Standard ISEE
The one most often requested: it captures the income and assets of the household. It is valid until 31 December of the year it is issued and has to be renewed every year.
CAF CGN data collection centre
CAF services in Turin
Tax returns, ISEE, social benefits, housing and domestic work. You bring your documents once, the file is prepared at the office and sent through CAF CGN (an authorised tax assistance centre), which issues the visto di conformità (the compliance check on the return).
01 · Tax return
The 730 and Redditi PF tax returns
Employees, pensioners, people who let out a property or have deductible expenses to recover: the point is not filling in the form, it is not leaving behind what you are entitled to.
At the office we start from the pre-filled return, check line by line what the Agenzia delle Entrate (the Italian Revenue Agency) has already loaded and add what is missing: medical expenses that were not transmitted, mortgage interest, renovations and building bonuses still in progress, school and sports expenses, insurance, supplementary pension schemes, charitable donations.
- Standard 730 (the simplified return for employees and pensioners), joint 730 and 730 for heirs
- 730 without a withholding agent (no employer or pension provider to pay the refund)
- Supplementary and corrective 730
- Redditi PF (the full personal income tax return) when the 730 is not allowed
- Recovery of deductions and credits from previous years
- Calculation of advance payments, F24 (the Italian tax payment form) and instalment plans
When you need Redditi PF instead of the 730
- Holders of a partita IVA (Italian VAT number)
- Income from a business or from self-employment
- Capital income or foreign investments (section RW)
- Heirs filing for the deceased after the 730 deadlines
- People not resident in Italy
If one of these cases applies to you, the work moves to the practice's professional side: see the services for individuals.
The refund or balancing payment normally arrives in your pay slip or on your pension statement. If you have no withholding agent, the refund comes directly from the Agenzia delle Entrate.
02 · ISEE and DSU
ISEE: the certificate that unlocks almost everything
Nurseries, school meals and fees, grants and university fees, social bonuses, Assegno Unico (the universal child benefit), local council benefits: almost every benefit starts from the ISEE (the household financial status indicator). You get it by filling in the DSU, the Dichiarazione Sostitutiva Unica (single self-declaration).
Current ISEE
When your situation has worsened compared with the two reference years: job loss, cassa integrazione (wage support scheme), reduced business activity. It updates the indicator to your recent income.
University ISEE
For university fees, grants and EDISU. It has its own rules on how the household is made up for students living away from home or financially independent.
ISEE for minors
For benefits aimed at children under 18 whose parents are not married and do not live together. It also requires data from the parent who lives elsewhere.
Health and social care ISEE
For home care, benefits for people with disabilities and admission to residential facilities, with a reduced household where the rules allow it.
Corrections and omissions
If INPS (the national social security institute) flags discrepancies in the asset data, we check the position and submit the corrected DSU or the supporting documents.
Renewal at the start of the year. The ISEE expires on 31 December. So as not to lose amounts on the Assegno Unico and other linked benefits, it makes sense to renew it in the first months of the year: if you come in January, you avoid the February queues.
03 · Social benefits and INPS obligations
Applications, renewals and declarations to INPS
Once you have the ISEE, the next step is the right application at the right time. At the office we prepare and submit the most common ones.
Benefit applications
- Assegno Unico e Universale: application, changes to the household, IBAN updates and link to the updated ISEE
- Assegno di Inclusione and Supporto per la Formazione e il Lavoro (inclusion allowance and training and work support): eligibility check and application
- Bonuses and benefits linked to the ISEE: social bonuses for electricity, gas and water, nursery contributions, local council benefits
- Local bonuses and grants: calls from the City of Turin and the Piedmont Region that require an ISEE certificate
Annual declarations for pensioners
- RED form: declaration of the income that affects income-related benefits
- ICRIC, ICLAV, ACC.AS/PS: self-declarations for people with a civil disability, on hospital or care admission, work activity and household status
- Pension deductions: request and update of deductions for dependent family members
- Pension statement check: a check of withholdings and balancing adjustments, with an analysis of the causes
Social security matters that require a patronato (a welfare advice bureau), such as career reconstructions, pension applications and workplace injuries, are not part of the CAF services: in those cases I point you to the body you should contact.
04 · Property and local taxes
IMU: calculation, F24 and declaration
IMU (the municipal property tax) changes with the rate set by each municipality, with the use of the property and with personal circumstances: a home lent to your children, properties let at an agreed rent (canone concordato), appurtenances, building land, properties abroad.
- Calculation of the advance payment (16 June) and the balance (16 December)
- F24 forms prepared and filled in, ready to pay
- IMU declaration when the use or the ownership of the property changes
- Check of exemptions, reductions and reduced rates
- Check of assessment notices from the municipality and late-payment corrections (ravvedimento)
What we need for the calculation
- Land registry extract (visura catastale) or deed of the properties you own
- Percentage and period of ownership in the year
- Use: main home, let, lent free of charge, vacant
- Any rental contract at an agreed rent (canone concordato)
- Last year's F24 payment forms, if available
If the properties have already been entered in a tax return by the practice, much of this data is already on file: there is no need to bring it every year.
05 · Rentals
Rental contracts, from start to finish
Online registration with the RLI form and management of the contract throughout its life, for landlords and tenants.
Registration
Registration of the new contract within 30 days of signing, with calculation of registration tax and stamp duty.
