Tax refund
A tax deduction is an amount of money that is subject to return in the form of compensation by the Federal Tax Service.
Tax refunds can be received by citizens of the Russian Federation, whose income is taxed at a rate of 13%.
The tax deduction can be received directly by the patient himself (working or having an official source of income), as well as the patient’s parents, children, and spouse.
Citizens who are tax residents of the Russian Federation can claim tax deductions.
The patient is issued a “Certificate of payment for medical services for submission to the tax authorities of the Russian Federation” in accordance with Appendix No. 1 Approved by order of the Ministry of Health of Russia and the Ministry of Taxes of Russia dated July 25, 2001 No. 289/BG-3-04/256 certified by the signature and seal of the head of the organization .
Запрос справки для налогового вычета
What documents are required?
To apply for a deduction, patients must contact the tax office at their place of registration (registration). It is necessary to submit a declaration, which must include all income, as well as monetary expenses spent last year on treatment. The declaration form can be obtained from the tax office, as well as on the website nalog.ru.
To receive a tax deduction for medical services, you must provide the following to the tax office:
- 3-NDFL (filled out in the taxpayer’s personal account or directly at the location of the tax authority).
- Certificate of payment for medical services for submission to the tax authorities of the Russian Federation, provided by the medical institution (issued by the clinic).
- A copy of a document confirming relationship (marriage certificate, etc.), if the taxpayer and the patient are different persons.
- Copy of passport and certificate of assignment of the taxpayer’s TIN.
- Certificate of income in form 2-NDFL (issued by the employer’s accounting department).
Receiving documents at a medical institution
The clinic must provide the patient with the following documents for the tax office:
- Certificate of payment for medical services to be submitted to the tax authorities of the Russian Federation.
- If the license details are specified in the contract, then it is not required (we have it listed). You can download a copy of the medical organization’s license yourself at: https://www.k31.ru/info/license/.
To obtain a certificate, the patient must provide the clinic with:
- Full name of the Taxpayer (full, without abbreviations: IVANOV I.I. IVANOV IVAN IVANOVICH).
- Contact phone number.
- Email.
- Date of birth.
- Period start date – period end date.
- Taxpayer INN.
- Full name of the Patient (full, without abbreviations: IVANOV I.I. IVANOV IVAN IVANOVICH).
- Patient's date of birth.
- The degree of relationship of the patient.
After the request, the necessary certificate is issued by the clinic in accordance with Federal Law dated November 24, 2014 No. 357-FZ within 30 days from the date of submission. Due to heavy workload, preparing a tax certificate may take longer, we apologize.
When ready, the certificate will be sent to your email address; original documents can be obtained on the 1st floor of the reception of the relevant branch.
