How to obtain income information online and offline

How you obtain information about your income from the State Register of Individuals – Taxpayers depends on whether you are comfortable using online services or prefer visiting the tax office in person. Below is a step‑by‑step guide to the main options: through the Taxpayer’s Electronic Cabinet, the STS mobile application, the Diia portal and the Taxpayer Service Center.

1. Why you need income information
   The data obtained are used:

• to complete the annual income and assets tax return (including for a tax rebate);
• to confirm income to a bank, employer, consulate, etc.;
• to check whether employers have correctly reported your income and taxes;
• to prepare for e‑declaration for public officials.
  The information is generated from the State Register and is the official record of income accrued to you, as well as personal income tax and military levy withheld.

2. Online method No. 1: Taxpayer’s Electronic Cabinet
   This is the basic online tool of the State Tax Service that can be used by all individual taxpayers.

Step 1. Log in to the Cabinet
Go to the website of the Electronic Cabinet of the STS.
Log in using a qualified electronic signature (file/hardware key or cloud storage), the id.gov.ua service or Diia.Signature.

Step 2. Creating a request
In the left‑hand menu select “EC for citizens”.
Find the service “Request for amounts of paid income”.
Click “Create” (or “+”), select the tax period (year, and, if needed, several years).
Check that your personal data have been pulled through correctly and sign the request with your e‑signature.

Step 3. Receiving the response
Within a few minutes the response appears in the “Incoming/Outgoing documents” section of your Cabinet.
You can open the extract, download it as a PDF or print it.
The advantages of this option are its speed (often within 10–15 minutes) and the ability to submit a request at any time without visiting the tax office.

3. Online method No. 2: STS mobile application
   Many taxpayers use smartphones, and the tax service offers a mobile app (“My Tax” or another official application).

Step 1. Installation and login
Download the app from the App Store or Google Play (make sure it is an official STS product).
Log in using an electronic key or cloud‑based signature.

Step 2. Requesting information
Open the “Services” section.
Select “Request for amounts of paid income”.
Create a request, specify the required period and sign it with your QES.

Step 3. Viewing the result
The response is generated within a few minutes and becomes available in a separate section of the app.
If needed, the document can be exported and sent to your email.
This channel is convenient if you work from your smartphone a lot and want to keep the certificate at hand.

4. Online method No. 3: Diia portal (income certificate)
   Through Diia you can order a separate income certificate from the State Register of Individuals.

Step 1. Authorisation
Log in to your citizen account on the diia.gov.ua portal using an e‑signature or BankID.

Step 2. Ordering the certificate
Find the service “Income certificate”.
Select the period (years) for which you need information.
Submit the request and confirm the action.

Step 3. Receiving the certificate
Within roughly 30 minutes you will receive a notification that the document is ready.
The certificate will appear in the “Documents” section of your account; you can download it as a PDF or show it directly from your phone.
This certificate is convenient for submission to banks, social protection authorities, educational institutions or employers because it has a standard format and electronic details.

5. Offline method: Taxpayer Service Center (TSC)
   If you do not have an e‑signature or internet access, or simply prefer face‑to‑face communication, you can apply to a TSC.

Step 1. Preparing documents
Identity document (passport, residence permit or other document provided by law).
Taxpayer registration number (TIN).
If a representative applies on your behalf, a notarised power of attorney is required.

Step 2. Submitting an application
At the TSC you fill in application form No. 10DR (request for information from the State Register on sources/amounts of income, tax and military levy).
Choose the period for which you need the data (you can usually specify several years).

Step 3. Processing time and form of issue
Information is provided within up to 3 working days from the date of application.
The document is issued to you personally or to your representative (under a power of attorney).
TSCs usually offer additional options for people with hearing impairments (video link with a sign‑language interpreter, etc.), so it is worth clarifying what is available at your local tax office.

6. What to check in the income extract
   Regardless of how you obtain it, carefully review:

• whether all your employers for the selected period are listed as sources of income;
• whether the amounts match the certificates issued by employers and the money actually received;
• whether the amounts of personal income tax and military levy withheld are shown correctly;
• whether there are any “extra” incomes that were not actually accrued to you (sometimes this is due to a counterparty’s error or duplicate entries).

If discrepancies are found, you should:

• contact your employer/tax agent to correct the tax reporting;
• if necessary, seek additional advice from the STS or a tax consultant.

7. Practical tips for taxpayers

• Request your income information in advance so you have time to correct possible errors.
• Store the downloaded PDF extract in a secure place (cloud storage or encrypted drive).
• For the annual tax return, request data for the calendar year only.
• Monitor the deadlines for filing returns: for most individuals the final date is in spring of the following year, for civil servants it is earlier, and a return to claim a tax rebate can be filed until year‑end.

If you have questions or encounter difficulties with obtaining income information, correcting errors in the data or correctly reflecting these amounts in your tax return, seeking qualified legal or tax assistance will help you avoid financial and reputational risks.

Author – Yuliia Popadyn, attorney of the tax and housing law practice at the Law Firm “Winner Legal Company”.