to ask and the certificate if VeriFactu sending is on.

Does the bridge show a return that was already filed?

No. It shows invoices and expenses. The app does not file, so there is no filed return to show.

Official sources

Informational text reviewed on 26 September 2026. It is not tax advice and does not replace the Spanish Tax Agency or your accountant. Deadlines, rates, and forms can change.