Income Tax 2023: I didn’t receive the income report, what now?

[ad_1]

Recommendation is to look for reports that did not arrive, as the information needs to be mirrored with the companies’ declaration. Income Tax 2023 Arte / g1 A taxpayer who has not received an income report can, yes, declare his Income Tax. But this is not the most recommended method. Companies have already sent their part of the statement to the Revenue. So, for the values ​​declared by the individual to be correct, it must be equal to what was broken down by the employer. Otherwise, there is a considerable risk that the taxpayer will fall into the fine mesh. As a person can have income from different sources, it is worth gathering information from all sources, such as companies, banks and investment brokers, among other sources. If the values ​​declared by the taxpayer are different from those declared by the institutions, there may be a challenge to the entries. It is worth remembering that companies have a legal obligation to provide income information. That’s why. if you do not receive it, you must charge the institutions. The recipe says that the source who does not deliver the report or delivers it with errors “is subject to the payment of a fine equivalent to R$ 41.43 per document.” There is also a fine for companies that declare false information. “The paying source who provides false information on income paid, deductions or tax withheld at source, is subject to a fine of 300% on each amount omitted or added that may cause an undue reduction of the income tax payable or an undue increase in the tax to be paid. refund or compensate, regardless of other administrative or criminal penalties. The same penalty applies to anyone who benefits from information knowing or should have known about the falsehood”, says the agency. If, for some reason, it is not possible to request the income report again, one of the alternatives is to retrieve these amounts from the pre-filled statement. See how it works here. See the documents required for the declaration: Income Reports of income from financial institutions, including stockbrokers; Salary income reports, pro labore, profit distribution, retirement, pensions, etc.; Reports of income from rentals of movable and immovable property received from legal entities, etc.; Information and documents of other income received in the 2021 financial year, such as donations, inheritances, among others; Carnê-Leão Cash Book and DARFs; Reports of income from participation in tax programs (Nota Fiscal Paulista, Nota Fiscal Paulistana, among others). Assets and rights Documents proving the purchase and sale of assets and rights that took place in 2021; copy of the registration of the property and/or deed of purchase and sale; IPTU bill; documents that prove the shareholding position of each company, if any. Debts and encumbrances Information and documents of debt and encumbrances contracted and/or paid in 2021. Variable income Control of purchase and sale of shares, including monthly tax assessment (essential for calculating Income Tax on Variable Income); Variable Income DARFs; Reports of income earned in variable income. Payments and deductions made Health plan payment receipts (with CNPJ of the issuing company); Medical and dental expenses in general (with CNPJ of the issuing company); Proof of education expenses (with CNPJ of the issuing company, indicating the student); Proof of social and private security payment (with CNPJ of the issuing company); Receipts of donations made; Maid receipts (only one), containing NIT number; Payment receipts made to service providers.

[ad_2]

Source link