> ## Documentation Index > Fetch the complete documentation index at: https://docs.melso.ai/llms.txt > Use this file to discover all available pages before exploring further. > ## Agent Instructions > Melso MCP: https://mcp.melso.ai/mcp (OAuth; one company per connection). Documentation-search MCP: https://docs.melso.ai/mcp; it does not act on customer accounts. > > Use the live tool list and respect company membership. Ask the person to approve the exact invoice or tax return version in the signed-in app. Melso's professionals prepare and file included returns after approval; an AI assistant does not file. A prepared file or an approval is not evidence of filing: only the AEAT's reference and receipt are. Keep credentials out of chat and logs. # Taxes and the fiscal calendar > Which returns Melso calculates and which it only reminds you of, how to read a return and its states, how you authorize it, and what proves it was filed. **Impuestos** (Taxes) shows what you file, when, and where each return stands. It has three lists: **Por presentar** (To file), **Próximamente** (Coming up) and **Presentados** (Filed). ## The fiscal calendar The calendar comes from your [fiscal profile](/essentials/setup) and your records. For each form it shows the period, the tax administration, the filing deadline and the last day to pay by direct debit, for example **Domiciliación hasta… · presentación hasta…** (Direct debit until, filing until). * A deadline that falls on a weekend or a public holiday moves to the next working day. * Past deadlines stay on the list while the form is not filed. * Nothing is due until your activity is registered. Each form is one of two kinds: | On the calendar | Meaning | | - | - | | **Lo calcula Melso** (Melso calculates it) | Melso calculates the return from your invoices, income and expenses. You review and authorize it, and Melso's professionals file it. | | **Melso aún no lo calcula** (Melso does not calculate it yet) | A reminder. The **Cómo presentarlo** (How to file it) link goes to the official instructions. When you have filed it yourself, the owner marks it with **Ya lo he presentado** (I have filed it), and it then shows as **Presentado por ti** (Filed by you). | ## Returns Melso calculates | Form | What it is | | - | - | | 303 | Quarterly VAT | | 130 | Quarterly income tax instalment, for autónomos in direct estimation | | 111 | Withholdings on professionals | | 115 | Withholdings on rent | | 390 | Annual VAT summary | | 190 and 180 | Annual summaries of the 111 and the 115 | | 347 | Operations with third parties | | 349 | Intra-community operations | Which of these appear on your calendar depends on your profile: your tax territory, your tax regime and whether you file monthly or quarterly. The 111 covers withholdings on professionals. Payroll is not part of Melso, so its work boxes stay empty. ## Forms that are reminders Everything else your profile requires appears as a reminder with its deadline. Examples: * The annual income tax return (form 100) for autónomos. Melso prepares it as a separate case. See [The annual income tax return](#the-annual-income-tax-return). * Corporate tax (forms 200 and 202), the annual accounts and the company books, for empresas. * Monthly VAT and monthly withholding filers, and the simplified and modules regimes. * The forms of the foral administrations (Álava, Bizkaia, Gipuzkoa, Navarra), the Canary Islands, Ceuta and Melilla. ## Differences by company kind | | Autónomo | Empresa | | - | - | - | | 130 income tax instalment | Calculated | Does not apply | | Annual income tax return (100) | Prepared as a case | Does not apply | | 347 | Calculated | Calculated | | Corporate tax 200 and 202, annual accounts, books | Do not apply | Reminders | | Tax service activation | Starts with a paid Pro or Plus plan when the profile is supported | Set up with the Melso team | For an autónomo the tax service starts on its own when the Pro or Plus plan is paid and the profile is one Melso calculates in full: registered, in the common territory, under general VAT and direct estimation, and filing VAT quarterly. Other profiles are reviewed by the Melso team first. ## Estimates Without an active tax service, a return shows as **Estimación** (Estimate). An estimate has an amount only. It has no boxes, no approval and no import file. The page explains why and offers the next step: **Activar gestoría** (Activate the tax service), **Revisar servicio fiscal** (Review tax service) or **Ver planes** (See plans). See [Plans and service scope](/essentials/plans). ## Review a return Open a return and choose **Ver casillas** (View boxes) to see each **Casilla** (box), its **Concepto** (description) and its **Importe** (amount). The result reads: | Result | Meaning | | - | - | | **A pagar** | To pay. | | **A compensar en próximos trimestres** | A negative 303 in the first three quarters. It is offset in later quarters. | | **A devolver o compensar** | A negative 303 in the fourth quarter. To refund or offset. | | **Nada que pagar** | Nothing to pay. A 130 never goes below zero. | | **Informativa** | An informative return: 390, 347, 349, 190 or 180. | Before you authorize, read