To properly prepare your Modelo 720 with Self-declared, it is important to identify in which CATEGORY or GROUP the assets you need to declare are located.

The Modelo 720 organises assets located abroad into three broad groups: securities, cash and real estate, each with specific instructions for obtaining statements and documentation.

Before continuing, remember that you only have to file THE group of Model 720 if the total value of the assets included in it exceeds ***50,000 euros*** as at 31 December.. This rule applies to all three groups.
In addition, if you have sold or extinguished an asset that has already been declared in previous years, you must also declare it again., indicating its extinction by means of the type of origin C. Even if it no longer exists at the end of the year, the tax authorities require to reflect that ownership has ended.

Instructions to obtain the Form 720 from the portfolio of securities deposited in your broker or crowdlending platform.

To correctly prepare your Form 720, the first step is to download the statements from your broker or crowdlending platform where you have securities deposited abroad.

• Brokers: All supported are listed below.
• Crowdlending platforms: If your crowdlending platform is not on the list, it does not offer Notes, which are regulated financial instruments with an ISIN identification number.

From this information, Autodeclaro automatically identifies and completes all the necessary data, even those that some brokers do not include, such as the ISIN, so that you do not have to search for it manually.

The following is detailed below the type of extract required and the procedure for downloading it in each of the brokers, crowdlending platforms and savings platforms (such as Raisin) that are compatible with Autodeclaro.

If you are using a broker or platform that is not listed here, you can contact us at to assess their incorporation into the platform.

In addition, we provide you with a generic template which allows the information from any broker or unsupported platform to be filled in automatically in the Form 720.

Have you filed the Form 720 before?

No problem: Autodeclaro will perform all the necessary calculations so that your new Form 720 takes into account the returns already filed.

Note: If you wish to file a Form 720 after the deadline (e.g. a tax year prior to 2025), please consult us before placing your order.

To do this you will need to provide the following documents:

1. Extract from the exercise you wish to submit: if you are going to file for the financial year 2025, you must download the statement of position as at 31/12/25

2. Extract of the last exercise previously submitted: If your last Form 720 filed was for 2020, you will need to download the position statement as of 31/12/2020

3. File renamingBoth extracts should be renamed with the name of your choice but INCLUDING THE YEAR.
Ex: "myportfolio2025.csv".", "degiro2020.csv", et

If you have sold positions declared in your last Form 720

If you made sales of securities that were declared in your last Modelo 720, it is necessary to report those sales in order to correctly generate the type C records (cancellations/extinction of ownership).

There are two situations, depending on how the customer operates:

GROUP 1 - If you trade with DeGiro and IBKR (DeGiro + IBKR)

In this case, you do need to provide transaction statements, This is the only way to correctly fill in the sales amount and the date of sale, which are necessary to generate the type C records.

You must provide a statement of transactions for each intervening year between the last financial year declared and the current financial year. The year of the previously declared financial year is not included.
Example: if you declared 2021 and you are going to file 2025, you must provide:
"transaciones2022.csv".", "transaciones2023.csv"." and "transaciones2024.csv".".

GROUP 2 - If you do NOT trade with DeGiro via IBKR (other brokers or DeGiro without IBKR)

In this case, you do not need to provide transaction statements.

When the time comes to file your Form 720, you will receive specific instructions on how to report type C records within the completion process itself.

Can I use Auto720 if I trade with several brokers?

Yes, if you trade with more than one broker and you need to generate a single Form 720 that includes all your assets abroad, you can do so without any problem.

To do so, you simply have to:

1. Download extracts of each of the brokers with which you have traded during the financial year to be reported.
2. Rename the files if necessary (e.g. by indicating the year or the name of the broker to better identify them).
3. Compress all files into a single ZIP file. This ZIP file can contain one or more statements, depending on the number of brokers you use.

Once generated, attach that single ZIP file during the purchase process and Autodeclaro will take care of unifying and processing all the information to fill in your Form 720 correctly.

For more specific situations that may arise, we recommend you to access the Auto720 questions and answers section.

In the Form 720, the cash is part of the second large block of assets located abroad. This block does not include securities and investments, but exclusively money deposited outside Spain, regardless of the type of platform or entity on which it is located.

The cash encompasses:

• Savings or interest-bearing deposits in international entities (including platforms such as Raisin)
• Current or credit accounts in foreign banks
• Cash balances held with foreign brokers, even if they are not traditional bank accounts

This type of asset is declared as Type C asset. In order to declare this block, Autodeclaro provides four different ways, depending on the type of institution or platform where you have the money.

When should cash be declared?

It must be declared when any of the following situations occur:

• The total cash balance held abroad exceeds €50,000 as at 31 December of the financial year.
• The average amount cash in the last quarter exceeds 50.000€.

In subsequent years, it only needs to be re-declared if:

• An increase of more than €20,000 in respect of the last declaration submitted, or
• An account is cancelled or title is extinguished (type C declaration)

The properties located abroad form part of the third large block of the Model 720 and are always declared through the Excel template provided by Autodeclaro., There is no automated statement as is the case with brokers. This block includes both the full ownership like any other real right on property, such as:

• Nuda propiedad
• Usufruct
• Temporary or lifelong usufruct
• Rights of use and enjoyment
• Co-ownership

The properties always are declared by the Excel template provided by Autodeclaro.

When is there an obligation to declare a property

Must be declared when:

• The value of the property or the acquisition value exceeds €50,000, y
• It is located outside Spain.

In subsequent years, it only needs to be re-declared if:

• Ownership is extinguished (sale, donation, transfer, etc.) → Type C
• The percentage share changes or there is a variation of more than 20 % of the → value. Type M
• A new property is acquired → Type A