Did you leave GO to the last minute? See what to do – 05/31/2023 – Market

The taxpayer obliged to declare the 2023 Income Tax that has not yet made the declaration does not need to despair. The deadline for rendering accounts ends at 11:59 pm this Wednesday (31), and there is a way to fill in the document by the deadline, send it to the Revenue and not pay a fine of R$ 165.74 for late submission.

For last-minute declarants, there are at least two easier ways: use the pre-filled declaration or send the incomplete IR and then correct the missing data.

The pre-filled statement is available to all taxpayers who have a gov.br silver or gold account (see here how to get a silver or gold level). It can be done in the IR generator program on the computer, online, in the e-CAC or Portal Gov.br, or by computer or tablet, in the Meu Imposto de Renda application.

Anyone who will do it on the computer must download the program (check out the download step by step here). The same rule applies to anyone who is going to do it on their cell phone or tablet. Anyone filling out the IR online should enter the e-CAC or gov.br and search for “My Income Tax”. Just click on the year 2023 and start the statement.

How to start filling in the computer:

• Open the IRPF 2023 and click on “New”
• Choose annual adjustment statement
• Go to the option “Start statement from pre-populated”
• Inform it is a self-declaration and click OK
• The system will ask for the gov.br password; new tab will open
• Enter CPF and password
• Afterwards, you will be directed to the statement

The main form to be completed is “Taxpayer Information”. If you do not put the data in this form, there is no way to send the IR. It is she who must be OK if the citizen chooses to send the declaration incomplete to rectify later.

Those who pre-populate must pay attention to the information. Check all the data that is there with the income reports from paying sources that you have at hand. Zeros and commas must be correct, otherwise the taxpayer will fall into the fine mesh.

As for expenses that are deductible, only report what you have to prove the expense. This rule applies especially to medical expenses, which are among the champions of fine mesh.

Which IR chips to check?

The first form is the “Taxpayer Identification”. The pre-filled statement brings the IR receipt number and other data. Also check that the address, phone and email are correct. If there are dependents, their names must already be on the statement.

The second form that should receive more attention is that of taxable income. In general, salary paid by company goes on the “Taxable Income Received from Legal Entities” form. Service providers who received amounts from individuals must inform them in “Taxable Income Received from PF/Abroad”.

For salaried workers or INSS retirees, it is also necessary to check the exempt income and exclusive taxation income forms. In them, there may be a portion exempt from retirement, 13th, FGTS withdrawn, PLR (Profit Sharing) and vacation allowance, for example.

The form of payments made is where the payment for the school of the holder or his dependents and the health expenses of the holder and his dependents will be. It also states the alimony paid and the PGBL, if any (click here to see all the deductions that increase the refund).

Also check the “Assets and Rights” sheet, where assets such as real estate and/or automobile, checking account, savings account and investments must be declared.

How to submit the income tax return?

• After checking the pre-completed declaration forms, click on “Verify pendencies”, on the left side of the screen. Pending issues in yellow do not prevent sending. The ones in red, yes. fix them
• After correcting the pendencies, the message “No pending items were found in the declaration” will appear. click OK
• Check the values ​​in the box “Option for taxation”; pay close attention to the chosen taxation, whether by legal deductions or simplified discount
• Below the taxation table, go to “Submit declaration”
• Another box will appear with information about the payment of the refund. Check the data once more and inform how the amount will be received. click OK
• There will be an Income Tax assessment, enter the characters on the screen to assess
• The program will ask if you want to print the IR receipt; say yes
• The screen with the receipt will open; take the opportunity to save a copy and send it to your email
• Afterwards, also print a copy of the statement. Just open the IR program, go to the “Transmitted” tab and click on the statement that will be saved and/or printed
• Save the statement, send it to your email and print a copy
• After 24 hours of sending, it is possible to enter the e-CAC (Virtual Service Center) to find out if there is any pending
• Ready. Accountability has come to an end!

WHO SHOULD DECLARE THE IR IN 2023

Must declare income tax this year who, in 2022:

• Received taxable income above BRL 28,559.70, which includes salary, retirement and pension from the INSS or public bodies

• Received exempt income, non-taxable or taxed exclusively at source (such as savings income or FGTS) above BRL 40,000

• Had a capital gain (ie, profit) on the sale (transfer of ownership) of goods or rights subject to the levy of tax; this is the case, for example, of the sale of a car with a value greater than the amount paid for the purchase

• Was exempt from IR on capital gain on the sale of residential properties, followed by the acquisition of another residential property within 180 days

• Carried out operations on the stock, commodity, futures and similar exchanges, the sum of which was greater than BRL 40,000, or with net gains subject to the levy of tax

• Had, on December 31, possession or ownership of assets or rights, including bare land, in excess of BRL 300,000

• Obtained gross revenue in rural activity in an amount greater than R$ 142,798.50

• Want to offset losses from rural activity in 2022 or previous years

• He moved to Brazil in 2022 and was in that condition on December 31