the warnings: * **Hay datos por revisar** (There is data to review). Melso lists what to check, such as a line with no tax ID or expenses whose VAT rate was not read. * **Incluye… gastos sin confirmar como deducibles** (It includes expenses not confirmed as deductible). Review them in [Expenses and income](/essentials/expenses-income) first. A draft is recalculated from your records while its filing window is open. It stops changing once you authorize it or it is filed. ## Return states | State | Meaning | | - | - | | **Melso lo está preparando** | Melso is preparing it. No calculation yet. | | **Calculado por Melso** | Calculated. A draft you can read. It still changes with your records. | | **Espera tu aprobación** | Waiting for your approval. | | **Autorizado** | You authorized this exact version. Melso's professionals review and file it. | | **Presentado** | Filed. The filing was recorded with its reference and receipt. | **Autorizado** is not **Presentado**. An authorized return has not been filed yet. ## Authorize a return Open it from **Impuestos**, or follow the approval link your Melso agent or a connected assistant gave you. The link opens the signed-in app. Read the figures. Fix anything wrong in your records before you go on. Use **Desliza para presentar** (Slide to submit), or **Aceptar y presentar** (Accept and submit). The buttons say *presentar*, but they record your authorization; they do not file the return. The app confirms with **Autorizado · en revisión** (Authorized, in review), and Melso's professionals then review and file it. Only the company's owner can authorize a return, and only in the signed-in web app. A reply on WhatsApp or in an AI assistant does not authorize anything. Authorizing does two things. It marks that exact version as authorized, and it opens a case in **Gestiones** for Melso's professionals: **Nuestros gestores lo revisan y lo presentan en Hacienda. Te avisamos si falta algo.** (Our professionals review it and file it with the tax agency. We tell you if something is missing.) ### If the version changes Your authorization covers one version. If a professional sends you a new version, the earlier approval no longer counts and the app asks you again: **Hay una versión más reciente. Revísala antes de aprobar.** (There is a newer version. Review it before approving.) You can cancel the case before it is filed. Nothing is filed, the return goes back to a draft, and you can send it again when it is ready. ## Follow the case in Gestiones **Gestiones** lists the cases Melso's professionals handle for you. | Case state | Meaning | | - | - | | **Borrador** | Draft. Not sent yet. | | **En revisión** | A professional is reviewing it. | | **Te necesita** | They need something from you. | | **Para aprobar** | A version is waiting for your approval. | | **Presentando** | It is being filed. | | **Completada** | Done. | | **Cancelada** | Cancelled. | ## Is my return filed? A return is filed when the professional records the filing with three things: the reference, the filing date and at least one receipt. You then see **Presentado. Aquí tienes el justificante.** (Filed. Here is the receipt.) in the case, with the **Referencia** (reference) and the **Fecha de presentación** (filing date). The return moves to **Presentados** with the state **Presentado**. None of these is proof of filing: * A calculated draft or an estimate. * Your authorization, or the **Autorizado** state. * A downloaded import file. * A message from an assistant saying it is done. Filing is not paying. The case reminds you: **Presentar no es pagar: el pago sigue su plazo.** (Filing is not paying: the payment follows its own deadline.) Melso does not pay a return for you. ### If your figures change after filing The return shows **Tus datos han cambiado desde la presentación** (Your data changed since filing) with the amount it would be now. Melso reviews whether a supplementary or a corrected return is needed. ## AEAT import files For the 303, 130, 111 and 115, **Descargar borrador** (Download draft) saves the return as an AEAT import file. It is a plain text file named after the form and the period, such as `303_2026_3T.txt`. The file needs your NIF and fiscal name in the profile. The other calculated returns have no import file yet. The file is preparation. Downloading it does not authorize or file the return, and for a return Melso files you do not need it. ## The annual income tax return During the campaign, an autónomo sees the card **Declaración de la Renta** with the button **Preparar mi Renta** (Prepare my income tax return). Melso's professionals prepare the draft and you approve it before it is filed. A company has no income tax return, so the card does not appear for an empresa. ## With an AI assistant A connected assistant can read your calendar, explain a return and give you the approval link. It cannot authorize, file or pay. See [Use cases](/mcp/use-cases#what-is-due-this-quarter) and the [`taxes`](/mcp/tools/taxes) tool. For the approval rules shared with invoices, read [Approvals and professional filing](/essentials/approvals). This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.