1, providing proof of the first house. If both husband and wife own two or more houses, they cannot apply;

2. With the purchase contract and the down payment invoice, issue a personal income tax payment letter in the financial department of the unit, and keep the copy and the original, and then register after handling the property right certificate;

3. If the title certificate has been mortgaged in the bank, you need to go to the bank to issue relevant certificates, and provide the date of issuance of the title certificate and a copy of the title certificate stamped with the official seal;

4. Proof of payment for house purchase issued by the loan bank, and print the monthly repayment flow;

5. After the completion of the property tax process, go to the local transaction for tax refund registration, and wait for the account after completion.

It should be noted that if you apply for a mortgage tax refund within one year from the first repayment month and don't apply for a tax refund within three months from the next month, it means giving up automatically.

Tax refund means that for some reason, the tax authorities will refund the tax paid to the original taxpayer according to the prescribed procedures.

It mainly includes: (1) various symptoms caused by work mistakes. (2) Policy tax refund. Due to the change of tax policy. (3) Tax refund for other reasons. Tax Refund Procedure: Taxpayers apply to the tax authorities for tax refund, which will be handled according to different situations after approval.

To apply for tax refund, the state's economic and tax policies must be implemented. Tax authorities should set up necessary functional management institutions accordingly, establish a strict tax refund examination and approval system, and control policy barriers.

When applying for tax refund, a taxpayer shall submit an application report for tax refund to the local tax authorities in accordance with the provisions of the relevant national tax refund management system, and the tax authorities shall handle the tax refund registration.

The tax authorities should carefully examine the application report for tax refund, verify the certification documents provided by taxpayers, the reasons for tax refund, the scope of tax refund, the validity period of tax refund, the quantity and amount of tax refund products, the tax refund rate and the legality and authenticity of tax refund calculation, and earnestly strengthen the internal coordination and supervision of tax authorities in accordance with the provisions of the state on tax refund approval procedures and examination and approval authority. This is the key link of tax refund management.

According to the regulations of China's export tax rebate management system, after the end of the year, it is necessary to conduct a comprehensive and thorough inspection and liquidation of the export tax rebate handled by taxpayers in the previous year; At the same time, the tax authorities themselves should sum up the experience of tax refund management, improve the tax refund management system and further improve the management level.