Suma Tax Management has crafted a comprehensive strategic plan for 2022–2025 aimed at elevating the quality of services offered to citizens and boosting the efficiency and value delivered to municipalities that have entrusted the administration of their taxes to the institution. The plan focuses on increasing collection rates, reducing the number of foreclosure notices, shortening file resolution times, promoting innovative projects, simplifying procedures, and creating new payment options for taxpayers as core objectives.
This Friday, Santa Bárbara Castle hosted the XXIX anniversary of Suma, an event during which the strategic plan was officially unveiled. Attendees included Carlos Mazón, president of the Diputación; María Gómez, vice-president of the Treasury and of the organization; Ana Serna, deputies Alejandro Morant and the mayor of Alicante, Javier Gutiérrez; also present were Luis Barcala and the organization’s director, José Antonio Belso.
Among the priorities highlighted was a commitment to maximize the value delivered to municipalities. Mazón stated that the institution aims to remain a benchmark in public tax management and collection, recognized nationwide for its efficiency and transparency. He reaffirmed confidence in the organization to provide a comprehensive and excellent service while managing taxpayers’ obligations responsibly.
The strategic objectives include, among others, a voluntary collection rate exceeding 92 percent and an execution rate of 35 percent—today standing at 91.5 percent and 30.3 percent respectively. The plan also targets handling up to 50,000 receipts each year, reducing the backlog of enforcement to clear 25 million euros in pending cases, and cutting the average enforcement debt duration by one year.
Over the next three years, the plan aims to shorten the average time required to resolve files to ten days and to raise revenue derived from agreements with autonomous bodies to 7 percent of the budget, up from the current 4.5 percent. It also includes supporting eleven innovative projects annually that demonstrate the body’s commitment to modernization and service improvement.
Historical record of tax collection by Suma and the Tax Office in the midst of a pandemic
To achieve these goals, the plan emphasizes revising human resources policies, evaluating the information system, and updating the branch network. In addition, efforts will be directed at simplifying transactions, reducing absenteeism, and expanding new payment methods. The leadership underscored the importance of embracing new technologies while maintaining proximity to citizens, with a focus on enhancing payment facilities for taxpayers.
Mazón also noted that reducing the tax burden on companies and individuals remains a key objective. For instance, the Alicante Provincial Council’s measure to lower the IAE state surcharge to 5 percent is highlighted in contrast with higher rates observed in Valencia and Castellón councils.
Following the plan’s presentation, Mazón began presenting the annual Suma de Oro award to dedicated Suma employees. The recipients included Jose Luis Almarcha and Isabel Escolano, recognizing their ongoing contributions to the organization’s mission.