Cedolare secca
Comparison between ordinary taxation and the cedolare secca (flat tax on rental income), with the option and its revocation in later years.
Extensions and takeovers
Extension, assignment, a new tenant taking over the contract and ISTAT adjustment of the rent.
Termination
Early termination and closure of the contract, with payment of any remaining taxes due.
If you are the landlord
Choice of contract type (4+4, 3+2 agreed rent, temporary, student), check of the requirements for the reduced rates in Turin, calculation of the annual tax and inclusion of the rent in your tax return.
If you are the tenant
Check that the contract has been registered correctly, the tenant's deduction in the tax return, and payment of your share of the registration tax.
06 · Domestic work
Domestic workers, carers and babysitters
Hiring someone to work in your home makes you an employer: contract, contributions, pay slips and annual obligations. The practice looks after the whole relationship.
- Notice of hiring to INPS and drafting of the contract under the national collective agreement (CCNL) for domestic work
- Monthly pay statements and calculation of holidays, thirteenth-month pay and TFR (severance pay)
- Calculation of quarterly contributions and preparation of the MAV payment slips
- Certificazione Unica (annual income certificate) for the worker and deduction of the contributions in your tax return
- Changes to hours and pay, resignation, dismissal and final settlements
The most common case
A family hires a carer for an elderly parent. The contract and the hiring notice are needed before the work starts, then contributions every three months and pay slips every month. In the tax return, the contributions paid are deductible, and the cost of the carer may give the right to a tax deduction, if the required conditions are met.
Handling the contract and the tax return at the same office keeps those figures from getting lost along the way in June.
Let's talk
07 · Other front-office services
The paperwork that comes up now and then
Inheritance
Online declaration of succession and land registry transfers, normally within twelve months of the death.
Read moreRegistry searches and certificates
Land registry and mortgage registry searches, floor plans, check that properties are registered to the right owner.
F24 and late-payment corrections
Filling in F24 forms, calculating penalties and interest for the ravvedimento operoso (voluntary correction), instalment plans.
Tax notices and payment demands
Reading the notice (avviso bonario), checking the error, settlement on reduced terms or a request for self-correction by the office (autotutela).
Car tax and other levies
Help checking open positions and preparing the payments due.
Delegations and cassetto fiscale
Activation of the delegations needed to view your tax position (cassetto fiscale, your online tax file) and your electronic invoices.
Get ready in five minutes
What to bring to your first appointment
A starting list. When your appointment is confirmed you also receive a checklist tailored to your situation.
| Service | Main documents | When |
|---|---|---|
| 730 tax returnEmployees and pensioners | Identity document and health card for the whole household; Certificazione Unica; last year's tax return; health, medical and school expenses; mortgage interest; insurance; rental contracts; land registry data of the properties. | From May, with the deadline normally at the end of September |
| ISEE / DSUStandard or current | Identity documents and codici fiscali (tax codes) of the household; tax return from two years earlier; average balance and balance at 31 December of all accounts; land registry data of the properties; outstanding mortgage; vehicle registration plates; any disability certificates. | All year round; ideally in January |
| IMUAdvance and balance | Land registry extracts; purchase or inheritance deeds; registered rental or free-loan contracts; last year's F24. | By 16 June and 16 December |
| Rental contractRegistration | Contract signed by the parties; documents and codici fiscali of landlord and tenant; land registry data of the property; energy performance certificate. | Within 30 days of signing |
| Domestic worker or carerHiring | Identity document and codice fiscale of employer and worker; residence permit if required; agreed weekly hours; job level and pay; IBAN for payments. | Before the work starts |
| InheritanceDeclaration | Death certificate and family status certificate; documents of the heirs; land registry extracts of the properties; bank statements and securities accounts at the date of death; any will. | Normally within 12 months of the death |
The deadlines shown are the ordinary ones and can change each year because of extensions or new measures. At the office we always check the updated calendar before setting the appointment.
Frequently asked questions
About CAF services in Turin
Do I have to file a tax return if I only have one income certificate (CU)?
With a single employment and no other income, there is often no obligation. Filing is still worthwhile when you have deductible expenses to recover (medical, mortgage, renovations, education, rent), because those amounts are lost if nobody declares them. At the first contact we can check in a few minutes whether it makes sense for you.
Isn't the Agenzia's pre-filled return enough?
It contains a lot of data but not all of it: often missing are expenses paid in cash where this is allowed, services not reported by healthcare providers, some school and sports expenses, and the remaining instalments of building work started in earlier years. If you accept the pre-filled return as it is, you also accept what it leaves out.
How long does the ISEE take?
Filling in the DSU takes about half an hour on average if you have all the documents with you. The certificate is then issued by INPS: in normal periods it arrives within a few working days, in peak months it can take a few days longer. If INPS finds discrepancies in the asset data, it takes longer and the correction has to be handled.
Who is responsible if there is a mistake in the tax return?
For returns prepared with tax assistance, the visto di conformità is issued by the CAF, which is liable for errors made in checking the data against the documents provided. The taxpayer remains responsible for the accuracy and completeness of the documents handed in: that is why the initial checklist matters.
Can I send my documents by email instead of coming to the office?
Yes, documents can easily be collected remotely. For some CAF procedures the taxpayer still has to be identified and has to sign the mandate: in that case a visit to the office is needed, grouped into a single appointment.