Income Tax 2024: how to get the income report

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The recommendation is to actively look for reports that have not arrived, as the information in the IR declaration needs to be mirrored with the companies’ declaration. Income Tax 2023: deadline for declaration runs from March 15th to May 31st. Marcos Serra / g1 The Federal Revenue gave a deadline of February 29th for companies and employers to submit their employees’ income report, along with the Declaration of Income Tax Withheld at Source (DIRF). Those who did not receive it must charge the institutions. Companies have a legal obligation to provide income information. The taxpayer needs to gather information from all sources of income or financial transactions, such as employers, banks and investment brokers, among others. ➡️ CAN I DECLARATE WITHOUT AN INCOME REPORT? Taxpayers who have not received an income report can, indeed, declare their Income Tax. But this is not the most recommended method. For the values ​​declared by the individual to be correct, they must be the same as what was detailed by the employer. Otherwise, there is a considerable risk that the taxpayer will fall through the cracks. ➡️ IF THEY DON’T SEND, WHAT IS THE ALTERNATIVE? If it is not possible to request the income report again, one of the alternatives is to extract these values ​​from the pre-filled declaration. See how it works here. See below the documents required for the declaration: Income Income reports from financial institutions, including stock brokers; Reports on salary income, pro-labore, profit distribution, retirement, pensions, etc.; Reports on rental income from movable and immovable assets received from legal entities, etc.; Information and documents on other income received in 2021, such as donations, inheritances, among others; Carnê-Leão Cash Book and DARFs; Income reports from participation in tax programs (Nota Fiscal Paulista, Nota Fiscal Paulistana, among others). Goods and rights Documents that prove the purchase and sale of goods and rights that occurred in 2021; copy of the property registration and/or purchase and sale deed; IPTU bill; documents proving the shareholding position of each company, if any. Debts and encumbrances Information and documents on debts and encumbrances contracted and/or paid in 2021. Variable income Control of purchase and sale of shares, including monthly tax calculation (indispensable for calculating Income Tax on Variable Income); Variable Income DARFs; Reports of income earned in variable income. Payments and deductions made Receipts for health plan payments (with CNPJ of the issuing company); Medical and dental expenses in general (with CNPJ of the issuing company); Proof of education expenses (with CNPJ from the issuing company, with the student’s indication); Proof of social and private security payment (with CNPJ of the issuing company); Receipts for donations made; Domestic employee receipts (only one), containing NIT number; Receipts for payments made to service providers.

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