You can switch at any time and you do not have to tell the tax office. The handover is free and we do it: we talk to your previous firm, check what has been filed and set up your Holded.
You can switch whenever you want. What matters is that no return is left in no man's land.
| If you switch… | What to bear in mind |
|---|---|
| Right after a quarterly deadline (from 21 April, July or October, or from 31 January) | The cleanest moment: the previous quarter is filed and the new firm starts from scratch. |
| During a filing period (1–20 April, July or October; 1–30 January) | Decide who files that quarter before the cut-off. Without a written agreement, returns get forgotten. |
| In January | The fourth quarter coincides with the annual summaries (form 390 for VAT is filed from 1 to 30 January) and form 347 follows in February. Agree who does each. |
| With a company, between January and July | The close of the previous year is under way: annual accounts and corporate tax. Agree who finishes it. |
| With employees | The payroll handover is done at the end of a month, never halfway through. |
Five steps, with nothing to file at the tax office for the change itself.
In 15 minutes we go over your situation and the cut-off date that suits you.
We draft the letter and ask your previous firm only for what cannot be downloaded from the official sites.
With your digital certificate we check what has been filed and what is missing. If something is pending, you get a fixed price in writing first.
With employees, we coordinate the Social Security handover at the end of the month with your previous firm.
We set up your Holded and from then on we work with you by WhatsApp, in English or Spanish.
The year-end has its own calendar: annual accounts and corporate tax for the previous year may still be in progress, so agree who finishes them. The accounting records are not on any official site: only your previous firm has them. And electronic notifications are mandatory for companies, so someone has to watch that mailbox every day during the change.
There is a longer guide, with the letter to copy, in Spanish.
Yes. No tax or Social Security rule makes you wait until the end of the year or the quarter. The only limit is your contract with your current firm: if it has a notice period or a minimum term, that applies; if not, you can switch the day you want.
No. There is no form to notify the Tax Agency that you have changed gestor. The new firm files your returns as your representative, and you only revoke the authorisations you gave to the previous one. Your history stays with the Tax Agency and Social Security.
Whoever you agree, in writing, before the cut-off date. It is the step most people skip and the one that avoids problems, because the consequences of a late filing fall on you: surcharges or penalties under articles 27 and 198 of the General Tax Act.
The cleanest moment is right after a quarterly deadline: from 21 April, July or October, or from 31 January. The previous quarter is already filed and the new firm starts a period from scratch.
Only what cannot be downloaded from the official sites. With your digital certificate or Cl@ve, most official records can be downloaded directly. For a company, the accounting records (journal, ledgers, inventory) are only held by whoever kept them, so we ask for them in a format we can import.
It is the first thing we check. With your digital certificate we see what the Tax Agency has on record and what is missing, and if something needs to be regularised we give you a fixed price in writing before we start.
No. Your Holded account belongs to you, not to us, and your tax history stays with the Tax Agency and Social Security. We import the current year and ask your previous firm for the books and the returns already filed.
The handover is free. Afterwards you pay the normal monthly fee: €79 per month + VAT in total for freelancers, with Holded Starter inside, and from €199 per month + VAT for companies. No lock-in.
A free call with an adviser, in English. If we are not the right fit, we will tell you.