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Your fiscal profile is the tax data Melso uses for your invoices, your fiscal calendar and your returns. An autónomo fills it in through a guided setup. An empresa is set up with the Melso team.

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Autónomo: the guided setup

The setup is called Configura tus impuestos (Set up your taxes). It has five steps and saves your progress as you go. You can leave with Guardar y salir (Save and exit) and come back from the Configuración de impuestos card with Continuar configuración (Continue setup).
1

Tu situación (Your situation)

Choose Ya soy autónomo (I am already self-employed) or Todavía no soy autónomo (I am not self-employed yet). If you are already registered, give your Mes de alta (registration month). Melso uses it to work out your withholding rate.
2

Tu actividad (Your activity)

Describe what you do in your own words. Melso proposes an Epígrafe IAE (IAE heading) from the description. Then say who you invoice: companies and self-employed people in Spain, individuals in Spain, companies in other EU countries, or customers outside the EU.
3

Tus datos (Your details)

Enter Nombre y apellidos (full name), DNI o NIE, Domicilio fiscal (fiscal address), Código postal (postal code) and Municipio (municipality). All five are required. An autónomo’s setup does not accept a CIF.
4

Facturación (Invoicing)

Answer ¿Cómo haces tus facturas? (How do you make your invoices?). Choose Sí, con Melso (VeriFactu) to issue invoices with Melso, or No, ya uso otro programa if you already use another program. You can change this later. If you invoice with Melso you can add an IBAN for your invoices. It is optional.
5

Conexiones (Connections)

Connect WhatsApp and your Google account if you want to. Both are optional. Choose Ahora no (Not now) to skip, then Terminar (Finish).

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Not registered yet

Finishing the setup does not request your registration as an autónomo. The setup only records whether you are registered. The registration is a separate request that you send when you are ready. When your setup is done and you are not registered, Home shows the card Tu alta está pendiente (Your registration is pending) with the button Tramitar mi alta (Process my registration). Sending it is a request: nothing is filed until you authorize it. The form asks for your start date, birth date, Social Security number, a contact phone and email, the IBAN for your self-employed contributions, and whether you want the flat rate if you qualify. Send it with Enviar solicitud (Send request). A Melso professional reviews the request and asks for your authorization before filing it. After you send it, the details are locked. To correct one, write to Melso’s team.

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Empresa: set up with the Melso team

An empresa has no guided setup and is never in a setup-pending state. The Melso team sets up the company with you. On the sign-up screen, the Para empresas (For companies) card has the button Hablar con Melso (Talk to Melso). A company’s profile differs from an autónomo’s in three ways:
  • The tax ID is a CIF. An autónomo uses a DNI or NIE.
  • The income tax method and the income tax withholding rate do not apply to a company.
  • A company’s invoices carry no IRPF withholding.

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What the fiscal profile holds

Melso fills in some fields from the others so that you only confirm them:
  • The province and the tax territory, from the postal code.
  • The indirect tax regime, from the territory: IGIC in the Canary Islands, IPSI in Ceuta and Melilla, VAT elsewhere.
  • The income tax method and the withholding rate for a professional.
  • The invoice series and the next invoice number, once nothing is missing.
A value you give always wins over a deduced one.

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Required fields

The profile is complete when it has the fiscal name, a valid tax ID, the address, the postal code, the tax territory, the type of activity and the registration status. A registered professional also needs the registration date when no withholding rate is saved.

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Edit the profile later

Open Configuración (Settings), then General, and go to Datos fiscales (Fiscal details). Save with Guardar datos fiscales (Save fiscal details). If some fields are wrong, the valid ones are still saved and the form tells you which ones to correct. The Melso propone (Melso proposes) box shows the tax territory, the type of activity and the IRPF withholding that Melso worked out. To switch invoicing on or off, use the switch Emitir facturas con Melso (Issue invoices with Melso) in Configuración. Turn it off if you invoice with another program. The Facturas (Invoices) section then leaves the sidebar.
Only the company’s owner or an admin can read and edit the fiscal profile. Only the owner can switch invoicing with Melso on or off. See Team and access.

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What setup pending means

Setup pending applies to an autónomo whose guided setup has never been completed. It ends once, the first time your fiscal setup is complete, and it does not come back. While setup is pending:
  • A connected AI assistant sees only company, fiscal_profile and support_tickets_create. The record tools appear when setup is done. See Permissions and approvals.
  • The company tool returns an onboarding object.
  • Nothing is due on the fiscal calendar until your activity is registered.
Connecting WhatsApp, a Google account or invoicing does not hold the setup back. They are offered afterwards.

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