The ISEE (Equivalent Economic Situation Indicator) is a tool that allows you to evaluate the economic situation of families. The value of the ISEE is calculated by taking into consideration various economic and property factors, and is used to determine access to various social benefits, economic benefits and also to receive a state contribution for the purchase of more eco-friendly cars. The ISEE value is obtained with the ISEE declaration which is valid for one year and must be renewed every year.
In simple words, the ISEE reveals whether a family unit needs financial help and to what extent. The lower the ISEE value, the greater the economic difficulty of the household and, consequently, the greater the right to access support measures.
It is good that you know this tool which allows you to take advantage of, among the various benefits, also benefits incentives for the purchase of cars with variable state contribution based on your own ISEE. Those who own a ISEE below 30,000 euroshave the right to draw on a significant discount when it comes to the purchase of new electric vehicles.
Types of ISEE
There are 5 types of ISEE
- ORDINARY ISEEis the most widespread type of ISEE
- University ISEEis used to calculate university fees and to access scholarships and other benefits provided by university bodies.
- ISEE Social-Healthcareis necessary to access subsidized social and healthcare services, such as exemption from healthcare copays or home care.
- ISEE Minorsis used to request social benefits and benefits intended for minors, such as school canteens or school transport services.
- ISEE Minors with Unmarried and Non-Cohabiting Parentsspecific for minors who live with only one parent or with both parents but not cohabiting.
What is the ISEE for?
As already mentioned, the ISEE is used to access numerous services and benefits, including:
- Discounts on university fees
- Family allowances
- Access to social and health services
- Discounts for school canteens
- Baby bonus and other birth incentives (not renewed in 2024)
- Nursery bonus and discounted rates
- Basic income,
- Bonus for large families
- Bonuses and discounts on gas, electricity and water bills (not renewed in 2024)
- Access to school canteen
- University scholarships
- Discount for public transport season tickets
- Allocation of public housing
- Incentives for the purchase of eco-friendly cars
How to calculate the ISEE, the ISEE declaration
We see how is the ISEE calculated and which parameters are analyzed with the ISEE:
- Incomeincluding the incomes of all members of the family.
- Movable Heritageincludes bank deposits, stocks, bonds and other financial securities.
- Real Estate: value of properties owned, net of any mortgages.
- Family: number and composition of family members.
The calculation of the ISEE is complex and takes into account equivalence scales that vary based on the composition of the family unit and other specific circumstances (for example, the presence of disabled people). First we need to do something simple online simulation in order to check if you have all the “papers in order”
- Open the INPS website
- Write in the search bar: “ISEE pre-filled”
- Click on “Pre-filled ISEE: service online”
- Click on “online service”
- Go to the bottom of the page and press on “use tool”
- By swiping down you can find the wording “ISEE Ordinario” and then click on “do a simulation”
- Finally, fill in the required fields
Furthermore, in order to acquire the ISEE certificateit’s possible tap into at the DUS pre-populated directly on INPS websitewhich includes the data declared by the person requesting it and those coming from the public administration databases.
To do this you need to have one of the following credentials: CNS or SPID. Anyway on INPS website it is also possible to draw on tutorials which allow you to see how to proceed both with regards to the ISEE calculation and with regard to the acquisition of the ISEE certificate.
Individuals who are not familiar with the online forms and need complete assistance and therefore 360-degree help can contact the Tax Assistance Center (CAF) – obviously equipped with all the necessary documents.
ISEE for car purchase incentives 2024 Ecobonus
This is the 2024 car contribution scheme linked to the ISEE of the vehicle buyer and the amount that the State provides as a non-repayable grant with the purchase of a new car.
