Next Step: Add Your Income!
Now it's time to report your income by entering the SURI information in the "Withholding Statement" section. The "informative" or "withholding statements" are documents that inform the Treasury Department of the income, expenses and/or withholdings you had in the year.
Follow these steps:
1️⃣ Navigate to Withholding Statements
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Go to the "Withholding Statement" section and manually enter each form you downloaded from SURI.
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Or save time and avoid data entry by using our OCR tool.
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Simply click "Import PDF" to upload your informative return.
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Our system will extract the information for you, making the process faster and more efficient.
⚠️ Important: The OCR tool may occasionally misread information. Always review the imported data to ensure accuracy before proceeding.
2️⃣ Fill Required Income Schedules
Certain income informatives require additional Schedules to be filled.
Our "Validations" button will help ensure compliance by showing you which schedules you need to complete.
✅ Common Informative & Schedule Combinations:
- Salary income reported in W2-PR informative already transfers to the return and you will generally not need to fill out additional Schedules for this type of income.
- Exempt income → Schedule IE
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Income from Services (480.6SP) → Schedule M
- Interests → Schedule FF Page 1
- Dividends → Schedule FF Page 2
- Retirement Plans and Annuities (480.7C) → Schedule H
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Other Income (480.6A) → Depends on income lines (Schedule D, Schedule F, Schedule FF, or Schedule N)
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Our "Validations" button will automatically tell you which Schedule you need to fill.
- Did you receive 480.6A from your broker? Read this article for instructions on how to report Capital Gains and Losses.
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3️⃣ Validate Income That Was Not Reported on the Informative Return
If you had additional income that was not included in the informative return, you should consult the AI Tax Helper. One way to report other miscellaneous income is by entering it directly on Schedule F.
💡 Tax Tip:
If you're unsure which schedule applies to your income, you can consult our AI Tax Helper, a tool trained with Puerto Rico tax laws to help you report everything correctly.
👉 Access here: AI Tax Helper