The indicator of the equivalent economic situation is the key to access bonuses, discounts and subsidized performance. Here’s how it works, who can request it, how and where
Never again without ISEE. The document that measures the economic and patrimonial situation of a person or family is not mandatory, but it is increasingly necessary. It is in fact the key to the most part of the bonuses and concessions for citizens. So if you don’t want to remain excluded it is essential. But how does it work, how do you do and what should you know?
ISEE: What is it, who can ask for it and that ISEE exist
The indicator of the equivalent economic situation (ISEE) is a certificate, issued by the INPS after filling in the DSU (Single Replacement Declaration), which allows you to establish if you have the requirements to access subsidized performance or reduced rates. All citizens residing in Italy can request it. There are different types, designed for particular needs: the ordinary Isee, the ISEE for minors (for services related to children under the age of majority), the university ISEE, the socio -health ISEE (for home care or contributions to non -self -sufficient people), and the ISEE for social and health residences (for access to structures such as the RSA). The type to use depends on the performance for which it is applied; Therefore, the ISEE is always checked to access a bonus or an implementation.
How to get the ISEE: step by step (online, caf or professional)
To obtain the ISEE, it is necessary to fill in the DSU, i.e. the unique substitute declaration, which collects personal, income and patrimonial data of the family unit. There are three main paths: the autonomous compilation online on the INPS website (via SPID or electronic identity card), the assistance of a CAF or the study of a qualified professional (accountant or accountant). The pre -filled ISEE procedure is available on the INPS portal: many data (income, account sales, stocks, cadastral properties) are already automatically recovered from banks and public administrations, the task of verifying, integrating and transmitting the DSU remains. After sending the INPS processes the DSU and releases the ISEE certificate ready to be used.
Documents necessary for ISEE and timing
The documentation varies according to the composition of the nucleus and the type of ISEE requested. The documents they almost always serve are: The tax code of each component (including children), a valid identity document of the applicant, the family status, the most recent tax return (model 730 or income/unique model) or alternatively the unique certifications, account extracts and the average stock of current accounts, information on investments (shares, funds shares), deeds owned by the properties, cadastral visures, certifications on the residual share of mortgages, any re -registered contract, With receipts paid canons, life policies, data on motor vehicles and boats and any other document that certifies income or assets held abroad. If you turn to a CAF or an accountant, a detailed list is provided according to your situation. If you use the pre -filled INPS, many documents are already automatically acquired from the system and should only be verified. Since 2025 there are two news. State securities and postal booklets are excluded from the calculation up to a total maximum of 50 thousand euros and the sums received with the single check.
There is no general “deadline” within which to present the DSU, but there is a term. The ISEE is valid until 31 December of the year in which it is released. So getting the ISEE in the first months of the year is often the most convenient choice, to use the attestation for the entire calendar year.
Wrong ISEE: how to correct errors and omissions
If after submitting the DSU, you notice incorrect or missing data, you can intervene to avoid administrative problems and, in serious cases, penalties. There are Two possible options: The first is to fill in the FC3 supplementary model, available to communicate to the Revenue Agency or to INPS initially omitted information. This form must be transmitted within 15 days from the first calculation request. The second option It is to present a new complete and updated DSU: the new declaration will replace the previous one and the INPS will proceed with the recalculation of the certificate.