As can be seen from the table, there are contributions with ISEE less than 30,000 euros for the purchase of electric cars (but the fund is exhausted) and plug-in hybrid cars with increased amounts a car of euro 2, euro 3 up to euro 4 can also be scrapped. With the scrapping of a vehicle euro 2 (or less) there is the maximum contribution which is equal to 10,000 euros for plug-in hybrid cars And 13,750 euros for an electric car (the latter sold out).
| ISEE up to 30,000 euros | ||
| ELECTRIC CARS (CO2 0-20 g/km) FUND SOLD OUT |
PLUG-ING HYBRID CAR (CO2 21-60 g/km) |
|
| Without breakage. | €7,500 | €5,000 |
| Rott. up to Euro 2 | €13,750 | €10,000 |
| Rott. at Euro 3 | €12,750 | €7,500 |
| Rott. up to Euro 4 | €11,750 | €6,875 |
| List price limit | €45,000 without VAT €54,900 with VAT |
|
Other benefits based on the ISEE.
Single Allowance 2024 based on ISEE
- Single allowance for the year 2024 with the highest amount per child reaches 199.4 euros with ISEE up to up to 17,090 euros. The minimum amount is equal to 57.2 euros per child, starting from an ISEE greater than 45,575 euros.
- Other surcharges provide:
- up to 96.9 euros for each child following the second in the first band, the one with the lowest ISEE;
- an increase to 119.6 euros for non-self-sufficient children up to 21 years of age;
- an increase to 108.2 euros for children with severe disabilities under 21 years of age;
- an increase to 94.9 euros for children with average disabilities up to 21 years of age;
- an increase to 34.1 euros in the case of both parents with earned income.
Nursery Bonus 2024 based on ISEE
The NURSERY BONUS for the year 2024 is available at 3,600 euros, annual contribution reserved for
- families up to 40 thousand euros ISEE,
- births/adoptions occurring from 1 January 2024,
- in the presence of a first child aged no more than 10 years.
If you do not present your ISEE you can benefit from the minimum contribution of 1,500 euros per year.
University fees ISEE University
The University ISEE depends on whether the student is self-employed or dependent on his parents. In the case of an independent student with his own income. However, if the student is dependent on his parents, 20% of the movable and immovable assets of the family members must be added. It is therefore calculated by adding 20% of the family’s Asset Situation Indicator (ISP) to the Income Situation Indicator. Then, it is divided by the equivalence scale parameter.
To access university benefits for the 2024/2025 academic year, the ISEE limit is 27,726.79 euros and equal to 60,275.66 as an ISPE limit, the Equivalent Asset Situation Indicator (ISPE).
- 27,726.79 euros, ISEE limit
- 60,275.66 euros, ISPE limit
Therefore, students who have a higher ISEE will be able to benefit from subsidized treatments, for example on the canteen, but will not be able to benefit from any exemption.
Fake ISEE, what happens?
It should be noted that when preparing the ISEE, INPS carries out various checks before its presentation. So if there were to be a mistake of distraction, for example, there are no real risks. On the other hand, if several have been entered intentional errors during compilation, then you risk some sanctions and the deprivation from the concessions.
The obligation to provide correct and authentic information derives from article 76 n. 445/2000, which declares:
“1. Anyone who makes false statements, forms false documents or uses them in the cases provided for by this consolidated act will be punished in accordance with the penal code and special laws on the matter. The sanction ordinarily provided for by the penal code is increased from one third to one half.
2. The production of a document containing data that no longer corresponds to the truth is equivalent to the use of a false document.
3. The self-declarations made pursuant to articles 46 and 47 and the declarations made on behalf of the persons indicated in article 4, paragraph 2, are considered to be made to a public official.
4. If the crimes indicated in paragraphs 1, 2 and 3 are committed to obtain appointment to a public office or authorization to practice a profession or art, the judge, in the most serious cases, can apply temporary interdiction from public offices or from profession and art”.
Read also:
→ Guide to 2024 car incentives, how they work
→ Electric and plug-in cars with incentives
→ Internal combustion cars with incentives
→ Read other related topics
→ What do you think? Drop by discussions on the FORUM!
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