By: Estefanía Chacón

Legal entities taxation

All individual corporations, limited liability companies and branches of a foreign company or its representative which are registered in the Registry of Legal Entities of the National Registry must comply with this obligation.

The annual amount to be paid by the companies will depend on the gross income declared in the previous fiscal period, ranging from $120.00 to $395.00. It must be paid no later than January 31, 2023.

Education and Culture Stamp

All mercantile companies, individual limited liability companies and branches of a foreign company or its representative, which are registered in the Registry of Legal Entities of the National Registry, active or inactive, must comply with this obligation.

The annual amount to be paid by the companies varies from $10.00 to $30.00.

It must be paid no later than March 31, 2023.

Transparency and Beneficial Ownership Registry

Only legal entities with capital stock in force and/or those that have been assigned a legal identification number by the National Registry and private trusts, including foreign trusts that have a legal identification number assigned by the National Registry and carry out activities in Costa Rica, must provide the information, the other obligated parties (administrators of third-party resources and non-profit organizations) will be incorporated later, with the due official communication. However, they must have the information available in case the competent authorities request it.

The ordinary annual tax return must be filed by April 30, 2023, at the latest.

Inactive companies’ patrimonial declaration

The mercantile companies incorporated in the country, which are registered in the Registry of Legal Entities of the National Registry, which do not develop lucrative activity of Costa Rican source, must comply with this obligation.

The 2020, 2021 and 2022 periods must be filed no later than April 30, 2023.

D-179 Declaration of the Solidarity Tax for the Strengthening of Housing Programs

The tax must be paid by the owners or holders of rights of real estate for housing use, as well as concessionaires, permit holders and occupants of the border strip of the maritime-terrestrial zone or of any other real estate granted by the State or its institutions, in case of exceeding the minimum exemption established.

It must be paid from January 01 to 15, 2023 (Presentation and payment of the declaration).

D-152 Annual summary tax return of withholdings for single and definitive taxes

Individuals or legal entities, public or private, subject or not to the payment of income tax, including the State, entities of the National Banking System, autonomous and semi-autonomous institutions, municipalities, and the entities referred to in Article 3 of the Income Tax Law, are required to file this information return.

The period to report would be between January 01, 2022, to December 31, 2022.

It must be cancelled from January 01 to February 28, 2023.

Form D.151 Annual summary declaration of clients, providers, and specific cost

Individuals or legal entities, public or private, subject or not to the payment of income tax, including the State, the National Banking System, the National Insurance Institute and other autonomous and semi-autonomous institutions, municipalities, state, private and international universities, cooperatives, embassies, international organizations, INCAE, CATIE, commercial companies, non-governmental organizations (NGOs), condominiums, trusts, boards of education, boards of administration, mutual savings and loans, labor unions, state educational institutions, the Social Protection Board, the Costa Rican Red Cross, associations or foundations for social, scientific or cultural works, civil and sports associations that have been declared of public utility by the Executive Branch under Article 32 of the Law of Organizations, committees officially appointed by the General Sports Administration in areas considered rural, according to the regulations of the Income Tax Law for the respective period, the Boards of Directors of National Parks, the Olympic Committee, the National Coast Guard Service, the Costa Rican National Association of Sportsmen and Sportswomen, and the Costa Rican National Sports Council, the National Coast Guard Service, as well as the Political Institutions, Religious Institutions, Trade Union Organizations, Life Insurance Society of the National Teachers and Multiple Services of the Teachers Association, Investment Funds, any entity created by special law and others, when they have sold or purchased goods or services at a national level, to the same person.

The period to report would be between January 01, 2022, to December 31, 2022. It must be cancelled from January 01 to February 28, 2023.