Income Tax 2023: where to find help to declare – 04/24/2023 – Market

Universities, colleges and technical education schools in São Paulo are offering free assistance to help taxpayers with filling out the Income Tax. The service is carried out by students in the areas of administration and accounting, with the supervision of professors.

The purpose of the task force is to clarify doubts for those who have not yet submitted the declaration to the Federal Revenue and to help people with the pre-filled declaration of the Income Tax.

The modality of service varies according to the educational institution, and can be online or in person by appointment. In some cases, the donation of groceries is requested as a contribution.

The deadline for submitting income tax returns is May 31.

SEE WHERE TO GET HELP WITH INCOME TAXES

Paula Souza Center – Etecs and Fatecs

In the state of São Paulo, 18 Etecs and Fatecs units provide services in 15 different cities. Each institution has a rule for following up on doubts.

For more information, consult the Centro Paula Souza website for details of the preferred unit.

• Modality: face-to-face and online
• Where: Capital, Assis, Bastos, Bragança Paulista, Campinas, Cubatão, Guarulhos, Jales, Marília, Matão, Osvaldo Cruz, Santana de Parnaíba, São Caetano do Sul, Sorocaba, Tatuí and Taubaté

Mackenzie Presbyterian Institute

Mackenzie’s Accounting and Tax Support Center will provide face-to-face assistance at the Higienópolis unit, in São Paulo, until May 19. To participate, you must register on the college’s website.

City University of São Paulo (Unicid)

Unicid holds the 31st Fiscal Duty at its Tatuapé unit, in the central region of São Paulo. Attendances are face-to-face —by appointment— and online.

• Where: Rua Cesário Galeno, 475, Tatuapé (near the Carrão subway station)
• When: Until May 26
• Online consultations: [email protected] and [email protected]
• Scheduling: [email protected]

University Center of United Metropolitan Colleges (FMU)

The FMU Accounting and Tax Support Center and the Federal Revenue provide assistance for filling out the Income Tax declaration by video call and in person until May 15. It is necessary to make an appointment.

• Where: Avenida Santo Amaro, 1239 – Vila Nova Conceição
• Scheduling: lp.fmu.br/imposto-de-renda-gratuito

WHAT DOCUMENTS ARE NECESSARY TO DECLARE INCOME TAX?

• CPF, RG, voter registration card
• Copy of delivery of declaration and receipt of delivery of the previous year
• Income report of all companies in which the taxpayer worked in 2022
• Report on income provided by all financial institutions where you have accounts or financial investments (banks, brokerages, Direct Treasury, etc.)
• Receipt of payment or receipt of rent
• In the case of retirees, income report issued by the INSS
• Extract from Caixa and the federal government in case of withdrawal of FGTS or unemployment insurance
• Receipts for medical and dental expenses, exams, health plans
• Receipts for education expenses related to primary, secondary, technical and higher education schools. Expenses with language courses are not deductible
• Document proving the purchase and sale of goods (real estate, vehicles)
• Proof of financing for real estate and vehicles. Extract of financing, loans in general
• Proof of child support payment, if applicable

WHO IS REQUIRED TO DECLARE?

Taxpayers 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.
• It was exempt from IR on capital gains on the sale of residential properties, followed by the acquisition of another residential property within 180 days
• Carried out operations on the Stock Exchange that, in total, exceed R$ 40,000 or obtained profit from the sale of shares, which are subject to the levy of tax
• Had, on December 31, possession or ownership of goods and rights, including bare land, in excess of R$ 300,000
• Obtained gross revenue in rural activity in an amount greater than R$ 142,798.50
• Do you 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, 2022