For advisory and law firms
Walk into the notary knowing which cheque each party brings.
Annexa runs the sale from start to finish and has the numbers ready: transfer tax or VAT and stamp duty, the 3% non-resident withholding, the bank’s provision and the seller’s mortgage. And in the Tax area, your client’s paperwork.
The hidden cost of every sale
Today, closing paperwork keeps one or more people busy. With Annexa, just one.
Every client’s sale is a steady drip of hours: settlement, withholdings, the bank’s provision, reports, NIE, tax representation and tax forms. Hours of qualified staff spent copying data and redoing sums.
Today, by hand
- Working out transfer tax or VAT and stamp duty, the 3% and the cheques in a spreadsheet
- Drafting deposit contracts, annexes and powers of attorney by retyping the data
- Chasing the NIE, the land registry extract and the certificates
- Writing to the notary, the bank, the buyer and the seller one by one
- Keeping the NIE, tax representation and Forms 210, 211, 600 and 720 in separate folders
With Annexa
- One person enters the sale’s data just once
- Annexa works out taxes, withholdings and cheques instantly
- Produces the documents filled in, in Spanish and English
- Drafts the emails to every party: you review and send
- Flags what is missing and every deadline, before and after signing
Your team leaves the paperwork behind and gets back to advising clients. And you do not need to hire anyone else as your sales grow.
What changes in your firm
Fewer sums by hand. No surprises at signing.
Keep your accounting software
For bookkeeping and tax returns. Annexa takes care of the sale from start to finish.
The numbers, instantly
Settlement, withholdings and the bank’s provision recalculated instantly when something changes.
Reports that make sense
For the bank and the notary, with every cheque and withholding explained, in Spanish or English.
Tax work in the same place
Forms 210, 211, 600 and 720, NIE and tax representation in the Tax area, next to the sale.
How it is calculated and what it leaves out
On signing day the price minus what has already been paid changes hands. Out of it come the 3% if the seller is not resident (price × 3%), the cheque that cancels the seller’s mortgage and, whatever is left, the cheque to the seller. Costs are the regional transfer tax (standard rate) or, on new builds, VAT and stamp duty (AJD), plus an estimate for notary, land registry and agency; if the bank withholds them, they come out of the mortgage and the buyer puts in more at signing.
It is a guide: it leaves out municipal capital-gains tax, IBI, community fees, professional fees, other withholdings and reduced transfer-tax rates. Each sale in Annexa includes all of that.
Annexa + Tax · Tax area
Your client’s tax paperwork, next to their sale
Each one is handled as a task with its steps, deadlines and fees, and comes with its quote, contract and engagement letter in Spanish and English.
NIE
For foreign buyers and sellers: appointment, EX-15 form, 790-012 fee and collection, step by step.
Digital certificate
The client’s electronic certificate for their dealings with the Spanish authorities.
Tax representation
The non-resident’s representative before the Spanish Tax Agency, with its yearly contract.
Form 210
Non-Resident Income Tax: the yearly return of the non-resident owner and the one for the gain on a sale.
Form 211
The 3% withholding the buyer pays in when the seller is not resident.
Form 600
Transfer tax and stamp duty on the purchase.
Form 720
Declaration of assets abroad for those who become resident in Spain.
Annexa + Tax: €199 a month + VAT, with 3 users included. See plans and pricing
Annexa + Tax
€199/month + VAT
3 users and the tax area included · extra user €20 a month
Without the tax area, Annexa is €99 a month.
- No set-up fee
- 30-day guarantee
Does Annexa replace my CRM?
No. Your CRM is for prospecting: listings, viewings and offers. Annexa starts when the buyer says yes and handles the reservation, the deposit contract, the signing and after-sales. They work together.
Is it only for international clients?
No. Annexa handles any property sale, with Spanish or international clients. For international ones it adds what usually complicates the closing: the 3% non-resident withholding, documents in English and the power of attorney to sign from abroad.
What if my buyer has no NIE yet?
Annexa shows that it is missing and tracks the process step by step: appointment, EX-15 form, 790-012 fee and collection. If the buyer lives abroad, they can get it online without travelling to Spain through the NIE service of Sarah’s firm: they sign a power of attorney before a notary online and a team of registered lawyers files it in Spain. See the NIE service (opens in a new tab, on sarahkaterina.com)
Can I try it before paying?
Yes. First we show it to you in a 30-minute demo with a sample sale. If you like what you see, we set it up with you on a video call. And from your first payment you have a 30-day guarantee: if it is not for you, we refund what you paid.
Does it work outside the Costa Blanca?
It was born in Alicante and Murcia. Transfer tax already adapts to each region; other regional particularities will come later.
Where is my data?
We explain it in detail in the demo: which providers we use (database, servers, email and artificial intelligence) and where each one operates. We would rather tell you properly than promise what we cannot.
Ready to discover a new way of working?
We will show you in 30 minutes, with a sample sale.
Book a demo